Sales History
The data model encompasses measures such as Net Sales, COS Amount, Profit, Profit Percentage, Return Amt, Returns Qty, along with general measures Amount and Quantity. Views include Sales by Location, Top 5 Customer, Sales/Cost per Period, Months Labels, Sales Statistics Gauge, SalesRep, Sales Statistics, Top 5 Customer, Years labels, and Sales Evolution, enabling analysis on sales, costs, profitability, customer ranking, and performance trends by location, time period, and representative.
Benefits of This Data Model
- Enhanced Sales Performance Analysis: The data model enables deep dive analysis into sales performance metrics such as Net Sales, Profit, and Profit Percentage, allowing for detailed evaluation of revenue generation and profitability trends across different dimensions like territories, products, and customers.
- Improved Customer Ranking Insights: With dimensions like Customer Code, Customer Name, and Customer Class available in the data model, businesses can gain valuable insights into customer behavior, preferences, and contribution to overall sales, aiding in effective customer segmentation and targeting strategies.
- Efficient Sales Representative Monitoring: The inclusion of dimensions like Sales Rep Code and Sales Rep Name facilitates detailed monitoring of individual sales representative performance, empowering managers to identify top performers, track sales targets, and optimize sales team effectiveness.
- Comprehensive Product Performance Evaluation: Leveraging dimensions such as Item Code, Item Description, and Product Line Description, businesses can conduct in-depth analysis on product sales, profitability, and return rates, enabling informed decision-making related to product assortment, pricing, and promotion strategies.
- Targeted Geographic Sales Analysis: By utilizing dimensions like Territory, City, Country, and State along with measures like Net Sales and COS Amount, organizations can perform geographic sales analysis to identify regional revenue trends, pinpoint high-performing areas, and allocate resources effectively for maximum sales impact.
Key Performance Indicators (KPIs)
- Net Sales: The total revenue generated from sales transactions after deducting discounts, returns, and allowances.
- COS Amount: The total cost of goods sold, representing the direct costs incurred for producing the goods that were sold.
- Net Sales Qty: The total quantity of products sold, excluding returns and allowances.
- Profit: The difference between Net Sales and the total costs incurred to produce and sell the goods or services.
- Profit Percentage: The percentage of Profit in relation to Net Sales, indicating the profitability of the business.
- Profit before Trade Discount: The Profit calculated before any trade discounts are applied to sales transactions.
- Return Amt: The total amount refunded to customers for returned products.
- Returns Qty: The total quantity of products returned by customers.
- Amount: A general measure without specific description provided.
- Quantity: A general measure without specific description provided.
Available Visualizations
| View Name | Description |
|---|---|
| Sales by Location | Displays sales data broken down by different geographical locations for analysis and comparison. |
| Top 5 Customer (Net Sales) | Identifies and ranks the top 5 customers based on their net sales revenue contribution. |
| Sales/Cost per Period | Compares the sales and cost metrics over different time periods for performance evaluation. |
| Months Labels | Provides a labeling system for organizing sales data according to months, facilitating time-based analysis. |
| Sales Statistics Gauge | Presents key sales performance metrics in a visual gauge format for quick insights and monitoring. |
| SalesRep | Offers detailed information and performance metrics for each individual sales representative. |
| Sales Statistics | Consolidates and presents various sales-related statistics and performance indicators for analysis. |
| Top 5 customer | Highlights the top 5 customers based on sales volume or revenue generated for strategic focus. |
| Years labels | Assigns labels to sales data based on the respective years, enabling yearly performance tracking and comparison. |
| Sales Evolution | Tracks and visualizes the evolution of sales figures over time to observe trends and patterns. |