@luquimbo/bi-superpowers 1.0.0

package/library/snippets/dax/business-domains.md

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+# Business Domain DAX Patterns
+
+Ready-to-use DAX measures for common business scenarios across industries.
+
+---
+
+## Retail & E-Commerce
+
+### Sales Performance
+
+```dax
+// Total Revenue
+Total Revenue = SUM(Sales[Amount])
+
+// Average Order Value
+Average Order Value = DIVIDE([Total Revenue], DISTINCTCOUNT(Sales[OrderID]))
+
+// Average Items per Order
+Items per Order = DIVIDE(SUM(Sales[Quantity]), DISTINCTCOUNT(Sales[OrderID]))
+
+// Revenue per Customer
+Revenue per Customer = DIVIDE([Total Revenue], DISTINCTCOUNT(Sales[CustomerID]))
+
+// Basket Size (monetary)
+Basket Size = DIVIDE([Total Revenue], COUNTROWS(Sales))
+```
+
+### Product Analysis
+
+```dax
+// Gross Margin
+Gross Margin = [Total Revenue] - SUM(Sales[Cost])
+
+// Gross Margin %
+Gross Margin % = DIVIDE([Gross Margin], [Total Revenue])
+
+// Product Contribution %
+Product Contribution % = DIVIDE(
+    [Total Revenue],
+    CALCULATE([Total Revenue], ALL(Products))
+)
+
+// Sell-Through Rate (for inventory)
+Sell Through Rate = DIVIDE(
+    SUM(Sales[Quantity]),
+    SUM(Inventory[StartingQuantity])
+)
+```
+
+### Customer Metrics
+
+```dax
+// Customer Count
+Customer Count = DISTINCTCOUNT(Sales[CustomerID])
+
+// New Customers (first purchase this period)
+New Customers =
+VAR _CurrentDates = VALUES('Date'[Date])
+RETURN
+    CALCULATE(
+        DISTINCTCOUNT(Sales[CustomerID]),
+        FILTER(
+            ALL(Sales),
+            Sales[CustomerID] IN CALCULATETABLE(
+                VALUES(Sales[CustomerID]),
+                _CurrentDates
+            ) &&
+            CALCULATE(MIN(Sales[OrderDate]), ALL('Date')) IN _CurrentDates
+        )
+    )
+
+// Repeat Customer Rate
+Repeat Customer Rate =
+VAR _CustomersWithMultipleOrders =
+    CALCULATE(
+        DISTINCTCOUNT(Sales[CustomerID]),
+        FILTER(
+            SUMMARIZE(Sales, Sales[CustomerID], "Orders", DISTINCTCOUNT(Sales[OrderID])),
+            [Orders] > 1
+        )
+    )
+RETURN
+    DIVIDE(_CustomersWithMultipleOrders, [Customer Count])
+
+// Customer Lifetime Value (simplified)
+Customer LTV = DIVIDE([Total Revenue], [Customer Count])
+```
+
+---
+
+## Financial Services
+
+### Revenue & Profitability
+
+```dax
+// Net Interest Income
+Net Interest Income = [Interest Income] - [Interest Expense]
+
+// Net Interest Margin (NIM)
+Net Interest Margin = DIVIDE(
+    [Net Interest Income],
+    AVERAGE(Assets[AverageAssets])
+) * 100
+
+// Return on Assets (ROA)
+ROA = DIVIDE([Net Income], AVERAGE(Assets[TotalAssets])) * 100
+
+// Return on Equity (ROE)
+ROE = DIVIDE([Net Income], AVERAGE(Equity[TotalEquity])) * 100
+
+// Cost-to-Income Ratio
+Cost Income Ratio = DIVIDE([Operating Expenses], [Operating Income]) * 100
+```
+
+### Loan Portfolio
+
+```dax
+// Total Loans Outstanding
+Total Loans = SUM(Loans[Principal])
+
+// Non-Performing Loans (NPL)
+NPL Amount = CALCULATE([Total Loans], Loans[Status] = "Non-Performing")
+
+// NPL Ratio
+NPL Ratio = DIVIDE([NPL Amount], [Total Loans]) * 100
+
+// Loan-to-Deposit Ratio
+LTD Ratio = DIVIDE([Total Loans], [Total Deposits]) * 100
+
+// Provision Coverage Ratio
+Provision Coverage = DIVIDE([Loan Provisions], [NPL Amount]) * 100
+```
+
+---
+
+## Manufacturing & Supply Chain
+
+### Production Metrics
+
+```dax
+// Units Produced
