Utilizing Enquiries to establish sales gaps within your customers spending

Preparing for Customer Meetings Using Enquiries and Customer Dashboards

Date: Thursday May 22nd 2025

UK Time: 2pm

Duration: 30 minutes

Level: Intermediate

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 the Fourth session of the series, we will be looking at your customers' Sales vs. Gaps as a comparison report on a monthly basis to locate spending habits & any gaps in purchasing. During this session we will cover.

• Setting custom date ranges to organize data points.
• How to track customers' spending, products, sales reps, and other forms of data.
• How to organize and digest data to be ready at any moment, with any customer