How do I view reports on sales reps?

  • 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 Reps’ tab at the top and select ‘All Reps’ 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 table showing the sales performance for each sales rep. Only sales reps that have already created orders and/or created quotes will be shown.
  • Click on the ‘Copy’ link at the top of the table to copy the data to your clipboard.
  • Click on the ‘Excel’ link at the top of the table to download the data to an Excel file.
  • Click on the ‘CSV’ link at the top of the table to download the data to a CSV file.
  • Click on a sales rep’s name to see their sales performance over time.
  • You will be presented with the sales performance over time for that sales rep.
  • You can also drill down further by selecting a specific customer from the drop-down at the top of the screen. This will show you the sales for that specific rep to that specific customer.