Versions Compared

Version Old Version 50 New Version Current
Changes made by

Helen Gosper

Denise McGettigan

Saved on

Key

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

REWRITE t/c

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 sales activity with no sales activity to identify opportunities.

Table of Contents
maxLevel2
 

Activity filter 

 

Image Removed

Filter by sales, no sales or opportunities

Sales database

Image Removed

Info
iconfalse
titleRelated topics
How-to video

Widget Connector
width200
urlhttp://www.youtube.com/watch?v=k7cv43b8neM&list=PLudlXiwcRr9cK_WeqWu4NYS3MTPkNrPma&feature=c4-overview-vl
height160

Sales only

The default view in a sales database in Phocas is 'Sales only' i.e., where (info) How to include refunds or giveaways 

You can use 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*.

Image Added
Info

*Depending on the database you are analyzing, the options might be different, as your administrator can customize the option labels in Designer to meet your business' requirements. The labels are usually in the context of Activity, No Activity or All but, 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

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

include items such as refunds or giveaways (

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

) by selecting 

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

  

 

 

No sales

'No sales' displays

 

No Activity

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.

Opportunities

'Opportunities' puts 'Sales Only' and 'No Sales' together, i.e. it

All

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

Note that selecting 

Info

Selecting Show net zero

 will

 in the Options menu will affect the results so that '

Opportunities

All' may not necessarily return the same number of rows as if you simply combined those two options.

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

  1. Financial 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 Example 2.

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

Select No Sales. The screen will display the 15 customers who have not bought from Harry this YTD, highlighting them in light blue.
update images

  1. Click Activity Filter > No Activity. The grid updates to display the 123 customers (highlighted in green) who have previously bought from Harry but have not bought from him this year so far.

    Image Added

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

, and select

  1. .

  2. Select and 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 best

  1. the customer has

bought from the activity filter button

  1. been buying.

Select No Sales

  1. Click Activity Filter > No Activity. The grid now

shows that there are 9

  1. displays the product categories that

our best

  1. the customer is not buying

from us

  1. , highlighted in

bright

  1. 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

    On this page

    Table of Contents
    minLevel1
    maxLevel2