Close more Sales with Spire.

One of the most effective tools found in Spire is the power of filters. If you aren’t using these yet, now is the time to start. Using Filters and User Defined Fields, you can create your own modified Sales Pipeline, giving you the opportunity to stay on top of your upcoming sales opportunities.

How to create a Sales Pipeline using Filters:

  • Open Sales Orders
  • Add a new User Defined tab to the Sales Orders with the following:
  • (see instructions here)
  • Once you are back into the Sales Module, click <Filters>
  • Choose “Type” =  Quote
  • Next, select columns you wish to see: (right click on a column header to choose)
    • Order No
    • Customer No
    • Customer Name
    • Customer Phone number
    • Order Date
    • Required Date (this can act as your projected closing date)
    • Total Ordered
    • User Defined file – Notes
    • User Defined File – Last Contacted
  • Click the down arrow beside <Filters> and then <Save Preset as…> and whether you want it to be just for yourself or for everyone in the company. Call it “Sales Pipeline” and check <Show in module list> and <Save column state>

Sort your column by required date, and see what sales are coming close to your projected sales date. By highlighting these customers and clicking Mail Merge you can remind them about your upcoming promotion that is about to end.

Export your filtered list to Excel and calculate how much you are expecting and when (remember we used the required date as a projection closing date).

There are endless ways of using the filters in Spire; this is just one!
Here are few more ideas to get you started:

  • Inventory requires ordering – Filter = ‘Suggested Qty” is not equal to 0
  • Inventory not sold in 2 years – _Filter = _“This Years Units” is 0 + “Last Years Units” is 0. Then set the “Match if” to All
  • AR over 120 days – Filter = “Over 120” is not 0
  • Sales Order with margin less than X – Filter = “GP %(Average) is less than X
  • Purchase orders received in full – _Filter – _ “Remaining Amount” is 0

For more information on Filters, contact us at support@tri-tech.com and we’ll be happy to help!

Christine Wells

Leave a Reply Text

Your email address will not be published. Required fields are marked *