{"id":1886,"date":"2017-08-01T09:55:34","date_gmt":"2017-08-01T09:55:34","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=1886"},"modified":"2025-11-04T11:38:46","modified_gmt":"2025-11-04T11:38:46","slug":"how-do-i-view-reports-on-sales-performance","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-view-reports-on-sales-performance\/","title":{"rendered":"How do I view reports on sales performance?"},"content":{"rendered":"<p>You can view reports on the value of orders and quotes generated over a time period with drill-down options.  <\/p>\n<ul>\n<li>Log in to the Onsight web console at\u00a0<a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com\/<\/a>.<\/li>\n<li>Click on &#8216;Reports&#8217; from the left-hand side menu.<\/li>\n<li>Click on &#8216;Sales&#8217; and then &#8216;Sales value&#8217; from the left-hand side menu.<\/li>\n<li>Click on the drop-down at the top of the screen to choose the time period for the report. The options are: &#8220;All time&#8221;, &#8220;Last year&#8221;, &#8220;Past 12 months&#8221;, &#8220;This year&#8221;, &#8220;Last month&#8221;, &#8220;Past 30 days&#8221;, &#8220;This month&#8221;, &#8220;Last week&#8221;, &#8220;This week&#8221;, &#8220;Yesterday&#8221;, &#8220;Today&#8221;.\n<li>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.\n<li>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.\n<li>If you are viewing monthly data, you can drill down further to see daily data by clicking on one of the months.<\/li>\n<li>Click on the documents icon in the top right hand corner to see a detailed listing of all the orders and quotes.<\/li>\n<li>You will be presented with a table that lists all of the orders and quotes.<\/li>\n<li>Click on the \u2018Download XLS\u2019 icon at the top of the table to download the data to an Excel file.<\/li>\n<li>Click on the \u2018Download CSV\u2019 icon at the top of the table to download the data to a CSV file.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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\u00a0https:\/\/sales.onsightapp.com\/. Click on &#8216;Reports&#8217; from the left-hand side menu. Click on &#8216;Sales&#8217; and then<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1886"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=1886"}],"version-history":[{"count":16,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1886\/revisions"}],"predecessor-version":[{"id":4633,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1886\/revisions\/4633"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=1886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=1886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=1886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}