How do I view reports on sales performance?

  • Log in to the Onsight admin console at https://web.onsightapp.com.
  • Click on ‘Reports’ from the left-hand side menu.
  • Click on the ‘Sales’ tab at the top and select ‘Sales Value’ from the drop-down 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 graph showing the value of orders and quotes generated for that time period.
  • You can refine the report further by selecting a specific sales rep or a specific customer from the drop-downs at the top of the screen.
  • You can drill down further in the time series data by clicking on one of the bars in the time chart.