How do I view reports on sales by product?

You can view reports on the sales for all your products showing the value of all the orders and quotes generated for each product.

  • 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 ‘All products’ 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 will be presented with a table that lists of all your products and the value of all the orders and quotes generated for each product.
  • 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.
  • Click on the graph icon to see the product sales values graphed over time.
  • For each row, next to the product name, you can click on the customer icon to see which customers have ordered that product.
  • For each row, next to the product name, you can click on the sales rep icon to see which sales reps have sold that product.