Sales History

The data model captures sales-related information such as total revenue, returns, net sales, costs, quantities sold, and profits in multiple currencies and locations. Various views offer insights into historical sales trends, performance by year, location, territories, categories, items, and customers. Measures include net sales vs. profit comparison, top-performing salespersons and customers, and quantity analysis for informed decision-making and strategic planning. Geospatial data like zip code coordinates add a spatial dimension to the model for enhanced analytics.

Benefits of This Data Model

• Improved Decision Making: The data model provides detailed insights into historical sales trends, performance metrics by various dimensions such as year, location, territories, categories, items, and customers. This information equips decision-makers with the necessary data to make informed decisions and develop effective strategic plans.
• Enhanced Sales Performance Tracking: By offering views like "Sales by Year" and "Top 5 Sales Person," the data model enables businesses to closely monitor sales figures over time and identify top-performing salespersons. This tracking can help in recognizing successful sales strategies and optimizing sales performance.
• Geospatial Analysis for Location-Based Strategies: Incorporating geospatial data such as zip code coordinates adds a spatial dimension to the model, facilitating enhanced analytics for location-based strategies. This feature allows businesses to understand regional sales patterns and optimize their sales efforts in different geographic locations.
• Detailed Product Analysis: Views like "Sales by Category and Item" and "Sales by Item" provide granular insights into product performance by category and individual items. This level of detail aids in identifying top-selling products, trends, and areas for improvement in the product lineup.
• Customer Insights for Targeted Marketing: With dimensions like "Customer ID," "Customer Name," and views like "Customers by Territory," the data model offers detailed customer distribution information. This enables businesses to analyze customer behavior across territories and implement targeted marketing and sales strategies for better customer engagement.

Key Performance Indicators (KPIs)

• Sales: The total revenue generated from the sales of products.
• Returns: The total value of products returned by customers.
• Sales Net: The total revenue from sales after deducting returns.
• Sales Net (Running): Cumulative total revenue from sales after deducting returns over time.
• Sales Cost: The total cost incurred for producing and selling the products.
• Quantity Sold: The total number of units of products sold.
• Source Currency Sales: The total sales revenue in the original currency of the transaction.
• Source Currency Returns: The total value of product returns in the original currency of the transaction.
• Source Currency Net Sales: The net sales revenue in the original currency after deducting returns.
• Source Currency Cost: The total cost in the original currency incurred for producing and selling the products.
• Reporting Currency Sales: The total sales revenue converted to a reporting currency for financial reporting.
• Reporting Currency Returns: The total value of product returns converted to a reporting currency.
• Reporting Currency Net Sales: The net sales revenue converted to a reporting currency after deducting returns.
• Reporting Currency Cost: The total cost converted to a reporting currency for financial reporting.
• Home Currency Profit: The profit gained in the home currency of the business.
• Home Currency Profit %: The percentage of profit relative to the total revenue in the home currency.
• Source Currency Profit: The profit gained in the original currency of the transaction.
• Source Currency Profit %: The percentage of profit relative to the total revenue in the original currency.
• Zip Code Latitude: The latitude coordinate of the zip code associated with the sale.
• Zip Code Longitude: The longitude coordinate of the zip code associated with the sale.

Available Visualisations

View Name	Description
Sales History	Provides an overview of historical sales data to identify trends and patterns.
Sales History by year by period by location	Analyzes sales data across multiple dimensions (year, period, location) for comprehensive insights.
Sales by Location	Shows sales performance based on different geographic locations to identify regional trends.
Sales by Year	Presents a breakdown of sales figures by year to track performance over time.
Periods	Provides insights into sales performance during specific time periods for analysis and forecasting.
Sales by Territories	Examines sales data organized by territories to understand regional sales patterns.
Sales by State	Displays sales metrics categorized by states to identify variations between different regions.
Sales by Category and Item	Shows sales data categorized by product category and individual items for detailed analysis.
Customers by territory	Analyzes customer distribution across territories for targeted marketing and sales strategies.
Sales by Item	Focuses on sales figures at the item level to identify top-selling products and trends.
Net Sales vs Profit by Period	Compares net sales and profit figures during specific periods for performance evaluation.
Sales by Item (List)	Lists sales data for individual items to facilitate detailed analysis and decision-making.
Top 5 Customers by Sales Profit	Identifies the top customers based on sales profit to focus on key accounts.
Top 5 Sales Person	Highlights the top-performing salespersons based on sales volume or revenue generated.
Category by territory	Examines sales data organized by product category and territories for strategic insights.
Sales by Category	Analyzes sales performance based on product categories to identify high-performing segments.