Invoice History

The data model includes measures such as Taxable Sales Amount, Non-Taxable Sales Amount, Freight Amount, Sales Tax Amount, Cost of Sales Amount, Sales Amount, Unit Price, Unit Cost, Profit Amount, Quantity Ordered, Quantity Shipped, Quantity Backordered, and Quantity On-Hand, along with comparative values from the previous year. Various views support monitoring top customers, salespersons, products, and performance metrics like sales vs. costs, sales by year, and quarterly sales and profits for strategic decision-making and analysis.

Benefits of This Data Model

• Improved customer targeting: By monitoring top customers and their purchase behavior, the company can better focus its marketing and sales efforts on high-value clients for increased profitability.
• Enhanced sales team performance: Tracking the top salespersons and their revenue contributions allows the business to identify top performers and leverage their strategies to drive overall sales growth.
• Profitability trend analysis: Comparing monthly sales against costs enables the organization to track profitability trends over time, ensuring informed decision-making and resource allocation.
• Optimized product line management: Identifying the top 5 product lines sold helps in understanding which products drive the most sales volume, aiding in inventory management and marketing strategy development.
• Regional performance analysis: Utilizing the Sales Map USA - Sales by State view provides valuable insights into regional sales performance, enabling targeted marketing campaigns and resource allocation based on geographical trends.

Key Performance Indicators (KPIs)

• Taxable Sales Amount: The total amount of sales including tax that are subject to tax in the current period.
• Taxable Sales Amount LY: The total amount of sales including tax that are subject to tax in the previous year.
• Non-Taxable Sales Amount: The total amount of sales excluding tax in the current period.
• Non-Taxable Sales Amount LY: The total amount of sales excluding tax in the previous year.
• Freight Amount: The total amount of freight charges incurred in the current period.
• Freight Amount LY: The total amount of freight charges incurred in the previous year.
• Sales Tax Amount: The total amount of sales tax collected in the current period.
• Sales Tax Amount LY: The total amount of sales tax collected in the previous year.
• Cost of Sales Amount: The total cost incurred to produce the goods sold in the current period.
• Cost of Sales Amount LY: The total cost incurred to produce the goods sold in the previous year.
• Sales Amount: The total amount of sales in the current period.
• Sales Amount LY: The total amount of sales in the previous year.
• Unit Price: The average price at which products are sold in the current period.
• Unit Price LY: The average price at which products were sold in the previous year.
• Unit Cost: The average cost per unit to produce the goods sold in the current period.
• Unit Cost LY: The average cost per unit to produce the goods sold in the previous year.
• Profit Amount: The total profit earned in the current period.
• Profit Amount LY: The total profit earned in the previous year.
• Quantity Ordered: The total quantity of products ordered by customers in the current period.
• Quantity Ordered LY: The total quantity of products ordered by customers in the previous year.
• Quantity Shipped: The total quantity of products shipped to customers in the current period.
• Quantity Shipped LY: The total quantity of products shipped to customers in the previous year.
• Quantity Backordered: The total quantity of products that are ordered but not yet shipped in the current period.
• Quantity Backordered LY: The total quantity of products that were ordered but not yet shipped in the previous year.
• Quantity On-Hand: The total quantity of products currently available in inventory in the current period.
• Quantity On-Hand LY: The total quantity of products available in inventory in the previous year.

Available Visualizations

View Name	Description
Top 10 Customers	Identifies the top 10 customers based on sales volume for strategic focus.
Top 5 Salespersons	Highlights the performance of the top 5 salespersons in terms of revenue generation.
Monthly Sales vs. Costs	Compares monthly sales figures against costs to track profitability trends.
Sales by Customer Worksheet	Provides a detailed breakdown of sales figures by individual customer accounts.
Top 5 Products Lines Sold	Shows the best-performing product lines in terms of sales volume.
Sales by Year	Summarizes sales data across different years for trend analysis and forecasting.
Quarterly Sales and Profits	Analyzes sales and profit figures on a quarterly basis for performance evaluation.
Sales by Salesperson Worksheet	Offers a comprehensive view of sales data attributed to each salesperson.
Sales Map USA - Sales by State	Visualizes sales distribution across US states for regional performance analysis.
Top 5 Products Sold	Identifies the top 5 best-selling products to inform inventory and marketing strategies.