Sales Orders

The Sales Orders data model brings together open and historical sales order data to track the full lifecycle of an order, from entry to delivery. It includes measures such as late deliveries, on-time deliveries, quantities shipped, ordered, back-ordered, and not shipped, order amounts, discounts, taxes, and profit margins, along with geographic coordinates for customer locations. Use this data model to monitor order fulfillment, manage back orders, plan deliveries, and analyze customer and territory performance.

Benefits of this data model

• Rank customers by order amount, quantity, or profit margin to see which accounts drive revenue and margin.
• Track back orders and ordered vs. shipped quantities to monitor potential stockouts and fulfillment gaps.
• Use estimated delivery dates from the Expected Delivery view for customer updates and delivery planning.
• Break down order performance with measures for order amounts, discounts, taxes, and profit margins.
• Use customer geo coordinates to map order locations for territory and coverage analysis.

Available views

View	Type	Description
Sales Orders	Worksheet	Centralized view of all sales orders. Essential for tracking and reporting day-to-day order activity.
Expected Delivery	Worksheet	Estimated delivery dates for open orders. Useful for customer communication and coordinating shipments.
Back Orders	Worksheet	Orders awaiting fulfillment. Helps with proactive inventory management and follow-up on delayed shipments.
Top 10 Customers by Order Amount	Horizontal Bar	Ranks customers by total order value. Useful for identifying your biggest accounts by revenue.
Top 10 Customers by Order Quantity	Horizontal Bar	Ranks customers by total quantity ordered. Supports inventory planning and volume-based decisions.
Top 10 Customers by Profit Margin	Horizontal Bar	Ranks customers by profit margin to focus on the most profitable relationships, not just the largest.