Sales History
The data model comprises views such as Sales History, Sales by Location, Top 5 Sales Person, Sales by Year, and various others. Measures include Sales, Returns, Sales Net, Sales Cost, and Quantity Sold. It enables detailed analysis of sales performance by location, year, item, and territory, facilitating strategic planning and targeted marketing initiatives. Additionally, it provides insights into profitability metrics in different currencies and offers geographical coordinates for enhanced spatial analytics.
Benefits of This Data Model
- Enhanced Sales Performance Analysis: The data model allows for detailed analysis of sales performance by location, year, item, and territory, enabling strategic planning and targeted marketing initiatives.
- Profitability Insights: Provides insights into profitability metrics in different currencies, allowing for a comprehensive understanding of financial performance across various parameters.
- Geographical Analytics: Offers geographical coordinates for enhanced spatial analytics, facilitating location-based insights and decision-making.
- Customer Segmentation: Segments customers based on territories, enabling targeted marketing efforts and personalized strategies for different customer groups.
- Product Performance Evaluation: Details sales figures per item to identify popular products and trends, helping in analyzing individual product performance and optimizing product offerings.
Key Performance Indicators (KPIs)
- Sales: Total sales revenue generated from transactions.
- Returns: Total value of returned products.
- Sales Net: Net sales revenue after deducting returns.
- Sales Net (Running): Running total of net sales revenue over time.
- Sales Cost: Total cost associated with generating sales.
- Quantity Sold: Total quantity of products sold.
- Source Currency Sales: Total sales revenue in the source currency.
- Source Currency Returns: Total value of returned products in the source currency.
- Source Currency Net Sales: Net sales revenue in the source currency after deducting returns.
- Source Currency Cost: Total cost associated with generating sales in the source currency.
- Reporting Currency Sales: Total sales revenue converted to the reporting currency.
- Reporting Currency Returns: Total value of returned products converted to the reporting currency.
- Reporting Currency Net Sales: Net sales revenue converted to the reporting currency after deducting returns.
- Reporting Currency Cost: Total cost associated with generating sales converted to the reporting currency.
- Home Currency Profit: Profit calculated in the home currency.
- Home Currency Profit %: Profit margin percentage calculated in the home currency.
- Source Currency Profit: Profit calculated in the source currency.
- Source Currency Profit %: Profit margin percentage calculated in the source currency.
- Zip Code Latitude: Latitude coordinates associated with the zip code.
- Zip Code Longitude: Longitude coordinates associated with the zip code.
Available Visualizations
| View Name | Description |
|---|---|
| Sales History | Provides a comprehensive overview of all sales data history. |
| Sales History by year by period by location | Breaks down sales history by year, period, and location for detailed analysis. |
| Sales by Location | Presents sales data based on different locations for geographical insights. |
| Top 5 Sales Person | Displays top 5 salespersons based on performance metrics for recognition. |
| Sales by Year | Analyzes sales data trends over different years for strategic planning. |
| Periods | Organizes sales data into periods for better tracking and comparison. |
| Sales by Territories | Offers insights into sales performance based on territories for targeted strategies. |
| Sales by State | Provides a breakdown of sales data by state for regional analysis. |
| Sales by Category and Item | Shows sales data categorized by product category and item for product analysis. |
| Customers by territory | Segments customers based on territories for targeted marketing efforts. |
| Sales by Item | Details sales figures per item to identify popular products and trends. |
| Net Sales vs Profit by Period | Contrasts net sales with profits over different periods for financial insights. |
| Sales by Item (List) | Lists sales data by item to analyze individual product performance. |
| Top 5 Customers by Sales Profit | Identifies top 5 customers based on sales profit for customer retention strategies. |
| Category by territory | Links product categories with territories to understand market preferences. |
| Sales by Category | Breaks down sales data by category for product line analysis. |