Finance

The data model captures financial transactions effectively through measures such as Credit, Debit, Posted Signed, Begin Balance, and Ending Balance. Various views further enhance analysis, including Posted by Month for monthly posting patterns, Costs by Period for cost breakdown, Posted by Company to compare performances by company, Account Type Category Funnel for conversion optimization, Revenue by Period for revenue tracking, and P&L Chart for profit/loss visualization aiding financial decision-making and strategizing.

Benefits of This Data Model

• Enhanced Financial Analysis: The data model allows for effective capture of financial transactions, facilitating in-depth analysis through measures such as Credit, Debit, and Ending Balance, providing a comprehensive view of financial performance and trends.
• Improved Decision-making: By offering views such as Costs by Period and Revenue by Period, the data model enables efficient tracking of spending trends and revenue generation over time, aiding in informed financial decision-making.
• Enhanced Performance Comparison: With views like Posted by Company categorizing postings by company, the data model allows for thorough performance comparison across different entities, supporting strategic planning and identification of performance variations.
• Conversion Optimization Insights: The Account Type Category Funnel view maps out the journey of account types, aiding in optimizing conversion rates, understanding customer behavior patterns, and enhancing sales strategies effectively.

Key Performance Indicators (KPIs)

• Begin Balance: The initial balance or amount at the beginning of a financial period.
• Credit: The amount of money credited to an account or financial record.
• Debit: The amount of money debited or withdrawn from an account or financial record.
• Posted: Indicates that a transaction has been officially recorded or entered into the system.
• Posted Signed: A measure showing the signed (positive/negative) posted transactions in the financial records.
• Ending Balance: The final calculated balance or amount at the end of a financial period after all credits and debits have been accounted for.

Available Visualizations

View Name	Description
Posted by Month	Analyzes posting patterns and trends monthly for actionable insights.
Costs by Period	Breaks down costs by different periods to track spending trends efficiently.
Posted by Company	Categorizes postings by company to identify performance variations across entities.
	Offers additional insights for business decision-making and strategy planning.
Account Type Category Funnel	Maps out the journey of account types to optimize conversion rates.
	Helps in understanding customer behavior and improving sales strategies.
	Provides insights into the effectiveness of marketing campaigns across account types.
Posted by Year	Summarizes posting activities annually to highlight yearly trends and performance.
Revenue by Period	Tracks revenue generation over time periods for informed financial decisions.
P&L Chart	Visualizes profit and loss data for better understanding of financial performance trends.
	Offers insights for enhancing profitability and minimizing losses effectively.