Getting started with Enquiries

The Enquiries section of sales-i allows you to see detailed customer and product spending information. Each enquiry works in a similar way, but each does a slightly different job. This how to guide shows you how to run a Variance enquiry.

Desktop

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Step 1: Go to Enquiries

From the black navigation bar at the top of the screen, click Enquiries.

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Step 2: Variance Settings

Below the green ribbon, close to the top of the screen, you will see another menu. In it are options including Variance, Variance+ and Full Picture.

This bar is the Enquiry Selection menu, and contains the different types of enquiry that you can make the system run.

Variance is a good enquiry for us to start with. It compares this year to last year, and shows whether customers are up or down on their spend. Click the Variance button now.

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Step 3: Enquiries Homepage

The screen you can see now is your Enquiries home page. You’ll see four main sections: Customer Analysis, Product Analysis, CRM Analysis and Transaction Analysis.

These are the four categories through which the system can drill into information for you depending on what you’re trying to find out.

For now, just click Product Group Level 2, which is in the second category.

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Step 4: Compare Sales

sales-i has now run this query for you, making a comparison between the sales of your products for this year and last year. The results can be seen in the table.
1) The Code column displays the product code.
2) The Description column displays the product’s name or description.
3) The Variance column shows the difference in sales between this year and last year, with a total displayed at the bottom.
4) The final two columns are this year’s sales and last year’s sales. Totals of these columns can be seen at the bottom of the grid.

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Step 5: Advanced Drill

Notice the round black symbols next to each result in the Code column?
That’s the Advanced Drill button. This option allows you to drill down into the data further and get even more specific results.

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Apple

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Step 1: Tap Enquiries

From the navigation bar at the bottom of the screen, tap Enquiries.

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Tap 2: Tap Variance

You will see menu options for all Enquiry types: Full Picture, Variance, Trends and Sales vs. Gaps; as well as access to your existing Saved Enquiries and the option to Start With Filter. 

Variance is a good enquiry for us to start with. It compares this year to last year, and identifies growth or shrink in spend. 

Tap Variance now. 

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Step 3: Quick Drills

This next screen is your Enquiries home page. You’ll see four main sections: Customer Analysis, Product Analysis, CRM Field and Transaction Analysis (as well as some Quick Drills for your convenience). 

These are the four categories through which the system can drill into information for you depending on what you’re trying to find out. 

For now, just tap Product Group Level 1 from the Quick Drills section. 

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Step 4: Enquiries table

sales-i has now run this query for you, making a comparison between the sales of your products for this year and last year. The results can be seen in the table. 

1) The totals bar in light green at the top of the page shows an overall sum total for each of the columns described below. Red arrows indicate a shrink in spend, green arrows indicate a growth in spend. 

2) The Variance % column displays the % variance in spend between this year and last year. 

3) The Variance column displays the difference in sales between this year and last year. 

4) The final two columns are this year’s sales and last year’s sales. Range 1 is always the closest date range (current YTD). Range 2 is always the furthest date range (previous YTD). 

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Step 5: Advanced Drill

To get even more specific results (such as, which customers have purchased a certain product group) swipe right-to-left on the line. 

This reveals the Advanced Drill icon. 

Tap this to be taken to your Enquiries home page where you can drill further into your data for this product group. 

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TOP TIP: Quick Drill path

You can also tap on a line to go down a pre-defined drill path. 

Tapping a line in your results list will always take you down through Product Group Levels and end with Product. 

Please Note: If you want to take a different step at any point on this drill path, you will need to swipe right-to-left on the line and use the Advanced Drill icon. 

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Android

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Step 1: Tap Enquiries
From the navigation bar at the bottom of the screen, tap Enquiries.

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Step 2: Tap Variance

You will see menu options for all Enquiry types: Full Picture, Variance, Trends and Sales vs. Gaps; as well as access to your existing Saved Enquiries and the option to Start With Filter. 

Variance is a good enquiry for us to start with. It compares this year to last year, and identifies growth or shrink in spend. 

Tap Variance now. 

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Step 3: Tap Product Group Level 1

This next screen is your Enquiries home page. You’ll see four main sections: Customer Analysis, Product Analysis, CRM Field and Transaction Analysis. 

These are the four categories through which the system can drill into information for you depending on what you’re trying to find out. 

For now, just tap Product Group Level 1 from Product Analysis, which is the second category. 

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Step 4: Enquiries table

sales-i has now run this query for you, making a comparison between the sales of your products for this year and last year. The results can be seen in the table. 

1) The totals bar in light green at the top of the page shows an overall sum total for each of the columns described below. Red arrows indicate a shrink in spend, green arrows indicate a growth in spend. 

2) The Variance column displays the difference in sales between this year and last year. 

3) The final two columns are this year’s sales and last year’s sales. Range 1 is always the closest date range (current YTD) whereas Range 2 is always the furthest date range (previous YTD). 

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Step 5: Advanced Drill

To get even more specific results (such as, which customers have purchased a certain product group) tap and hold on the line. 

This reveals the Advanced Drill (DRILL+) at the top of the screen.

Tap this to be taken to your Enquiries home page where you can drill further into your data for this product group. 

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TOP TIP: Quick Drill path

You can also tap on a line to go down a pre-defined drill path. 

Tapping a line in your results list will always take you down through Product Group Levels and end with Product. 

Please Note: If you want to take a different step at any point on this drill path, you will need to tap and hold and use the advanced drill (DRILL+). 

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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.