Invoice Analysis (with Kit Margins)

The data model captures transaction details in various currencies for analyzing company-wide sales performance, revenue generation, and margin analysis. It includes measures such as Quantity Sold, Ledger Currency Amount, Global Currency Margin Amt, Margin %, Transaction Currency Margin Amt, alongside views like Invoice by Customer, Invoice by Product, Sales Analysis Comparison, and Invoice by Sales Rep for comprehensive business intelligence and decision-making insights.

Benefits of This Data Model

• Enhanced Revenue Analysis: Understand revenue generation patterns based on customer segments, product categories, and sales representatives for targeted marketing strategies.
• Improved Margin Visibility: Gain insights into margin percentages and amounts across different currencies to optimize pricing strategies and cost management.
• Comprehensive Sales Performance Evaluation: Analyze sales figures by year, quarter, month, and week to identify trends, seasonality, and areas for improvement.
• Efficient Customer Segmentation: Segment customers based on business sector, category, group, and class for tailored marketing campaigns and personalized customer experiences.

Key Performance Indicators (KPIs)

• Company Code: Identification code assigned to each business within the dataset.
• Quantity Sold: Number of units sold in a transaction.
• Quantity (Stock): Number of units currently in stock.
• Ledger Currency Amount: Total amount in the ledger currency for the transaction.
• Ledger Currency Cost: Total cost in the ledger currency for the transaction.
• Ledger Currency Margin Amt: Margin amount in the ledger currency for the transaction.
• Global Currency Amount: Total amount converted to global currency for the transaction.
• Global Currency Cost: Total cost converted to global currency for the transaction.
• Global Currency Margin Amt: Margin amount converted to global currency for the transaction.
• Margin %: Percentage of margin for the transaction.
• Transaction Currency Amount: Total amount in the transaction currency.
• Transaction Currency Cost: Total cost in the transaction currency.
• Transaction Currency Margin Amt (old): Previous version of margin amount in the transaction currency.
• Transaction Currency Margin Amt: Margin amount in the transaction currency.
• Reporting Currency Amount: Total amount converted to reporting currency for the transaction.
• Reporting Currency Cost: Total cost converted to reporting currency for the transaction.
• Reporting Currency Margin Amt: Margin amount converted to reporting currency for the transaction.

Available Visualizations

View Name	Description
Invoice by Customer	Analyze revenue generated from different customer segments.
Invoice by Product	Examine sales performance and popularity of each product.
Sales Analysis Comparison	Compare sales figures across different time periods or regions.
Invoice by Sales Rep	Track individual sales reps performance and contribution to revenue.