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 like late deliveries, on-time deliveries, quantities shipped, ordered, backordered, and not shipped, order amounts, discounts, taxes, profit margins, and geographic coordinates for customer locations. Use it to monitor order fulfillment, manage backorders, plan deliveries, and analyze customer and territory performance.

How to use this data model

• Rank customers by order amount, quantity, or profit margin to see which accounts drive the most revenue and margin.
• Track backorders and compare ordered vs. shipped quantities to spot fulfillment gaps and potential stockouts.
• Plan deliveries using estimated delivery dates from the Expected Delivery view for scheduling and customer updates.
• Break down order performance with measures for order amounts, discounts, taxes, and profit margins.
• Map customer locations using geo coordinates for territory and coverage analysis.

Available views

View	Type	What it shows
Sales Orders	Worksheet	Lists all open and historical sales orders with amounts, quantities, and delivery status. The go to view for day to day order tracking.
Expected Delivery	Worksheet	Shows estimated delivery dates for open orders, useful for scheduling and keeping customers informed.
Back Orders	Worksheet	Lists unfulfilled orders with backordered quantities and shipment status, making it easy to follow up on delayed items.
Top 10 Customers by Order Amount	Horizontal Bar	Ranks customers by total order value, showing which accounts generate the most revenue.
Top 10 Customers by Order Quantity	Horizontal Bar	Ranks customers by total quantity ordered, showing who places the highest volume of orders.
Top 10 Customers by Profit Margin	Horizontal Bar	Ranks customers by profit margin, showing which accounts are the most profitable regardless of order size.