diff --git a/business-central/includes/power-bi-sales-app.md b/business-central/includes/power-bi-sales-app.md index 36fe443e19..9d694f8424 100644 --- a/business-central/includes/power-bi-sales-app.md +++ b/business-central/includes/power-bi-sales-app.md @@ -19,5 +19,7 @@ The following table describes the reports in the Power BI Sales app and how you |Analyze sales performance across demographic segments, and get insights into customer behavior and preferences. | [Sales Demographics]( https://businesscentral.dynamics.com?page=37100) | [About Sales Demographics](../sales-powerbi-sales-demographics.md) | |Analyze sales figures to understand contributing factors, such as location names, item categories, and countries and regions. | [Sales Decomposition]( https://businesscentral.dynamics.com?page=37101) | [About Sales Decomposition](../sales-powerbi-sales-decomposition.md) | |Analyze the key factors that drive sales performance. Find the most impactful variables and trends. | [Key Sales Influencers]( https://businesscentral.dynamics.com?page=37102) | [About Key Sales Influencers](../sales-powerbi-key-sales-influencers.md) | +|Analyze sales by projects and view key metrics, including sales amount and sales quantity. | [Sales by Projects]( https://businesscentral.dynamics.com?page=37119) | [About Sales by Projects](../sales-powerbi-sales-by-project.md) | +|Analyze the forecasted sales amount to gain projected sales insights across customer, salesperson and item. | [Sales Forecasting]( https://businesscentral.dynamics.com?page=37109) | [About Sales Forecasting](../sales-powerbi-sales-forecasting.md) | [!INCLUDE[powerbi-tip-track-kpis](powerbi-tip-track-kpis.md)] \ No newline at end of file diff --git a/business-central/media/powerbi/sales/30-Day-Moving-Average.png b/business-central/media/powerbi/sales/30-Day-Moving-Average.png index d935a11ec3..8f3bd78765 100644 Binary files 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a/business-central/media/powerbi/sales/sales-returns-overview.png and b/business-central/media/powerbi/sales/sales-returns-overview.png differ diff --git a/business-central/sales-powerbi-actual-vs-budget.md b/business-central/sales-powerbi-actual-vs-budget.md index d8bb8f5890..099a2d7e16 100644 --- a/business-central/sales-powerbi-actual-vs-budget.md +++ b/business-central/sales-powerbi-actual-vs-budget.md @@ -34,14 +34,10 @@ Salespeople can monitor the variance metrics to ensure that you meet your sales The **Actual vs Budget** report includes the following key performance indicators (KPIs) and measures: -- [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) -- [**Budget Quantity**](sales-powerbi-sales-kpis.md#budget-quantity) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) - [**Budget Amount**](sales-powerbi-sales-kpis.md#budget-amount) - [**Budget Amount Variance**](sales-powerbi-sales-kpis.md#budget-amount-variance) -- [**Budget Amount Variance %**](sales-powerbi-sales-kpis.md#budget-amount-variance-percent) -- [**Budget Quantity Variance**](sales-powerbi-sales-kpis.md#budget-quantity-variance) -- [**Budget Quantity Variance %**](sales-powerbi-sales-kpis.md#budget-quantity-variance-percent) +- [**Budget Amount Variance %**](sales-powerbi-sales-kpis.md#budget-amount-variance-percent) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -53,10 +49,13 @@ The **Actual vs Budget** report uses data from the following tables in [!INCLUDE - Item - Item Category -- Value Entry -- Sales Line - Item Budget Entry - +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries +- Salesperson/Purchaser + ## Try the report Try the report here: [Actual vs Budget](https://businesscentral.dynamics.com?page=37007) diff --git a/business-central/sales-powerbi-app-semantic-model.md b/business-central/sales-powerbi-app-semantic-model.md index e6a2e27a7e..76411af427 100644 --- a/business-central/sales-powerbi-app-semantic-model.md +++ b/business-central/sales-powerbi-app-semantic-model.md @@ -6,7 +6,7 @@ ms.author: kepontop ms.reviewer: bholtorf ms.topic: article ms.search.keywords: reporting -ms.search.form: 36998, 36999, 37000, 37001, 37002, 37003, 37004, 37005, 37006, 37007, 37008, 37066, 37100, 37101, 37102, 37103, 37104, 37105 +ms.search.form: 36998, 36999, 37000, 37001, 37002, 37003, 37004, 37005, 37006, 37007, 37008, 37066, 37100, 37101, 37102, 37103, 37104, 37105, 37109, 37119 ms.date: 05/20/2025 ms.service: dynamics-365-business-central --- @@ -26,8 +26,12 @@ The dimension tables provide more context and attributes to the transactional da Fact tables store transactional data and support summarizations such as SUM, AVG, COUNT, and more. There are three fact tables in the Power BI Sales app: - [Opportunity Entries](#opportunity-entries) -- [Sales](#sales) - [Sales Budget](#sales-budget) +- [Project Ledger Entries](#project-ledger-entries) +- [Sales Credit Lines](#sales-credit-lines) +- [Sales Invoice Lines](#sales-invoice-lines) +- [Sales Lines](#sales-lines) +- [Sales Value Entries](#sales-value-entries) ### Opportunity entries @@ -46,8 +50,92 @@ Data from the following table is used: | Opportunity Entry No. | Entry No. | Specifies the opportunity entry's number. | | Opportunity No. | Opportunity No. | Specifies the opportunity's number. | +### Project Ledger Entries + +The app uses data from the following tables: + +- Project Ledger Entries + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Description | Description | Specifies the description of the project ledger entry. | +| Project Ledger Entry No. | Entry No. | Specifies the number of the entry, as assigned from the specified number series when the entry was created. | +| Reason Code | Reason Code | Specifies the reason code, a supplementary source code that enables you to trace the entry. | +| Unit Cost (LCY) | Unit Cost (LCY) | Specifies the cost, in LCY, of one unit of the item or resource on the line. | + +### Sales Credit Lines + +The app uses data from the following tables: + +- Sales Cr. Memo Line + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Description | Description | Specifies the name of the item or general ledger account, or some descriptive text. | +| Sales Credit Line No. | Line No. | Specifies the line number of the posted sales credit memo line. | + +### Sales Invoice Lines + +The app uses data from the following tables: + +- Sales Invoice Line + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Description | Description | Specifies the name of the item or general ledger account, or some descriptive text. | +| Sales Invoice Line No. | Line No. | Specifies the line number of the posted sales invoice line. | + +### Sales Lines + +The app uses data from the following tables: + +- Sales Line +- Sales Header + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Campaign No. |Campaign No. | Specifies the campaign number the document is linked to. | +| Description | Description | Specifies a description of the entry of the product to be sold. | +| Document Date | Document Date | Specifies the date when the related document was created. | +| Due Date | Due Date | Specifies when the sales invoice must be paid. | +| Order Date | Order Date | Specifies the order date on the sales document | +| Planned Delivery Date | Planned Delivery Date | Specifies the planned delivery date on the sales line. | +| Planned Shipment Date | Planned Shipment Date | Specifies the planned shipment date on the sales line. | +| Posting Date | Posting Date | Specifies the date when the posting of the sales document will be recorded. | +| Promised Delivery Date | Promised Delivery Date | Specifies the promised delivery date on the sales document. | +| Quote No. | Quote No. | Specifies the number of the sales quote that the sales order was created from. | +| Requested Delivery Date | Requested Delivery Date | Specifies the date that the customer has asked for the order to be delivered. | +| Sales Line No. | Line No. | Specifies the line number of the sales line. | + +### Sales Value Entries + +The app uses data from the following tables: + +- Value Entries +- Item Ledger Entries + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Entry Type | Entry Type | Specifies the type of value described in this entry. | +| Item Ledger Entry No. | Entry No. | Specifies the number of the entry, of the related item ledger entry. | +| Item Ledger Entry Type | Entry Type | From the related Item Ledger Entry, specifies which type of transaction that the entry is created from. | +| Value Entry No. | Entry No. | Specifies the number of the entry on the value entry table. | + ### Sales +> [!NOTE] +> This fact table is deprecated in Business Central 2025 release wave 2 and is no longer available. + The app uses data from the following tables: - Value Entries @@ -87,13 +175,18 @@ The star schema model uses dimension tables and allows you to filter and group. - [Close Opportunity Code](#close-opportunity-code) - [Contact](#contact) - [Customer](#customer) +- [Documents](#documents) +- [G/L Accounts](#gl-accounts) - [Item](#item) -- [Item Category](#item-category) +- [Item Category](#item-category) - [Location](#location) - [Opportunities](#opportunities) +- [Project](#project) - [Reason Code](#reason-codes) +- [Resources](#resources) - [Sales Cycle Stage](#sales-cycle-stages) - [Salesperson](#salesperson) +- [Type](#type) ### Close Opportunity Code @@ -155,6 +248,40 @@ The app uses data from the following table: | Customer Price Group | Customer Price Group | Specifies the price group. | | Customer Disc. Group | Customer Disc Group | Specifies the discount group. | +### Documents + +The app uses data from the following tables: + +- Sales Lines +- Value Entries +- Invoice Lines +- Sales Cr. Memo Lines +- Project Ledger Entries + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Document No. | Document No. | Specifies the document number from the related fact table. | +| Document Type | Document Type | Specifies the type of document related to the fact. | +| Source Table | - | Specifies the source table where the document record originated from. | + +### G/L Accounts + +The app uses data from the following tables: + +- G/L Account + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| G/L Account Income/Balance | Income/Balance | Specifies whether a general ledger account is an income statement account or a balance sheet account. | +| G/L Account Name | Name | Specifies the name of the general ledger account. | +| G/L Account No. | No. | Specifies the no. of the general ledger account. | +| G/L Account No. and Name | - | Specifies a concatenated name generated by combining the G/L Account No. and Name columns | +| G/L Account Type | Type | Specifies the purpose of the account such as Posting, Heading, Total, Begin-Total or End-Total. | + ### Item The app uses data from the following tables: @@ -217,6 +344,29 @@ The app uses data from the following table: | Sales Document Type | Sales Document Type | Specifies the type of the sales document assigned to the opportunity. | | Status | Status | Specifies the status for the opportunity. | +### Project + +The app uses data from the following table: + +- Job + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Project