Sales Report – Overview

The Overview page is the central cockpit for monitoring overall sales performance based on D365 Business Central data.

Overview

This page helps you:

  • 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

Standard slicers on the left allow you to narrow the analysis to specific business segments:

  • 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).

Key Visualizations

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, allowing instant assessment of improvement or deterioration compared to last year.

Sales Trend vs. Plan and Previous Year

A monthly trend chart compares:

  • Actual invoiced sales
  • Previous year’s sales
  • Planned (invoice/sales) amounts (custom integration required)

This view supports:

  • Identifying seasonal patterns and structural trends
  • Detecting months with under‑ or over‑performance vs. plan
  • Evaluating the effectiveness of sales initiatives over time

Customer Performance Bubble Chart

A scatter plot positions customers by sales growth and margin development. This enables you to:

  • 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. This helps you:

  • 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.