Invoice Information

The data model encompasses various financial metrics related to invoices, including unapplied discount amount, amount paid, amount discount, amount retention, amount invoice, amount taxable, amount non-taxable, amount freight, amount tax, balance, check amount, average days to pay, average days over due, and balance due. Visualization views include detailed invoice metrics by vendor and city, comparisons between invoice and check amounts by city, balance due distribution by vendor and city, radar analysis of balance amount paid by vendors, and breakdown of invoice amounts by vendor.

Benefits of This Data Model

• Enhanced Financial Analysis: The data model provides a comprehensive view of various financial metrics, allowing for in-depth analysis of invoice-related details such as amounts paid, discounts, taxes, and balances.
• Improved Vendor Performance Evaluation: With breakdowns of invoice amounts by vendor and radar analysis of balance amounts paid, the model enables businesses to effectively assess vendor performance and optimize relationships.
• Efficient Payment Management: By offering insights into average days to pay and days overdue, the data model helps businesses optimize payment schedules and avoid potential cash flow issues.

Key Performance Indicators (KPIs)

• Unapplied Discount Amount: The total amount of discounts applied to invoices that have not yet been utilized.
• Amount Paid: The total amount of money paid against invoices.
• Amount Discount: The total amount of discounts given on invoices.
• Amount Retention: The total amount of money retained from invoices.
• Amount Invoice: The total amount of money invoiced.
• Amount Taxable: The total amount of taxable items on invoices.
• Amount NonTaxable: The total amount of non-taxable items on invoices.
• Amount Freight: The total amount of freight charges on invoices.
• Amount Tax: The total amount of tax applied to invoices.
• Balance: The remaining balance on invoices after payments and adjustments.
• Check Amount: The total amount paid by checks against invoices.
• Average Days to Pay: The average number of days taken to pay invoices.
• Average Days Over Due: The average number of days invoices are overdue.
• Balance Due: The total balance due on all outstanding invoices.

Available Visualizations

View Name	Description
Invoice AMT Balance Vendor City Spline Area 100%	Provides a detailed visualization of invoice amounts, balances, vendors, and cities.
AMT, Chk AMT By City-Cie Horizontal Bar 100%	Displays a comparison between invoice amounts and check amounts by city in a horizontal bar chart.
Balance Due By Vendor-City Pie	Presents a distribution of balance due amounts by vendor and city in a pie chart.
Balance AmtPaid By Vendor Radar Area 100%	Offers a radar area chart to analyze the balance amount paid by vendors.
Invoice AMT By Vendor	Shows a breakdown of invoice amounts by vendor for better understanding and decision-making.