OE Order Summary

The data model includes measures such as Order Outstanding Total, Days Until Requested, Ship To Longitude, Ship To Latitude, Invoice Net, and Reporting Currency Invoice Net, which are analyzed through various views like Open Order by Salesperson by Order Date, Open Orders by State Table, Orders NOT on Hold, Orders On Hold by Customer, Open Order by State, Open Order by Salesperson, Orders On Hold, Orders On Hold by Salesperson, Orders On Hold by Location, and Open Orders by Requested Ship Date for monitoring, analysis, and optimization of orders, sales, and customer services.

Benefits of This Data Model

• Enhanced Sales Performance Tracking: By analyzing open orders by salesperson over time, the business can track individual sales performance and forecast future trends effectively.
• Improved Geographical Analysis: The data model allows for grouping open orders by state, enabling geographical analysis for better resource allocation and regional strategy optimization.
• Efficient Order Management: Tracking orders on hold by customer facilitates quick issue resolution and enhances overall customer service by addressing problems promptly.
• Optimized Inventory Planning: Organizing open orders by requested ship date helps in scheduling and inventory planning, leading to better management of stock levels and fulfillment operations.

Key Performance Indicators (KPIs)

• Order Outstanding Total: The total amount of orders that are currently outstanding and have not yet been fulfilled or completed.
• Days Until Requested: The number of days left until the requested date for an order to be fulfilled or completed.
• Ship To Longitude: The longitude coordinate of the location where the order is supposed to be shipped to.
• Ship To Latitude: The latitude coordinate of the location where the order is supposed to be shipped to.
• Invoice Net: The total net amount on the invoice for an order, which indicates the final amount to be paid by the customer.
• Reporting Currency Invoice Net: The net amount on the invoice for an order converted into the reporting currency for standardized reporting and analysis purposes.

Available Visualizations

View Name	Description
Open Order by Salesperson by Order Date	Analyzes open orders by sales reps over time for performance tracking and forecasting.
Open Orders by State Table	Displays open orders grouped by state for geographical analysis and resource allocation.
Orders NOT on Hold	Lists active orders not on hold for monitoring and prioritization of fulfillment.
Orders On Hold by Customer	Tracks orders on hold by customer to address issues and improve customer service.
Open Order by State	Summarizes open orders by state to identify trends and optimize regional strategies.
Open Order by Salesperson	Provides a breakdown of open orders by salesperson for performance evaluation and support.
Orders On Hold	Shows all orders currently on hold for proactive resolution and order management.
Orders On Hold by Salesperson	Segments orders on hold by salesperson to manage accountability and support.
Orders On Hold by Location	Categorizes orders on hold by location for targeted interventions and issue resolution.
Open Orders by Requested Ship Date	Organizes open orders by requested ship date for scheduling and inventory planning.