Bill to Customer No. | Bill-to Customer No. | Specifies the number of the customer who pays for the project. | +| Project Blocked | Blocked | Specifies that the related Project is blocked from being posted in transactions. | +| Project Complete | Complete | Specifies if the current status of the project is complete. | +| Project Creation Date | Creation Date | Specifies the date on which the project was set up.' | +| Project Description | Description | Specifies a short description of the project. | +| Project Ending Date | Ending Date | Specifies the date on which the project is expected to be completed. | +| Project No. | No. | Specifies the number of Project record. | +| Project No. & Description | - | Specifies a concatenated name generated by combining the resource no. and name. | +| Project Posting Group | Job Posting Group | Specifies the posting group that links transactions made for the project with the appropriate general ledger accounts according to the general posting setup. | +| Project Project Manager | Project Manager | Specifies the person who is assigned to manage the project. | +| Project Starting Date | Starting Date | Specifies the date on which the project actually starts. | +| Project Status | Status | Specifies a current status of the project. | + ### Reason Codes The app uses data from the following table: @@ -230,6 +380,23 @@ The app uses data from the following table: | Return Reason Code | Code | Specifies the code for the return reason. | | Return Reason Description | Description | Specifies the description for the return reason. | +### Resources + +The app uses data from the following table: + +- Resource + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| Resource Base Unit of Measure | Base Unit of Measure | Specifies the base unit used to measure the resource. | +| Resource Name | Name | Specifies a description of the resource. | +| Resource No. | No. | Specifies the number of the resource record. | +| Resource No. and Name | - | Specifies a concatenated name generated by combining the resource no. and name | +| Resource Unit Cost | Unit Cost | Specifies the cost of one unit of resource. | +| Resource Unit Price | Unit Price | Specifies the price of one unit of the resource. | + ### Sales Cycle Stages The app uses data from the following table: @@ -257,6 +424,22 @@ The app uses data from the following table: | Salesperson Code | Code | Specifies the ID of the salesperson. | | Salesperson Name | Name | Specifies the name of the salesperson. | +### Type + +The app uses data from the following tables: + +- Item +- Resource +- G/L Account + +#### Table definition + +| Power BI field name | Business Central field name | Description | +| ------ | -------------- | ---------- | +| No. | No. or Account No. | Specifies the code of the Item/Resource/G/L Account. | +| Type | - | Specifies the type of object being sold | +| Type Key | - | Specifies a concatenated value generated by combining the No and Type columns. | + [!INCLUDE[powerbi-tip-track-kpis](includes/powerbi-tip-track-kpis.md)] ## Related information diff --git a/business-central/sales-powerbi-daily-sales.md b/business-central/sales-powerbi-daily-sales.md index 7a031770f9..58a558c65a 100644 --- a/business-central/sales-powerbi-daily-sales.md +++ b/business-central/sales-powerbi-daily-sales.md @@ -32,10 +32,10 @@ As a sales manager, this report helps you identify which days are high performin The report includes the following key performance indicators (KPI) and measures: - [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) -- [**Cost Amount**](sales-powerbi-sales-kpis.md#cost-amount) -- [**Gross Profit**](sales-powerbi-sales-kpis.md#gross-profit) -- [**Gross Profit Margin**](sales-powerbi-sales-kpis.md#gross-profit-margin) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Adjusted Cost (LCY)**](sales-powerbi-sales-kpis.md#adjusted-cost-lcy) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -45,9 +45,13 @@ The report includes the following key performance indicators (KPI) and measures: The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Value Entry -- Sales Line +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries - Item +- G/L Account +- Resource ## Try the report diff --git a/business-central/sales-powerbi-key-sales-influencers.md b/business-central/sales-powerbi-key-sales-influencers.md index ac942cf8ba..f0570f3e01 100644 --- a/business-central/sales-powerbi-key-sales-influencers.md +++ b/business-central/sales-powerbi-key-sales-influencers.md @@ -38,8 +38,8 @@ Using this insight, you can develop targeted strategies. For example, offering b The report includes the following key performance indicators (KPIs) and measures: -- **[Sales Amount](sales-powerbi-sales-kpis.md#sales-amount)** -- **[Sales Quantity](sales-powerbi-sales-kpis.md#sales-quantity)** +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -52,9 +52,13 @@ The report uses data from the following tables in [!INCLUDE[prod_short](includes - Item - Customer - Item Category -- Value Entry -- Sales Line +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries - Salesperson/Purchaser +- Resource +- G/L Account ## Try the report diff --git a/business-central/sales-powerbi-moving-annual-total.md b/business-central/sales-powerbi-moving-annual-total.md index 0fe51feb29..232c4d07b9 100644 --- a/business-central/sales-powerbi-moving-annual-total.md +++ b/business-central/sales-powerbi-moving-annual-total.md @@ -41,7 +41,7 @@ The report includes the following key performance indicators (KPIs) and measures - [**Previous Year Moving Annual Total (PYMAT)**](sales-powerbi-sales-kpis.md#sales-amount-pymat-fiscal) - [**Moving Annual Total Growth Amount**](sales-powerbi-sales-kpis.md#sales-amount-matg-fiscal) - [**Moving Annual Total Growth %**](sales-powerbi-sales-kpis.md#sales-amount-matg--fiscal) -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -51,8 +51,10 @@ The report includes the following key performance indicators (KPIs) and measures The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Value Entry -- Sales Line +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries ## Try the report diff --git a/business-central/sales-powerbi-moving-average.md b/business-central/sales-powerbi-moving-average.md index b071510349..19ff98c175 100644 --- a/business-central/sales-powerbi-moving-average.md +++ b/business-central/sales-powerbi-moving-average.md @@ -31,7 +31,7 @@ Leaders of sales departments typically want to identify which items are selling The report includes the following key performance indicators (KPIs) and measures: -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) - [**Sales Amount Average 30D**](sales-powerbi-sales-kpis.md#sales-amount-avg-30d-fiscal) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -42,8 +42,10 @@ The report includes the following key performance indicators (KPIs) and measures The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Value Entry -- Sales Line +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries ## Try the report diff --git a/business-central/sales-powerbi-opportunity-overview.md b/business-central/sales-powerbi-opportunity-overview.md index 65f2984631..1261762b1e 100644 --- a/business-central/sales-powerbi-opportunity-overview.md +++ b/business-central/sales-powerbi-opportunity-overview.md @@ -36,11 +36,12 @@ For example, you might identify an opportunity in the initial stage that has hig The report includes the following key performance indicators (KPIs) and measures: -- [Calculated Current Value](sales-powerbi-sales-kpis.md#calculated-current-value) -- [Estimated Value](sales-powerbi-sales-kpis.md#estimated-value) -- [No. of Opportunities](sales-powerbi-sales-kpis.md#no-of-opportunities) -- [Opportunity Sales Quote Amount](sales-powerbi-sales-kpis.md#opportunity-sales-quote-amount) -- [Win/Loss %](sales-powerbi-sales-kpis.md#win-loss-percent) +- [**Calculated Current Value**](sales-powerbi-sales-kpis.md#calculated-current-value) +- [**Estimated Value**](sales-powerbi-sales-kpis.md#estimated-value) +- [**No. of Opportunities**](sales-powerbi-sales-kpis.md#no-of-opportunities) +- [**Opportunity Sales Quote Amount**](sales-powerbi-sales-kpis.md#opportunity-sales-quote-amount) +- [**Win/Loss %**](sales-powerbi-sales-kpis.md#win-loss-percent) +- [**Active Estimated Value**](sales-powerbi-sales-kpis.md#active-estimated-value) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -53,7 +54,7 @@ The report uses data from the following tables in [!INCLUDE[prod_short](includes - Contact - Opportunities - Opportunity Entries -- Sales Line +- Sales Lines ## Try the report diff --git a/business-central/sales-powerbi-period-over-period-growth.md b/business-central/sales-powerbi-period-over-period-growth.md index 042a8c111f..444c0d6884 100644 --- a/business-central/sales-powerbi-period-over-period-growth.md +++ b/business-central/sales-powerbi-period-over-period-growth.md @@ -35,10 +35,11 @@ For sales managers who oversee daily sales activities, the report can help you i The report includes the following key performance indicators (KPIs) and measures: -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) - [**Previous Period**](sales-powerbi-sales-kpis.md#sales-amount-pp-fiscal) - [**Period-over-Period Growth Amount**](sales-powerbi-sales-kpis.md#sales-amount-pop-fiscal) - [**Period-over-Period Growth %**](sales-powerbi-sales-kpis.md#sales-amount-pop--fiscal) +- [**Sales Amount PP (Fiscal Year)**](sales-powerbi-sales-kpis.md#sales-amount-pp-fiscal) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -48,8 +49,10 @@ The report includes the following key performance indicators (KPIs) and measures The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Value Entry -- Sales Line +- Sales Value Entries +- Sales Invoice Line +- Sales Credit Lines +- Project Ledger Entries ## Try the report diff --git a/business-central/sales-powerbi-return-order-overview.md b/business-central/sales-powerbi-return-order-overview.md index 2c24328bdb..2d409ae582 100644 --- a/business-central/sales-powerbi-return-order-overview.md +++ b/business-central/sales-powerbi-return-order-overview.md @@ -34,11 +34,13 @@ As a salesperson, this report helps you monitor individual customer returns, to The report includes the following key performance indicators (KPIs) and measures: -- [Sales Amount](sales-powerbi-sales-kpis.md#sales-amount) -- [Sales Quantity](sales-powerbi-sales-kpis.md#sales-quantity) -- [Gross Profit](sales-powerbi-sales-kpis.md#gross-profit) -- [Return Rate](sales-powerbi-sales-kpis.md#return-rate) -- [No. of Return Orders](sales-powerbi-sales-kpis.md#no-of-return-orders) +- [**Return Rate (Amount)**](sales-powerbi-sales-kpis.md#return-rate-amount) +- [**Total Credit (Amount)**](sales-powerbi-sales-kpis.md#total-credit-amount) +- [**Return Rate (Qty.)**](sales-powerbi-sales-kpis.md#return-rate-qty) +- [**Total Credit (Qty.)