Customer Sales History

The data model includes measures such as COS Amt, Freight Amt, Return Amt, Sales Amt, Sales Tax Amt, Terms Disc Amt, Trade Disc Amt, Net Sales, Gross Profit, and Gross Profit After Trade Disc. Views encompass Customer Sales History, Monthly Sales Summary, Product Sales Trend, Customer Segmentation, Revenue by Region, and Top Selling Products, offering insights into sales patterns, profitability, customer behavior, product trends, and regional revenue distribution.

Benefits of This Data Model

• Enhanced Sales Analysis: Gain deeper insights into sales patterns by analyzing measures such as Sales Amt, Sales Tax Amt, and Net Sales across different dimensions like Customer, City, Country, and State.
• Improved Customer Segmentation: Utilize dimensions such as Customer Class Code and Customer Class Description to segment customers based on buying behavior, leading to more targeted marketing strategies.
• Geographical Revenue Distribution: Understand revenue distribution across regions by utilizing measures like Sales Amt and dimensions such as City, Country, and Postal Code, enabling better regional sales strategy planning.
• Profitability Assessment: Evaluate profitability using measures like Gross Profit and Gross Profit After Trade Disc along with dimensions like Company ID and Company Name to assess the financial performance of different entities within the organization.

Key Performance Indicators (KPIs)

• COS Amt: Cost of Sales Amount represents the direct costs incurred in producing the goods that were sold during the specified time period.
• Freight Amt: Freight Amount indicates the total cost incurred for transporting goods to customers.
• Return Amt: Return Amount is the total value of goods that customers have returned within the specified time period.
• Sales Amt: Sales Amount represents the total value of goods or services sold during the specified time period.
• Sales Tax Amt: Sales Tax Amount is the total amount of taxes collected on sales transactions.
• Terms Disc Amt: Terms Discount Amount is the total value of discounts given to customers for prompt payment according to the terms agreed upon.
• Trade Disc Amt: Trade Discount Amount represents the total value of discounts given to customers as part of trade promotion activities.
• Net Sales: Net Sales is the total sales amount minus returns and discounts, representing the actual revenue generated from sales.
• Gross Profit: Gross Profit is the total revenue minus the cost of goods sold, indicating the profitability of the business before deducting other expenses.
• Gross Profit After Trade Disc: Gross Profit After Trade Discount is the profitability of the business considering both the trade discounts given and the cost of goods sold.

Available Visualizations

View Name	Description
Customer Sales History	View providing insights into customer buying patterns and historical sales data.
Monthly Sales Summary	Summary view showing total sales amount and quantities sold on a monthly basis.
Product Sales Trend	View displaying trends in sales of different products over time.
Customer Segmentation	Segmentation of customers based on buying behavior and purchase history.
Revenue by Region	Breakdown of revenue generated by sales in different geographical regions.
Top Selling Products	List of top-selling products based on total sales amounts.