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SQL for Monthly Performance by Region
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SQL for Monthly Performance by Region

MediumSQL · PostgreSQL

Problem

Write a SQL query to analyze monthly sales operations performance by region, joining orders, reps, and accounts tables to calculate revenue, conversion rate, and month-over-month change.

Use valid orders associated with both a rep and an account. Treat orders with status won as converted and include all valid order statuses in the conversion-rate denominator.

Output

  1. One row per region and calendar month, with columns region, month, revenue, conversion_rate, and mom_revenue_change_pct.
  2. Include only months containing at least one valid order. Sort by region, then month ascending.

Schema

orders
ColumnTypeDescription
order_idPKINTUnique sales order identifier
rep_idINTSales representative associated with the order
account_idINTCustomer account associated with the order
order_dateDATEDate the sales order was recorded
statusVARCHAR(20)Sales outcome, such as won, lost, or open
amountNUMERIC(12,2)Order value
reps
ColumnTypeDescription
rep_idPKINTUnique sales representative identifier
rep_nameVARCHAR(100)Sales representative name
regionVARCHAR(50)Sales region assigned to the representative
accounts
ColumnTypeDescription
account_idPKINTUnique customer account identifier
account_nameVARCHAR(120)Customer account name
segmentVARCHAR(40)Customer market segment
Tablesordersrepsaccounts
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