Table of Contents

Sales Standard Reports

The Sales app ships with the pre-built Power BI reports below. Start with the Overview page, then drill into the specialized reports.

Reports in this module

Report What it covers
Overview (this page) The central cockpit for monitoring overall sales performance based on Dynamics 365 Business Central data.
By Customer A 360° view on customer performance, combining sales, profit and regional information.
By Item An item-centric view on sales performance to manage the product portfolio based on facts.
By Employee Sales performance per salesperson, to steer teams and individuals based on objective data.
Items & Customers (Top/Flop) A focused top-and-flop ranking of the items and customers that drive - or drag - your sales.
Sales Pipeline The order-to-cash funnel from quote to invoice, with conversion at every stage.
Delivery Reliability How reliably orders are delivered on time and in full - the ITIF perspective.
Overdue Orders A working list of overdue orders and the revenue still waiting to be delivered.

Overview

The central cockpit for monitoring overall sales performance based on Dynamics 365 Business Central data.

Overview report

One management-level screen to see where sales stand right now: realized revenue and profit, the order backlog, development versus last year and plan, and which customers and product groups drive growth or decline.

At a glance

Generated from the report definition (Übersicht / Overview).

  • Key visuals: area chart, 4× bar chart, 2× column chart, scatter chart

What this report helps you do

  • Track the most important sales KPIs (orders, invoices, profit, new customers) in one place
  • Compare actual performance against the previous year and, optionally, against plan
  • Understand how sales develop over time at a monthly level
  • Identify customers and product groups that drive growth or decline

Filters & slicers

Filter What it does
Client Selection Focus on a single company or compare entities in multi-tenant scenarios.
Period Selection Analyze a rolling time frame (e.g. last 2 years) or zoom into specific months.
Additional Period Filter Select multiple periods (e.g. several months or years) to compare side by side.
Employee Evaluate sales results for individual salespersons or teams.
Items Restrict all KPIs and visuals to selected products or product groups.
Order Customer Focus on specific customers or customer segments.

Using these filters consistently ensures that all KPIs, trends and breakdowns reflect the exact scope you want to analyse (e.g. sales of a specific salesperson for a defined customer portfolio in the last fiscal year).

Visuals on this page

Top KPI Tiles

Gain a quick, management-level view of sales performance.

  • Open Order Amount shows the current order backlog, supporting capacity and revenue forecasting.
  • Invoice Amount reveals realized revenue in the selected period.
  • Invoice Profit Margin highlights the absolute profit contribution.
  • Ø Order Amount helps assess typical deal size.
  • # New Customers measures customer acquisition dynamics.
  • Each KPI is complemented by a YoY indicator for instant assessment versus last year.

Sales Trend vs. Plan and Previous Year

A monthly trend chart compares actual invoiced sales, previous year and planned amounts.

  • Identify seasonal patterns and structural trends
  • Detect months with under- or over-performance vs. plan
  • Evaluate the effectiveness of sales initiatives over time

Customer Performance Bubble Chart

A scatter plot positions customers by sales growth and margin development.

  • Spot high-potential customers with increasing revenue and margins
  • Detect risk customers with declining sales and profitability
  • Prioritize account-management actions based on factual performance

Item Category Performance

A bar chart contrasts invoice amounts and plan values per item category and highlights variances.

  • See which product groups over- or underperform vs. expectations
  • Identify categories where pricing or portfolio actions may be required
  • Steer marketing or sales campaigns towards the most promising categories

Typical use cases

  • Management Sales Review — Use the page in recurring steering meetings to review overall sales health, trends and plan fulfillment.
  • Early Warning for Downturns — Quickly detect negative YoY deviations at total, customer or category level and initiate countermeasures.
  • Campaign Evaluation — Compare periods before and after marketing or pricing campaigns to see their impact on revenue and profit.
  • Budget & Forecast Monitoring — Contrast actual sales against planned values to monitor budget adherence and adjust forecasts.
  • Open Order Amount
  • Invoice Amount
  • Invoice Profit Margin
  • Ø Order Amount
  • # New Customers

See the full KPI & measure catalog for definitions and formats.

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