+Units Produced = SUM(Production[Quantity])
+
+// Yield Rate
+Yield Rate = DIVIDE(
+    SUM(Production[GoodUnits]),
+    SUM(Production[TotalUnits])
+) * 100
+
+// Defect Rate
+Defect Rate = DIVIDE(
+    SUM(Production[DefectiveUnits]),
+    SUM(Production[TotalUnits])
+) * 100
+
+// Overall Equipment Effectiveness (OEE)
+OEE =
+VAR _Availability = DIVIDE([Actual Runtime], [Planned Runtime])
+VAR _Performance = DIVIDE([Actual Output], [Theoretical Output])
+VAR _Quality = DIVIDE([Good Units], [Total Units])
+RETURN
+    _Availability * _Performance * _Quality * 100
+
+// Cycle Time
+Avg Cycle Time = AVERAGE(Production[CycleTimeMinutes])
+```
+
+### Inventory Management
+
+```dax
+// Total Inventory Value
+Inventory Value = SUMX(Inventory, Inventory[Quantity] * Inventory[UnitCost])
+
+// Days of Inventory
+Days of Inventory = DIVIDE(
+    [Inventory Value],
+    DIVIDE([Cost of Goods Sold], 365)
+)
+
+// Inventory Turnover
+Inventory Turnover = DIVIDE([Cost of Goods Sold], [Average Inventory])
+
+// Stock-out Rate
+Stockout Rate = DIVIDE(
+    CALCULATE(COUNTROWS(Inventory), Inventory[Quantity] = 0),
+    COUNTROWS(Inventory)
+) * 100
+
+// Inventory Accuracy
+Inventory Accuracy = DIVIDE(
+    SUM(Inventory[SystemCount]),
+    SUM(Inventory[PhysicalCount])
+) * 100
+```
+
+### Supply Chain Performance
+
+```dax
+// On-Time Delivery Rate
+On Time Delivery = DIVIDE(
+    CALCULATE(COUNTROWS(Shipments), Shipments[DeliveryDate] <= Shipments[PromisedDate]),
+    COUNTROWS(Shipments)
+) * 100
+
+// Perfect Order Rate
+Perfect Order Rate = DIVIDE(
+    CALCULATE(
+        COUNTROWS(Orders),
+        Orders[OnTime] = TRUE() &&
+        Orders[InFull] = TRUE() &&
+        Orders[NoDamage] = TRUE() &&
+        Orders[AccurateDoc] = TRUE()
+    ),
+    COUNTROWS(Orders)
+) * 100
+
+// Supplier Lead Time
+Avg Lead Time = AVERAGE(PurchaseOrders[LeadTimeDays])
+
+// Order Fill Rate
+Fill Rate = DIVIDE(
+    SUM(Orders[QuantityShipped]),
+    SUM(Orders[QuantityOrdered])
+) * 100
+```
+
+---
+
+## Human Resources
+
+### Headcount & Composition
+
+```dax
+// Total Headcount
+Headcount = COUNTROWS(Employees)
+
+// Active Employees
+Active Employees = CALCULATE([Headcount], Employees[Status] = "Active")
+
+// FTE (Full-Time Equivalent)
+FTE = SUMX(Employees, Employees[WorkHoursPerWeek] / 40)
+
+// Headcount by Department (for visuals)
+Dept Headcount = CALCULATE(
+    [Active Employees],
+    ALLEXCEPT(Employees, Employees[Department])
+)
+
+// Average Tenure (years)
+Avg Tenure = AVERAGEX(
+    FILTER(Employees, Employees[Status] = "Active"),
+    DATEDIFF(Employees[HireDate], TODAY(), YEAR)
+)
+```
+
+### Turnover & Retention
+
+```dax
+// Terminations
+Terminations = CALCULATE(
+    [Headcount],
+    Employees[TerminationDate] <> BLANK(),
+    'Date'[Date] >= MIN(Employees[TerminationDate]),
+    'Date'[Date] <= MAX(Employees[TerminationDate])
+)
+
+// Turnover Rate (annual)
+Turnover Rate =
+VAR _TerminationsThisYear = [Terminations]
+VAR _AvgHeadcount = DIVIDE([Active Employees] + [Headcount Last Year], 2)
+RETURN
+    DIVIDE(_TerminationsThisYear, _AvgHeadcount) * 100
+
+// Voluntary Turnover
+Voluntary Turnover Rate =
+DIVIDE(
+    CALCULATE([Terminations], Employees[TerminationType] = "Voluntary"),
+    [Average Headcount]
+) * 100
+
+// Retention Rate
+Retention Rate = 100 - [Turnover Rate]
+
+// New Hire Retention (90-day)
+New Hire 90 Day Retention =
