Sales Invoices (TY vs LY)

The data model incorporates key measures such as Total Sales, Sales Quantity, Average Sales Price, Gross Profit, Sales Growth Rate, and Customer Count. Views include comparisons of total sales values between current and previous years on a monthly basis, year-over-year growth analysis, sales representative performance evaluation, identification of top and bottom customers in terms of net sales and margin %, top 5 products by net sales and growth/decline, erosion monitoring for product and customer margins, temporal sales density mapping, anomaly detection in daily sales, and a KPI template for performance monitoring.

Benefits of This Data Model

• Improved Sales Performance Evaluation: The data model allows for thorough analysis of sales representative performance based on key metrics such as total sales, sales growth rate, and average sales price.
• Enhanced Customer Insights: By identifying top and bottom customers in terms of net sales and margin percentage, businesses can gain valuable insights into customer behavior and preferences.
• Efficient Product Management: Monitoring the top 5 products by net sales and growth/decline enables businesses to make informed decisions about product strategies and inventory management.
• Proactive Margin Monitoring: The model includes features to track product and customer margin erosion trends, empowering businesses to take proactive measures to maintain profit margins.
• Actionable Anomaly Detection: With anomaly detection in daily sales, businesses can quickly identify unusual patterns or outliers in sales data, allowing for timely investigation and corrective actions.

Key Performance Indicators (KPIs)

• Total Sales: The sum of all sales made during the specified time period.
• Sales Quantity: The total quantity of products sold during the specified time period.
• Average Sales Price: The average price of a product sold during the specified time period.
• Gross Profit: The total revenue minus the cost of goods sold.
• Sales Growth Rate: The percentage increase or decrease in sales compared to the previous period.
• Customer Count: The total number of unique customers who made purchases during the specified time period.

Available Visualisations

View Name	Description
Main Values per Month TY v LY	Compares total sales value for current year versus previous year at monthly level.
YoY Growth	Calculates year-over-year growth percentage in sales to identify trends.
Sales Representative	Analyzes performance of sales representatives based on sales data.
Top 5 Customers Net Sales	Identifies top 5 customers with highest net sales values.
Bottom 5 Customers Margin %	Highlights bottom 5 customers with lowest margin percentages.
Top 5 Products Net Sales	Lists top 5 products with highest net sales revenue.
Top 5 Growing Products	Identifies top 5 products showing the most growth in sales.
Top 5 Declining Products	Lists top 5 products with the biggest decline in sales.
Top 5 Declining Customers	Highlights top 5 customers with the largest decrease in sales.
Product Margin Erosion Monitor	Monitors product margins over time to identify erosion trends.
Customer Margin Erosion Monitor	Tracks customer margins to identify erosion trends.
Temporal Sales Density Map	Visualizes sales data distribution over time for actionable insights.
Anomaly Detection in Daily Sales	Detects unusual patterns or outliers in daily sales data.
KPI Template	Provides a template for key performance indicators calculation and monitoring.