Versions Compared

Version Old Version 60 New Version 61
Changes made by

Denise McGettigan

Denise McGettigan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A simple way to identify customers who are not buying or products that are not selling is to use the activity use the activity filter. You can also change this filter to combine activity with no activity to identify opportunities.

Table of Contents
maxLevel2
 

Activity filter 

 Image Removed

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. Depending on the database you are analysinganalyzing, the labels may options might be different but they are usually in the context of Activity, No Activity or All.

info
Image Added
icon

Filter

false

Description

titleRelated topics

Activity

The default view in a sales database is usually 'Activity' i.e., where (info) How to exclude refunds or giveaways 

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.

Tip

You can exclude items

such as refunds or giveaways (

where positive and negative sales transactions have the net effect of summing to zero

) by unticking 

, such as refunds or giveaways, by selecting the Show net zero option.

  

No Activity

'No activity' displays

Displays only items where there were no transactions in a period.

All

All items with no sales are highlighted in green.

 Results

 Results depend on how up-to-date your source data is

, e

.

g.,  you may

For example, you might see customers that have long since ceased trading

,

or products that

are

have been discontinued.

All

This combines 'Activity' and 'No Activity', i.e. it

Combines the other two options; displays all items, regardless of whether a transaction has occurred.

Note that selecting 

Info

Selecting Show net zero will affect the results so that 'All' may not necessarily return the same number of rows as if you simply combined those two options.

On this page

Table of Contents
minLevel1
maxLevel2



Example 1

.

- Find customers who are not buying products

Example 1: 

Use the activity filter in the Sales database to identify customers who

are not buying. In this example, we want to know which customers

have not purchased from Harry this calendar year-to-date (YTD). 

Choose the Sales database, then select 

  1. Click Periods > Calendar YTD.

Select

  1. Click the

'Rep' dimension, then select and focus on

  1. Sales Rep dimension.

  2. Search for, then select and focus on Harry.

Select

  1. Click the

'

  1. Customer

'

  1. dimension to

show

  1. display customers who have bought from Harry this calendar YTD.

Select 

  1. Click Activity Filter > No Activity. The

screen will

  1. grid updates to display the 15 customers who

have not bought

  1. have NOT bought from Harry this YTD, highlighting them in light blue.

Example 2

.

- Identify products that aren't selling

Example 2:

Use the activity filter in the Sales database to identify which

products a particular customer is not buying. In this example, we want to see which

product categories

our

your number one customer is not buying. 

Choose the 'Sales' database and 'Customer' dimension

  1. Click the Customer dimension.

  2. Sort the Total column in descending order

,

  1. .

  2. Select and

select and

  1. focus on the

number one

  1. customer

(

  1. at the top of the list (the number one customer).

  2. Select the

'

  1. Product Category

'

  1. dimension.

This will display those

  1. The grid updates to display the product categories that

our

  1. the best customer has bought.

Select 

  1. Click Activity Filter > No Activity from the activity filter button. The grid now shows that there are

9

  1. nine product categories that our best customer is not buying from us, highlighted in bright green.

Note

The activity filter in a sales database contains the following options:  sales only, no sales and opportunities. A 'Purchasing' database might have 'purchases only', 'no purchases' and 'opportunities'. 

Other databases

  • Purchasing
  • Inventory
  • Finance
  • Sales & Stock
  • Sales, stock & purchasing
  • Accounts payable
  • Accounts receivable
    • CRM