Sales Reporting Essentials

for Microsoft Dynamics 365 Business Central

It's always about the numbers!

How to deliver your sales numbers with the right data straight out of Microsoft Dynamics 365 Business Central and Power BI.
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Fed up with multiple reports and spreadsheets giving you different sales performance information?

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Sick of wasting time having to get a new report written every time you need some additional sales data/analysis?

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Wish you weren’t relying on ONE person in your business for the reporting your business needs?

This manual, time-consuming and draining way of working should be a thing of the past...

and now it can be!

Microsoft Power BI combined with Microsoft Dynamics 365

Microsoft Power BI combined with Microsoft Dynamics 365 is the winning combination to give you all the data analysis and reporting your business requires – and all beautifully visualised to give you the insight you need, when you need it!

Plus, if you’re looking to combine data from Dynamics 365 Business Central with information from Dynamics 365 CRM or other internal and external data sources, then Power BI has you covered. Power BI has a whole ton of pre-built connectors to the most common business systems, as well as the capability to connect to almost any other data source.
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Say Hello to Sales Reporting Essentials

Sales Reporting Essentials for Dynamics 365 Business Central

Our Sales Reporting Essentials for Dynamics 365 Business Central is an out-of-the-box reporting solution, based within Power BI, that gives you all the sales analysis and visualisations you need.
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If you’re looking to answer questions like:

  • What you sold to whom, such as by product/product group, by channel e.g. EDI vs online or major multiples vs independents, by geography/salesperson.
  • Sales by customer by price list/discount level i.e. are you giving the right discount to the right customers based on volume/status?
  • Sales by customers by latest price change date i.e. are there customers who need to have their prices reviewed?
  • How many sales have we lost and why? e.g. unable to be delivered fast enough,not priced competitively.
  • How sales this period compare to last period – by month, quarter, year etc.
  • What are our actual sales compared to the potential sales opportunity? (with the latter data coming from a third party) – by product/geography/territory.

 

Then Sales Reporting Essentials for Dynamics 365 Business Central is for you!

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For a fixed price of £3,995* you get

5 pre-built sales reports with 25 visualisations

to answer all of the above questions and more

35 hours Power BI consultancy for the price of 28

to tailor/add to the above reports to ensure they meet your specific requirements

All the Power BI installation and Dynamics 365 Business Central data set up

to get you and up & running seamlessly
*This price is for cloud deployments of Dynamics 365 Business Central v15 and above. With on-premises versions, additional set up costs may occur. In addition, Tecman recommend a minimum of 2 Premium User Licenses with the Sales Reporting Essentials for Dynamics 365 Business Central, which is currently priced at £15.10 per user per month (November 2021). However, the number of licenses entirely depends on your business and the level to you wish to take your reporting. You may want to increase or decrease the number of licenses as you become an expert in Power BI.

LISTEN TO THE PODCAST

Harnessing Power BI

In this episode of Tecman Talks Dynamics, you’ll get an easy-to-understand, non-technical exploration of Power BI and how it can help your business based on it’s features and functionalities. From essential information such as security and licensing, right through to why it stands out from other reporting tools, it’s all covered in these 20-minutes!
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Sales Reporting Essentials for Dynamics 365 Business Central is here to get you started on your Power BI journey. With valuable training and ongoing surgery sessions, you will be an expert in no time.

Say goodbye to endless Excel spreadsheets and the constant need to rely on one individual for your sales reporting and analysis. Instead, let Power BI and Sales Reporting Essentials for Dynamics 365 Business Central do the hard work for you.