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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.

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Activity filter 

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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*.

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Info

*Depending on the database you are

analysing

analyzing, the

labels may

options might be different

.

Filter by sales, no sales or opportunities

Sales database

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Info
iconfalse
titleRelated topics

 

 

Sales only

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

, 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.

    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.

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    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 CRM

    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

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