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Sales

Overview

The Sales capability provides complete sales analytics from invoice to credit memo level, with customer profitability, order tracking, and sales pipeline visibility.

Semantic Model Tables

Dimensions

Table Description
Customer Customer master — name, business posting group, country/region, and customer classification
Salesperson Purchaser Salesperson/purchaser master — code and name. Links to sales and purchasing transactions
Item Item master — shared with Purchasing and Projects. Item number, description, category, posting groups, and gross/net weight
Currency Currency master from BC — ISO code, description, and exchange rate attributes. Shared with Purchasing and Finance
Unit Of Measure Unit of measure definitions — code and description for quantity standardization across transactions. Shared with Purchasing and Inventory

Facts

Each transaction type uses a dim/fact pair: the singular-name table (e.g., "Sales Invoice") provides transaction details like document number, type, and description; the plural-name table (e.g., "Sales Invoices") hosts the DAX measures.

Dim Table Fact Table Description
Sales Invoice Sales Invoices Posted sales invoice lines — quantity, amounts, cost, profit, and discount
Sales Credit Memo Sales Credit Memos Posted credit memo lines — return quantities and credit amounts
Sales Order Sales Orders Open sales order lines — backlog quantities, amounts, and shipment tracking

The Sales table is a measure wrapper that provides combined invoice + credit totals.

Key Measures (13)

Category Measures
Invoice Number of Sales Invoices, Sales Invoice Amount, Sales Quantity Invoiced
Credit Number of Sales Credits, Sales Credit Amount, Sales Quantity Credited
Total Sales Revenue, Sales Quantity, Sales Line Discount, Sales Cost, Sales Profit, Sales Margin, Sales Revenue % of Total

Sales Order Measures (15)

Category Measures
Total Number of Sales Orders, Sales Quantity Ordered, Sales Order Amount, Sales Order Amount Incl. VAT, Sales Order Line Discount, Sales Order Cost
Backlog Sales Order Backlog Quantity, Sales Order Backlog Amount Incl. VAT, Sales Order Backlog Amount
Shipped Not Invoiced Sales Order Shipped Not Invoiced Quantity, Sales Order Shipped Not Invoiced Amount Incl. VAT, Sales Order Shipped Not Invoiced Amount
Progress Sales Order Quantity Shipped, Sales Order Shipped %, Sales Order Invoiced %

Use Cases

  • Sales performance — Revenue by customer, salesperson, item, and period with margin analysis
  • Customer profitability — Invoice revenue vs. cost amounts for profit and profit margin tracking
  • Credit memo analysis — Return rates, credit reasons, and net sales impact
  • Sales pipeline — Open orders with backlog amounts, shipment progress, and shipped-not-invoiced tracking
  • Multi-company consolidation — Compare sales performance across companies