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Project Transactions

The data model captures financial transaction details within projects, including unique reference numbers associated with transactions, total quantity of goods or services involved, billable quantity eligible for billing, total transaction amount, quantity included in invoices, total invoice amount, and remaining balance to be invoiced after the current invoice. It also includes project-specific sales invoices and their related information.

Benefits of This Data Model​

  • Improved Financial Transparency: The data model enhances visibility into financial transactions by capturing detailed information such as unique reference numbers, total transaction amounts, invoiced quantities, and invoice balances, enabling better financial decision-making within projects.
  • Enhanced Invoicing Accuracy: By tracking billable quantities eligible for billing and quantities included in invoices, the data model facilitates more precise invoicing processes, reducing errors and discrepancies in billing.
  • Effective Project Management: Through project-specific dimensions like Project Code, Project Name, and Project Status, the data model provides insights that support efficient project management, allowing teams to monitor progress and make informed decisions.
  • Streamlined Sales Operations: The inclusion of Project Sales Invoices and related information in the data model streamlines sales operations by offering a comprehensive view of project-specific sales transactions and associated details for better sales performance analysis.

Key Performance Indicators (KPIs)​

  • Task Completion %: Percentage of tasks completed out of total tasks.
  • Reference Number: Unique identifier or reference number associated with the transaction.
  • Quantity: Total quantity of goods or services involved in the transaction.
  • Billable Quantity: Quantity of goods or services eligible for billing.
  • Amount: Total monetary value of the transaction.
  • Invoiced Quantity: Quantity of goods or services included in the invoice.
  • Invoiced Amount: Total monetary value included in the invoice.
  • Invoice Balance: Remaining balance to be invoiced after the current invoice.

Available Visualizations​

View NameDescription
Project TransactionsDisplays details of financial transactions within projects.
Project Sales InvoicesShows project-specific sales invoices and related details.