**](sales-powerbi-sales-kpis.md#total-credit-qty) +- [**No. of Outstanding Return Orders**](sales-powerbi-sales-kpis.md#no-of-outstanding-return-orders) +- [**Credit Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#credit-adjusted-profit-lcy) +- [**Total Sales (Amount)**](sales-powerbi-sales-kpis.md#total-sales-amount) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -48,11 +50,15 @@ The report includes the following key performance indicators (KPIs) and measures The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Sales Line -- Value Entry +- Sales Credit Lines +- Sales Value Entries +- Project Ledger Entries - Customer - Item Category - Reason Code +- Item +- G/L Account +- Resource ## Try the report diff --git a/business-central/sales-powerbi-sales-by-customer.md b/business-central/sales-powerbi-sales-by-customer.md index e00aec6d5c..01b6b75d13 100644 --- a/business-central/sales-powerbi-sales-by-customer.md +++ b/business-central/sales-powerbi-sales-by-customer.md @@ -33,12 +33,13 @@ For salespeople, the report you help can tailor your onsite visits to your custo The report includes the following key performance indicators (KPIs) and measures: -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) -- [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) -- [**Cost Amount**](sales-powerbi-sales-kpis.md#cost-amount) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Adjusted Cost (LCY)**](sales-powerbi-sales-kpis.md#adjusted-cost-lcy) - [**Cost Amount Non-Inv**](sales-powerbi-sales-kpis.md#cost-amount-non-inv) -- [**Gross Profit**](sales-powerbi-sales-kpis.md#gross-profit) -- [**Gross Profit Margin**](sales-powerbi-sales-kpis.md#gross-profit-margin) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) +- [**Pareto Cumulative Adjusted Profit %**](sales-powerbi-sales-kpis.md#pareto-cumulative-adjusted-profit-) +- [**Pareto Cutoff Adjusted Profit %**](sales-powerbi-sales-kpis.md#pareto-cutoff-adjusted-profit-) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -50,8 +51,12 @@ The report uses data from the following tables in [!INCLUDE[prod_short](includes - Customer - Item -- Value Entry -- Sales Line +- G/L Account +- Resource +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries ## Try the report diff --git a/business-central/sales-powerbi-sales-by-item.md b/business-central/sales-powerbi-sales-by-item.md index 35be4b1e84..55ca4a5809 100644 --- a/business-central/sales-powerbi-sales-by-item.md +++ b/business-central/sales-powerbi-sales-by-item.md @@ -33,12 +33,12 @@ Salespeople can tailor their pitch based on the sales performance for specific i The report includes the following key performance indicators (KPIs) and measures: -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) - [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) -- [**Cost Amount**](sales-powerbi-sales-kpis.md#cost-amount) +- [**Adjusted Cost (LCY)**](sales-powerbi-sales-kpis.md#adjusted-cost-lcy) - [**Cost Amount Non-Inv**](sales-powerbi-sales-kpis.md#cost-amount-non-inv) -- [**Gross Profit**](sales-powerbi-sales-kpis.md#gross-profit) -- [**Gross Profit Margin**](sales-powerbi-sales-kpis.md#gross-profit-margin) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -48,10 +48,12 @@ The report includes the following key performance indicators (KPIs) and measures The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries - Item - Item Category -- Value Entry -- Sales Line ## Try the report diff --git a/business-central/sales-powerbi-sales-by-location.md b/business-central/sales-powerbi-sales-by-location.md index 4d73703154..3f56a0bd1a 100644 --- a/business-central/sales-powerbi-sales-by-location.md +++ b/business-central/sales-powerbi-sales-by-location.md @@ -31,12 +31,12 @@ Regional managers who oversee several warehouse locations can track revenue and The report includes the following key performance indicators (KPIs) and measures: -- **[Sales Amount](sales-powerbi-sales-kpis.md#sales-amount)** -- **[Sales Quantity](sales-powerbi-sales-kpis.md#sales-quantity)** -- **[Cost Amount](sales-powerbi-sales-kpis.md#cost-amount)** -- **[Cost Amount Non-Inv](sales-powerbi-sales-kpis.md#cost-amount-non-inv)** -- **[Gross Profit](sales-powerbi-sales-kpis.md#gross-profit)** -- **[Gross Profit Margin](sales-powerbi-sales-kpis.md#gross-profit-margin)** +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) +- [**Adjusted Cost (LCY)**](sales-powerbi-sales-kpis.md#adjusted-cost-lcy) +- [**Cost Amount Non-Inv**](sales-powerbi-sales-kpis.md#cost-amount-non-inv) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -48,8 +48,10 @@ The report uses data from the following tables in [!INCLUDE[prod_short](includes - Location - Item -- Value Entry -- Sales Line +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries ## Try the report diff --git a/business-central/sales-powerbi-sales-by-project.md b/business-central/sales-powerbi-sales-by-project.md new file mode 100644 index 0000000000..138579d125 --- /dev/null +++ b/business-central/sales-powerbi-sales-by-project.md @@ -0,0 +1,77 @@ +--- +title: Sales by Project (Power BI Report) +description: The Sales by Project report provides an overview of sales performance broken down by project. +author: kennieNP +ms.author: kepontop +ms.reviewer: bholtorf +ms.topic: article +ms.search.keywords: reporting +ms.search.form: 37119_Primary +ms.date: 9/30/2025 +ms.service: dynamics-365-business-central +--- + +# Sales by Project (Power BI Report) + +[!INCLUDE[2025_releasewave2](includes/2025_releasewave2.md)] + +The **Sales by Project** report provides a high-level overview of sales performance for each project. It showcases key metrics such as total sales amount and quantity for each project and customer. These metrics can be analyzed further through the type dimension, encompassing resources, items, and general ledger accounts. + +:::image type="content" source="media/powerbi/sales/sales-by-project.png" alt-text="Screenshot of the Sales by Project Power BI report" lightbox="media/powerbi/sales/sales-by-project.png"::: + +## Use the report + +This report helps sales and project management teams to track the sales amounts that each project generates and their contribution to the overall revenue. + +Project managers can track the sales impact of projects across key factors, including status, type and customer. By reviewing the project sales by type or by customer, this report provides a high-level overview of project sales performance. These metrics can be used to optimize planning and sales expectations for future project proposals. For more detailed analysis of the underlying project ledger entries, the cross-report drillthrough can be used to navigate to the dedicated +[Power BI Projects app](projects-powerbi-app.md). + +> [!NOTE] +> To enable cross-report drillthrough, ensure the source and target reports are published to the same workspace. Also note, the back button will only work for navigation between pages within the same report. + +Sales managers can use this report to analyze ongoing and completed projects and identify key projects. Using the report, you may notice an emerging trend in recent projects contributing to increased sales. In response, you conduct dedicated training to implement new sales strategies to include project offerings, enhancing sales pitches to customers. + +Salespeople can monitor the contribution of projects to sales performance and review project sales for individual customers. For example, you identify a recently completed project was highly profitable. Using this information, you initiate new opportunities and engage with customers in similar demographics to empower future sales. + +## Key performance indicators + +The report includes the following key performance indicators (KPIs) and measures: + +- [**Sales LCY**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) + +[!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] + +[!INCLUDE[powerbi-tip-track-kpis](includes/powerbi-tip-track-kpis.md)] + +## Data used in the report + +The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: + +- Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries +- Customer +- Project +- Item +- G/L Account +- Resource + +## Try the report + +Try the report here: [Sales by Project](https://businesscentral.dynamics.com?page=37119) + +[!INCLUDE[ctrl-right-click-to-open-in-new-tab](includes/ctrl-right-click-to-open-in-new-tab.md)] + +## Related information + +[Track your business KPIs with Power BI metrics](track-kpis-with-power-bi-metrics.md) +[Ad hoc analysis of sales data](ad-hoc-analysis-sales.md) +[Built-in sales reports](sales-reports.md) +[Sales analytics overview](sales-analytics-overview.md) +[Sales overview](sales-manage-sales.md) + +[!INCLUDE[footer-include](includes/footer-banner.md)] diff --git a/business-central/sales-powerbi-sales-by-salesperson.md b/business-central/sales-powerbi-sales-by-salesperson.md index 2c43f1095e..0f2bd9e82d 100644 --- a/business-central/sales-powerbi-sales-by-salesperson.md +++ b/business-central/sales-powerbi-sales-by-salesperson.md @@ -35,10 +35,11 @@ For example, if you notice that a particular customer contributes a significant The report includes the following key performance indicators (KPIs) and measures: -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) - [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) -- [**Gross Profit**](sales-powerbi-sales-kpis.md#gross-profit) -- [**Gross Profit Margin**](sales-powerbi-sales-kpis.md#gross-profit-margin) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) +- [**Estimated Value**](sales-powerbi-sales-kpis.md#estimated-value) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -51,8 +52,13 @@ The report uses data from the following tables in [!INCLUDE[prod_short](includes - Customer - Salesperson/Purchaser - Item -- Value Entry -- Sales Line +- G/L Account +- Resource +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries +- Opportunity Entries ## Try the report diff --git a/business-central/sales-powerbi-sales-decomposition.md b/business-central/sales-powerbi-sales-decomposition.md index 62f12d2cc3..1d1014aecb 100644 --- a/business-central/sales-powerbi-sales-decomposition.md +++ b/business-central/sales-powerbi-sales-decomposition.md @@ -32,8 +32,8 @@ As the regional sales manager, the report helps you monitor contributions at ind The report includes the following key performance indicators (KPIs) and measures: -- [Sales Amount](sales-powerbi-sales-kpis.md#sales-amount) -- [Sales Quantity](sales-powerbi-sales-kpis.md#sales-quantity) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Sales Quantity**](sales-powerbi-sales-kpis.md#sales-quantity) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -43,12 +43,15 @@ The report includes the following key performance indicators (KPIs) and measures The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Items -- Locations -- Value Entries -- Sales Lines +- Item +- Location +- Customer +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries - Item Categories -- Salespersons/Purchasers +- Salesperson/Purchaser ## Try the report diff --git a/business-central/sales-powerbi-sales-demographics.md b/business-central/sales-powerbi-sales-demographics.md index 3278b67b7b..40c0da8c8b 100644 --- a/business-central/sales-powerbi-sales-demographics.md +++ b/business-central/sales-powerbi-sales-demographics.md @@ -35,11 +35,9 @@ Using the report, you might find out that customers