Sales

Sales Insights

Gain complete visibility into sales performance, customer trends, profitability and delivery execution with pre-built Power BI reports for Microsoft Dynamics 365 Business Central.

Drive Revenue Growth with Real-Time Power BI Reporting

Do you need greater visibility into sales performance, customer behaviour and delivery performance?

Business Central Sales Insights provides sales, operations and management teams with real-time access to the information they need to grow revenue, improve customer service and make better business decisions.

Built specifically for Microsoft Dynamics 365 Business Central, the app delivers a comprehensive suite of interactive Power BI reports that provide complete visibility across sales performance, customers, items, salespeople, delivery performance and outstanding sales commitments.

Track and Analyse Sales Performance

Gain instant access to the information you need to understand sales performance and identify opportunities for growth, including:

  • Total Sales Overview

  • Sales Overview

  • Daily Sales Analysis

  • Sales by Customer

  • Sales by Item

  • Sales by Salesperson

  • Sales by Resource

  • New and Lost Customers

  • Delivery Analytics

  • On Time Delivery Performance

  • Fill Rate Analysis

  • Sales Orders and Outstanding Commitments

  • ABC Customer and Item Classification

Analyse sales activity by customer, salesperson, item, item category, location, resource, dimension and company to gain a complete understanding of business performance.

Key Benefits

Increase Revenue Visibility

Gain a complete view of sales performance, customer activity and revenue trends across your organisation.

Improve Customer Performance Analysis

Identify your most valuable customers, understand buying patterns and monitor customer growth over time.

Monitor Delivery Performance

Track on-time delivery, fill rates and fulfilment performance to improve customer satisfaction and operational efficiency.

Optimise Sales Team Performance

Measure sales performance by salesperson, territory, customer segment and product category.

Make Better Decisions Faster

Access real-time information and actionable insights that help drive revenue growth and profitability.

Features

  • Over 350 measures and 30+ dimensions

  • Interactive Power BI dashboards

  • Transaction-level drill-through to sales transactions

  • Customer and salesperson performance reporting

  • Total sales reporting

  • Item sales analysis

  • Delivery analytics and fulfilment reporting

  • On-time delivery performance analysis

  • Fill rate reporting

  • Sales order and outstanding commitment reporting

  • ABC customer and item classification

  • Multi-company reporting

  • Flexible dimensional reporting

Common Questions Sales Insights Answers

  • Which customers generate the most revenue and profit?

  • Which products are driving sales growth?

  • How is sales performance changing over time?

  • Which salespeople are performing best?

  • Which customers are growing or declining?

  • What are our on-time delivery and fill rates?

  • Which products experience the highest demand?

  • How do sales compare to previous periods?

  • Which customers represent the greatest opportunities?

  • Where are fulfilment issues impacting customer service?

Gain Greater Control of Your Sales Performance

Sales Insights transforms data from Microsoft Dynamics 365 Business Central into actionable insights through interactive Power BI reports, helping businesses increase revenue visibility, improve customer service and make faster, data-driven decisions.

Whether you're analysing customer trends, monitoring sales performance or improving delivery execution, Sales Insights provides the visibility needed to drive growth and improve profitability.

Start your free 30-day trial today.

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