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Invoice Analysis without Valuation

The data model includes measures such as Quantity Sold, Quantity (Stock), Ledger Currency Amount, Ledger Currency Cost, Ledger Currency Margin Amt, Transaction Currency Amount, Transaction Currency Cost, Transaction Currency Margin Amt, Global Currency Amount, Global Currency Cost, Global Currency Margin Amt, Reporting Currency Amount, Reporting Currency Cost, Reporting Currency Margin Amt, and Margin %. Views consist of Invoice by Customer, Invoice by Product, Sales Analysis Comparison, and Invoice by Sales Rep, offering insights into revenue by customer, product sales performance, sales trends comparison, and revenue by sales representative, respectively.

Benefits of This Data Model

  • Improved Revenue Analysis: The data model allows for detailed analysis of revenue trends by customer, product, and sales representative.
  • Enhanced Sales Performance Evaluation: Enables in-depth examination of sales performance for each product and customer category, leading to more informed decision-making.
  • Efficient Sales Trend Comparison: Facilitates easy comparison of sales trends over different time periods, providing valuable insights into sales performance and market dynamics.
  • Comprehensive Margin Analysis: Supports detailed margin analysis in various currencies, helping to assess cost efficiency and profit margins effectively.

Key Performance Indicators (KPIs)

  • Quantity Sold: The total quantity of products sold.
  • Quantity (Stock): The quantity of products currently in stock.
  • Ledger Currency Amount: The total amount in the ledger currency for the transaction.
  • Ledger Currency Cost: The total cost in the ledger currency for the transaction.
  • Ledger Currency Margin Amt: The margin amount in the ledger currency for the transaction.
  • Transaction Currency Amount: The total amount in the transaction currency for the transaction.
  • Transaction Currency Cost: The total cost in the transaction currency for the transaction.
  • Transaction Currency Margin Amt: The margin amount in the transaction currency for the transaction.
  • Global Currency Amount: The total amount in the global currency for the transaction.
  • Global Currency Cost: The total cost in the global currency for the transaction.
  • Global Currency Margin Amt: The margin amount in the global currency for the transaction.
  • Reporting Currency Amount: The total amount in the reporting currency for the transaction.
  • Reporting Currency Cost: The total cost in the reporting currency for the transaction.
  • Reporting Currency Margin Amt: The margin amount in the reporting currency for the transaction.
  • Margin %: The percentage of margin for the transaction.

Available Visualisations

View NameDescription
Invoice by CustomerProvides insights into revenue generated by each customer.
Invoice by ProductOffers analysis of sales performance for each product.
Sales Analysis ComparisonAllows comparison of sales trends over different time periods.
Invoice by Sales RepShows revenue generated by each sales representative.