How to use check-in data to calculate how long sales reps visit customers

  • Log in to the web console: https://web.onsightapp.com.
  • Click on ‘Check-Ins’ from the left-hand menu.
  • The ‘Manage Customer Check-in Data’ screen will appear.
  • You can filter by customer or by sales rep user or by date range.
  • Select the rep check-ins by selecting the check box on the left hand side.
  • Click ‘Download’. The data will be downloaded in Excel format.
  • Open the file in Excel.
  • ‘Check-In Date Time’ is in column G. ‘Check-Out Date Time’ is in column I.
  • Go to the end of row 2 (the first row of data) and in a new column, type this formula: =I2-G2
  • Copy this formula to all the rows.
  • Highlight the row. Right-click on the row, choose ‘Format Cells’, select ‘Custom’, and choose or type in h:mm:ss
  • You will now see the time spent on each visit in this format: hours:minutes:seconds.
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