OE Invoices with Details

The data model encompasses various measures related to invoice transactions, including Quantity Shipped, Quantity Backordered, Invoice Amount, Invoice Cost, Invoice Profit, Reporting Currency values, Invoice Margin, Invoice Total, Invoice Tax, Invoice Extended Amount, and Invoice Discount Amount. Views offer insights into sales performance by territory/salesperson, profitability and revenue by category/item and customer, and trends in profit and margin across locations and customers over time.

Benefits of This Data Model

• Improved Sales Performance Analysis: Provides insights on sales performance based on regions, allowing for better territory/salesperson evaluation.
• Enhanced Profitability Assessment: Facilitates in-depth analysis of profitability and revenue by category/item and customer, aiding in making informed business decisions.
• Comprehensive Trend Analysis: Enables tracking trends in profit and margin across locations and customers over time for better forecasting and strategic planning.

Key Performance Indicators (KPIs)

• Quantity Shipped: The total number of units that have been shipped in a given invoice.
• Quantity Backordered: The total number of units that were ordered but not shipped and are still pending.
• Quantity Ordered: The total number of units ordered in a specific invoice.
• Invoice Amount: The total amount of the invoice before any discounts, taxes, or other adjustments.
• Invoice Cost: The total cost incurred for fulfilling the items on the invoice, including manufacturing, shipping, and other related costs.
• Invoice Profit: The difference between the invoice amount and the invoice cost, representing the profit made from the sale.
• Reporting Currency Invoice Amount: The total amount of the invoice in the reporting currency for financial reporting purposes.
• Reporting Currency Invoice Cost: The total cost of the invoice items in the reporting currency.
• Reporting Currency Invoice Profit: The profit generated from the invoice transactions in the reporting currency.
• Invoice Margin: The percentage difference between the invoice profit and the invoice amount, indicating the profitability of the transaction.
• Invoice Total: The overall total amount of the invoice, including any taxes, discounts, or adjustments.
• Invoice Tax: The tax amount included in the invoice total.
• Invoice Extended Amount: The extended amount of the invoice, calculated by multiplying the quantity ordered by the unit price.
• Invoice Discount Amount: The total amount of discounts applied to the invoice.

Available Visualizations

View Name	Description
Invoices by Territory/Salesperson	Insights on sales performance based on regions.
Margins, Profit and Sales by Category/Item	Analysis of profitability and revenue by product.
Margins, Profit and Sales by Customer	Evaluates profit and revenue based on customer.
Profit and Margin by Location and Customer over time	Trends in profit and margin across locations and customers.