How to: Configure Power Filters

Learn how to create, configure, and apply Power Filters in Toucan Sales Analytics to segment your customers and organise your data views.

July 3, 2026 By Josh

Introduction

The Power Filters portal is primarily used by senior leadership and sales leadership due to its ability to segment, filter, and access return any results contained within your company data housed in Toucan. For most users they will not have the requirements to segment data so heavily.

As the Power Filters form is one single page with many input fields, we will detail the goal of each field separately.

Creating your Power Filter

Field Name	Purpose
Description	Title for your filter.
Customers or Leads	Whether this filter contains customer data or lead data.
View Users	Who within your team is able to view your filter.
Modify Users	Who within your team is able to configure your filter.
Show in Customers Grid	If your filter will show within your Customer table.

First, we need to set naming conventions and permissions.

Step #1: Title your Power Filter with the Description field and select whether you want to build a filter for Customers or Leads using the dropdown menu. — Title your Power Filter with the **Description** field and select whether you want to build a filter for **Customers** or **Leads** using the dropdown menu.

Step #2: Enter a description for the filter in the text input field. — Enter a description for the filter in the text input field.

Step #3: Click the View Users dropdown to specify which team members can access this filter. Select individuals or entire groups. — Click the **View Users** dropdown to specify which team members can access this filter. Select individuals or entire groups.

Configure Filter Criteria

Once the basic details are set, refine your search criteria across several different modules.

Common Filters

Field Name	Purpose
External Rep	Filter by any sales executive within your company or contracted sales agent.
Category	Filter by your defined product categories.
Segment	Filter by your defined lead segments.
Region	Filter by your logged customer regions.
Service Level	Filter by your service offerings if applicable.
Trading Status	Filter by the trading status of the customer/leads you need to return.
T/O Band	Filter by the Turnover Band of the customers you need to return.

Region Filters

Field Name	Purpose
Town	Filter by the town you require your results to be from.
County	Filter by the county you require your results to be from.
Postcode	Filter by the postcode you require your results to be from.
Country	Filter by the country you require your results to be from.

Activity Filters

Field Name	Purpose
Not called since	Filter for customers who have no logged phone calls since {date}.
Not visited since	Filter for customers who have no logged visits since {date}.
No interactions since	Filter for customers who have no logged interactions since {date}.
Overdue interaction follow-up	Filter by customers who currently have overdue interactions.
New customers created since	Filter for customers who have been created since {date}.
Overdue for ordering by (days)	Filter for customers who are past due on their ordering cycles since {date}.
Not ordered since	Filter for customers who have not ordered since {date}.
Not invoiced since	Filter for customers who have not been invoiced since {date}.
Has overdue balance	Filter for customers who are past due on their invoice balances since {date}.
Has interactions between	Filter for customers who have interactions set between two dates for a specific mode (email, visit, phone call).

Trading Filters

Field Name	Purpose
Filters based on	Filter whether results are based on sales invoices or sales orders.
Has Purchased	Section to filter if the customer has purchased.
Products from Product Group 1	Filter which products the customer has purchased from your first product group.
Products from Product Group 2	Filter which products the customer has purchased from your second product group.
This product	Filter by a specific product if required.
Between	Filter between the dates the products were purchased.
Via sales channel	Filter which sales channel the products were purchased.
Individual transaction value over	Filter only customers who have an individual transaction purchase of over {X}.
Total customer spend over	Filter only customers who have a total customer spend over {X}.
Has not Purchased	Section to filter if the customer has not purchased.
Products from Product Group 1	Filter which products the customer has not purchased from your first product group.
Products from Product Group 2	Filter which products the customer has not purchased from your second product group.
This product	Filter by a specific product if required.
Between	Filter between the dates the products were not purchased.

Trading Variance Filters

The Trading Variance Filters are configurable based on set trading metrics such as Total Invoice Value and Total Sales Value, greater or less than a certain percentage over a certain period.

Apply and Save Actions

Step #9: Click Company View to apply the filter and immediately view the list of companies that match your criteria. — Click **Company View** to apply the filter and immediately view the list of companies that match your criteria.

Step #10: Click Contact View to apply the filter and immediately view the list of contacts that match your criteria. — Click **Contact View** to apply the filter and immediately view the list of contacts that match your criteria.

Step #11: Click Map View to apply the filter and immediately view the list of contacts on the map that match your criteria. — Click **Map View** to apply the filter and immediately view the list of contacts on the map that match your criteria.

Step #12: Click Create Call List to apply the filter and immediately view the newly created Call List ready for action. — Click **Create Call List** to apply the filter and immediately view the newly created Call List ready for action.

Step #13: If you no longer need the configuration or need to discard changes, click Delete. If you need to save the filter, press Save. — If you no longer need the configuration or need to discard changes, click **Delete**. If you need to save the filter, press **Save.**