How to discover which of your customers are spending less

The Variance Enquiry within sales-i allows you to compare sales over two different date ranges to find any rise or stop any leakage in spend.

This guide will show you how to use this enquiry to see a list of customers who are spending less with you allowing you to protect and improve your sales growth.

Desktop

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Step 1: Click Enquiries

Click Enquiries.

Step 1-01

Step 2: Click Variance.

Click Variance.

Step 2-01

Step 3: Click customer bubble

Click on the Customer bubble to view a list of your Customers.

Please Note: Customer bubble shows spend for sub-accounts.

Alternatively, you can use the Parent Account bubble to roll-up spend for all of the sub-accounts that are associated into one parent account.

Step 4-01

Step 4: Results

sales-i will default to show your biggest shrinking customer first.

You can now see your customers spend for the current YTD vs the PYTD and the variance between those two figures.

These are your customers that are spending less year on year.

Please Note: You can click on any of the table headers to sort them in alphabetical, ascending or descending order.

Step 5-01

Top tip: Customer months

The default date range selected includes the current month, meaning you are comparing an incomplete month this year against a complete month last year.

You may want to even out the comparison and tell sales-i to only compare complete months.

To do so, click Search Filter to view the available date ranges. Check Show Complete Months and click Save.

Step 3-01

Apple

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Step 1: Tap Enquiries

From the home screen of the sales-i app, tap the Enquiries tab.

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Step 2: Tap Variance

From the home screen of the sales-i app, tap the Enquiries tab.

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Step 3: Tap Enquiries

Under Customer Analysis, tap on either Parent Account (bill-to) or Customer (ship-to).

Note: Tapping on Parent Account (bill-to) will show accounts that bill to the same head office in the same line of your enquiry.

Spending_Less_3-01

Step 4: Tap Enquiries

sales-i will default to show your biggest shrinking customers first.

You can now see your customers spend for the current YTD vs the PYTD and the variance between the two.

These are your customers that are spending less year on year.

Spending_Less_4-01

Step 4: Tap Enquiries

sales-i will default to show your biggest shrinking customers first.

You can now see your customers spend for the current YTD vs the PYTD and the variance between the two.

These are your customers that are spending less year on year.

Spending_Less_4-01

Step 5: Tap Filter icon

To re-sort the results in alphabetical, ascending or descending order. Tap the Filter icon.

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Step 6: Filters

Scroll to the bottom and adjust the Sort Filters to your desired outcome. E.g. Sort direction descending and then tap the Save icon in the top right hand corner.

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Step 7: Custom months

The default date range selected includes the current month, meaning you are comparing an incomplete month this year against a complete month last year.

You may want to even out the comparison and tell sales-i to only compare complete months.

To do so, tap the Filter icon.

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Step 8: Show complete months

Next, tap Show Complete Months.

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Step 9: Tap Save

Finally, tap Save.

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Android

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Step 1: Tap Enquiries

From the home screen of the sales-i app, tap the Enquiries tab.

How to discover which of your customers are spending less - Android 1-01

Step 2: Tap Variance

Tap Variance.

How to discover which of your customers are spending less - Android 2-01

Step 3: Choose a drill

Under Customer Analysis, tap on either Parent Account (bill-to) or Customer (ship-to).

Note: Tapping on Parent Account (bill-to) will show accounts that bill to the same head office in the same line of your enquiry.

How to discover which of your customers are spending less - Android 3-01

Step 4: Results

sales-i will default to show your biggest shrinking customers first.

You can now see your customers spend for the current YTD vs the PYTD and the variance between the two.

These are your customers that are spending less year on year.

How to discover which of your customers are spending less - Android 4-01

Step 5: Filter

To re-sort the results in alphabetical, ascending or descending order. Tap the Filter icon.

How to discover which of your customers are spending less - Android 5-01

Step 6: Sort filters

Scroll to the bottom and adjust the Sort Filters to your desired outcome. E.g. Sort direction descending and then tap the Save icon in the top right hand corner.

How to discover which of your customers are spending less - Android 6-01

Step 7: Custom months

Top Tip: Custom Months

The default date range selected includes the current month, meaning you are comparing an incomplete month this year against a complete month last year.

You may want to even out the comparison and tell sales-i to only compare complete months.

To do so, tap the Filter icon.

How to discover which of your customers are spending less - Android 7

Step 8: Show Complete Months

Next, tap Show Complete Months.

How to discover which of your customers are spending less - Android 8-01

Step 9: Tap Save

Finally, tap Save.

How to discover which of your customers are spending less - Android 9-01 copy

Need additional help?

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

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