Sales Invoices and Credits

The data model encompasses views such as sales transactions, credit notes, sales by product, and top customer analyses, incorporating measures like estimated costs, profits, margins, and quantities. It provides insights into revenue performance, customer preferences, and profitability metrics, enabling comprehensive analysis and reporting on sales activities, product trends, and customer relationships, to support strategic decision-making and business growth initiatives effectively.

Benefits of This Data Model

• Enhanced Sales Performance Analysis: The data model allows for detailed analysis of sales transactions and product performance, enabling better insights into revenue generation and profitability metrics.
• Improved Customer Segmentation: By identifying top customers based on factors like units purchased, revenue generated, and profit contributions, businesses can effectively segment their customer base for targeted marketing and sales strategies.
• Profit Margin Optimization: The model provides a comprehensive view of profit margins and profitability metrics, aiding in optimizing margins by analyzing costs, profits, and revenue across different products and customer segments.
• Product Trend Identification: Through the analysis of sales by product and top-selling items, businesses can identify popular products, trends, and customer preferences, allowing for strategic decision-making in product development and marketing initiatives.
• Facilitated Strategic Decision-making: The data model equips businesses with the necessary insights and metrics to support strategic decision-making processes, including assessing customer relationships, product performance, and overall sales activities for effective business growth initiatives.

Key Performance Indicators (KPIs)

• Estimated Cost: The estimated cost associated with a sales invoice or credit.
• Estimated Profit: The estimated profit generated from a sales invoice or credit.
• Estimated Profit on Cost: The estimated profit margin calculated based on the cost of sales.
• Estimated Profit on Revenue: The estimated profit margin calculated based on the total revenue generated.
• Realised Cost: The actual cost incurred for a sales invoice or credit.
• Realised Profit: The actual profit realized from a sales invoice or credit.
• Realised Profit on Cost: The actual profit margin calculated based on the cost of sales.
• Realised Profit on Revenue: The actual profit margin calculated based on the total revenue generated.
• Invoice/Credit Quantity: The quantity of items listed in a sales invoice or credit.
• Invoice/Credit Amount: The total amount invoiced or credited.
• Invoice/Credit Amount (%): The percentage of the invoice/credit amount compared to the total.
• Invoice/Credit Tax: The tax amount charged in a sales invoice or credit.
• Invoice/Credit Total: The total amount of the sales invoice or credit including tax.
• Item Price: The price of an individual item listed in a sales invoice or credit.
• Average Buying Price: The average buying price of items sold.
• Item Cost: The cost associated with each item sold.
• Margin: The difference between revenue generated and the cost of sales.
• Margin % of Total: The margin as a percentage of the total amount invoiced or credited.
• Sales % of total: The sales amount as a percentage of the total amount.
• Margin%: The percentage margin calculated based on revenue and cost of sales.

Available Visualizations

View Name	Description
All Transactions	Provides a comprehensive view of all sales transactions for analysis and reporting purposes.
Credit Notes	Displays all credit notes issued for returned or refunded products, impacting revenue figures.
Sales By Product-YTD	Shows year-to-date sales performance for each product, identifying top-performing items.
Top 10 Customer by Units	Lists the top customers based on the total number of units purchased, revealing customer preferences.
Top 10 Customers by Revenue	Ranks the top customers in terms of generated revenue, highlighting key revenue contributors.
Top 10 Customer by Profit	Identifies the top customers with the highest profit contributions, aiding in customer segmentation.
Sales By Product	Offers insights into sales performance by product, highlighting best-selling items and trends.
Profit Analysis	Provides a detailed analysis of profit margins and overall profitability of sales transactions.
Invoices	Displays all issued invoices, allowing for tracking and monitoring of sales activities and payments.
Top 10 Customer by Profit (%)	Ranks the top customers based on profit percentage, showing the most profitable customer relationships.
Top 10 Items by Units	Lists the top-selling items based on the total number of units sold, highlighting popular products.
Top 10 Items by Profit	Identifies the top-selling items based on profit generated, focusing on high-profit products.
Customer Product Group Trends	Analyzes trends in customer preferences by product group, aiding in targeted marketing strategies.
Top 10 Items by Profit(%)	Ranks items based on profit percentage, guiding decisions on pricing and product promotions.
Sales By Year	Presents sales performance data by year, facilitating trend analysis and year-over-year comparisons.
Top 10 Items by Revenue	Lists the top-selling items based on total revenue generated, emphasizing key revenue drivers.