GL Report Setup

The data model encompasses total revenue, expenses categorized by type, profit margin calculation, top customers by sales, ROI calculation, average order value, inventory turnover, CAC, employee productivity assessment, and sales growth rate. Supported by views including Report Setup, Generate Options, Filter Criteria, Column Configuration, Sorting Options, and Report Output for comprehensive GL reporting with configurable settings and data manipulation parameters.

Benefits of This Data Model

• Improved Financial Analysis: The data model allows for detailed analysis of total revenue, expenses, profit margin, ROI calculation, average order value, inventory turnover, and sales growth rate, enabling a comprehensive view of the company's financial performance.
• Enhanced Customer Insights: By providing information on the top customers by sales, the data model facilitates better understanding of customer behavior and preferences, leading to targeted marketing strategies and improved customer relationship management.
• Optimized Cost Management: With expenses categorized by type, the data model enables efficient tracking and management of costs, helping in identifying areas for cost reduction and optimization.
• Streamlined Reporting Processes: Through views such as Report Setup, Generate Options, and Report Output, the data model simplifies GL reporting by offering configurable settings and data manipulation parameters, resulting in quicker and more accurate reporting cycles.

Key Performance Indicators (KPIs)

• Total Revenue: The sum of all revenue generated across different accounts or departments.
• Expenses by Category: Breakdown of expenses based on different categories such as salary, marketing, and operations.
• Profit Margin: Calculation of profit margin as a percentage, derived from total revenue and total expenses.
• Top Customers by Sales: Identification of top customers based on total sales volume.
• Return on Investment (ROI): Calculation of ROI to measure the efficiency and profitability of investments.
• Average Order Value: Average value of orders placed by customers, indicating purchasing behavior.
• Inventory Turnover: Measurement of how quickly inventory is sold over a specific period.
• Customer Acquisition Cost (CAC): Calculation of the cost associated with acquiring a new customer.
• Employee Productivity: Assessment of employee performance and productivity based on key performance indicators.
• Sales Growth Rate: Rate of increase or decrease in sales volume over a specific time period.

Available Visualizations

View Name	Description
Report Setup	Configuration settings for GL report generation in the system.
Generate Options	Options for specifying report parameters and output format.
Filter Criteria	Criteria setup for filtering data in the GL report.
Column Configuration	Configuration of columns to display in the generated GL report.
Sorting Options	Options for sorting the data in the GL report output.
Report Output	View of the final generated GL report for viewing and exporting.