Sales Analysis
The Sales Analysis data model focuses on sales performance and profitability by combining revenue, cost, and quantity data at the customer and salesperson level. It includes measures such as sales amount, cost of sales amount, sales cost, profit margin, profit margin %, unit price, unit cost, and quantity values like ordered, shipped, and backordered. Use this data model to evaluate profitability, segment customers, and review salesperson performance.
Benefits of this data model
- Analyze profitability using profit margin and margin % alongside sales and cost, with views by customer, product, and salesperson.
- Segment customers by sales activity to identify top accounts and changes in buying behavior.
- Evaluate salesperson performance by comparing sales results across the team for reviews and incentive planning.
- Compare sales against costs to see where margins are healthy and where pricing or cost control needs attention.
Available views
| View | Type | Description |
|---|---|---|
| Sales by Customer | Worksheet | Breaks down sales figures by customer account, showing revenue, costs, and profitability for each customer. |
| Sales by Customer | Vertical Bar | Ranks customers by total sales amount, highlighting top accounts and sales concentration. |
| Sales by Salesperson | Worksheet | Shows sales performance by salesperson with revenue, margin, and quantity metrics for each team member. |
| Sales by Salesperson | Vertical Bar | Ranks salespeople by total sales, comparing performance across the team. |
| Sales Vs Cost | Combination | Compares sales amount and cost of sales side by side, revealing margin health and profitability trends. |