Invoice History
The Invoice History data model combines invoice level transactions with customer, salesperson, and product details to give a complete view of your sales activity. It includes measures like sales amount, cost of sales, profit amount, unit price, unit cost, and quantities for ordered, shipped, backordered, and on hand, along with prior year comparisons to track performance over time. Use it for sales reporting, profitability analysis, and monitoring trends across customers, products, and salespeople.
How to use this data model
- Identify top customers by purchase volume and how their buying patterns change over time.
- Measure salesperson performance by comparing revenue across the team for commission reviews.
- Track profitability trends by comparing sales against costs month over month to catch margin changes early.
- Analyze product mix to see which products and product lines generate the most sales for inventory planning.
- Review regional performance with the Sales Map USA view to compare sales by state for territory planning.
Available views
| View | Type | What it shows |
|---|---|---|
| Sales by Customer | Worksheet | Breaks down sales by customer account with revenue, costs, and profitability, making it easy to review accounts and spot changes in buying patterns. |
| Sales by Salesperson | Worksheet | Shows full sales activity by salesperson with revenue, margin, and quantity metrics for commission reviews and performance tracking. |
| Top 10 Customers TY vs LY | Horizontal Bullet | .. |
| Top 5 Salespersons TY vs LY | Horizontal Bullet | .. |