+VAR _NewHires = CALCULATE([Headcount], Employees[HireDate] >= TODAY() - 90)
+VAR _Retained = CALCULATE(_NewHires, Employees[Status] = "Active")
+RETURN
+    DIVIDE(_Retained, _NewHires) * 100
+```
+
+### Compensation
+
+```dax
+// Total Payroll Cost
+Total Payroll = SUM(Payroll[GrossAmount])
+
+// Average Salary
+Avg Salary = AVERAGE(Employees[AnnualSalary])
+
+// Revenue per Employee
+Revenue per Employee = DIVIDE([Total Revenue], [Active Employees])
+
+// Payroll as % of Revenue
+Payroll to Revenue = DIVIDE([Total Payroll], [Total Revenue]) * 100
+
+// Compa-Ratio (salary vs market)
+Compa Ratio = DIVIDE(
+    AVERAGE(Employees[AnnualSalary]),
+    AVERAGE(Employees[MarketRateMidpoint])
+) * 100
+```
+
+---
+
+## Healthcare
+
+### Patient Metrics
+
+```dax
+// Total Patients
+Total Patients = DISTINCTCOUNT(Visits[PatientID])
+
+// New Patients
+New Patients =
+CALCULATE(
+    DISTINCTCOUNT(Visits[PatientID]),
+    FILTER(
+        VALUES(Visits[PatientID]),
+        CALCULATE(MIN(Visits[VisitDate])) IN VALUES('Date'[Date])
+    )
+)
+
+// Patient Visits
+Total Visits = COUNTROWS(Visits)
+
+// Visits per Patient
+Visits per Patient = DIVIDE([Total Visits], [Total Patients])
+
+// Readmission Rate (30-day)
+Readmission Rate 30d =
+VAR _Discharges = COUNTROWS(Admissions)
+VAR _Readmissions = CALCULATE(
+    COUNTROWS(Admissions),
+    FILTER(
+        Admissions,
+        CALCULATE(
+            COUNTROWS(Admissions),
+            FILTER(
+                ALL(Admissions),
+                Admissions[PatientID] = EARLIER(Admissions[PatientID]) &&
+                Admissions[AdmitDate] > EARLIER(Admissions[DischargeDate]) &&
+                Admissions[AdmitDate] <= EARLIER(Admissions[DischargeDate]) + 30
+            )
+        ) > 0
+    )
+)
+RETURN
+    DIVIDE(_Readmissions, _Discharges) * 100
+```
+
+### Operational Metrics
+
+```dax
+// Average Length of Stay
+ALOS = AVERAGE(Admissions[LengthOfStay])
+
+// Bed Occupancy Rate
+Bed Occupancy = DIVIDE(
+    SUM(Census[OccupiedBeds]),
+    SUM(Census[AvailableBeds])
+) * 100
+
+// ER Wait Time (average)
+Avg ER Wait = AVERAGE(ERVisits[WaitTimeMinutes])
+
+// Surgery Utilization
+OR Utilization = DIVIDE(
+    SUM(Surgeries[ActualMinutes]),
+    SUM(Surgeries[AvailableMinutes])
+) * 100
+```
+
+---
+
+## SaaS & Subscription Business
+
+### Revenue Metrics
+
+```dax
+// Monthly Recurring Revenue (MRR)
+MRR = SUMX(
+    FILTER(Subscriptions, Subscriptions[Status] = "Active"),
+    Subscriptions[MonthlyAmount]
+)
+
+// Annual Recurring Revenue (ARR)
+ARR = [MRR] * 12
+
+// Average Revenue per User (ARPU)
+ARPU = DIVIDE([MRR], [Active Subscribers])
+
+// Average Revenue per Account (ARPA)
+ARPA = DIVIDE([MRR], DISTINCTCOUNT(Subscriptions[AccountID]))
+
+// Expansion MRR
+Expansion MRR = CALCULATE(
+    [MRR],
+    FILTER(
+        Subscriptions,
+        Subscriptions[Type] = "Upgrade" || Subscriptions[Type] = "Expansion"
+    )
+)
+
+// Contraction MRR
+Contraction MRR = CALCULATE(
+    [MRR],
+    FILTER(
+        Subscriptions,
+        Subscriptions[Type] = "Downgrade"
+    )
+)
+
+// Net New MRR
+Net New MRR = [New MRR] + [Expansion MRR] - [Contraction MRR] - [Churned MRR]
+```
+
+### Customer Metrics
+
+```dax
+// Active Subscribers
+Active Subscribers = CALCULATE(
+    DISTINCTCOUNT(Subscriptions[CustomerID]),
+    Subscriptions[Status] = "Active"
+)
+
+// Churn Rate (monthly)
+Churn Rate =
+VAR _ChurnedCustomers = CALCULATE(
