Register for our FREE live learning session below 👇
The Full Picture Enquiry and how to utilize it.
- Date: Thursday, 15 June 2023
- UK Time: 10am and 2pm
- US Time: 12pm ET
- Duration: 30 minutes
- Level: Intermediate
Understanding the uses of each section of sales-i and how to fully utilise Enquiries.
Do you need to run sales reports on a regular basis without the time-consuming element? During this series we will show you how to fully utilize each Enquiry type so that you can run customised sales reports to your liking, allowing you to find opportunities at the click of a button.
As part of this series, we will also cover and overview on both the Desktop and Mobile platforms, so you can understand which sections of sales-i can be utilized to your advantage, and how this can be applied to your job role.
Sessions in the series:
- Overview and Functionalities of sales-i on the Desktop
- Overview and Functionalities of sales-i on the Mobile Device
- The Full Picture Enquiry and how to utilize it.
- The Variance/Variance+ Enquiry, and how to utilize it.
- The Sales vs Gaps Enquiry and how to utilize it.
Live learning session overview:
In the third session of the series, we’ll be focusing on the Full Picture Enquiry, this section is designed help you interrogate your data at the click of a button. During this intermediate session, we will cover.
• How Enquiries pull data from your back-office system.
• How we can utilize this data to view our invoice data in several measurement types.
• Saving/Exporting these Enquiries so we can utilize them at later dates.
Can’t join us for the live learning session? Register anyway, and we’ll send you the recording afterward to watch in your own time.