in the Corporate customer po The **Sales Demographics** report includes the following KPIs and measures: -- [Sales Amount](sales-powerbi-sales-kpis.md#sales-amount) -- [Cost Amount](sales-powerbi-sales-kpis.md#cost-amount) -- [Gross Profit](sales-powerbi-sales-kpis.md#gross-profit) -- [Gross Profit Margin](sales-powerbi-sales-kpis.md#gross-profit-margin) -- [No. of Customers](sales-powerbi-sales-kpis.md#no-of-customers) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -49,8 +47,14 @@ The **Sales Demographics** report includes the following KPIs and measures: The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Value Entries -- Sales Lines +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries +- Customer +- Item +- Resource +- G/L Account ## Try the report diff --git a/business-central/sales-powerbi-sales-forecasting.md b/business-central/sales-powerbi-sales-forecasting.md new file mode 100644 index 0000000000..724dc25540 --- /dev/null +++ b/business-central/sales-powerbi-sales-forecasting.md @@ -0,0 +1,75 @@ +--- +title: Sales Forecasting (Power BI Report) +description: The Sales Forecasting report provides insights into your organization's sales trends and future sales performance. +author: kennieNP +ms.author: kepontop +ms.reviewer: bholtorf +ms.topic: conceptual +ms.search.keywords: reporting +ms.search.form: 37109_Primary +ms.date: 9/30/2025 +ms.service: dynamics-365-business-central +--- + +# Sales Forecasting (Power BI Report) + +[!INCLUDE[2025_releasewave2](includes/2025_releasewave2.md)] + +The **Sales Forecasting** report predicts future sales trends based on historical data. It uses advanced forecasting techniques to project sales values across customer, document type, item and salesperson dimensions, helping users anticipate demand and future profits. + +The sales forecasting visualization predicts the next three months of purchases based on the previous six months, assuming a monthly seasonality. + +> [!NOTE] +> The default forecasting options can be customized through the Forecast section of the Analytics Pane in Power BI Desktop. This includes modifying the forecast length, seasonality, period and confidence interval. + +:::image type="content" source="media/powerbi/sales/sales-forecasting.png" alt-text="Screenshot of the Sales Forecasting Power BI report" lightbox="media/powerbi/sales/sales-forecasting.png"::: + +## Use the report + +Leadership, sales managers and salespeople can use this report to anticipate stock requirements and predicted sales performance for the organization. + +CEOs need to anticipate sales trends to implement strategies based on forecasted sales metrics and predicted financial impacts. For example, you identify that sales are predicted to decrease in a future month. Using this knowledge, you invest in marketing strategies to drive future sales and maintain consistent income. + +Sales managers need to monitor projected sales to anticipate product demand and manage workload of their salespeople. Using the sales by item visual, you foresee higher demand for an item in the upcoming months. In response, you communicate with the purchasing team to plan sufficient inventory availability for that item and avoid stockouts. Additionally, the sales by salesperson visual might highlight a salesperson who is predicted to be over-utilized in the next week. Using this information, you redistribute workload accordingly to available salespeople, improving wellbeing and productivity. + +Salespeople want to track customer sales patterns to effectively manage customer relations. +For example, using the sales by customer visual you identify a customer is projected to increase sales in a future month. In response, you proactively engage with the customer to encourage sales and maintain an effective customer relationship. + +## Key Performance Indicators (KPIs) + +The *Sales Forecasting* report includes the following KPIs and measures: + +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Sales (LCY) Forecasting**](sales-powerbi-sales-kpis.md#sales-lcy-forecasting) + +[!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] + +[!INCLUDE[powerbi-tip-track-kpis](includes/powerbi-tip-track-kpis.md)] + +## Data used in the report + +The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: + +- Sales Value Entries +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries +- Salesperson/Purchaser +- Item +- Customer + +## Try the report + +Try the report here: [Sales Forecasting](https://businesscentral.dynamics.com?page=37109) + +[!INCLUDE[ctrl-right-click-to-open-in-new-tab](includes/ctrl-right-click-to-open-in-new-tab.md)] + +## Related information + +[Track your business KPIs with Power BI metrics](track-kpis-with-power-bi-metrics.md) +[Ad-hoc analysis of sales data](ad-hoc-analysis-sales.md) +[Built-in sales reports](sales-reports.md) +[Sales analytics overview](sales-analytics-overview.md) +[Sales overview](sales-manage-sales.md) + +[!INCLUDE[footer-include](includes/footer-banner.md)] diff --git a/business-central/sales-powerbi-sales-kpis.md b/business-central/sales-powerbi-sales-kpis.md index fb12094b64..3dce1fa77b 100644 --- a/business-central/sales-powerbi-sales-kpis.md +++ b/business-central/sales-powerbi-sales-kpis.md @@ -31,6 +31,7 @@ Explore the KPIs to learn more about how they can help you achieve your business - [No. of New Customers](#no-of-new-customers) - [No. of Recovered Customers](#no-of-recovered-customers) - [No. of Returning Customers](#no-of-returning-customers) +- [No. of Temporarily Lost Customers](#no-of-temporarily-lost-customers) - [Sales Lost Customers (12M)](#sales-lost-customers-12m) - [Sales New Customers](#sales-new-customers) - [Sales Recovered Customers](#sales-recovered-customers) @@ -45,7 +46,8 @@ Distinct count of the **Customer No.** column from the **Sales** table. **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ### No. of Lost Customers @@ -56,7 +58,8 @@ This measure calculates the number of customers who were lost, meaning customers **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ### No. of New Customers @@ -67,7 +70,8 @@ This measure counts new customers by finding the date of their first purchase. I **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ### No. of Recovered Customers @@ -78,7 +82,8 @@ This measure calculates the number of customers who were temporarily lost, that **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ### No. of Returning Customers @@ -89,7 +94,20 @@ This measure calculates the number of customers who made a repeat purchase durin **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line + +### No. of Temporarily Lost Customers + +**Formula** + +This measure calculates the number of customers who were temporarily lost, that is, customers who stopped purchasing. It identifies customers who were active in the previous period, then determines which customers have not made a purchase within the current period.The measure returns the total number of these temporarily lost customers. + +**Data Sources** + +- Value Entries +- Sales Invoice Line +- Sales Credit Line ### Sales Lost Customers (12M) @@ -100,7 +118,8 @@ This measure calculates the total sales lost over the past 12 months due to cust **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ### Sales New Customers @@ -111,7 +130,8 @@ This measure calculates the total sales from customers who made their first purc **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ### Sales Recovered Customers @@ -122,7 +142,8 @@ This measure calculates the total sales generated by recovered customers. Recove **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ### Sales Returning Customers @@ -133,7 +154,8 @@ This measure calculates the total sales generated by returning customers. Return **Data Sources** - Value Entries -- Sales Line +- Sales Invoice Line +- Sales Credit Line ## Opportunities Table @@ -175,7 +197,7 @@ This measure calculates the sales amount where the **Document Type** is **Quote* **Formula** -Distinct count of Opportunity No. column from the Opportunity Entries table, where Active = true and the Action Taken = Lost. +Distinct count of **Opportunity No.** column from the Opportunity Entries table, where **Active** = **true** and the **Action Taken** = **Lost**. **Data Sources** @@ -290,461 +312,1294 @@ The **No. of Won Opportunities** divided by the sum of the **No. of Won Opportu - Opportunity Entries -## Sales Table - -**Counters** - -- [No. of Distinct Items](#no-of-distinct-items) -- [No. of Outstanding Sales Orders](#no-of-outstanding-sales-orders) -- [No. of Posted Sales Invoices](#no-of-posted-sales-invoices) -- [No. of Return Orders](#no-of-return-orders) -- [No. of Sales Quotes](#no-of-sales-quotes) -- [No. of Shipped Not Invoiced Sales](#no-of-shipped-not-invoiced-sales) +## Documents Table + +- **Sales Credits** + - [Credit Adjusted Profit (LCY)](#credit-adjusted-profit-lcy) + - [Total Credit (Amount)](#total-credit-amount) + - [Total Credit (Qty.)](#total-credit-qty) +- **Sales Invoices** + - [Total Sales (Amount)](#total-sales-amount) + - [Total Sales (Qty.)](#total-sales-qty) +- [Adjusted Cost (LCY)](#adjusted-cost-lcy) +- [Adjusted Profit (LCY)](#adjusted-profit-lcy) +- [Adjusted Profit Margin](#adjusted-profit-margin) +- [Return Rate (Amount)](#return-rate-amount) +- [Return Rate (Qty.)](#return-rate-qty) +- [Sales (LCY)](#sales-lcy) +- [Sales (LCY) (Forecasting)](#sales-lcy-forecasting) +- [Sales Quantity](#sales-lcy) +- [Sales Quantity](#sales-quantity) -**Sales Measures** +### Credit Adjusted Profit (LCY) -- **Invoiced** +**Formula** - - [Invoiced Amount](#invoiced-amount) - - [Invoiced Quantity](#invoiced-quantity) -- **Outstanding** +*Credit Adjusted Profit (LCY) = [Total Credit (Amount)](#total-credit-amount) + ( [Posted Sales CR/Adj Note Cost Amount](#posted-sales-cradj-note-cost-amount) + [Posted Sales CR/Adj Note Cost Amount Non-Inv](#posted-sales-cradj-note-cost-amount-non-inv) + [Sales Credit Line Cost Amount](#sales-credit-line-cost-amount) )* - - [Outstanding Amount](#outstanding-amount) - - [Outstanding Quantity](#outstanding-quantity) -- **Shipped Not Invoiced** +**Data Sources** - - [Shipped Not Invoiced Amount](#shipped-not-invoiced-amount) - - [Shipped Not Invoiced Quantity](#shipped-not-invoiced-quantity) - -- **Pareto Measures** - - [Pareto Color Cutoff](#pareto-color-cutoff) - - [Pareto Cumulative Gross Profit](#pareto-cumulative-gross-profit) - - [Pareto Cumulative Gross Profit %](#pareto-cumulative-gross-profit-percent) - - [Pareto Customer Cutoff Rank](#pareto-customer-cutoff-rank) - - [Pareto Customer Rank by Gross Profit](#pareto-customer-rank-by-gross-profit) - - [Pareto Cutoff Cumulative Gross Profit](#pareto-cutoff-cumulative-gross-profit) - - [Pareto Cutoff Customer](#pareto-cutoff-customer) - - [Pareto Cutoff Customer Rank](#pareto-cutoff-customer-rank) - - [Pareto Cutoff Gross Profit %](#pareto-cutoff-gross-profit-percent) - - [Pareto Total Gross Profit](#pareto-total-gross-profit) -- [Cost Amount](#cost-amount) -- [Cost Amount Non-Inv](#cost-amount-non-inv) -- [Gross Profit](#gross-profit) -- [Gross Profit Margin](#gross-profit-margin) -- [Return