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 such as sales amount, cost of sales, profit amount, unit price, unit cost, and quantity values like ordered, shipped, backordered, and on-hand, along with prior-year comparisons to track performance over time. Use this data model for sales reporting, profitability analysis, and monitoring trends across customers, products, and salespeople.
Benefits of this data model
- Identify top customers by who buys the most and how purchasing changes over time.
- Measure salesperson performance by comparing revenue across the team for commission reviews and best-practice sharing.
- 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 | Description |
|---|---|---|
| Sales by Customer | Worksheet | Detailed breakdown of sales by customer account. Useful for account reviews and spotting changes in buying patterns. |
| Top 10 Customers | Funnel | Ranks your highest-revenue customers to focus retention and growth efforts where they matter most. |
| Sales by Salesperson | Worksheet | Full sales activity attributed to each salesperson. Helps with commission reviews and individual performance tracking. |
| Top 5 Salespersons | Horizontal Bar | Highlights your top revenue generators at a glance. Useful for recognizing performance and identifying best practices to share with the team. |
| Sales Map USA - Sales by State | Map | Geographic view of sales across US states. Helps spot strong and weak regions for targeted campaigns or coverage decisions. |
| Top 5 Products Sold | Doughnut | Identifies your best-selling products to guide inventory planning and promotional focus. |
| Monthly Sales vs. Costs | Line | Compares monthly sales against costs to track profitability trends and react quickly when margins shift. |
| Top 5 Products Lines Sold | Doughnut | Shows your strongest product lines by sales volume. Helps see which categories carry the business. |
| Sales by Year | Vertical Bar | Year-over-year sales totals for long-term trend analysis and forecasting. |
| Quarterly Sales and Profits | Combination | Looks at sales and profit side by side each quarter. Useful for quarterly business reviews and performance evaluation. |