Invoice Analysis without Valuation (with Kit Margins)

The data model includes measures for quantities sold and in stock, transaction and ledger currency amounts, costs, margin amounts in different currencies, and margin percentage. Views provide insights on revenue by customer, sales by product, sales performance comparisons, and evaluations of individual sales representatives. The model supports analysis of financial transactions in various currencies for reporting and standardization purposes.

Benefits of This Data Model

• Improved Customer Insights: The data model allows for detailed analysis of customer behavior, including segmentation by business sector, category, and various statistical groups, enhancing understanding of customer preferences and trends.
• Enhanced Product Performance Assessment: By dissecting sales data through product dimensions such as status, category, and various statistical groups, the model facilitates a comprehensive evaluation of product performance and assists in making informed decisions on product strategies.
• Efficient Sales Representative Evaluation: The model provides a structured evaluation of individual sales representatives' performance, enabling effective monitoring and comparison to drive performance improvements and optimize sales strategies.
• Streamlined Financial Transaction Analysis: With support for multiple currencies and margin analysis in different currency contexts, the model allows for in-depth scrutiny of financial transactions across regions, contributing to accurate reporting and standardization for financial management.

Key Performance Indicators (KPIs)

• Quantity Sold: The total count of products sold in transactions.
• Quantity (Stock): The quantity of the product available in the stock.
• Ledger Currency Amount: The total amount of the transaction in the ledger currency (base currency for financial records).
• Ledger Currency Cost: The total cost of the transaction in the ledger currency.
• Ledger Currency Margin Amt: The calculated margin amount in the ledger currency.
• Transaction Currency Amount: The total amount of the transaction in the transaction currency.
• Transaction Currency Cost: The total cost of the transaction in the transaction currency.
• Transaction Currency Margin Amt: The calculated margin amount in the transaction currency.
• Reporting Currency Amount: The total amount of the transaction converted to reporting currency for reporting purposes.
• Reporting Currency Cost: The total cost of the transaction converted to reporting currency.
• Reporting Currency Margin Amt: The calculated margin amount converted to reporting currency.
• Global Currency Amount: The total amount of the transaction converted to global currency for standardization.
• Global Currency Cost: The total cost of the transaction converted to global currency.
• Global Currency Margin Amt: The calculated margin amount converted to global currency.
• Margin %: The percentage margin calculated based on the costs and revenue.

Available Visualizations

View Name	Description
Invoice by Customer	Insights on revenue generated by each customer.
Invoice by Product	Breakdown of sales by each product item.
Sales Analysis Comparison	Comparison of sales performance across time periods or regions.
Invoice by Sales Rep	Evaluation of sales performance by individual sales representatives.