Rate](#return-rate) -- [Sales Amount](#sales-amount) -- [Sales Quantity](#sales-quantity) +- Value Entries +- Sales Credit Line +- Project Ledger Entry -### Invoiced Amount +### Total Credit (Amount) **Formula** -The sum of the **Sales Amount** column from the **Sales** table where the **Source Type** is **Value Entries Invoiced**. +*Total Credit (Amount) = [Posted Sales CR/Adj Note Amount](#posted-sales-cradj-note-amount) + [Sales Credit Line Amount](#sales-credit-line-amount) + [Sales CR/Adj Total Price](#sales-cradj-total-price)* -**Data Source** +**Data Sources** - Value Entries +- Sales Credit Line +- Project Ledger Entry -### Invoiced Quantity +### Total Credit (Qty.) **Formula** -The sum of the **Sales Qty. (Base)** column from the **Sales** table where the **Source Type** is **Value Entries Invoiced**. +*Total Credit (Qty.) = [Posted Sales CR/Adj Note Quantity](#posted-sales-cradj-note-quantity) + [Sales Credit Line Quantity](#sales-credit-line-quantity) + [Sales CR/Adj Item Quantity](#sales-cradj-item-quantity)* -**Data Source** +**Data Sources** - Value Entries +- Sales Credit Line +- Project Ledger Entry -### Outstanding Amount +### Total Sales (Amount) **Formula** -The sum of the **Sales Amount** column from the **Sales** table where the **Source Type** is **Sales Order Outstanding**. +*Total Sales (Amount) = [Posted Sales Invoice Amount](#posted-sales-invoice-amount) + [Sales Invoice Line Amount](#sales-invoice-line-amount) + [Sales Invoice Total Price](#sales-invoice-total-price)* -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Project Ledger Entry -### Outstanding Quantity +### Total Sales (Qty.) **Formula** -The sum of the **Sales Qty. (Base)** column from the **Sales** table where the **Source Type** is **Sales Order Outstanding**. +*Total Sales (Qty.) = [Posted Sales Invoice Quantity](#posted-sales-invoice-quantity) + [Sales Invoice Line Quantity](#sales-invoice-line-quantity) + [Sales Invoice Item Quantity](#sales-invoice-item-quantity)* -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Project Ledger Entry -### Shipped Not Invoiced Amount +### Adjusted Cost (LCY) **Formula** -The sum of the **Sales Amount** column from the **Sales** table where the **Source Type** is **Sales Order Shipped Not Invoiced**. +*Adjusted Cost (LCY) = [Cost Amount Actual](#cost-amount-actual) + [Sales Invoice Line Cost Amount](#sales-invoice-line-cost-amount) + [Sales Credit Line Cost Amount](#sales-credit-line-cost-amount)* -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Shipped Not Invoiced Quantity +### Adjusted Profit (LCY) **Formula** -The sum of the **Sales Qty. (Base)** column from the **Sales** table where the **Source Type** is **Sales Order Shipped Not Invoiced**. +*Adjusted Profit (LCY) = [Sales (LCY)](#sales-lcy) + ( [Adjusted Cost (LCY)](#adjusted-cost-lcy) + [Cost Amount Non-Inv](#cost-amount-non-inv) )* -### Pareto Color Cutoff +**Data Sources** + +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry + +### Adjusted Profit Margin **Formula** -The color cutoff where **Pareto Customer Rank by Gross Profit** exceeds the **Pareto Customer Rank by Gross Profit**. +*Adjusted Profit Margin = [Adjusted Profit (LCY)](#adjusted-profit-lcy) / [Sales (LCY)](#sales-lcy)* -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Pareto Cumulative Gross Profit +### Return Rate (Amount) **Formula** -The **Cumulative Gross Profit** based on the **Pareto Customer Rank by Gross Profit**. +*Return Rate (Amount) = - [Total Credit (Amount)](#total-credit-amount) / [Total Sales (Amount)](#total-sales-amount)* -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Pareto Cumulative Gross Profit Percent +### Return Rate (Qty.) **Formula** -The **Cumulative Gross Profit** divided by the **Total Gross Profit**. +*Return Rate (Qty.) = - [Total Credit (Qty.)](#total-credit-qty) / [Total Sales (Qty.)](#total-sales-qty)* -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Pareto Customer Cutoff Rank +### Sales (LCY) **Formula** -The maximum **Pareto Customer Rank** based on the **Pareto Cutoff Customer Rank**. +The Sales (LCY) measure calculates the total amount for all invoiced Sales, by calculating the sum of [Sales Amount Actual](#sales-amount-actual), [Total Price](#total-price), [Sales Invoice Line Amount](#sales-invoice-line-amount) and [Sales Credit Line Amount](#sales-credit-line-amount). -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Pareto Customer Rank by Gross Profit +### Sales (LCY) (Forecasting) **Formula** -The **Pareto Customer Rank** ordered by the **Gross Profit** on the **Sales** table. +The Sales (LCY) (Forecasting) measure calculates the [Sales (LCY)](#sales-lcy) within the period of dates with sales transactions and inserts zero values for dates without sale entries, for compatibility with forecasting. -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Pareto Cutoff Cumulative Gross Profit +### Sales Quantity **Formula** -The **Cumulative Gross Profit** for the **Pareto Cutoff Customer**. +The Sales Quantity measure calculates the total quantity for all invoiced Sales, by calculating the sum of [Invoiced Quantity](#invoiced-quantity), [Project Ledger Item Quantity](#project-ledger-item-quantity), [Sales Invoice Line Quantity](#sales-invoice-line-quantity) and [Sales Credit Line Quantity](#sales-credit-line-quantity). -**Data Source** +**Data Sources** -- Sales Line +- Value Entries +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Pareto Cutoff Customer +### Gross Profit + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The Customer with the maximum difference of the **Pareto Cumulative Gross Profit** minus the **Pareto Value**. +The **Sales Amount** minus the **Cost Amount** minus the **Cost Amount Non-Inv.** -**Data Source** +**Data Sources** +- Value Entries - Sales Line -### Pareto Cutoff Customer Rank +### Gross Profit Margin + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The **Pareto Customer Rank by Gross Profit** for the **Pareto Cutoff Customer**. +The **Gross Profit** divided by the **Sales Amount**. -**Data Source** +**Data Sources** +- Value Entries - Sales Line -### Pareto Cutoff Gross Profit Percent +### Return Rate + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The **Pareto Cumulative Gross Profit** for the **Pareto Cutoff Customer**. +This measure calculates the sales amount where the **Document Type** is **Sales Credit Memo**, divided by the sales amount where the **Document Type** is **Sales Invoice**. -**Data Source** +**Data Sources** +- Value Entries - Sales Line -### Pareto Total Gross Profit +### Sales Amount + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The **Total Gross Profit** from the **Sales** table for all sales. +The sum of the **Sales Amt. (LCY)** column from the **Sales** table. -**Data Source** +**Data Sources** +- Value Entries - Sales Line -**Data Source** +## Pareto Measures -- Sales Line +- [Pareto Color Cutoff](#pareto-color-cutoff) +- [Pareto Customer Cutoff Rank](#pareto-customer-cutoff-rank) +- [Pareto Cutoff Customer](#pareto-cutoff-customer) +- [Pareto Cutoff Customer Rank](#pareto-cutoff-customer-rank) +- [Pareto Cumulative Adjusted Profit (LCY)](#pareto-cumulative-adjusted-profit-lcy) +- [Pareto Cumulative Adjusted Profit %](#pareto-cumulative-adjusted-profit-) +- [Pareto Customer Rank by Adjusted Profit (LCY)](#pareto-customer-rank-by-adjusted-profit-lcy) +- [Pareto Cutoff Cumulative Adjusted Profit (LCY)](#pareto-cutoff-cumulative-adjusted-profit-lcy) +- [Pareto Cutoff Adjusted Profit %](#pareto-cutoff-adjusted-profit-) +- [Pareto Total Adjusted Profit (LCY)](#pareto-total-adjusted-profit-lcy) -## Sales Budget Table +### Pareto Color Cutoff -**Budget Measures** +**Formula** -- [Budget Amount](#budget-amount) -- [Budget Amount Variance](#budget-amount-variance) -- [Budget Amount Variance %](#budget-amount-variance-percent) -- [Budget Quantity](#budget-quantity) -- [Budget Quantity Variance](#budget-quantity-variance) -- [Budget Quantity Variance %](#budget-quantity-variance-percent) +The color cutoff where [Pareto Customer Rank by Adjusted Profit (LCY)](#pareto-customer-rank-by-adjusted-profit-lcy) exceeds the [Pareto Customer Cutoff Rank](#pareto-customer-cutoff-rank). -### Budget Amount +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -**Formula** +### Pareto Customer Cutoff Rank -The sum of the **Sales Amount** column from the **Sales Budget** table. +**Formula** -**Data Source** +The maximum [Pareto Cutoff Customer Rank](#pareto-cutoff-customer-rank) for all customers. -- Item Budget Entries +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Budget Amount Variance +### Pareto Cutoff Customer **Formula** -The **Sales Amount** minus the **Budget Amount**. - -**Data Sources** +The Customer with the maximum difference of the [Pareto Cumulative Adjusted Profit %](#pareto-cumulative-adjusted-profit-) minus the **Pareto Value**. -- Item Budget Entries -- Sales Lines -- Value Entries +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Budget Amount Variance Percent +### Pareto Cutoff Customer Rank **Formula** -The **Budget Amount Variance** minus the **Budget Amount**. - -**Data Sources** +The [Pareto Customer Rank by Adjusted Profit (LCY)](#pareto-customer-rank-by-adjusted-profit-lcy) for the [Pareto Cutoff Customer](#pareto-cutoff-customer). -- Item Budget Entries -- Sales Lines -- Value Entries +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Budget Quantity +### Pareto Cumulative Adjusted Profit (LCY) **Formula** -The sum of the **Quantity** column from the **Sales Budget** table. - -**Data Source** +The [Adjusted Profit (LCY)](#adjusted-profit-lcy) based on the [Pareto Customer Rank by Adjusted Profit (LCY)](#pareto-customer-rank-by-adjusted-profit-lcy). -- Item Budget Entries +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Budget Quantity Variance +### Pareto Cumulative Adjusted Profit % **Formula** -The **Sales Quantity** minus the **Budget Quantity**. - -**Data Sources** +The [Pareto Cumulative Adjusted Profit (LCY)](#pareto-cumulative-adjusted-profit-lcy) divided by the [Pareto Total Adjusted Profit (LCY)](#pareto-total-adjusted-profit-lcy). -- Item Budget Entries -- Sales Lines -- Value Entries +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### Budget Quantity Variance Percent +### Pareto Customer Rank by Adjusted Profit (LCY) **Formula** -The **Budget Quantity Variance** minus the **Budget Quantity**. - -**Data Sources** +The Pareto Customer Rank by Adjusted Profit (LCY) measure calculates the customer rank, ordered by the [Adjusted Profit (LCY)](#adjusted-profit-lcy) for all sales from the **Sales Value Entries**, **Sales Credit Lines**, **Sales Invoice Lines** and **Project Ledger Entries** tables. -- Item Budget Entries -- Sales Lines -- Value Entries +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -### No. of Distinct Items +### Pareto Cutoff Cumulative Adjusted Profit (LCY) **Formula** -The count of the **Item No.