Preparing for Customer Meetings Using Enquiries and Customer Dashboards

Date: Thursday May 1st 2025

UK Time: 2pm

Duration: 30 minutes

Level: Beginner

 

Understanding how we can fully utilize Enquiries and Customer Dashboards within sales-i Desktop

 

Do you have questions about your customers' spending habits? Or what are your Top Selling products?   Or do you want to be able to quickly access your customers' data to identify opportunities?

 

During this series, we will be focusing on utilizing the Desktop Enquiries and Customer Dashboards. Looking at all the different types of enquiries within the system. From your Top Spending, Top Falling, Sales vs Gaps, and Trends. The month of May will be dedicated to running you through different Desktop Enquiries so you can get the most out of the data provided for your customers to help identify opportunities, trends and insights. We will also be taking a deep dive into your customer dashboards, allowing you to efficiently prepare for customer meetings, as well as looking at how to access insights on your mobile device.

 

Sessions in the series:

  • Understanding the Home Screen and Customer Dashboards
  • Utilizing Enquiries to establish your top spending customers- Full Picture
  • Utilizing Enquiries to establish your top falling customers and identify opportunities- Variance/Variance +
  • Utilizing Enquiries to establish sales gaps within your customers spending - Sales vs Gaps
  • Using the Mobile Device to access quick customer insights

 

Session overview

 

In this first session of the series, we will be taking a deep dive into the home screen, and customer dashboards. This session will provide you with an understanding of how you can access targets, view sales comparisons and quickly run personalized customer sales reports ready to present at your external meetings, during this session we will cover.

  • An overview of your home screen, including accessing sales comparisons and targets.
  • The different ways we can locate Customer Dashboards.
  • How you can utilise the information in a customer dashboard.
  • Customising and Generating customer sales reports (Snapshots) Ready to present to your clients.