You can view reports on the product sales to all of your customer groups showing the quantity and value of individual products sold to each customer group.
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Reports’ from the left-hand side menu.
- Click on ‘Products’ and then ‘Groups’ from the left-hand side menu.
- Click on the drop-down at the top of the screen to choose the time period for the report. The options are: “All time”, “Last year”, “Past 12 months”, “This year”, “Last month”, “Past 30 days”, “This month”, “Last week”, “This week”, “Yesterday”, “Today”. You can also choose a custom date range.
- You will be presented with a table that lists all your customer groups together with the quantity and value of individual products sold to each customer group.
- Click on the ‘Download XLS’ icon at the top of the table to download the data to an Excel file.
- Click on the ‘Download CSV’ icon at the top of the table to download the data to a CSV file.
- For each row, next to the group name you can click on the ‘customers’ icon to see all of the customers in that group that bought this product.
Note:
If a customer belongs to more than one customer group, the same product data will appear multiple times: once for each group that the customer is in. In this case you cannot add up the totals across the whole table.
The customer group is the customer group as at the present time, not the customer group that the customer was in when the order / quote was created.
The category is the immediate category that the product is in (the one right down at the bottom of the product category hierarchy), not the top-most product category.
The category is the primary category not the secondary categories (additional categories).
The category is the category as at the present time, not the category that the product was in when the order / quote was created.