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Sale

The Sales filter category contains filters regarding the general sales of packages and/or products.

For more specific filters regarding Packages or Products please refer to the filter categories Packages and Products

Count

Sale Count filters by the number of invoices/transactions a client has made that meet all other sale filters contained in that rule group. Example: Sale Count = 5 & Sale History = in the last 90 days will find clients who have had 5 invoices in the past 90 days.

filter operators
  • more than - Display clients that have more than X sales that meet all other sale filters in rule group.
  • less than - Display clients that have less than X sales that meet all other sale filters in rule group.
  • exactly - Display clients that have exactly X sales that meet all other sale filters in rule group.

History

Sale History will filter users that made any purchases within your selected timeframe, which could be either a product sale or a service sale.

Tip

Sale History is rarely used. Filter categories Packages and products will give you more control over filtering by the sales of packages and products.

filter operators
  • Today - Display clients that made any purchase, sale or service, today.
  • Yesterday - Display clients that made any purchase, sale or service, yesterday.
  • in the last (days) - Display clients that made any purchase, sale or service, in the selected time frame.
  • not in the last (days) - Display clients that didn't purchase anything, sale or service, in the selected timeframe.
  • exactly (days ago) - Display clients that made any purchase, sale or service, exactly the number of selected days ago.
  • exactly not (days ago) - Display clients that didn't purchase anything, sale or service, exactly the selected number of days ago.

Note

The Sale filter category won’t be used as much as the Product and Package filter categories. If you’re seeking a filter that would, for example: -Find clients that purchased Alo Leggings within the last 30 days, you would want to use filters from the Product History category.