Datamart with Transaction Data

Below fields are used in Basic Analysis Dashboard:

  • Product ID

  • Product Name

  • Product Group

  • Customer ID

  • Customer Name

  • Customer Class

  • Customer Type

  • Invoice Price

  • Quantity

  • Pricing Date

  • Pricing Date Week

  • Pricing Date Month

  • Pricing Date Quarter

  • Pricing Date Year

  • (Gross) Margin

  • (Gross) Margin Percentage

  • Sales Channel Discount (optional)

  • Promotion Discount (optional)

  • Competitor Discount (optional)

  • Volume Discount (optional)

  • Customer Negotiated Discount (optional)

 

Please keep in mind that only proper data is needed, there is no need to match name/label with POP’s predefined names. Mapping Datamart fields to the dashboard is done in the next step.