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.