+    DISTINCTCOUNT(Subscriptions[CustomerID]),
+    Subscriptions[CancelDate] IN VALUES('Date'[Date])
+)
+VAR _StartingCustomers = [Active Subscribers at Period Start]
+RETURN
+    DIVIDE(_ChurnedCustomers, _StartingCustomers) * 100
+
+// Net Revenue Retention (NRR)
+Net Revenue Retention =
+VAR _StartingMRR = [MRR Last Period from Same Customers]
+VAR _EndingMRR = [MRR This Period from Same Customers]
+RETURN
+    DIVIDE(_EndingMRR, _StartingMRR) * 100
+
+// Customer Lifetime Value (CLV)
+CLV =
+VAR _AvgMRR = [ARPU]
+VAR _ChurnRate = [Churn Rate] / 100
+VAR _AvgLifetimeMonths = IF(_ChurnRate > 0, DIVIDE(1, _ChurnRate), 60)
+RETURN
+    _AvgMRR * _AvgLifetimeMonths
+
+// CAC Payback (months)
+CAC Payback Months = DIVIDE([Customer Acquisition Cost], [ARPU])
+
+// LTV to CAC Ratio
+LTV CAC Ratio = DIVIDE([CLV], [Customer Acquisition Cost])
+```
+
+### Engagement Metrics
+
+```dax
+// Daily Active Users (DAU)
+DAU = CALCULATE(
+    DISTINCTCOUNT(Usage[UserID]),
+    Usage[ActivityDate] = TODAY()
+)
+
+// Monthly Active Users (MAU)
+MAU = CALCULATE(
+    DISTINCTCOUNT(Usage[UserID]),
+    DATESINPERIOD('Date'[Date], TODAY(), -30, DAY)
+)
+
+// DAU/MAU Ratio (stickiness)
+Stickiness = DIVIDE([DAU], [MAU]) * 100
+
+// Feature Adoption Rate
+Feature Adoption = DIVIDE(
+    CALCULATE(DISTINCTCOUNT(Usage[UserID]), Usage[FeatureName] = "NewFeature"),
+    [Active Users]
+) * 100
+```
+
+---
+
+## Marketing & Sales
+
+### Lead & Pipeline
+
+```dax
+// Total Leads
+Total Leads = COUNTROWS(Leads)
+
+// Lead Conversion Rate
+Lead Conversion Rate = DIVIDE(
+    CALCULATE([Total Leads], Leads[Status] = "Converted"),
+    [Total Leads]
+) * 100
+
+// Pipeline Value
+Pipeline Value = SUM(Opportunities[Amount])
+
+// Weighted Pipeline
+Weighted Pipeline = SUMX(
+    Opportunities,
+    Opportunities[Amount] * Opportunities[Probability]
+)
+
+// Win Rate
+Win Rate = DIVIDE(
+    CALCULATE(COUNTROWS(Opportunities), Opportunities[Stage] = "Won"),
+    CALCULATE(COUNTROWS(Opportunities), Opportunities[IsClosed] = TRUE())
+) * 100
+
+// Average Deal Size
+Avg Deal Size = AVERAGE(FILTER(Opportunities, Opportunities[Stage] = "Won"), Opportunities[Amount])
+
+// Sales Cycle Length
+Avg Sales Cycle Days = AVERAGEX(
+    FILTER(Opportunities, Opportunities[Stage] = "Won"),
+    DATEDIFF(Opportunities[CreatedDate], Opportunities[CloseDate], DAY)
+)
+```
+
+### Marketing Performance
+
+```dax
+// Customer Acquisition Cost (CAC)
+CAC = DIVIDE([Total Marketing Spend], [New Customers])
+
+// Cost per Lead (CPL)
+CPL = DIVIDE([Total Marketing Spend], [Total Leads])
+
+// Marketing ROI
+Marketing ROI = DIVIDE(
+    [Revenue from New Customers] - [Total Marketing Spend],
+    [Total Marketing Spend]
+) * 100
+
+// Campaign Conversion Rate
+Campaign Conversion = DIVIDE(
+    CALCULATE(COUNTROWS(Responses), Responses[Converted] = TRUE()),
+    COUNTROWS(Responses)
+) * 100
+
+// Email Open Rate
+Email Open Rate = DIVIDE(
+    CALCULATE(COUNTROWS(EmailTracking), EmailTracking[Opened] = TRUE()),
+    COUNTROWS(EmailTracking)
+) * 100
+
+// Click-Through Rate (CTR)
+CTR = DIVIDE(
+    CALCULATE(COUNTROWS(Ads), Ads[Clicks] > 0),
+    SUM(Ads[Impressions])
+) * 100
+```
+
+---
+
+## Related Resources
+
+- [Time Intelligence Patterns](./time-intelligence.md)
+- [KPIs and Metrics](./kpis-and-metrics.md)
+- [Calculate Patterns](./calculate-patterns.md)
+- [DAX Skill](../../skills/dax/SKILL.md)