Sales Analysis Monitor and Analyze Sales Performance.
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Transcript of Sales Analysis Monitor and Analyze Sales Performance.
Sales Analysis
Monitor and Analyze Sales Performance
Introduction - Sales Analysis
The Sales Analysis module in STRATIX provides the database, reports, and inquiry functions to plan, monitor, and analyze sales performance by a variety of criteria. A key component of this module is the Information Warehouse.
Information Warehouse
• Stores actual sales data. • Maintained in separate database from transaction database. • Composed of Enterprise Parameter Tables, Sales Analysis
Change Tables, Sales Analysis Transaction Tables, and Sales Analysis Summary Tables.
• BenefitBenefit• Transaction Database is not affected by the complex,
processing-intensive features required for Sales Analysis, i.e. day-to-day activities of order management are separated from monthly analysis of sales performance.
Transactional Data vs. Information Warehouse
Sales AnalysisT ransaction Tables
Enterprise Parameter Tables
T ransactional Data
Inform ation W arehouseSales AnalysisChange Tables
External DataG ateway
External DataConversion
Enterprise Parameter Tables
Sales AnalysisSummary Tables
Invoice Cost Adjustments,Invo ice Updates, and Invo ice
Reclassifications
Structure of Information Warehouse
Sales Analysis Change Tables• Store day-to-day activities until “Update Sales Analysis" function
is used.• Temporary Table purged after Sales analysis Update
Sales Analysis Transaction Tables • Store information used to update Sales Analysis Summary Table
when "Rebuild Sales Analysis“ is used.
Sales Analysis Summary Tables• Summary of data from Sales Analysis Change & Transaction
Tables.• Contain data for 37 periods (or complete 3-year cycle).
Enterprise Parameter Tables
Update Sales Analysis Procedure
The "Update Sales Analysis" procedure is a two-step procedure:
• Updates the Information Warehouse Enterprise Parameters Tables.
• Updates the Sales Analysis Transaction Tables and Sales Analysis Summary Tables.
Update Sales Analysis Function
Sales AnalysisTransaction Tables
Information W arehouseEnterprise Parameter Tables
Transactional Data
Information WarehouseSales AnalysisChange Tables
External DataGateway
External DataConversion
Enterprise Parameter Tables
Sales AnalysisSummary Tables
Invoice Cost Adjustments,Invoice Updates, and Invoice
Reclassifications
Update SalesAnalysis
Structure of Sales Analysis Summary Tables
• When Update Sales Analysis is used…
• When Rebuild Sales Analysis is used...
Sales Analysis Summary Tables
25 months of data from Sales AnalysisChanges Tables
Sales AnalysisTransaction Tables
12 months of data from Sales AnalysisTransaction Tables
Sales Analysis Summary TablesSales AnalysisChange Tables 37 months of data from Sales Analysis
Changes Table
Rebuild Sales Analysis Process
Use of Rebuild• When key Enterprise Parameter information has been
reclassified. Functionality of Rebuild• Option provided to select a range of months for which
reclassification is required.• Two-step Procedure:
• Rebuilds Information Warehouse Enterprise Parameter Tables.• Rebuilds Sales Analysis Summary Tables (using Sales Analysis
Transaction Tables).
Rebuild Sales Analysis Function
Sales AnalysisTransaction Tables
Information W arehouseEnterprise Parameter Tables
Transactional Data
Information Warehouse
Enterprise Parameter Tables
Sales AnalysisSummary Tables
Rebuild SalesAnalysis
Rebuild SalesAnalysis
Period Cycle Utility
• Maintains 37 months of data in Sales Analysis Summary Tables.
• Automatic End-of-month Procedure
1 2 3 ... 36 37 (Current)
Ju ly 2002 August 2002 Sept. 2002 ... Ju ly 2005 August 2005
1 2 3 ... 36 37 (Current)
Ju ly 2002 August 2002 Sept. 2002 ... Ju ly 2005 August 2005
1 2 3 ... 36 37 (New Current)
Aug. 2002 Sept. 2002 O ct. 2002 ... Aug. 2005 Sept. 2005
Sales Analysis Sum m ary T ab les
Updating Sales Analysis Summary Tables with Budgets (Future)
• Sales Analysis Summary Tables keep Budgets for the current year.
• Budgets are prepared.• Branch/Territory/Sales Type/PEP
• Budgets are imported and converted by Gateway.• Sales Analysis Summary Tables are updated with new
budgets by Budget Update Utility.• Budget Update Utility is manually launched.
Budgets
Sales Analysis Summary Tables
Budget for Current Year (12 months)
1 32 4 5 6 7 8 9 10 11 12 (Current)
G atewaySales Analysis
Summary Tables
BudgetUpdateU tility
Previsions (Future)
• Previsions are revised budgets for the current month. • Created at beginning and purged at end of each month. • Previsions Build Utility updates Sales Analysis Summary
Tables with Previsions. • Previsions Build Utility is manually launched.
Prevision
PrevisionsBuild U tility
Revised Budgetfor current month
or "Prevision"
Sales AnalysisSummary Tables
Sales Analysis Summary Tables
Budget for Current Year (12 months)
1 32 4 5 6 7 8 9 10 11 12 (Current)
G ateway