Orders

The data model includes measures such as total quantity ordered, quantity shipped, quantity allocated, quantity shortage, average order amount, and various currency-related metrics. Views provide insights on order status, customer behavior, open orders, products in shortage, and preparation progress. It enables analysis of order fulfillment efficiency, profitability, and customer engagement for strategic decision-making and operational optimization in sales and logistics management.

Benefits of This Data Model

• Enhanced Customer Targeting: Utilize insights on average order amounts per customer to tailor marketing strategies and promotions for better customer targeting.
• Strategic Pricing: Identify the most expensive product categories to make informed decisions on pricing strategies and cost optimization.
• Personalized Marketing Strategies: Analyze customer purchase behavior through the "Orders by Customer" view to implement personalized marketing and retention strategies.
• Timely Order Fulfillment: Track open orders to ensure timely fulfillment, enhancing customer satisfaction and operational efficiency.
• Efficient Logistics Management: Gain visibility into orders, deliveries, and returns with the "Order - Delivery - Return" view to streamline logistics operations and improve overall efficiency.

Key Performance Indicators (KPIs)

• Order Count: Total count of orders in the dataset.
• Quantity Ordered: Total quantity of products ordered.
• Quantity Shipped: Total quantity of products shipped.
• Quantity Ordered STU: Total quantity of products ordered in standard units (STU).
• Quantity Allocated: Total quantity of products allocated for shipment.
• Quantity Shortage: Total quantity of products that are in shortage.
• Quantity To Be Delivered: Total quantity of products pending delivery.
• Quantity Not Delivered: Total quantity of products that are not delivered.
• Quantity Shortage STU: Total shortage quantity in standard units (STU).
• Quantity Allocated STU: Total quantity of products allocated in standard units (STU).
• Quantity Being Shipped STU: Total quantity of products currently being shipped in standard units (STU).
• Transaction Currency Unit Net price: Net price per unit in transaction currency.
• Transaction Currency Unit Cost: Cost per unit in transaction currency.
• Transaction Currency Unit Margin: Margin per unit in transaction currency.
• Reporting Currency Unit Net price: Net price per unit in reporting currency.
• Reporting Currency Unit Cost: Cost per unit in reporting currency.
• Reporting Currency Unit Margin: Margin per unit in reporting currency.
• Global Currency Unit Net price: Net price per unit in global currency.
• Global Currency Unit Cost: Cost per unit in global currency.
• Global Currency Unit Margin: Margin per unit in global currency.
• Transaction Currency Amt - tax: Total amount in transaction currency including tax.
• Reporting Currency Amt - tax: Total amount in reporting currency including tax.
• Average Order Amount: Average amount per order.
• Transaction Currency Forecast Amt - tax: Forecasted amount in transaction currency including tax.
• Transaction Currency Amt - tax (Running): Running total of amount in transaction currency including tax.
• Transaction Currency Cost: Total cost in transaction currency.
• Transaction Currency Margin: Total margin in transaction currency.
• Reporting Currency Forecast Amt - tax: Forecasted amount in reporting currency including tax.
• Reporting Currency Amt - tax (Running): Running total of amount in reporting currency including tax.
• Reporting Currency Cost: Total cost in reporting currency.
• Reporting Currency Margin: Total margin in reporting currency.
• Global Currency Amt - tax: Total amount in global currency including tax.
• Global Currency Cost: Total cost in global currency.
• Global Currency Margin: Total margin in global currency.
• Days to Deliver: Average number of days taken for delivery.
• Days to Ship: Average number of days taken for shipping.
• Days Late: Average number of days orders are late.
• Transaction Currency Net Margin: Net margin in transaction currency.
• Reporting Currency Net Margin: Net margin in reporting currency.
• Global Currency Net Margin: Net margin in global currency.
• Return Qty Returns: Total quantity of returned products.
• Return % of Return: Percentage of products returned.
• Volume Line: Total volume of products in lines.
• Weight Line: Total weight of products in lines.
• Number of lines: Total number of lines in orders.
• Preparation Number of Lines: Number of lines prepared for delivery.
• Preparation Completed: Indicates if order preparation is completed.

Available Visualizations

View Name	Description
Average Amount Order / Customer	Insights on average spending per customer for better targeting marketing efforts.
Most Expensive Categories	Identification of the top cost categories for strategic pricing or cost trimming.
Orders by Customer	Analysis of customer purchase behavior to drive personalized marketing and retention strategies.
Open Orders	Monitoring of pending orders for timely fulfillment and customer satisfaction.
Order - Delivery - Return	Traceability of orders, deliveries, and returns for efficient logistics management.
Orders to ship	Overview of orders awaiting shipment for prioritizing fulfillment and delivery operations.
Products in shortage	Identification of products with low stock levels to prevent out-of-stock situations.
Lines with negative margins	Detection of products with low profitability to optimize pricing and cost management.
Open Order by customer	Tracking of open orders on a per-customer basis for personalized engagement and service.
Orders by Status	Reporting on order statuses for efficient tracking and handling of sales operations.
Orders Follow-up by Company	Monitoring of order progress by company to ensure timely processing and delivery.
Most Expensive Products	Identification of high-cost products for pricing optimization and inventory management.
Company Dynamic Label	Custom labeling for companies based on specific criteria for enhanced data organization.
Orders vs Deliveries	Comparison of orders placed with actual deliveries for performance analysis and improvement.
Stock Deliveries by Day	Daily overview of stock deliveries for operational planning and inventory control.
Monthly Order Amounts by Invoice Status	Analysis of order amounts based on invoice status for financial reporting and forecasting.
Order Amounts by Invoice Status	Segmentation of order amounts by invoice status for financial monitoring and analysis.
Forecast by Portfolio	Portfolio-based forecasting for informed decision-making and strategic planning.
Stock Delivery Weekly Load - Combination	Combined view of weekly stock deliveries for integrated operational scheduling.
Stock Preparation by Day	Daily overview of stock preparation for efficient warehouse management and order fulfillment.
Stock Preparation Weekly Load	Weekly workload assessment of stock preparation for resource allocation and optimization.
Open Orders Delayed	Identification of delayed open orders for prioritized resolution and customer communication.
Stock Delivery Weekly Load	Weekly overview of stock delivery workload for resource planning and performance monitoring.
To be Delivered & not invoiced	Tracking of undelivered orders awaiting invoicing for revenue recognition and inventory accuracy.
Average Amount Order / Customer - Bubble	Visualization of average order amounts by customer for pattern recognition and segmentation analysis.
Stock Preparation Weekly Load - Combination	Combined view of weekly stock preparation workload for streamlined warehouse operations.