A simple way to identify customers who are not buying or products that are not selling is to use the activity filter. You can also change this filter to combine activity with no activity to identify opportunities.
You can the activity filter both when you are in Summary view and when you select a dimension (filtered view).
Click the Activity Filter menu, then select one of the options*.
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*Depending on the database you are analyzing, the |
options might be different but they are usually in the context of Activity, No Activity or All. |
These labels can be customized during the database design to meet your business' requirements. For example, in a Sales database, you might have Sales Only, No Sales, Opportunities. Similarly, in a Purchasing database, you might have Purchases Only, No purchases and Opportunities. |
Filter | Description | ||
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Activity | Displays items for which there have been transactions in a period and where the result is not zero. Usually the default view in a Sales database.
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No Activity | Displays only items where there were no transactions in a period. All items with no sales are highlighted in green. Results depend on how up-to-date your source data is. For example, you might see customers that have long since ceased trading or products that have been discontinued. | ||
All | Combines the other two options; displays all items, regardless of whether a transaction has occurred.
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Example 1 - Find customers who are not buying products
Use the activity filter in the Sales database to identify customers who have not purchased from Harry this calendar year-to-date (YTD).
Click Periods > Calendar YTD.
Click the Sales Rep dimension.
Search for, then select and focus on Harry.
Click the Customer dimension to display customers who have bought from Harry this calendar YTD.
Click Activity Filter > No Activity. The grid updates to display the 15 customers who have NOT bought from Harry this YTD, highlighting them in light blue.
Example 2 - Identify products that aren't selling
Use the activity filter in the Sales database to identify which product categories your number one customer is not buying.
Click the Customer dimension.
Sort the Total column in descending order.
Select and focus on the customer at the top of the list (the number one customer).
Select the Product Category dimension. The grid updates to display the product categories that the best customer has bought.
Click Activity Filter > No Activity from the activity filter button. The grid now shows that there are nine product categories that our best customer is not buying from us, highlighted in bright green.
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