** column from the **Sales** table. +The [Pareto Cumulative Adjusted Profit (LCY)](#pareto-cumulative-adjusted-profit-lcy) for the [Pareto Cutoff Customer](#pareto-cutoff-customer). -**Data Sources** +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -- Value Entries -- Sales Line +### Pareto Cutoff Adjusted Profit % -### No. of Outstanding Sales Orders +**Formula** + +The [Pareto Cumulative Adjusted Profit %](#pareto-cumulative-adjusted-profit-) for the [Pareto Cutoff Customer](#pareto-cutoff-customer). + +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry + +### Pareto Total Adjusted Profit (LCY) **Formula** -The count of the **Document No.** column from the **Sales** table where the **Document Type** is **Order** and the **Source Type** is **Sales Order Outstanding**. +The total [Adjusted Profit (LCY)](#adjusted-profit-lcy) for all sales from the **Sales Value Entries**, **Sales Credit Lines**, **Sales Invoice Lines** and **Project Ledger Entries** tables. -**Data Sources** +**Data Source** +- Value Entry +- Sales Invoice Line +- Sales Credit Line +- Project Ledger Entry -- Value Entries -- Sales Line +### Pareto Cumulative Gross Profit -### No. of Posted Sales Invoices +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The count of the **Document No.** column from the **Sales** table where the **Document Type** is **Sales Invoice** and the **Source Type** is **Value Entries Invoiced**. +The **Cumulative Gross Profit** based on the **Pareto Customer Rank by Gross Profit**. -**Data Sources** +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] + +**Data Source** -- Value Entries - Sales Line -### No. of Return Orders +### Pareto Cumulative Gross Profit Percent + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -Distinct count of the **Document No.** column from the **Sales** table, where the **Document Type** is **Return Order**. +The **Cumulative Gross Profit** divided by the **Total Gross Profit**. -**Data Sources** +**Data Source** -- Value Entries - Sales Line -### No. of Sales Quotes +### Pareto Customer Rank by Gross Profit + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -Distinct count of the **Document No.** column from the **Sales** table, where the **Document Type** is **Sales Quote**. +The **Pareto Customer Rank** ordered by the **Gross Profit** on the **Sales** table. -**Data Sources** +**Data Source** -- Value Entries - Sales Line -### No. of Shipped Not Invoiced Sales +### Pareto Cutoff Cumulative Gross Profit + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The count of the **Document No.** column from the **Sales** table where the **Document Type** is **Order** and the **Source Type** is **Sales Order Shipped Not Invoiced**. +The **Cumulative Gross Profit** for the **Pareto Cutoff Customer**. -**Data Sources** +**Data Source** -- Value Entries - Sales Line -### Cost Amount +### Pareto Cutoff Gross Profit Percent + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The sum of the **Cost Amt. (LCY)** column from the **Sales** table. +The **Pareto Cumulative Gross Profit** for the **Pareto Cutoff Customer**. -**Data Sources** +**Data Source** -- Value Entries - Sales Line -### Cost Amount Non-Inv +### Pareto Total Gross Profit + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] **Formula** -The sum of the **Cost Amt. Non-Invtbl. (LCY)** column from the **Sales** table. +The **Total Gross Profit** from the **Sales** table for all sales. **Data Source** -- Value Entries +- Sales Line -### Gross Profit +## Project Ledger Entries Table + +- **Sales CR/Adj** + - [Sales CR/Adj Item Quantity](#sales-cradj-item-quantity) + - [Sales CR/Adj Total Price](#sales-cradj-total-price) +- **Sales Invoices** + - [Sales Invoice Item Quantity](#sales-invoice-item-quantity) + - [Sales Invoice Total Price](#sales-invoice-total-price) +- [Project Ledger Gross Profit Margin](#project-ledger-gross-profit-margin) +- [Project Ledger Item Gross Profit](#project-ledger-item-gross-profit) +- [Project Ledger Item Quantity](#project-ledger-item-quantity) +- [Total Cost](#total-cost) +- [Total Price](#total-price) + +### Sales CR/Adj Item Quantity **Formula** -The **Sales Amount** minus the **Cost Amount** minus the **Cost Amount Non-Inv.** +The Sales CR/Adj Item Quantity measure calculates the [Project Ledger Item Quantity](#project-ledger-item-quantity) from the **Project Ledger Entries** table, where **Document Type** = **Posted Sales CR/Adj Note**. -**Data Sources** +**Data Source** -- Value Entries -- Sales Line +- Project Ledger Entry -### Gross Profit MTD (Fiscal) +### Sales CR/Adj Total Price **Formula** -This measure calculates month-to-date gross profit using the fiscal calendar, considering only the sales up to the last available fiscal day of the current month and year. +The Sales CR/Adj Total Price measure calculates the [Total Price](#total-price) from the **Project Ledger Entries** table, where **Document Type** = **Posted Sales CR/Adj Note**. -**Data Sources** +**Data Source** -- Value Entries -- Sales Line -- Date (Fiscal Calendar) +- Project Ledger Entry -### Gross Profit Margin +### Sales Invoice Item Quantity **Formula** -The **Gross Profit** divided by the **Sales Amount**. +The Sales CR/Adj Item Quantity measure calculates the [Project Ledger Item Quantity](#project-ledger-item-quantity) from the **Project Ledger Entries** table, where **Document Type** = **Posted Sales Invoice**. -**Data Sources** +**Data Source** -- Value Entries -- Sales Line +- Project Ledger Entry -### Return Rate +### Sales Invoice Total Price **Formula** -This measure calculates the sales amount where the **Document Type** is **Sales Credit Memo**, divided by the sales amount where the **Document Type** is **Sales Invoice**. +The Sales Invoice Total Price measure calculates the [Total Price](#total-price) from the **Project Ledger Entries** table, where **Document Type** = **Posted Sales Invoice**. -**Data Sources** +**Data Source** -- Value Entries -- Sales Line +- Project Ledger Entry -### Sales Amount +### Project Ledger Gross Profit Margin **Formula** -The sum of the **Sales Amt. (LCY)** column from the **Sales** table. +*Project Ledger Gross Profit Margin = [Project Ledger Item Gross Profit](#project-ledger-item-gross-profit) / [Total Price](#total-price)* -**Data Sources** +**Data Source** -- Value Entries -- Sales Line +- Project Ledger Entry -### Sales Quantity +### Project Ledger Item Gross Profit **Formula** -The sum of the **Sales Qty. (Base)** column from the **Sales** table. +*Project Ledger Item Gross Profit = [Total Price](#total-price) + [Total Cost](#total-cost)* -**Data Sources** +**Data Source** -- Value Entries -- Sales Line +- Project Ledger Entry -### Sales Amount MTD (Fiscal) +### Project Ledger Item Quantity **Formula** -This measure calculates the month-to-date sales amount using the fiscal calendar. It considers sales up to the last available fiscal day of the current month and year. +The Project Ledger Item Quantity measure calculates the total negative sum of the **Quantity (Base)** column from the **Project Ledger Entries** table. -**Data Sources** +**Data Source** -- Value Entries -- Sales Line -- Date (Fiscal Calendar) +- Project Ledger Entry -### Sales Amount MAT (Fiscal) +### Total Cost **Formula** -This measure calculates the sales for the last 12 months (moving annual total). It uses the fiscal calendar and sums the sales between the calculated first and last days of the 365-day period. +The Total Cost measure calculates the total sum of the **Total Cost (LCY)** column from the **Project Ledger Entries** table. + +**Data Source** + +- Project Ledger Entry + +### Total Price + +**Formula** + +The Total Price measure calculates the total negative sum of the **Total Price (LCY)** column from the **Project Ledger Entries** table. + +**Data Source** + +- Project Ledger Entry + +## Sales Credit Line Table + +- [Sales Credit Line Amount](#sales-credit-line-amount) +- [Sales Credit Line Cost Amount](#sales-credit-line-cost-amount) +- [Sales Credit Line Gross Profit](#sales-credit-line-gross-profit) +- [Sales Credit Line Gross Profit Margin](#sales-credit-line-gross-profit-margin) +- [Sales Credit Line Quantity](#sales-credit-line-quantity) + +### Sales Credit Line Amount + +**Formula** + +The Sales Credit Line Amount measure calculates the total negative sum of the **Amount** column from the Sales Credit Line table. + +**Data Source** + +- Sales Credit Line + +### Sales Credit Line Cost Amount + +**Formula** + +The Sales Credit Line Cost Amount measure calculates the total sum of the **Unit Cost LCY** multiplied by the **Quantity Base** from the Sales Credit Line table. + +**Data Source** + +- Sales Credit Line + +### Sales Credit Line Gross Profit + +**Formula** + +*Sales Credit Line Gross Profit = - [Sales Credit Line Amount](#sales-credit-line-amount) + [Sales Credit Line Cost Amount](#sales-credit-line-cost-amount)* + +**Data Source** + +- Sales Credit Line + +### Sales Credit Line Gross Profit Margin + +**Formula** + +*Sales Credit Line Gross Profit Margin = - [Sales Credit Line Gross Profit](#sales-credit-line-gross-profit) / [Sales Credit Line Amount](#sales-credit-line-amount)* + +**Data Source** + +- Sales Credit Line + +### Sales Credit Line Quantity + +**Formula** + +The Sales Credit Line Quantity measure calculates the total negative sum of the **Quantity (Base)** column from the Sales Credit Line table. + +**Data Source** + +- Sales Credit Line + +## Sales Invoice Line Table + +- [Sales Invoice Line Amount](#sales-invoice-line-amount) +- [Sales Invoice Line Cost Amount](#sales-invoice-line-cost-amount) +- [Sales Invoice Line Gross Profit](#sales-invoice-line-gross-profit) +- [Sales Invoice Line Gross Profit Margin](#sales-invoice-line-gross-profit-margin) +- [Sales Invoice Line Quantity](#sales-invoice-line-quantity) + +### Sales Invoice Line Amount + +**Formula** + +The Sales Invoice Line Amount measure calculates the total sum of the **Amount** column from the Sales Invoice Line table. + +**Data Source** + +- Sales Invoice Line + +### Sales Invoice Line Cost Amount + +**Formula** + +The Sales Invoice Line Cost Amount measure calculates the total sum of the **Unit Cost LCY** multiplied by the **Quantity Base** from the Sales Invoice Line table, where **Type** = **Resource**. + +**Data Source** + +- Sales Invoice Line + +### Sales Invoice Line Gross Profit + +**Formula** + +*Sales Invoice Line Gross Profit = [Sales Invoice Line Amount](#sales-invoice-line-amount) + [Sales Invoice Line Cost Amount](#sales-invoice-line-cost-amount)* + +**Data Source** + +- Sales Invoice Line + +### Sales Invoice Line Gross Profit Margin + +**Formula** + +*Sales Invoice Line Gross Profit Margin = [Sales Invoice Line Gross Profit](#sales-invoice-line-gross-profit) / [Sales Invoice Line Amount](#sales-invoice-line-amount)* + +**Data Source** + +- Sales Invoice Line + +### Sales Invoice Line Quantity + +**Formula** + +The Sales Invoice Line Quantity measure calculates the total sum of the **Quantity (Base)** column from the Sales Invoice Line table. + +**Data Source** + +- Sales Invoice Line + +## Sales Line Table + +- **Counters** + - [No. of Outstanding Cr/Adj Notes](#no-of-outstanding-cradj-notes) + - [No. of Outstanding Invoices](#no-of-outstanding-invoices) + - [No. of Outstanding Return Orders](#no-of-outstanding-return-orders) + - [No. of Outstanding Sales Orders](#no-of-outstanding-sales-orders) + - [No. of Sales Quotes](#no-of-sales-quotes) + - [No. of Shipped Not Invoiced Sales Orders](#no-of-shipped-not-invoiced-sales-orders) +- **Outstanding** + - [Outstanding Invoices (LCY)](#outstanding-invoices-lcy) + - [Outstanding Orders (LCY)](#outstanding-orders-lcy) + - [Outstanding Quantity](#outstanding-quantity) +- **Quote** + - [Sales Quote Adjusted Cost (LCY)](#sales-quote-adjusted-cost-lcy) + - [Sales Quote Adjusted Profit (LCY)](#sales-quote-adjusted-profit-lcy) + - [Sales Quote Adjusted Profit Margin](#sales-quote-adjusted-profit-margin) + - [Sales Quote Quantity](#sales-quote-quantity) + - [Sales Quote Sales (LCY)](#sales-quote-sales-lcy) +- **Received Not Invoiced** + - [Received Not Invd. Amount](#received-not-invd-amount) + - [Received Not Invd. Amount Excl. Tax](#received-not-invd-amount-excl-tax) +- **Return Order** + - [Outstanding Return Order (LCY)](#outstanding-return-order-lcy) + - [Return Amount](#return-amount) + - [Return Qty. Invoiced](#return-qty-invoiced) + - [Return Qty. Shipped](#return-qty-shipped) + - [Return Qty. to Ship](#return-qty-to-ship) + - [Return Quantity](#return-quantity) +- **Shipped Not Invoiced** + - [Shipped Not Invoiced (LCY)](#shipped-not-invoiced-lcy) + - [Shipped Not Invoiced Quantity](#shipped-not-invoiced-quantity) +- [Sales Line Cost Amount](#sales-line-cost-amount) +- [Sales Line Gross Profit](#sales-line-gross-profit) + +### No. of Outstanding Cr/Adj Notes + +**Formula** + +The No. of Outstanding Cr/Adj Notes measure calculates the number of unique Sales Cr/Adj Notes that are currently outstanding, by counting the distinct values of the **Document No.