Updated Sales Power Bi Documentation for v27

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)]

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)

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

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
 

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
 

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
 

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