Browse the sample data

Your VOGSY trial comes pre-loaded with a complete set of sample data. This allows you to explore the features and workflows of a fully operational environment without having to enter any of your own data first.

The Setup Assistant will show you what to look for to get the most out of your trial environment.

The sample data includes realistic examples of the most common records you will work with in VOGSY.

You will find several sample opportunities that let you explore VOGSY's sales pipeline features. You can see how to manage sales stages and even create a sample quote.

You will also find sample projects that are already in progress. This allows you to dive into a "live" project and see how it works, complete with a budget, a work-breakdown-structure, and existing financial transactions.

Different roles in the sample data

The sample data includes several employees who have already been assigned different roles within VOGSY. This setup lets you experience how VOGSY provides a unique, role-based view of the same underlying data for different types of users.

For example, a Project Manager has a complete overview of a project's finances and progress, while a team member has a more focused view, primarily for logging their time on assigned tasks.

The sample dashboards provide an immediate look at VOGSY’s powerful reporting capabilities. Using the sample data, these dashboards showcase how you can visualize your company's performance, giving you at-a-glance insights into revenue, profit margins, and resource utilization.

Once you have finished exploring and are ready to begin setting up your own data, you can easily remove all sample records.

• Action: To wipe the test data, use the reset function. This will permanently delete all sample projects, contacts, and transactions, but it will keep all of your configuration settings.

• Location: You can access the reset feature in the VOGSY back office.

After the reset, your environment will be clean and ready for you to populate VOGSY with your actual company data.