Invoice Analysis
The Invoice Analysis data model for Sage X3 contains views that break down invoiced sales by customer, product, and sales representative, and calculate profitability. It includes quantity, amount, cost, and margin measures in ledger, global, transaction, and reporting currencies, plus margin percentage.
How to use the invoice analysis data model
- Break down sales by customer with dimensions such as customer code and customer business sector.
- Analyze product sales by product code, product category, or product ABC class.
- Evaluate each sales representative with the sales rep 1 code and sales rep 2 name dimensions.
- Calculate product profitability from ledger currency margin amt and margin %.
- Read amounts, costs, and margins in the transaction or reporting currency you need.
Available views
| View name | Type of view | What it shows |
|---|---|---|
| Invoice by Customer | Worksheet | Shows the purchasing behavior and preferences of each customer. |
| Invoice by Product | Worksheet | Analyzes product sales performance and trends. |
| Sales Analysis Comparison | Worksheet | Compares sales metrics across time periods or regions. |
| Invoice by Sales Rep | Worksheet | Shows the sales performance of each sales representative. |
| Profitability by Product | Worksheet | Displays the profit margin of each product to support pricing decisions. |
| Ranking | Worksheet | Lists the transaction currency amount of each product, grouped by customer. |