** column from the **Sales Lines** table where the **Document Type** is **Cr/Adj Note** and **Outstanding Quantity (Base)** is not zero. + +**Data Sources** + +- Sales Line + +### No. of Outstanding Invoices + +**Formula** + +The No. of Outstanding Invoices measure calculates the number of unique Sales Invoices that are currently outstanding, by counting the distinct values of the **Document No.** column from the **Sales Lines** table where the **Document Type** is **Invoice** and **Outstanding Amount (LCY)** is not zero. + +**Data Sources** + +- Sales Line + +### No. of Outstanding Return Orders + +**Formula** + +The No. of Outstanding Return Orders Notes measure calculates the number of unique Sales Return Orders that are currently outstanding, by counting the distinct values of the **Document No.** column from the **Sales Lines** table where the **Document Type** is **Return Order** and **Outstanding Quantity (Base)** is not zero. + +**Data Sources** + +- Sales Line + +### No. of Outstanding Sales Orders + +**Formula** + +The No. of Outstanding Sales Orders measure calculates the number of unique Sales Orders that are currently outstanding, by counting the distinct values of the **Document No.** column from the **Sales Lines** table where the **Document Type** is **Order** and **Outstanding Quantity (Base)** is not zero. + +**Data Sources** + +- Sales Line + +### No. of Sales Quotes + +**Formula** + +The No. of Sales Quotes measure calculates the number of unique Sales Quotes, by counting the distinct values of the **Document No.** column from the **Sales Lines** table where the **Document Type** is **Quote**. + +**Data Sources** + +- Sales Line + +### No. of Shipped Not Invoiced Sales Orders + +**Formula** + +The No. of Shipped Not Invoiced Sales Orders measure calculates the number of unique Sales Orders that are currently shipped, by counting the distinct values of the **Document No.** column from the **Sales Lines** table where the **Document Type** is **Order** and **Shipped not Invoiced** is not zero. + +**Data Sources** + +- Sales Line + +### Outstanding Invoices (LCY) + +**Formula** + +The Outstanding Invoices (LCY) measure calculates the total sum of the **Outstanding Amount (LCY)** column from the **Sales Lines** table where the **Document Type** is **Invoice**. + +**Data Source** + +- Sales Line + +### Outstanding Orders (LCY) + +**Formula** + +The Outstanding Orders (LCY) measure calculates the total sum of the **Outstanding Amount (LCY)** column from the **Sales Lines** table where the **Document Type** is **Order**. + +**Data Source** + +- Sales Line + +### Outstanding Quantity + +**Formula** + +The Outstanding Quantity measure calculates the total sum of the **Outstanding Quantity (Base)** column from the **Sales Lines** table where the **Document Type** is **Order**. + +**Data Source** + +- Sales Line + +### Sales Quote Adjusted Cost (LCY) + +**Formula** + +The Sales Quote Adjusted Cost (LCY) measure calculates the sum of **Outstanding Quantity** multiplied by the **Unit Cost (LCY)** from the **Sales Lines** table, where the **Document Type** is **Quote** and **Type** is not **G/L Account** or **Resource**. + +**Data Source** + +- Sales Line + +### Sales Quote Adjusted Profit (LCY) + +**Formula** + +*Sales Quote Adjusted Profit (LCY) = [Sales Quote Sales (LCY)](#sales-quote-sales-lcy) - [Sales Quote Adjusted Cost (LCY)](#sales-quote-adjusted-cost-lcy)* + +**Data Source** + +- Sales Line + +### Sales Quote Adjusted Profit Margin + +**Formula** + +*Sales Quote Adjusted Profit Margin = [Sales Quote Adjusted Profit (LCY)](#sales-quote-adjusted-profit-lcy) / [Sales Quote Sales (LCY)](#sales-quote-sales-lcy)* + +**Data Source** + +- Sales Line + +### Sales Quote Quantity + +**Formula** + +The Sales Quote Quantity measure calculates the sum of **Outstanding Quantity (Base)** from the **Sales Lines** table, where the **Document Type** is **Quote**. + +**Data Source** + +- Sales Line + +### Sales Quote Sales (LCY) + +**Formula** + +The Sales Quote Sales (LCY) measure calculates the sum of **Outstanding Amount (LCY)** from the **Sales Lines** table, where the **Document Type** is **Quote**. + +**Data Source** + +- Sales Line + +### Received Not Invd. Amount + +**Formula** + +The Received Not Invd. Amount measure calculates the sum of **Return Rcd. Not Invd. (LCY)** from the **Sales Lines** table. + +**Data Source** + +- Sales Line + +### Received Not Invd. Amount Excl. Tax + +**Formula** + +The Received Not Invd. Amount Excl. Tax measure calculates the sum of the **Amount** multiplied by **Return Qty. Rcd. Not Invd.**, divided by the **Quantity (Base )** from the **Sales Line** table. + +**Data Source** + +- Sales Line + +### Outstanding Return Order (LCY) + +**Formula** + +The Outstanding Return Order (LCY) measure calculates the sum of **Outstanding Amount (LCY)** column from the **Sales Lines** table, where the **Document Type** is **Return Order** or **Cr/Adj Note**. + +**Data Source** + +- Sales Line + +### Return Amount + +**Formula** + +The Return Amount measure calculates the sum of **Amount** column from the **Sales Lines** table, where the **Document Type** is **Return Order** or **Cr/Adj Note**. + +**Data Source** + +- Sales Line + +### Return Qty. Invoiced + +**Formula** + +The Return Qty. Invoiced measure calculates the sum of **Quantity Invoiced** column from the **Sales Lines** table, where the **Document Type** is **Return Order** or **Cr/Adj Note**. + +**Data Source** + +- Sales Line + +### Return Qty. Shipped + +**Formula** + +*Return Qty. Shipped = [Return Quantity](#return-quantity) - [Return Qty. to Ship](#return-qty-to-ship)* + +**Data Source** + +- Sales Line + +### Return Qty. to Ship + +**Formula** + +The Return Qty. to Ship measure calculates the sum of the **Outstanding Quantity (Base)** column from the **Sales Lines** table, where the **Document Type** is **Return Order** or **Cr/Adj Note**. + +**Data Source** + +- Sales Line + +### Return Quantity + +**Formula** + +The Return Quantity measure calculates the sum of the **Quantity (Base)** column from the **Sales Lines** table, where the **Document Type** is **Return Order** or **Cr/Adj Note**. + +**Data Source** + +- Sales Line + +### Shipped Not Invoiced (LCY) + +**Formula** + +The Shipped Not Invoiced (LCY) measure calculates the total sum of the **Shipped Not Invoiced** column from the **Sales Lines** table, where the **Document Type** is **Order**. + +**Data Source** + +- Sales Line + +### Shipped Not Invoiced Quantity + +**Formula** + +The Shipped Not Invoiced Quantity measure calculates the total sum of the **Quantity Shipped Not Invoiced (Base)** column from the **Sales Lines** table. + +**Data Source** + +- Sales Line + +### Sales Line Cost Amount + +**Formula** + +The Sales Line Cost Amount measure calculates the total sum of the **Outstanding Quantity** multiplied by the **Unit Cost LCY** from the **Sales Lines** table, where **Document Type** is not **CR/Adj Note**, **Return Order**, **Posted CR/Adj Note**, or **Posted Return Receipt**, and **Type** is not **Resource** or **G/L Account**. + +**Data Source** + +- Sales Line + +### Sales Line Gross Profit + +**Formula** + +*Sales Line Gross Profit = [Outstanding Orders (LCY)](#outstanding-orders-lcy) - [Sales Line Cost Amount](#sales-line-cost-amount)* + +**Data Source** + +- Sales Line + +### No. of Return Orders + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] + +**Formula** + +Distinct count of the **Document No.** column from the **Sales** table, where the **Document Type** is **Return Order**. + +**Data Sources** + +- Value Entries +- Sales Line + +### Outstanding Amount + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] + +**Formula** + +The sum of the **Sales Amount** column from the **Sales** table where the **Source Type** is **Sales Order Outstanding**. + +**Data Source** + +- Sales Line + +### Shipped Not Invoiced Amount + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] + +**Formula** + +The sum of the **Sales Amount** column from the **Sales** table where the **Source Type** is **Sales Order Shipped Not Invoiced**. + +**Data Source** + +- Sales Line + +## Sales Value Entries Table + +- **Counters** + - [No. of Distinct Items](#no-of-distinct-items) + - [No. of Posted Sales Invoices](#no-of-posted-sales-invoices) +- **Cr/Adj Notes** + - [Posted Sales CR/Adj Note Amount](#posted-sales-cradj-note-amount) + - [Posted Sales CR/Adj Note Cost Amount](#posted-sales-cradj-note-cost-amount) + - [Posted Sales CR/Adj Note Cost Amount Non-Inv](#posted-sales-cradj-note-cost-amount-non-inv) + - [Posted Sales CR/Adj Note Quantity](#posted-sales-cradj-note-quantity) +- **Sales Invoices** + - [Posted Sales Invoice Amount](#posted-sales-invoice-amount) + - [Posted Sales Invoice Quantity](#posted-sales-invoice-quantity) +- [Cost Amount Actual](#cost-amount-actual) +- [Cost Amount Non-Inv](#cost-amount-non-inv) +- [Cost Posted to G/L](#cost-posted-to-gl) +- [Invoiced Quantity](#invoiced-quantity) +- [Sales Amount Actual](#sales-amount-actual) + +### No. of Distinct Items + +**Formula** + +The No. of Distinct Items measure calculates a distinct count of the **Item No.** column from the **Sales Value Entries** table. + +**Data Sources** + +- Value Entries + +### No. of Posted Sales Invoices + +**Formula** + +The No. of Posted Sales Invoices measure calculates a distinct count of the **Document No.