Sales Invoices (TY vs LY)
The data model includes measures for calendar period and day of transactions visualized in a bubble chart, along with latitude and longitude coordinates for zip codes. It also features net sales and profit margin figures for the current and previous years, as well as their variances and percentages. Views offer analysis on sales values by month, year-over-year growth, sales performance by representatives, top customers by net sales, and products based on sales and growth trends.
Benefits of This Data Model
- Geospatial Analysis: Utilize latitude and longitude coordinates for zip codes to perform geospatial analysis, allowing for insights into regional sales performance and targeted marketing strategies.
- Historical Performance Comparison: Compare net sales and profit margin figures for the current and previous years, along with their variances and percentages, to assess historical performance trends and make informed business decisions.
- Top Customer Identification: Identify and analyze the top customers by net sales, enabling personalized customer relationship management and tailored marketing approaches.
- Product Sales Trend Analysis: Analyze product sales and growth trends to identify top-selling products and monitor products experiencing sales growth or decline, facilitating inventory management and product strategy planning.
Key Performance Indicators (KPIs)
- Calendar Period (Bubble): A measure representing the calendar period where a transaction occurred, displayed in a bubble chart.
- Calendar Day (Bubble): A measure representing the specific calendar day of a transaction, visualized in a bubble chart.
- Zip Code Latitude: Latitude coordinates associated with the zip codes in the sales data.
- Zip Code Longitude: Longitude coordinates corresponding to the zip codes in the sales data.
- Net Sales TY: Total net sales for the current year.
- Net Sales LY: Total net sales for the previous year.
- Net Sales Variance: The difference in net sales between the current year and the previous year.
- Net Sales Variance %: The percentage variance of net sales between the current year and the previous year.
- Margin TY: Total profit margin for the current year.
- Margin LY: Total profit margin for the previous year.
- Margin % TY: Profit margin percentage for the current year.
- Margin % LY: Profit margin percentage for the previous year.
- Margin Variance: The variance in profit margin between the current year and the previous year.
- Margin Variance %: The percentage variance of profit margin between the current year and the previous year.
Available Visualisations
| View Name | Description |
|---|---|
| Main Values per Month TY v LY | Compares total sales values for current year versus previous year by month. |
| YoY Growth | Displays year-over-year growth percentage in sales revenue. |
| Sales Representative | Analyzes sales performance by individual sales representatives. |
| Top 5 Customers Net Sales | Identifies top 5 customers generating highest net sales. |
| Bottom 5 Customers Margin % | Highlights bottom 5 customers with lowest margin percentages. |
| Top 5 Products Net Sales | Lists top 5 best-selling products based on net sales. |
| Top 5 Growing Products | Shows top 5 products with highest sales growth. |
| Top 5 Declining Products | Highlights top 5 products experiencing sales decline. |
| Product Margin Erosion Monitor | Monitors and alerts on products facing margin erosion over time. |
| Customer Margin Erosion Monitor | Monitors and alerts on customers causing margin erosion over time. |
| Temporal Sales Density Map | Visualizes sales distribution geographically by time periods. |
| Anomaly Detection in Daily Sales | Identifies abnormal patterns or outliers in daily sales data. |
| KPI Template | Provides a template for key performance indicators (KPIs) in sales analytics. |