Sales

The data model encompasses various sales-related measures such as total sales quantities and transaction amounts, margins, costs, and growth percentages, including forecasted and actual figures. Views provide insights on sales performance by customer, product, and geolocation, as well as comparisons between forecasted and actual sales, top performers by sales quantity, and detailed analyses of sales, orders, deliveries, and returns. Geographic coordinates and specific sales metrics are leveraged for comprehensive business intelligence and trend analysis.

Benefits of This Data Model

• Enhanced Sales Performance Analysis: Allows for in-depth analysis of sales performance by customer, product, and geolocation, facilitating the identification of key revenue drivers.
• Improved Forecast Accuracy: Enables accurate comparisons between forecasted and actual sales on a monthly basis, leading to better forecasting and decision-making based on historical data.
• Visibility into Returns Metrics: Provides insights into the top 5 products with the highest return rates, helping to identify potential profitability issues and areas for improvement.
• Geospatial Trend Analysis: Utilizes geographic coordinates to visualize sales data geographically within the United States, allowing for a comprehensive understanding of sales distribution patterns.
• Sales Rep Performance Ranking: Ranks sales representatives based on their individual sales performance, highlighting top performers and enabling targeted strategies for sales optimization.

Key Performance Indicators (KPIs)

• Sales Quantity: Total quantity of sales made.
• Sales Quantity LY: Total quantity of sales made in the previous year.
• Sales Quantity LYTD: Total quantity of sales made in the previous year to date.
• Sales Transaction Amount: Total amount of sales transactions.
• Sales (Reporting Currency) Transaction Amount: Total amount of sales transactions in the reporting currency.
• Sales Transaction Amount YTD: Total amount of sales transactions year to date.
• Sales (Reporting Currency) Transaction Amount YTD: Total amount of sales transactions in the reporting currency year to date.
• Sales Running Transaction Amount: Cumulative running total of sales transactions.
• Sales (Reporting Currency) Running Transaction Amount: Cumulative running total of sales transactions in the reporting currency.
• Sales Forecast Transaction Amount: Total forecasted amount of sales transactions.
• Sales Forecast (Reporting Currency) Transaction Amount: Total forecasted amount of sales transactions in the reporting currency.
• Sales Forecast Running Transaction Amount: Cumulative running total of forecasted sales transactions.
• Sales Forecast (Reporting Currency) Running Transaction Amount: Cumulative running total of forecasted sales transactions in the reporting currency.
• Sales Transaction Amount LY: Total amount of sales transactions in the previous year.
• Sales (Reporting Currency) Transaction Amount LY: Total amount of sales transactions in the reporting currency in the previous year.
• Sales Transaction Amount LYTD: Total amount of sales transactions in the previous year to date.
• Sales (Reporting Currency) Transaction Amount LYTD: Total amount of sales transactions in the reporting currency in the previous year to date.
• Sales Global Amount: Total global amount of sales transactions.
• Sales Global Amount LY: Total global amount of sales transactions in the previous year.
• Sales Global Amount LYTD: Total global amount of sales transactions in the previous year to date.
• Sales Global Amount YTD: Total global amount of sales transactions year to date.
• Sales Ledger Amount LY: Total ledger amount of sales transactions in the previous year.
• Sales Forecast Ledger Amount: Total forecasted ledger amount of sales transactions.
• Sales Ledger Amount LYTD: Total ledger amount of sales transactions in the previous year to date.
• Sales Transaction Cost: Total cost of sales transactions.
• Sales (Reporting Currency) Transaction Cost: Total cost of sales transactions in the reporting currency.
• Sales Transaction Cost LY: Total cost of sales transactions in the previous year.
• Sales (Reporting Currency) Transaction Cost LY: Total cost of sales transactions in the reporting currency in the previous year.
• Sales Transaction Cost LYTD: Total cost of sales transactions in the previous year to date.
• Sales (Reporting Currency) Transaction Cost LYTD: Total cost of sales transactions in the reporting currency in the previous year to date.
• Sales Global Cost: Total global cost of sales transactions.
• Sales Global Cost LY: Total global cost of sales transactions in the previous year.
• Sales Global Cost LYTD: Total global cost of sales transactions in the previous year to date.
• Sales Ledger Cost: Total ledger cost of sales transactions.
• Sales Ledger Cost LY: Total ledger cost of sales transactions in the previous year.
• Sales Ledger Cost LYTD: Total ledger cost of sales transactions in the previous year to date.
• Sales Transaction Margin: Margin percentage of sales transactions.
• Sales (Reporting Currency) Transaction Margin: Margin percentage of sales transactions in the reporting currency.
• Sales Transaction Margin LY: Margin percentage of sales transactions in the previous year.
• Sales (Reporting Currency) Transaction Margin LY: Margin percentage of sales transactions in the reporting currency in the previous year.
• Sales Transaction Margin LYTD: Margin percentage of sales transactions in the previous year to date.
• Sales (Reporting Currency) Transaction Margin LYTD: Margin percentage of sales transactions in the reporting currency the previous year to date.
• Sales Global Margin: Global margin percentage of sales transactions.
• Sales Global Margin LY: Global margin percentage of sales transactions in the previous year.
• Sales Global Margin LYTD: Global margin percentage of sales transactions in the previous year to date.
• Sales Ledger Margin: Ledger margin percentage of sales transactions.
• Sales Ledger Amount: Total amount of sales ledger transactions.
