Sales Transactions

The data model encompasses sales transaction line quantities, unit prices, costs, discounts, tax rates, and total costs, including tax and additional costs. It also includes metrics like sales profit, net sales, and gross profit margin. The model facilitates comprehensive analysis of sales performance, profit margins, and trends. Various dashboards and views are available for in-depth monitoring and analysis of sales orders, profit, margins, credit notes, sales quotes, deliveries, and customer insights, enhancing overall sales performance tracking and evaluation.

Benefits of This Data Model

• Enhanced Sales Performance Tracking: The data model allows for comprehensive analysis of sales performance, enabling tracking of key metrics such as sales profit, net sales, and gross profit margin.
• Improved Profit Margin Monitoring: Through the model, businesses can effectively monitor profit margins and trends by utilizing key performance indicators dedicated to profit analysis and performance evaluation.
• Detailed Sales Order Insights: The model provides a detailed view of sales orders, including order status, allowing for better monitoring of order fulfillment and timely follow-up on overdue orders.
• Customer Insights Enhancement: The availability of various views enables businesses to gain valuable customer insights, enhance customer relationship management, and identify top customers based on sales profit contribution.
• Geographical Sales Analysis: Businesses can leverage the data model to analyze sales performance by area or region, facilitating geographical-based strategies and performance evaluation for different sales territories.

Key Performance Indicators (KPIs)

• Line Quantity: The quantity of items in each sales transaction line.
• Line Quantity Change: The change in quantity of items for a specific sales transaction line.
• Line Quantity Last Processed: The quantity of items in the last processed sales transaction line.
• Line Quantity Processed: The quantity of items that have been processed in the sales transaction line.
• Line Quantity Reserved: The quantity of items that are reserved in the sales transaction line.
• Line Quantity Reserved Change: The change in reserved quantity of items for a specific sales transaction line.
• Line Quantity Outstanding: The quantity of items that are outstanding in the sales transaction line.
• Unit Price (Tax Excl.): The unit price of an item excluding tax.
• Unit Price (Tax Incl.): The unit price of an item including tax.
• Unit Cost: The cost of each unit for an item.
• Line Discount: The discount applied to the sales transaction line.
• Additional Cost: Any additional costs associated with the sales transaction line.
• Tax Rate: The tax rate applied to the sales transaction line.
• Line HC Total (Tax Incl.): The total cost of the line including tax.
• Line TC Total (Tax Incl.): The total cost of the line including tax and additional costs.
• Line HC Total (Tax Excl.): The total cost of the line excluding tax.
• Line TC Total (Tax Excl.): The total cost of the line excluding tax but including additional costs.
• Line HC Total No Discount (Tax Incl.): The total cost of the line with no discount applied, including tax.
• Line TC Total No Discount (Tax Incl.): The total cost of the line with no discount applied, including tax and additional costs.
• Line HC Total No Discount (Tax Excl.): The total cost of the line with no discount applied, excluding tax.
• Line TC Total No Discount (Tax Excl.): The total cost of the line with no discount applied, excluding tax but including additional costs.
• Line HC Total Processed (Tax Excl.): The total cost of the processed line excluding tax.
• Line TC Total Processed (Tax Excl.): The total cost of the processed line excluding tax and including additional costs.
• Line HC Total Processed (Tax Incl.): The total cost of the processed line including tax.
• Line TC Total Processed (Tax Incl.): The total cost of the processed line including tax and additional costs.
• Line Quantity (Converted): The quantity of items converted into another unit of measurement.
• Line Cost: The total cost of the line.
• Sales Profit: The profit generated from the sales transaction.
• Sales Net: The net sales amount after deducting discounts and additional costs.
• Gross Profit Margin: The percentage of profit margin on the sales transaction.

Available Visualizations

View Name	Description
Sales Orders Bar chart	Visual representation of sales orders by category for trend analysis.
1-Sales Net Dashboard KPIs	Key performance indicators for net sales providing overall sales insights.
2-Sales Profit Dashboard KPIs	Key performance indicators for profit analysis and performance monitoring.
3-Profit Margin Dashboard KPIs	Key performance indicators for monitoring profit margins and trends.
Credit Notes	Overview of issued credit notes and their impact on sales transactions.
Sales Quotes	Summary of sales quotes provided to customers for potential transactions.
Sales Orders	Detailed view of all sales orders placed including order status.
Sales Orders Overdue	Highlighting sales orders that are overdue for timely follow up.
Sales Orders Picking List	List for order fulfillment showing items to be picked for shipment.
Top 5 Sales Reps	Ranking of top-performing sales representatives based on sales performance.
Sales by Group and Item	Breakdown of sales by product group and individual item for analysis.
Sales by Item Group	Overview of sales distribution based on different item groups.
Sales Dashboard KPIs	Key performance indicators for overall sales performance monitoring.
Top 5 Customers by Sales Profit	Ranking of top customers based on sales profit contribution.
Deliveries	Summary of completed deliveries including delivery status and details.
Sales Invoices	Overview of issued sales invoices for revenue tracking and reconciliation.
Sales by Area	Geographical sales breakdown by region or area for performance analysis.
Net Sales vs Profit by Month	Comparison of net sales revenue versus profit by month for insights.