Sales Invoices (TY vs LY)

The data model includes views for comparing total sales, cost, and profit between the current year and the previous year on a monthly basis; analyzing year-over-year growth in sales revenue and profit; reviewing sales reps' performance based on sales volume and profitability; identifying top customers by net sales revenue; highlighting customers with low profit margins; identifying top-selling products by net sales revenue; tracking products with significant sales growth or decline; monitoring individual product and customer profit margin trends; visualizing sales distribution over time; detecting anomalies in daily sales patterns; and creating a KPI template for sales performance tracking.

Benefits of This Data Model

• Improved Sales Performance Monitoring: Easily track and analyze sales reps' performance based on sales volume and profitability.
• Efficient Customer Segmentation: Identify top customers by net sales revenue and highlight customers with low profit margins for targeted strategies.
• Effective Product Analysis: Quickly identify top-selling products by net sales revenue and track products with significant sales growth or decline for informed decision-making.
• Comprehensive Anomaly Detection: Detect anomalies in daily sales patterns for timely corrective actions and optimizations.
• Streamlined KPI Tracking: Create a KPI template for sales performance tracking to easily monitor key metrics and achieve business goals.

Key Performance Indicators (KPIs)

• Quantity TY: Total quantity of products sold in the current year.
• Quantity LY: Total quantity of products sold in the previous year.
• Quantity Variance: The difference in quantity sold between the current year and the previous year.
• Quantity Variance %: The percentage change in quantity sold between the current year and the previous year.
• Ext. Cost TY: Total extended cost of products sold in the current year.
• Ext. Cost LY: Total extended cost of products sold in the previous year.
• Ext. Cost Variance: The difference in extended cost between the current year and the previous year.
• Ext. Cost Variance %: The percentage change in extended cost between the current year and the previous year.
• Margin TY: Total margin generated in the current year.
• Margin LY: Total margin generated in the previous year.
• Margin Variance: The difference in margin between the current year and the previous year.
• Margin Variance %: The percentage change in margin between the current year and the previous year.
• Net Sales TY: Total net sales revenue in the current year.
• Net Sales LY: Total net sales revenue in the previous year.
• Net Sales Variance: The difference in net sales revenue between the current year and the previous year.
• Net Sales Variance %: The percentage change in net sales revenue between the current year and the previous year.
• Net Sales Per Rep TY: Average net sales per sales representative in the current year.
• Net Sales Per Rep LY: Average net sales per sales representative in the previous year.
• Net Sales Per Customer TY: Average net sales per customer in the current year.
• Net Sales Per Customer LY: Average net sales per customer in the previous year.
• Net Sales Per Product TY: Average net sales per product in the current year.
• Net Sales Per Product LY: Average net sales per product in the previous year.
• Net Sales Per Invoice TY: Average net sales per invoice in the current year.
• Net Sales Per Invoice LY: Average net sales per invoice in the previous year.
• Net Sales Per Country TY: Average net sales per country in the current year.
• Net Sales Per Country LY: Average net sales per country in the previous year.
• Margin % TY: Margin percentage calculated in the current year.
• Margin % LY: Margin percentage calculated in the previous year.
• Net Sales Volatility (STDDEV): Standard deviation in net sales to measure volatility.
• Net Sales Average: Average net sales across the data set.
• Net Sales Volatility Low: Lowest net sales volatility observed.
• Net Sales Volatility High: Highest net sales volatility observed.
• # of Invoices TY: Total number of invoices generated in the current year.
• # of Customers TY: Total number of unique customers in the current year.
• # of Products TY: Total number of unique products sold in the current year.
• # of Salesrep TY: Total number of sales representatives in the current year.
• # of Invoices LY: Total number of invoices generated in the previous year.
• # of Customers LY: Total number of unique customers in the previous year.
• # of Products LY: Total number of unique products sold in the previous year.
• # of Salesrep LY: Total number of sales representatives in the previous year.
• # of Country TY: Total number of countries represented in the current year.
• # of Country LY: Total number of countries represented in the previous year.
• Calendar Month (Bubble): Grouping of data by calendar month for visualization purposes.
• Calendar Day (Bubble): Grouping of data by calendar day for visualization purposes.
• Document Count: Total count of documents or records in the dataset.

Available visualisations

View Name	Description
Main Values per Month TY vs LY	Compare total sales, cost, and profit for current year against previous year per month.
YoY Growth	Analyze year-over-year growth trend in sales revenue and profit.
Sales Representative	Review performance of sales reps based on sales volume and profitability.
Top 5 Customers Net Sales	Identify top customers contributing highest net sales revenue.
Bottom 5 Customers Margin %	Highlight customers with lowest profit margins.
Top 5 Products Net Sales	Identify top-selling products based on net sales revenue.
Top 5 Growing Products	Identify products showing significant growth in sales volume.
Top 5 Declining Products	Identify products experiencing a decline in sales performance.
Top 5 Declining Customers	Identify customers with decreasing purchase behavior.
Product Margin Erosion Monitor	Monitor profit margin trends for individual products.
Customer Margin Erosion Monitor	Monitor profit margin trends for individual customers.
Temporal Sales Density Map	Visualize sales distribution across time periods for better insights.
Anomaly Detection in Daily Sales	Detect unusual or irregular patterns in daily sales data.
KPI Template	Generate a template for tracking key performance indicators in sales.