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


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).


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



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


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


Information W arehouseEnterprise Parameter Tables

Transactional Data

Information Warehouse



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


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"



Budget for Current Year (12 months)

1 32 4 5 6 7 8 9 10 11 12 (Current)

G ateway

sales analysis monitor and analyze sales performance

Documents