Sales Analysis
The Sales Analysis data model combines revenue, cost, and quantity data at the customer and salesperson level. It includes measures like sales amount, cost of sales amount, sales cost, profit margin, profit margin %, unit price, unit cost, and quantities for ordered, shipped, and backordered items. Use it to track profitability, understand customer activity, and compare salesperson performance.
How to use 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 | What it shows |
|---|---|---|
| Sales Analysis Report | Worksheet | .. |
| Sales by Customer | Worksheet | Breaks down revenue, costs, and profitability by customer account, making it easy to compare performance across your customer base. |
| Sales by Salesperson | Worksheet | Breaks down revenue, margin, and quantity metrics by salesperson for individual performance review. |