KPI-S AND REPORTS

CONFIGURATION –
PROOF OF CONCEPT

JAMM ANALYTICS info@maariboysteam.com

 TABLE OF CONTENTS

 Introduction

 Organization of the document

 Key Performance Indicators

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INTRODUCTION
Costco is looking to:

 Increase sales in different regions based on the demand of commodities.

 Analyze why retailers have stopped buying certain commodities from the client company.

 Determine if there is a gender wise gap of pay at the client company.

 Establish profitability by region

 Determine gender wise performance

This document explains the business requirement details put forth by Costco, the various reports to
be generated by selecting the appropriate data sources, choosing the correct datasets from them,
apply suitable transformation (data scrapping) and logic and the final representation of results in the
form of charts, reports, dashboards, maps and stories.

The requirements of increased sales, business analysis, gender equality in terms of pay and
profitability are considered for the initial proof of concept delivery for this project.

ORGANIZATION OF THE DOCUMENT

All KPIs and reports are categorized under corresponding business units and each KPI/report is
subdivided into the following:

 Name of the KPI

 Business Requirement
 Data Sources
 Business Logic
 Constraints
 Representation

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Increase sales in different regions based on the demand of commodities.

Business Requirement:
Ability to track the sales across various regions for all the different commodities. This should
also have the ability to visualize the sale of commodities by region, country.

Data Sources:
 Sales Details
 Product Details

Business Logic:
 Identify the sales for each month from the Sales Details dataset.
 Match it with the corresponding commodities in the Product Details dataset.

select distinct order_number placed_order_number,quantity_ordered,bill_amount,

(bill_date)::timestamp without time zone,round(quantity_ordered*cost_price) total_cost,
round((bill_amount-(quantity_ordered*cost_price))) total_profit,cd.region,cd.country,sm.status_name,
qtr_id,case when month_id=1 then 'Jan'
when month_id=2 then 'Feb'
when month_id=3 then 'Mar'
when month_id=4 then 'Apr'
when month_id=5 then 'May'
when month_id=6 then 'Jun'
when month_id=7 then 'Jul'
when month_id=8 then 'Aug'
when month_id=9 then 'Sept'
when month_id=10 then 'Oct'
when month_id=11 then 'Nov'
when month_id=12 then 'Dec'
end as month_name,year_id,pd.product_name
from sales_details sd,product_details pd,customer_details cd,status_master sm
where sd.status_flag in (4,5) and (sd.product_code=pd.product_code) and
(cd.customer_id=sd.customer_id)
and (sm.status_flag=sd.status_flag)

Constraints:
 The represented sales data is only for resolved and delivered.

Representation:

 Sales across various regions will be represented on a pie chart, along with a product wise view
as an added bonus.
 The view is customized to show the data according to the years (2003 to 2005) and an overall
view with an aggregate total of all the years.
 A trendline is also set to show the revenue trends for the years in focus.
 Country wise sales stats is also provided in a map view to help visualize the rise/drop in sales
and the number of products sold, across various regions.
Analyze why retailers have stopped buying certain commodities from the client

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company
Business Requirement:
Ability to track and analyze why some of the retailers who ordered with CostCo in 2003 did not
continue the same size of order/stopped ordering in 2005.

Data Sources:
 Sales Details
 Status Master

Business Logic:
 Identify the sales for each month from the Sales Details dataset.
 Match it with the corresponding commodities in the Status Master dataset and check the
number of orders cancelled and analyze the results.

select distinct order_number other_order_number,quantity_ordered,bill_amount,

(bill_date)::timestamp without time zone bill_date,cd.region,cd.country,sm.status_name,
qtr_id,case when month_id=1 then 'Jan'
when month_id=2 then 'Feb'
when month_id=3 then 'Mar'
when month_id=4 then 'Apr'
when month_id=5 then 'May'
when month_id=6 then 'Jun'
when month_id=7 then 'Jul'
when month_id=8 then 'Aug'
when month_id=9 then 'Sept'
when month_id=10 then 'Oct'
when month_id=11 then 'Nov'
when month_id=12 then 'Dec'
end as month_name,year_id,pd.product_name
from sales_details sd,product_details pd,customer_details cd,status_master sm
where sd.status_flag in (0,1,2,3) and (sd.product_code=pd.product_code) and
(cd.customer_id=sd.customer_id)
and (sm.status_flag=sd.status_flag)

Constraints:
 Exact reason for cancellation of orders cannot be determined.

Representation:
 Two charts representing Year-Product wise revenue and Year-Month wise revenue, which will
help to analyze why sales of commodities have dropped in certain regions.

 An aggregate of the products ordered by the retailers of Costco along the years is also
analyzed and visualized.

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Determine if there is a gender wise gap of pay at the client company and gender-
wise performance within the organization

Business Requirement:
Ability to track and analyze the average gender-wise difference in the salaries of employees in
the same level on the ladder of hierarchy and to check the performance of each gender.

Data Sources:
 Sales Details
 Employee Details

Business Logic:
 Identify the sales for each month from the Sales Details dataset.
 Match it with the corresponding sales manager/representative (employee) and filtering the
employees by gender.

select distinct ed.name,ed.gender gender,round((sd.quantity_ordered*sd.cost_price)::numeric,2)

total_cost,
round((sd.bill_amount-(sd.quantity_ordered*sd.cost_price))::numeric,2)
total_profit,ROUND(sum(sd.bill_amount)::numeric,2) bill_amount,
ed.emp_id,sd.year_id,pd.product_name,
case when month_id=1 then 'Jan'
when month_id=2 then 'Feb'
when month_id=3 then 'Mar'
when month_id=4 then 'Apr'
when month_id=5 then 'May'
when month_id=6 then 'Jun'
when month_id=7 then 'Jul'
when month_id=8 then 'Aug'
when month_id=9 then 'Sept'
when month_id=10 then 'Oct'
when month_id=11 then 'Nov'
when month_id=12 then 'Dec'
end as month_name
from sales_details sd
join employee_details ed on (ed.emp_id=sd.emp_id)
join product_details pd on (sd.product_code=pd.product_code)
where sd.status_flag in (4,5)
group by
ed.name,gender,month_name,ed.emp_id,sd.year_id,sd.quantity_ordered,sd.cost_price,sd.bill_amoun
t,pd.product_name

Constraints:
 The represented sales data is only for resolved and delivered.

Representation:

 A butterfly chart with the revenue generated by products and genders will be represented
along with the salary allocation for regional managers according to months and genders.

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Establish profitability by region

Business Requirement:
Ability to track and analyze the sales by each region around the globe and to track the profit of
the commodities sold and aggregate it to find the profitability of the products by region.

Data Sources:
 Sales Details
 Customer Details

Business Logic:
 Identify the sales for each month from the Sales Details dataset.
 Matching those value based on the customer’s location from the Customer Details dataset.

SELECT distinct
sd.customer_id,cd.customer_name,sd.bill_amount,(bill_date)::timestamp without time zone,
cd.region,pd.product_name,sd.quantity_ordered,cd.country
FROM sales_details sd,product_details pd,customer_details cd
where sd.status_flag in (4,5) and (pd.product_code=sd.product_code) and
(cd.customer_id=sd.customer_id)

Constraints:
 The represented sales data is only for resolved and delivered.

Representation:

 The profitability on the sales by region is represented in a chart with a drop-down menu to
classify the sale according to year and overall.

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