You can view reports on the value of orders and quotes generated over a time period with drill-down options.
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Reports’ from the left-hand side menu.
- Click on ‘Sales’ and then ‘Sales value’ 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.
- If you are an admin, you will be presented with a graph showing the value of all 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.
- If you are a sales rep, you will be presented with a graph showing the value of your own orders and quotes generated for that time period. You can refine the report further by selecting a specific customer from the drop-downs at the top of the screen.
- If you are viewing monthly data, you can drill down further to see daily data by clicking on one of the months.
- Click on the documents icon in the top right hand corner to see a detailed listing of all the orders and quotes.
- You will be presented with a table that lists all of the orders and quotes.
- 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.