You can view reports on the relative sales performance for each sales rep as well as their sales performance over time.

• Log in to the Onsight web 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 ‘Sales’ 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 ‘Export to Excel’ link at the top of the table to download the data to an Excel file.
• Click on the ‘Export to 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.