Invoice Analysis without Valuation

The data model includes views such as Invoice by Customer, Invoice by Product, Sales Analysis Comparison, and Invoice by Sales Rep. Measures like Quantity Sold, Quantity (Stock), Ledger/Transaction/Global/Reporting Currency amounts, costs, and margin amounts, along with the Margin %, are used to analyze sales distribution by customer, product breakdown, sales performance comparison, and sales generated by sales representatives, providing insights into revenue trends, popular products, performance evaluation, and margin percentage calculation for trend identification and decision-making purposes.

Benefits of This Data Model

• Enhanced Customer Segmentation: Utilize various customer dimensions to classify customers into specific groups for targeted marketing strategies and personalized offers.
• Product Performance Analysis: Analyze product sales across different categories and status groups to identify top-performing products and optimize product portfolio.
• Sales Rep Evaluation: Evaluate individual sales representative performance based on generated revenue, enabling recognition of high-performing reps and targeted training for underperforming ones.
• Effective Revenue Trend Identification: Use date dimensions to track revenue trends over time, enabling proactive decision-making for future sales strategies.
• Cost and Margin Analysis: Calculate margin percentages with precision using cost measures, assisting in cost optimization strategies and improving overall profitability.

Key Performance Indicators (KPIs)

• Quantity Sold: The total quantity of products sold.
• Quantity (Stock): The quantity of products in stock.
• Ledger Currency Amount: The total amount in the ledger currency.
• Ledger Currency Cost: The total cost in the ledger currency.
• Ledger Currency Margin Amt: The total margin amount in the ledger currency.
• Transaction Currency Amount: The total amount in the transaction currency.
• Transaction Currency Cost: The total cost in the transaction currency.
• Transaction Currency Margin Amt: The total margin amount in the transaction currency.
• Global Currency Amount: The total amount in the global currency.
• Global Currency Cost: The total cost in the global currency.
• Global Currency Margin Amt: The total margin amount in the global currency.
• Reporting Currency Amount: The total amount in the reporting currency.
• Reporting Currency Cost: The total cost in the reporting currency.
• Reporting Currency Margin Amt: The total margin amount in the reporting currency.
• Margin %: The margin percentage calculated based on the cost and amount.

Available Visualizations

View Name	Description
Invoice by Customer	Analyzes sales distribution by customer, identifying top customers and revenue trends.
Invoice by Product	Breaks down sales by product, highlighting popular products and revenue contributions.
Sales Analysis Comparison	Compares sales performance over time, regions or other dimensions for trend identification.
Invoice by Sales Rep	Examines sales generated by sales representatives, evaluating individual performance and revenue impact.