Sales
The Sales module of COSMO Analytics (BC on Fabric).
The Sales module turns Dynamics 365 Business Central sales data into an analytics-ready star schema. It covers the full order-to-cash flow - quotes, orders, shipments, invoices and credit memos - with revenue, quantity, margin, discount and delivery-performance analytics, built-in time intelligence and multi-currency / multi-company support.
Key capabilities
- Revenue and margin analytics across orders, shipments, invoices and credit memos
- Customer behaviour, loyalty, churn early-warning and cohort analysis
- Item performance, ABC classification and shopping-basket (cross-sell) analysis
- Delivery performance (In-Time / In-Full) and open-order tracking
- Time intelligence (PY, YoY, YoY %, YTD) and multi-currency conversion
Who is it for
| Persona | Focus |
|---|---|
| Head of Sales | Steer top-line revenue, margin and growth; monitor targets vs. actuals. |
| Sales Manager | Manage team and territory performance, customer and item mix. |
| Executive (GF / CEO) | Company-wide revenue and profitability at a glance, YoY development. |
| Controller | Margin quality, discount leakage, currency effects and budget variance. |
Navigate the module
- Key business questions: What can I analyze?
- Semantic model: Overview · Facts · Dimensions · KPIs
- Standard reports: Overview · Overview · By Customer · By Item · By Employee · Items & Customers (Top/Flop) · Sales Pipeline · Delivery Reliability · Overdue Orders
At a glance, the sales semantic model ships 406 measures, 34 dimensions and 1 fact table(s).
Tip
Have an ad-hoc sales question? Build your own report on the shipped semantic model in Power BI in just a few clicks - the measures, dimensions and time intelligence are ready to use.