Sold To Customer Dim - Ranking

Created by Robert Cross, Modified on Wed, 9 Jul, 2025 at 7:52 AM by Robert Cross

Sold To Customer Dim - Ranking

This dimension ranks 'Sold To Customers' across multiple performance metrics for both the current year to date (YTD) and lifetime periods. It consolidates various ranking indicators such as order count, margin performance, revenue, average order value, and discounts. These rankings provide leadership with a clear view of customer performance dynamics over different time frames to aid strategic decision-making.

Output Column	Database Logic	Description
Sold To Customer Key	The unique identifier key assigned to each Sold To Customer in the database.	This is the unique ID for each customer entity, enabling consistent tracking and referencing of their ranking data.
# Orders Rank YTD	Rank of customers based on the number of orders they placed during the current year to date.	This ranking indicates how customers compare to one another by the volume of orders they've made so far this year, highlighting the most frequent buyers.
Gross Margin Rank YTD	Rank based on the gross profit margin customers generated during the current year to date.	Measures and ranks customers by the profitability (gross margin) they contributed within the year, spotlighting which customers deliver the most profit.
Gross Margin Rank % YTD	Ranking of customers based on the percentage of gross margin relative to their sales for the year to date.	This shows how customers rank in terms of margin efficiency relative to their sales volume, identifying those who bring higher profitability ratios.
Revenue Rank YTD	Customer ranking based on total revenue generated during the current year to date.	Ranks customers by the total sales revenue they've produced so far this year, helping to focus on the highest earning customers.
Discount Rank YTD	Ranking of customers according to discounts they have received in the year to date.	Indicates customer placement based on discounts granted, useful for understanding pricing strategies and customer value.
Avg Order Value Rank YTD	Rank based on the average dollar value per order a customer placed during the year to date.	This ranking highlights customers who typically place higher value orders within the current year.
# Orders Rank Life Time	Lifetime ranking of customers based on the total orders placed since inception.	This reflects how customers rank over the entire history of transactions by number of orders, showing long-term engagement.
Gross Margin Rank Life Time	Ranking by gross margin generated by customers over their lifetime.	Ranks customers by total profitability contributed over the full duration of their relationship.
Gross Margin Rank % Life Time	Ranking of customers based on the percentage margin they have contributed relative to sales over their lifetime.	Shows customers’ long-term margin efficiency, illustrating those who have historically maintained higher profitability ratios.
Revenue Rank Life Time	Ranking customers by total revenue generated across their lifetime.	Identifies the highest revenue-generating customers when considering all sales to date.
Discount Rank Life Time	Ranking of customers based on discounts received over their full history.	Provides insight into customers’ long-term discount patterns to evaluate pricing impacts.
Avg Order Value Rank Life Time	Customer ranking based on average order value calculated across their lifetime.	Highlights customers who consistently place larger-sized orders over the entire time span of their relationship.