• Sales Ledger Margin LY: Ledger margin percentage of sales transactions in the previous year.
• Sales Ledger Margin LYTD: Ledger margin percentage of sales transactions in the previous year to date.
• Sales Ledger Margin %: Percentage of ledger margin in sales transactions.
• Sales Global Margin %: Percentage of global margin in sales transactions.
• Sales Footers Amount Transaction: Total footer amount in sales transactions.
• Sales (Reporting Currency) Footers Amount Transaction: Total footer amount in sales transactions in the reporting currency.
• Sales Footers Amount Global: Total footer amount in global sales transactions.
• Sales Footers Amount Ledger: Total footer amount in ledger sales transactions.
• Orders Quantity STU: Total quantity of orders in STU (standard trading units).
• Orders Quantity STU LY: Total quantity of orders in STU in the previous year.
• Orders Quantity STU LYTD: Total quantity of orders in STU in the previous year to date.
• Orders Transaction Amount: Total amount of orders transactions.
• Orders (Reporting Currency) Transaction Amount: Total amount of orders transactions in the reporting currency.
• Orders Transaction Amount LY: Total amount of orders transactions in the previous year.
• Orders (Reporting Currency) Transaction Amount LY: Total amount of orders transactions in the reporting currency in the previous year.
• Orders Transaction Amount LYTD: Total amount of orders transactions in the previous year to date.
• Orders (Reporting Currency) Transaction Amount LYTD: Total amount of orders transactions in the reporting currency in the previous year to date.
• Orders Global Amount: Total global amount of orders transactions.
• Orders Global Amount LY: Total global amount of orders transactions in the previous year.
• Orders Global Amount LYTD: Total global amount of orders transactions in the previous year to date.
• Order Foorters Amount Transaction: Total footer amount in orders transactions.
• Orders Footers Amount Global: Total footer amount in global orders transactions.
• Open Orders Quantity STU: Total quantity of open orders in STU.
• Open Orders Quantity STU LY: Total quantity of open orders in STU in the previous year.
• Open Orders Quantity STU LYTD: Total quantity of open orders in STU in the previous year to date.
• Open Orders Transaction Amount: Total amount of open orders transactions.
• Open Orders (Reporting Currency) Transaction Amount: Total amount of open orders transactions in the reporting currency.
• Open Orders Transaction Amount LY: Total amount of open orders transactions in the previous year.
• Open Orders (Reporting Currency) Transaction Amount LY: Total amount of open orders transactions in the reporting currency in the previous year.
• Open Orders Transaction Amount LYTD: Total amount of open orders transactions in the previous year to date.
• Open Orders (Reporting Currency) Transaction Amount LYTD: Total amount of open orders transactions in the reporting currency in the previous year to date.
• Open Orders Global Amount: Total global amount of open orders transactions.
• Open Orders Global Amount LY: Total global amount of open orders transactions in the previous year.
• Open Orders Global Amount LYTD: Total global amount of open orders transactions in the previous year to date.
• Deliveries Quantity: Total quantity of deliveries.
• Deliveries Quantity LY: Total quantity of deliveries in the previous year.
• Deliveries Quantity LYTD: Total quantity of deliveries in the previous year to date.
• Deliveries Transaction Amount: Total amount of deliveries transactions.
• Deliveries (Reporting Currency) Transaction Amount: Total amount of deliveries transactions in the reporting currency.
• Deliveries Transaction Amount LY: Total amount of deliveries transactions in the previous year.
• Deliveries (Reporting Currency) Transaction Amount LY: Total amount of deliveries transactions in the reporting currency in the previous year.
• Deliveries Transaction Amount LYTD: Total amount of deliveries transactions in the previous year to date.
• Deliveries (Reporting Currency) Transaction Amount LYTD: Total amount of deliveries transactions in the reporting currency in the previous year to date.
• Deliveries Global Amount: Total global amount of deliveries transactions.
• Deliveries Global Amount LY: Total global amount of deliveries transactions in the previous year.
• Deliveries Global Amount LYTD: Total global amount of deliveries transactions in the previous year to date.
• Deliveries Footers Amount Transaction: Total footer amount in deliveries transactions.
• Deliveries (Reporting Currency) Footers Amount Transaction: Total footer amount in deliveries transactions in the reporting currency.
• Returns Quantity: Total quantity of returns.
• Returns Quantity LY: Total quantity of returns in the previous year.
• Returns Quantity LYTD: Total quantity of returns in the previous year to date.
• Returns Global Amount: Total global amount of returns.
• Returns Global Amount LY: Total global amount of returns in the previous year.
• Returns Global Amount LYTD: Total global amount of returns in the previous year to date.
• Returns Transaction Amount: Total amount of returns transactions.
• Returns (Reporting Currency) Transaction Amount: Total amount of returns transactions in the reporting currency.
• Returns Transaction Amount LY: Total amount of returns transactions in the previous year.
• Returns (Reporting Currency) Transaction Amount LY: Total amount of returns transactions in the reporting currency in the previous year.
• Returns Transaction Amount LYTD: Total amount of returns transactions in the previous year to date.
• Returns (Reporting Currency) Transaction Amount LYTD: Total amount of returns transactions in the reporting currency in the previous year to date.
• Latitude: Geographic latitude data.
• Longitude: Geographic longitude data.
• Sales Transaction YTD Growth %: Year-to-date growth percentage of sales transactions.
• Sales Global YTD Growth %: Year-to-date growth percentage of global sales transactions.

