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OE Credit Note Summary

The data model represents credit notes with measures such as total cost, amount, tax, and overall value. Views include analysis by location, salesperson, over time trends, and customer-specific credits. The model enables the evaluation of credit note performance across geographical areas, individual salespersons, historical patterns, and customer transactions without relying on count measure.

Benefits of This Data Model​

  • Improved Geographic Performance Analysis: Allows for in-depth analysis of credit note performance across different geographical locations.
  • Enhanced Salesperson Tracking: Enables detailed tracking and assessment of individual salesperson performance in handling credit notes.
  • Historical Trend Visualization: Facilitates the visualization of trends and patterns in credit notes issued over time for better insights.
  • Customer-Specific Credit Examination: Provides a detailed examination of credit notes based on specific customer transaction data for better decision-making.

Key Performance Indicators (KPIs)​

  • Credit Note Cost: Total cost associated with the credit notes.
  • Credit Note Amount: Total amount of the credit notes.
  • Credit Note Tax: Total tax amount included in the credit notes.
  • Credit Note Total: Total value of the credit notes including cost, amount, and tax.
  • Credit Note Count: Total count of credit notes recorded.

Available Visualizations​

View NameDescription
Credits by LocationAnalyzes credit notes by geographical distribution.
Credits by SalespersonTracks credits by individual salesperson performance.
Credits over TimeDisplays trends and patterns of credits issued over time.
Credits by CustomerExamines credit notes based on customer transaction data.