109: Invoice Line Item Analysis

Consolidated “short-list” with descriptions across all integrated data. Researching outliers into invoice details.

Objective:

Learn how to access un-summarized invoice level details and the common scenarios of when the analysis is practical.

Common Business Pre-Sets covered Corresponding Salient Analysis

Consolidated Detailed Table of Integrated Intelligence

Line Item Analysis – Numbers View

Invoice-Specific metrics Actual prices, volumes, line item details Line Item Analysis – Numbers View

Capabilities Learned:

  • How to first filter on a “short-list” of consumable target problem sales transactions
  • Ensuring that cross-key integrated data preference is turned on for creating a comprehensive accounting of invoice details

Examples Discussed:(tailored & pre-built based on custom topics)

Certain transactions appear “out-of-norm” based on the profitability of the transactions, what sold, why they sold at a particular price; one can now drill down all the way to a perspective of each line item on the invoice to track issues down.

Proficiency Testing:

  • Certain transactions appear “out-of-norm” based on the profitability of the transactions, what sold, why they sold at a particular price; one can now drill down all the way to a perspective of each line item on the invoice to track issues down.
  • Create a “setup” in line item analysis of your preferred invoice details
  • Provide an example of when and why you might apply this analysis

Duration: 2 hours