Available Visualizations

View Name	Description
Forecast vs Actual (Month to Month)	Provides a comparison between forecasted and actual sales on a monthly basis.
Sales by Customer and Product	Analyzes sales performance by customer and product to identify key revenue drivers.
Current Year Filter	Filters data to focus on sales figures specifically from the current calendar year.
Top 5 Products by Returns	Identifies the top 5 products with the highest returns in sales.
Top 5 Product Categories by Sales	Rankings the top 5 product categories by their total sales volume.
Top 10 Sales Rep	Ranks the top 10 sales representatives based on their individual sales performance.
Top 5 Sales Rep	Identifies the top 5 sales representatives by total sales figures.
Sales Map USA	Visual representation of sales data geographically within the United States.
Product Sales by Sales Rep	Details the sales of each product attributed to individual sales representatives.
Monthly Sales This Year vs Last Year	Compares monthly sales figures between the current year and the previous year.
Monthly Sales progression line	Shows the progression of monthly sales over time with a line graph.
Monthly Sales vs Costs	Compares monthly sales revenue against associated costs to assess profit margins.
Sales Quantity by Month	Breakdown of sales quantities by month to track sales trends.
Sales Forecast by Month	Provides forecasted sales figures for each month based on historical data.
Current Month and Year	Displays sales data specifically for the current month and year.
Top 5 Customers by Sales Quantity	Identifies the top 5 customers with the highest sales quantities.
Sales/Orders/Deliveries/Returns	Integrates sales, orders, deliveries, and returns data for comprehensive analysis.
Top 10 Customers by Margin	Ranks the top 10 customers by the margin they contribute to sales.
Top 5 Products by Sales	Highlights the top 5 products with the highest sales revenue.
Top 5 Countries by Sales	Lists the top 5 countries generating the highest sales revenue.
Sales This Year vs Last Year	A comparison of total sales figures between the current and previous years.
Open Orders by Customer	Tracks open orders associated with individual customers.
Customers with Returns	Identifies customers who have made returns and analyzes return patterns.
Deliveries by Country	Breakdown of deliveries by country to assess sales distribution geographically.
United States Bill to Customers	Displays billing information for customers based in the United States.
Top 5 Products by Returns	Identifies the top 5 products with the highest return rates.
Transport Method	Analyzes sales by different transportation methods used for delivery.
Products with Negative Margin	Lists products with margins below zero to flag potential profitability issues.
Customer Category	Categorizes customers based on various criteria for targeted sales strategies.
Spark Line Quarterly Sales	Visualizes quarterly sales trends using sparklines for quick insights.
Top 5 Payment Methods	Identifies the top 5 payment methods used by customers for transactions.
Top 5 Customers by Quantity Sales	Ranks customers based on the quantity of products purchased.
Sales Current YTD vs LYTD by Customer	Compares current year-to-date sales against last year-to-date sales on a per-customer basis.
Top 10 Customers by YTD Sales Growth %	Ranks the top 10 customers based on year-to-date sales growth percentage.
Bottom 10 Customers by YTD Sales Growth %	Lists the bottom 10 customers with the lowest year-to-date sales growth percentage.
Monthly Actual vs Forecast by Customer	Compares monthly actual sales with forecasted sales, segmented by customer.
Monthly Actual vs Forecast	Compares monthly actual sales with forecasted sales across all customers.