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 by Customer	Worksheet	Breaks down revenue, costs, and profitability by customer account, making it easy to compare performance across your customer base.
Sales by Customer	Vertical Bar	Ranks customers by total sales amount, showing where revenue is concentrated.
Sales by Salesperson	Worksheet	Breaks down revenue, margin, and quantity metrics by salesperson for individual performance review.
Sales by Salesperson	Vertical Bar	Ranks salespeople by total sales for side by side performance comparison.
Sales Vs Cost	Combination	Compares sales amount and cost of sales side by side, showing how margins trend over time.