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Sales Analysis

The data model includes views such as Invoices, Orders, Shipping, and Quotes, focusing on sales transactions and revenue generation. Measures like Base Currency Total, Transaction Currency Margin, and Reporting Margin % offer insights into revenue, cost, and margin calculations across different currencies, enabling analysis of sales performance and profitability metrics at various levels of detail.

Benefits of This Data Model​

  • Enhanced Sales Analysis: Enables detailed analysis of sales transactions and revenue generation by providing views on invoices, orders, and quotes, along with key performance indicators related to shipping and return rates.
  • Improved Cost Management: Offers insights into cost structures through measures like Base Currency Margin, facilitating cost analysis at various levels such as warehouse, department, and location.
  • Efficient Customer Relationship Management: Facilitates tracking of customer information such as contact details, territory, and status, enhancing customer segmentation and personalized marketing strategies.
  • Operational Performance Monitoring: Provides key performance indicators for orders, shipping, and invoicing, allowing monitoring of operational efficiency, delivery times, and payment processing timelines.

Key Performance Indicators (KPIs)​

  • Quantity: The total number of units sold across transactions.
  • Base Currency Total: Total sales revenue in the base currency.
  • Base Currency Cost: Total cost in the base currency.
  • Base Currency Margin: The difference between total revenue and total cost in the base currency.
  • Base Currency Margin %: Margin percentage calculated as (Base Currency Margin / Base Currency Total) * 100.
  • Transaction Currency Total: Total sales revenue in the transaction currency.
  • Transaction Currency Cost: Total cost in the transaction currency.
  • Transaction Currency Margin: The difference between total revenue and total cost in the transaction currency.
  • Transaction Currency Margin %: Margin percentage calculated as (Transaction Currency Margin / Transaction Currency Total) * 100.
  • Reporting Total (You Reporting Currency): Total sales revenue converted to the reporting currency. (You Reporting Currency represents the reporting currency code)
  • Reporting Cost (You Reporting Currency): Total cost converted to the reporting currency.
  • Reporting Margin (You Reporting Currency): The difference between total revenue and total cost in the reporting currency.
  • Reporting Margin %: Margin percentage calculated as (Reporting Margin / Reporting Total) * 100.

Available Visualizations​

View NameDescription
All DocumentsProvides an overview of all sales-related documents in the system for analysis.
InvoicesView focusing on sales invoices, offering insights into revenue generation and payment tracking.
OrdersFocuses on sales orders, providing insights into product demand and customer buying patterns.
ShippingOffers insights into the shipping process, tracking deliveries and fulfillment efficiency.
KPI ReturnsKey Performance Indicators related to returned products, analyzing return rates and reasons.
QuotesHighlights sales quotes, offering insights into potential revenue and customer interest.
KPI OrdersKey Performance Indicators related to sales orders, tracking order fulfillment efficiency and accuracy.
KPI ShippingKey Performance Indicators related to shipping operations, monitoring delivery times and costs.
KPI InvoicesKey Performance Indicators related to invoicing, analyzing payment processing efficiency and timelines.
Invoice DetailsProvides a detailed breakdown of individual invoices for in-depth analysis and reporting.