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Project Actual Sales

The data model encompasses sales-related measures such as Provisional Amount, Invoiced Amount, Paid Amount, and their corresponding Reporting Currency conversions. Views include Actual Sales for detailed transaction insights, Revenue by Region for geographical breakdowns, Sales by Product Category for product analysis, and Customer Purchase History for individual customer purchase tracking, all geared towards optimizing sales performance and customer relationship management through informed decision-making and analysis.

Benefits of This Data Model​

  • Enhanced Sales Performance: Provides insights into individual customer purchase behavior and product analysis, enabling targeted strategies to improve sales performance.
  • Geographical Sales Analysis: Breaks down revenue by region to identify top-performing areas and tailor marketing efforts for better regional sales outcomes.
  • Optimized Customer Relationship Management: Tracks customer purchase history for personalized interactions and effective customer relationship management.
  • Informed Product Strategy: Analyzes sales data based on product categories to identify top-selling items and adjust product strategies accordingly.

Key Performance Indicators (KPIs)​

  • Quantity: The total number of units sold for a given project in the actual sales data.
  • Provisional Amount: The initial estimated amount for the sales of a project.
  • Invoiced Amount: The actual amount that has been billed to customers for the project sales.
  • Paid Amount: The total amount that customers have paid for the project sales.
  • Reporting Currency Provisional Amount: The provisional amount converted into the reporting currency for consistency in analysis.
  • Reporting Currency Invoiced Amount: The invoiced amount converted into the reporting currency for consistent reporting and analysis.
  • Reporting Currency Paid Amount: The total amount paid by customers converted into the reporting currency for standardized reporting and analysis.

Available Visualizations​

View NameDescription
Actual SalesProvides detailed data on sales transactions, including product, quantity, and revenue.
Revenue by RegionBreaks down revenue by geographical regions to identify sales performance in different areas.
Sales by Product CategoryAnalyzes sales data based on product categories to understand top-selling items.
Customer Purchase HistoryTracks individual customer purchase behavior to enhance customer relationship management.