The Daily Admin report is designed to give you the important insights you need for your business at your fingertips.

This optional service includes two emails that are sent automatically to admin users in your organization that you designate. The first email, the Sales Report, contains performance information related to your sales and your proposal activity. The second email, the Product Report, contains information about Equipment and Accessories sold or quoted.

Both daily emails provide information that can be used to more effectively manage your business and your team.

In this article, we'll explain each section and then show you how to activate this email for your own organization.

Are you wondering how you can turn this on? Scroll to the bottom for instructions to activate (or just click here if you already saw enough and want to get started).

Also, you may be interested in learning more about the Daily Consultant report, which serves a similar purpose but is personalized for each sales person ("consultant") on your team. You can learn more about that version in this article.

The sales report is designed to manage the overall sales performance of your organization, as well as give you tactical information about your sales team and proposal activity.

Note that the subject and header of the report include "Sales Update" to differentiate it from the product report.

In this section, we'll walk through the sections of the Sales Report:

Display the consultations that were accepted on the day before the report ran.

These sections detail out the sales performance for each consultant -- and the company total -- for three time periods: all sales during the month, all sales in the prior month, and all sales in the current year. It also shows the number of presentations made during the same time period.

The report includes the Total Value, which is based on the Total Investment on the accepted proposal option. It also calculates the average of the total investment, and breaks out the amount of recommended add-ons that were sold.

Please note that this report shows all sales regardless of when a consultation was created or presented.

This report summarizes the close rate performance based only on proposals that were created in the last 30 days.

It's important to note that if a proposal was created prior to the 30 day period, it is not counted in this section. This is done so that the same time period can be applied for the presentation and the the sale, so that the conversion rate calculation is constrained for a consistent period of time.

This is a useful report to see which of your customers are most engaged in pending proposals. It is sorted by the most "active" in terms of customer viewing activity!

View a summary of your team's quoting activity from the prior day.

Finally, this section is helpful to anticipate consultations that are currently presented, but will soon move to expired. This allows you to do one final retouch with the customer before it expires.

You can also extend the expiration date by putting the consultation in Draft mode, and then representing. NOTE that this action will refresh any costs and pricing on that proposal.

Section 1.9 lists the proposals lost in the past 3 days. This also includes the reason for the lost proposal.

The Product Report is more operational, and intended to help you manage connect product costs, and views of your recently sold and pending equipment.

Note that the subject and header of the report include "Product Update" to differentiate it from the sales report.

In this section, we'll walk through the sections of the Product Report:

This section shows an aggregate listing of the quantities of each unique equipment model that was sold inside a system on the prior day.

It can help you review your inventory and purchase planning.

View the equipment that is included in presented quotes for the past 7 days. This can help to predict the types of equipment that has been quoted most commonly to plan capacity and ordering.

These sections should typically be blank, but there are occassions where the connected supplier will send a $0 cost for a product, which typically means it's a discontinued model.

The OnCall Air system has validations to warn if this ever occurs and prevent the intentional presentation of a quote with a $0 cost. But this report can be useful to double-check and clear out any models that may no longer be valid.

This last section will frequently be blank, but if it appears it will show you any products in our equipment bundles or alternates, or accessories that have had an underlying cost change in the last 7 days.

Of course, one benefit of OnCall Air's connected suppliers is that if the cost changes on equipment, then if you use the pricing engine your proposal pricing will change automatically for any new consultations you build.

This daily report is included as part of a subscription to OnCall Air. To activate it, please make sure you provide the required information at this form:

Request the Daily Reports

NOTE THAT THIS REQUEST MUST BE FROM AN AUTHORIZED ADMINISTRATIVE USER OF ONCALL AIR.