Getting Started
OptiSight is a cloud-based platform that unifies dealership data into real-time dashboards, reports, and operational tools. Your organization’s administrator provisions accounts and assigns each user a role that determines which features and dealership rooftops they can access.
- Sign in at app.optisight.io with your username and password, then complete the emailed one-time passcode (multi-factor authentication).
- Choose your rooftop (if you have access to more than one) from the rooftop selector to scope the data you see.
- Set your home page so OptiSight opens to the dashboard or report you use most.
Core Modules
The platform is organized into the following areas:
- Dashboards: real-time views for Sales, Customer, Inventory, Sales Gameday, Finance, and Service, surfacing KPIs and trends across the dealership.
- Data & Uploads: import dealership data (sales, inventory, trade, and vendor files) and manage personnel and performance-plan data. Files are validated on upload.
- Forms: capture sales, customer-log, reputation, inventory, and incentive entries directly in the product.
- Reports: generate Sales, Trade, In-and-Out, Daily Deals, and conference reports, with export options.
- Compensation Plans: configure and calculate pay plans across departments and roles, with net-payout views.
- Leaders: variable and fixed leaderboards to track performance across the team.
- Admin: for administrators: user and rooftop management, announcements, and platform configuration.
Frequently Asked Questions
How do I reset my password?
Use the “Forgot password” link on the login page. A reset link is sent to your registered email. If your account is locked, use “Request unlock” or contact your administrator.
Why am I asked for a code when I log in?
OptiSight requires multi-factor authentication. After your password, we email a one-time passcode. You can trust a device for a limited period to reduce how often you’re prompted.
I don't see a dashboard or rooftop I expect.
Access is role-based and scoped to the rooftops your organization assigns. If you need additional access, contact your OptiSight administrator.
How is my dealership's data protected?
Data is encrypted in transit and at rest, segregated per rooftop, and access-controlled by role. See the Security and Privacy pages for detail.
Staying Up to Date
New features and fixes are summarized on the public changelog, and service status is published on the status page. Significant changes affecting your organization are communicated to administrators by email.