Sales Management

Sell your products more efficiently with a custom sales form. Track your daily sales in realtime from all your sales agents in a single group. You can easily track your sales targets and optimize your sales pipeline more efficiently.

Data & Input Types

Below are example of input types that will go into the products, daily sales tracker and sales order form. Depending on your needs you can add inputs as per your requirements.

Sample data that are required to record daily sales
Sample data that are required to record daily sales.

Adding inputs to the group custom form

Start by creating a space or use existing one, and add Products, Stores, Daily Sales Tracker, and Sales Order groups to your space. Go ahead and inputs from the group settings screen under the custom form tab. You can learn more about how to add inputs to custom form.

Adding inputs to a custom form in a group
Adding inputs to a custom form in a group.

Posting custom and text messages

Once you have defined your groups, custom forms and invited participants in their respective groups, your team can start recording the daily sales. The Daily Sales Tracker group is for reporting total sales done in a day, so at the end of every day, the sales manager can post the total sales done per product. You can learn how to add participants and how to post custom messages.

Posting messages via custom form in a group Posting messages via custom form in a group
Posting messages via custom form in a group.

Downloading your custom form data

Through the custom form in each group, OnSpace organize your data in a structured format making it easier for you and your team to download them whenever you need them. Tap the cloud download icon seen on the app bar.

Downloading data posted via the custom form in a group
Downloading data posted via the custom form in a group.

Analyzing and visualize your data to gain insights

You and your team can now upload your data from OnSpace to Google Data Studio and focus on analyzing and visualizing your data to gain insights and make well informed business decisions by using tools like Google Data Studios. Below is an example of how you could analyze your customer registration data.

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