** column from the **Sales Value Entries** table, where **Document Type** = **Sales Invoice**. + +**Data Sources** + +- Value Entries + +### Posted Sales CR/Adj Note Amount + +**Formula** + +The Posted Sales CR/Adj Note Amount measure calculates the [Sales Amount Actual](#sales-amount-actual), where **Document Type** = **Posted Sales CR/Adj Note**. + +**Data Sources** + +- Value Entries + +### Posted Sales CR/Adj Note Cost Amount + +**Formula** + +The Posted Sales CR/Adj Note Cost Amount measure calculates the [Cost Amount Actual](#cost-amount-actual), where **Document Type** = **Posted Sales CR/Adj Note**. + +**Data Sources** + +- Value Entries + +### Posted Sales CR/Adj Note Cost Amount Non-Inv + +**Formula** + +The Posted Sales CR/Adj Note Cost Amount Non-Inv measure calculates the [Cost Amount Non-Inv](#cost-amount-non-inv), where **Document Type** = **Posted Sales CR/Adj Note**. + +**Data Sources** + +- Value Entries + +### Posted Sales CR/Adj Note Quantity + +**Formula** + +The Posted Sales CR/Adj Note Quantity measure calculates the total sum of the **Invoiced Quantity** column from the **Sales Value Entries** table, where **Document Type** = **Posted Sales CR/Adj Note**. + +**Data Sources** + +- Value Entries + +### Posted Sales Invoice Amount + +**Formula** + +The Posted Sales Invoice Amount measure calculates the [Sales Amount Actual](#sales-amount-actual), where **Document Type** = **Posted Sales Invoice**. + +**Data Sources** + +- Value Entries + +### Posted Sales Invoice Quantity + +**Formula** + +The Posted Sales Invoice Quantity measure calculates the [Invoiced Quantity](#invoiced-quantity), where **Document Type** = **Posted Sales Invoice**. + +**Data Sources** + +- Value Entries + +### Cost Amount Actual + +**Formula** + +The Cost Amount Actual measure calculates the total sum of the **Cost Amount Actual** column from the **Sales Value Entries** table. + +**Data Sources** + +- Value Entries + +### Cost Amount Non-Inv + +**Formula** + +The Cost Amount Non-Inv measure calculates the total sum of the **Cost Amount (Non-Invtbl.)** column from the **Sales Value Entries** table. + +**Data Sources** + +- Value Entries + +### Cost Posted to G/L + +**Formula** + +The Cost Posted to G/L measure calculates the total sum of the **Cost Posted to G/L** column from the **Sales Value Entries** table. + +**Data Sources** + +- Value Entries + +### Invoiced Quantity + +**Formula** + +The Invoiced Quantity measure calculates the total sum of the **Invoiced Quantity** column from the **Sales Value Entries** table. + +**Data Source** + +- Value Entries + +### Sales Amount Actual + +**Formula** + +The Sales Amount Actual measure calculates the total sum of the **Sales Amount Actual** column from the **Sales Value Entries** table. + +**Data Sources** + +- Value Entries + +### Invoiced Amount + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] + +**Formula** + +The sum of the **Sales Amount** column from the **Sales** table where the **Source Type** is **Value Entries Invoiced**. + +**Data Source** + +- Value Entries + +### Cost Amount + +[!INCLUDE[powerbi_deprecated_measure](includes/deprecated-measures.md)] + +**Formula** + +The sum of the **Cost Amt. (LCY)** column from the **Sales** table. + +**Data Sources** + +- Value Entries +- Sales Line + +## Sales Budget Table + +**Budget Measures** + +- [Budget Amount](#budget-amount) +- [Budget Amount Variance](#budget-amount-variance) +- [Budget Amount Variance %](#budget-amount-variance-percent) +- [Budget Quantity](#budget-quantity) +- [Budget Quantity Variance](#budget-quantity-variance) +- [Budget Quantity Variance %](#budget-quantity-variance-percent) + +### Budget Amount + +**Formula** + +The sum of the **Sales Amount** column from the **Sales Budget** table. + +**Data Source** + +- Item Budget Entries + +### Budget Amount Variance + +**Formula** + +The **Sales Amount** minus the **Budget Amount**. + +**Data Sources** + +- Item Budget Entries +- Sales Lines +- Value Entries + +### Budget Amount Variance Percent + +**Formula** + +The **Budget Amount Variance** minus the **Budget Amount**. + +**Data Sources** + +- Item Budget Entries +- Sales Lines +- Value Entries + +### Budget Quantity + +**Formula** + +The sum of the **Quantity** column from the **Sales Budget** table. + +**Data Source** + +- Item Budget Entries + +### Budget Quantity Variance + +**Formula** + +The **Sales Quantity** minus the **Budget Quantity**. + +**Data Sources** + +- Item Budget Entries +- Sales Lines +- Value Entries + +### Budget Quantity Variance Percent + +**Formula** + +The **Budget Quantity Variance** minus the **Budget Quantity**. + +**Data Sources** + +- Item Budget Entries +- Sales Lines +- Value Entries + +## Sales Amount Month-to-Date + +- [Gross Profit MTD (Fiscal)](#gross-profit-mtd-fiscal) +- [Sales Amount MTD (Fiscal)](#sales-amount-mtd-fiscal) + +### Gross Profit MTD (Fiscal) + +**Formula** + +This measure calculates month-to-date gross profit using the fiscal calendar, considering only the sales up to the last available fiscal day of the current month and year. + +**Data Sources** + +- Value Entries +- Sales Line +- Date (Fiscal Calendar) + +### Sales Amount MTD (Fiscal) + +**Formula** + +This measure calculates the month-to-date sales amount using the fiscal calendar. It considers sales up to the last available fiscal day of the current month and year. + +**Data Sources** + +- Value Entries +- Sales Line +- Date (Fiscal Calendar) + +## Sales Amount Moving Annual Totals + +- [Sales Amount MAT (Fiscal)](#sales-amount-mat-fiscal) +- [Sales Amount PYMAT (Fiscal)](#sales-amount-pymat-fiscal) +- [Sales Amount MATG (Fiscal)](#sales-amount-matg-fiscal) +- [Sales Amount MATG % (Fiscal)](#sales-amount-matg--fiscal) + +### Sales Amount MAT (Fiscal) + +**Formula** + +This measure calculates the sales for the last 12 months (moving annual total). It uses the fiscal calendar and sums the sales between the calculated first and last days of the 365-day period. **Data Sources** @@ -788,6 +1643,10 @@ This measure calculates the percentage growth in sales by dividing the year-over - Sales Line - Date (Fiscal Calendar) +## Sales Amount Moving Averages + +- [Sales Amount AVG 30D (Fiscal)](#sales-amount-avg-30d-fiscal) + ### Sales Amount AVG 30D (Fiscal) **Formula** @@ -800,6 +1659,12 @@ This measure calculates the average sales over the last 30 days based on the fis - Sales Line - Date (Fiscal Calendar) +## Sales Amount Period-over-Period Growth + +- [Sales Amount PP (Fiscal)](#sales-amount-pp-fiscal) +- [Sales Amount POP (Fiscal)](#sales-amount-pop-fiscal) +- [Sales Amount POP % (Fiscal)](#sales-amount-pop--fiscal) + ### Sales Amount PP (Fiscal) **Formula** diff --git a/business-central/sales-powerbi-sales-overview.md b/business-central/sales-powerbi-sales-overview.md index 6440bf8b70..a4db025282 100644 --- a/business-central/sales-powerbi-sales-overview.md +++ b/business-central/sales-powerbi-sales-overview.md @@ -39,7 +39,7 @@ The report is intended for the following roles: CEOs regularly monitor the organization's sales operations to ensure the business is meeting its goals and operating efficiently. To get a quick, high-level overview, you turn to the Power BI Sales Overview Report to review: - [Number of Outstanding Sales Orders](sales-powerbi-sales-kpis.md#no-of-outstanding-sales-orders) -- [Number of Shipped Not Invoiced Sales Orders](sales-powerbi-sales-kpis.md#no-of-shipped-not-invoiced-sales) +- [Number of Shipped Not Invoiced Sales Orders](sales-powerbi-sales-kpis.md#no-of-shipped-not-invoiced-sales-orders) - [Number of Posted Sales Invoices](sales-powerbi-sales-kpis.md#no-of-posted-sales-invoices) It shows the monetary values for each KPI. @@ -50,16 +50,16 @@ It shows the monetary values for each KPI. The report includes the following KPIs and measures: -- [**Sales Amount**](sales-powerbi-sales-kpis.md#sales-amount) -- [**Outstanding Amount**](sales-powerbi-sales-kpis.md#outstanding-amount) -- [**Shipped Not Invoiced Amount**](sales-powerbi-sales-kpis.md#shipped-not-invoiced-amount) -- [**Invoiced Amount**](sales-powerbi-sales-kpis.md#invoiced-amount) -- [**Gross Profit**](sales-powerbi-sales-kpis.md#gross-profit) -- [**Gross Profit Margin**](sales-powerbi-sales-kpis.md#gross-profit-margin) -- [**No. of New Customers**](sales-powerbi-sales-kpis.md#no-of-new-customers) +- [**Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-lcy) +- [**Adjusted Cost (LCY)**](sales-powerbi-sales-kpis.md#adjusted-cost-lcy) +- [**Adjusted Profit (LCY)**](sales-powerbi-sales-kpis.md#adjusted-profit-lcy) +- [**Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#adjusted-profit-margin) +- [**Outstanding Invoices (LCY)**](sales-powerbi-sales-kpis.md#outstanding-invoices-lcy) - [**No. of Outstanding Sales Orders**](sales-powerbi-sales-kpis.md#no-of-outstanding-sales-orders) -- [**No. of Shipped Not Invoiced Orders**](sales-powerbi-sales-kpis.md#no-of-shipped-not-invoiced-sales) -- [**No. of Posted Sales Invoices**](sales-powerbi-sales-kpis.md#no-of-posted-sales-invoices) +- [**No. of Shipped Not Invoiced Orders**](sales-powerbi-sales-kpis.md#no-of-shipped-not-invoiced-sales-orders) +- [**Outstanding Orders (LCY)**](sales-powerbi-sales-kpis.md#outstanding-orders-lcy) +- [**Shipped Not Invoiced (LCY)**](sales-powerbi-sales-kpis.md#shipped-not-invoiced-lcy) +- [**No. of Outstanding Invoices**](sales-powerbi-sales-kpis.md#no-of-outstanding-invoices) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -71,10 +71,12 @@ The report uses data from the following tables in [!INCLUDE[prod_short](includes - Sales Line - Value Entry -- Customer +- Sales Invoice Lines +- Sales Credit Lines +- Project Ledger Entries - Item -- Location - Salesperson +- Customer ## Try the report diff --git a/business-central/sales-powerbi-sales-quote-overview.md b/business-central/sales-powerbi-sales-quote-overview.md index 0de6f8485c..d00228d8f8 100644 --- a/business-central/sales-powerbi-sales-quote-overview.md +++ b/business-central/sales-powerbi-sales-quote-overview.md @@ -32,10 +32,11 @@ As a salesperson, you can use the report to review your upcoming sales performan The report includes the following key performance indicators (KPIs) and measures: -- [No. of Sales Quotes](sales-powerbi-sales-kpis.md#no-of-sales-quotes) -- [Sales Amount](sales-powerbi-sales-kpis.md#sales-amount) -- [Gross Profit](sales-powerbi-sales-kpis.md#gross-profit) -- [Gross Profit Margin](sales-powerbi-sales-kpis.md#gross-profit-margin) +- [**No. of Sales Quotes**](sales-powerbi-sales-kpis.md#no-of-sales-quotes) +- [**Sales Quote Sales (LCY)**](sales-powerbi-sales-kpis.md#sales-quote-sales-lcy) +- [**Sales Quote Quantity**](sales-powerbi-sales-kpis.md#sales-quote-quantity) +- [**Sales Quote Adjusted Profit Margin**](sales-powerbi-sales-kpis.md#sales-quote-adjusted-profit-margin) +- [**Sales Quote Adjusted Profit (LCY))**](sales-powerbi-sales-kpis.md#sales-quote-adjusted-profit-lcy) [!INCLUDE[click-on-a-kpi-link](includes/click-on-a-kpi-link.md)] @@ -45,9 +46,11 @@ The report includes the following key performance indicators (KPIs) and measures The report uses data from the following tables in [!INCLUDE[prod_short](includes/prod_short.md)]: -- Sales Line +- Sales Lines - Customer - Item +- G/L Account +- Resource - Salesperson/Purchaser ## Try the report