We're excited to announce the beta release of Data+, a new optional add-on for getting valuable data and insights out of OnCall Air.
In this article, we'll provide a brief introduction to what it is, how to use it, and -- most important -- why it's worth checking out!
This article introduces the basics of Data+, but since we're in beta the best way to try is to give it a test drive by requesting beta access here.
With the Beta, you'll get the first 30 days to try it out without any fees or commitment.
What is Data+?
Data+ is a new Add-On for OnCall Air, that unlocks a powerful data and reporting system that admin users can access via the Office admin section of OnCall Air.
The Data+ menu gives you options for a variety of pre-defined reports that you can use to gather trends about your business, your team, your sales and the products that you offer.
Once you activate the Data+ Menu, you'll have access to the reports below -- and more coming soon.
What can I do with Data+?
There's many ways to use Data+ to get trends, insights, or exports of your business.
These are just some examples:
Search for the products you quote and sell (equipment, accessories, install items, etc) and find out in which quotes you sold them
Get quick insights into high value proposals that are close to expiring, or perhaps have had a lot of customer viewing activity.
Use powerful filters and exports to get just the right data for your analysis
Take a look at lost opportunities, alongside reasons and notes taken by your team.
See how your company (and team members) is performing compared to last 30 days and the same time frame the prior year
Understand which Rebates and Financing plans you're offering, and which ones are involved in more sales
Export detailed reports of your consultations and/or sold jobs, so that you can analyze separately or import into other systems
Get a view of the activity across all proposals in your system. All in one place.
These are just some examples of the capabilities of this new add-on. We'll be adding many more over the coming weeks and months.
How do the Filters and Exports work
Many of the reports in Data+ have a similar spreadsheet-like table. This allows you to quickly:
Sort items
Search across anything in the table
Export to a CSV
Do advanced Filtering
How does the Add-On and Beta work?
This is an optional new service for OnCall Air, and it's priced based on admin users.
The trial period and pricing for the Data+ beta is described in this signup link:
Enroll in the Data+ Beta
If you have any feedback, ideas, or suggestions for the feature, please email us at support@oncallair.com.