How to find your top 50 customers (Power Users only)

All users can use sales-i to access a list of your top spending accounts via the Enquiries tab. Power Users also have the ability to narrow this down to the top 50 (or custom number) accounts companywide via Campaigns.

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Step 1: Click Campaigns

Click Campaigns from the menu at the top of the screen.

How to find your top 50 customers Step 1-01


Step 2: Click Add New Campaign

Click Add New Campaign in the bottom left of the screen.

How to find your top 50 customers Step 2-01


Step 3: Filter

Firstly, you will need to decide if you want to filter the results to show either Parent Accounts (head office locations) or Customers (delivery addresses/sub accounts).

For this example, we will choose Customers.

How to find your top 50 customers Step 3-01


Step 4: Drag and drop

Drag and drop the Top Accounts campaign filter from left to right.

How to find your top 50 customers Step 4-01

Step 5: Select date range

Select the date range you want to search within – this could be as broad as 'all time' or as narrow as 'the current 2 months'. A commonly used date range is YTD – to do this, ensure the month and year fields are correct, and select 'Roll the End Period' from the drop down.

How to find your top 50 customers Step 5-01

Step 6: Select the number of accounts

Next, type in the number of top accounts you want to restrict to – in this case 50 – and click Finished.

How to find your top 50 customers Step 6-01

Step 7: Click Generate

To generate the campaign, click the green Generate button in the top right hand corner of the pop up window.

Please Note: A pop-up window will appear asking 'Are you sure the criteria is correct?' - click Yes.

How to find your top 50 customers Step 7-01

Step 8: Further options

On this screen you can:

• Give the Campaign a name: i.e. 'Top 50 Spending Accounts YTD'

• Set the Campaign Priority by selecting from the traffic-light system, and

Subscribe any/all users to the campaign.

How to find your top 50 customers Step 8-01-1

Step 9: Click Finished

Click the green Finished button in the top right hand corner to view your Campaign results.

How to find your top 50 customers Step 9-01

Step 10: View results

Click on the Campaign name from the list on the left-hand-side to view the results.

A Power User will have the option to view the most recently run version of the campaign by selecting from the list under Processing Statistics in the top centre of the screen.

Please Note: Campaigns can only be generated by a Power User, however the results can be accessed, run, and actioned by all users. The result may differ depending on user restrictions (e.g. if a user is restricted to only see their customers, they will see the number of their customers that fall into the top 50 companywide.

How to find your top 50 customers Step 10-01

Step 11: Optional - Export data

If needed, there is also an option to export this data to a CSV file.

For example, to send to your marketing team for reference.

To export this list click Export Data in the bottom right of the screen.

How to find your top 50 customers Step 11-01

Step 12: Click Export

Now, you can select any additional criteria that you want to include on the export or alternatively, just click Export.

How to find your top 50 customers Step 12-01

Need additional help?

Drop us an email regarding your query tosupport@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.