Sales Transaction Variances

The data model includes views such as comparing total sales amounts between the current and previous year per quarter and month, displaying total sales amounts by product category and region for the current year, listing the top-performing salespersons based on total sales amounts, and illustrating the trend of monthly sales amounts over a specified period. Measures capture various comparisons including total credit limit variance, sales transaction amounts, tax amounts, discount amounts, allocated amounts, and transaction balances for the current and previous years along with their variances and percentage changes.

Benefits of This Data Model

• Improved sales analysis: The data model allows for comparing total sales amounts between the current and previous year per quarter and month, providing valuable insights into sales performance trends.
• Enhanced performance evaluation: By listing the top-performing salespersons based on total sales amounts for the current year, the data model facilitates identifying and rewarding top achievers within the sales team.
• Efficient trend visualization: The data model illustrates the trend of monthly sales amounts over a specified period, enabling stakeholders to easily track and understand sales patterns and fluctuations.

Key Performance Indicators (KPIs)

• Customer Credit Limit: The total credit limit assigned to a customer account.
• Customer Credit Limit TY: The current year's total credit limit assigned to a customer account.
• Customer Credit Limit LY: The previous year's total credit limit assigned to a customer account.
• Customer Credit Limit Variance: The difference between the current year's and previous year's total credit limit assigned to a customer account.
• Customer Credit Limit %: The percentage change in total credit limit assigned to a customer account compared to the previous year.
• Customer 80% Credit Limit: 80% of the total credit limit assigned to a customer account.
• Year / Quarter / Month Amount: The total amount of sales transactions for a specific year, quarter, or month.
• Year / Quarter / Month Previous Amount: The total amount of sales transactions for the previous year, quarter, or month.
• Year / Quarter / Month Variance: The difference between the current year, quarter, or month amount and the previous year, quarter, or month amount of sales transactions.
• Year / Quarter / Month %: The percentage change in the total amount of sales transactions for a specific year, quarter, or month compared to the previous year, quarter, or month.
• Year / Quarter / Month LY Amount: The total amount of sales transactions for the same period in the previous year.
• Year / Quarter / Month YoY Variance: The year-over-year difference in the total amount of sales transactions for a specific year, quarter, or month.
• Year / Quarter / Month YoY %: The percentage change in the total amount of sales transactions for a specific year, quarter, or month compared to the same period in the previous year.
• Transaction Amount: The total amount of a sales transaction.
• Transaction Amount TY: The current year's total amount of sales transactions.
• Transaction Amount LY: The previous year's total amount of sales transactions.
• Transaction Amount Variance: The difference between the current year's and previous year's total amount of sales transactions.
• Transaction Amount %: The percentage change in the total amount of sales transactions compared to the previous year.
• Tax Amount TY: The current year's total tax amount for sales transactions.
• Tax Amount LY: The previous year's total tax amount for sales transactions.
• Tax Amount Variance: The difference between the current year's and previous year's total tax amount for sales transactions.
• Tax Amount %: The percentage change in the total tax amount for sales transactions compared to the previous year.
• Discount Amount TY: The current year's total discount amount for sales transactions.
• Discount Amount LY: The previous year's total discount amount for sales transactions.
• Discount Amount Variance: The difference between the current year's and previous year's total discount amount for sales transactions.
• Discount Amount %: The percentage change in the total discount amount for sales transactions compared to the previous year.
• Allocated Amount TY: The current year's total allocated amount for sales transactions.
• Allocated Amount LY: The previous year's total allocated amount for sales transactions.
• Allocated Amount Variance: The difference between the current year's and previous year's total allocated amount for sales transactions.
• Allocated Amount %: The percentage change in the total allocated amount for sales transactions compared to the previous year.
• Transaction Balance TY: The current year's total balance for sales transactions.
• Transaction Balance LY: The previous year's total balance for sales transactions.
• Transaction Balance Variance: The difference between the current year's and previous year's total balance for sales transactions.
• Transaction Balance %: The percentage change in the total balance for sales transactions compared to the previous year.

Available Visualisations

View Name	Description
Amounts per Quarter per Month TY vs LY	Compares total sales amounts between current and previous year per quarter and month.