Invoice Analysis

The data model comprises views like Invoice by Customer, Invoice by Product, Sales Analysis Comparison, Invoice by Sales Rep, and Profitability by Product. It includes measures such as Quantity Sold, Quantity (Stock), Ledger Currency Amount, Ledger Currency Cost, Ledger Currency Margin Amt, Global Currency Amount, Global Currency Cost, Global Currency Margin Amt, Margin %, Transaction Currency Amount, Transaction Currency Cost, Transaction Currency Margin Amt, Reporting Currency Amount, Reporting Currency Cost, and Reporting Currency Margin Amt, providing insights into transaction details and profitability analysis across customers, products, sales representatives, and regions.

Benefits of This Data Model

• Enhanced Customer Insights: The data model allows for detailed analysis of customer purchasing behavior, preferences, and segmentation based on various dimensions like Customer Code, Customer Business Sector, and Customer Stats. Group, providing valuable insights for targeted marketing strategies.
• Optimized Product Performance Tracking: Through the Invoice by Product view and related dimensions like Product Code, Product Category, and Product ABC Class, the data model facilitates in-depth analysis of product sales performance, status, and categorization, enabling better decision-making for product enhancement and pricing strategies.
• Comprehensive Sales Rep Evaluation: With dimensions such as Sales Rep 1 Code and Sales Rep 2 Name, the data model supports detailed evaluation of sales representative performance and contribution to overall sales, aiding in performance monitoring, incentive structuring, and resource allocation for improved sales outcomes.
• Effective Profitability Analysis: The Profitability by Product view, combined with measures like Ledger Currency Margin Amt and Margin %, enables accurate calculation and visualization of profit margins at a product level, assisting in strategic pricing decisions, cost optimization, and overall profitability management.
• Holistic Transaction and Reporting Insights: By utilizing measures like Transaction Currency Amount and Reporting Currency Margin Amt along with dimensions reflecting various transaction attributes and document details, the data model offers a comprehensive view of transactional performance and reporting accuracy across different currencies, enhancing financial analysis and decision support processes.

Key Performance Indicators (KPIs)

• Company Code: Identifies the specific company associated with the invoice data.
• Quantity Sold: Represents the total quantity of items sold in a particular transaction.
• Quantity (Stock): Indicates the total quantity of the product available in stock.
• Ledger Currency Amount: The amount of the transaction in the currency of the ledger.
• Ledger Currency Cost: The cost of the transaction in the currency of the ledger.
• Ledger Currency Margin Amt: The margin amount calculated in the currency of the ledger.
• Global Currency Amount: The amount of the transaction converted to a global currency.
• Global Currency Cost: The cost of the transaction converted to a global currency.
• Global Currency Margin Amt: The margin amount calculated after conversion to a global currency.
• Margin %: The percentage margin calculated based on the cost and amount of the transaction.
• Transaction Currency Amount: The amount of the transaction in the currency of the transaction.
• Transaction Currency Cost: The cost of the transaction in the currency of the transaction.
• Transaction Currency Margin Amt: The margin amount calculated in the currency of the transaction.
• Reporting Currency Amount: The amount of the transaction displayed in the reporting currency.
• Reporting Currency Cost: The cost of the transaction displayed in the reporting currency.
• Reporting Currency Margin Amt: The margin amount displayed in the reporting currency.

Available Visualizations

View Name	Description
Invoice by Customer	View providing insights on customer purchasing behavior and preferences.
Invoice by Product	View offering analysis on product sales performance and trends.
Sales Analysis Comparison	View comparing sales metrics over different time periods or regions for insights.
Invoice by Sales Rep	View showing sales performance of each sales representative for evaluation.
Profitability by Product	View displaying profit margins for each product, aiding in strategic pricing decisions.