Dynamics 365 Finance & Operations

Fixed asset analysis

Reports and dashboards designed for critical analysis.

Metrixs fixed asset analytics gives Dynamics 365 Finance and Operations teams ready-made Power BI reports on the asset register, depreciation, valuation, capital spending, and compliance. Track net book value, accumulated depreciation, and depreciation forecasts, along with acquisitions, disposals, and asset transfers. Data refreshes every 15 to 30 minutes, depending on Fabric capacity.

See if you qualify for a free 6-month trial

Key dashboards

  • Fixed asset summary Provides a high-level overview of the organization's entire fixed asset portfolio, enabling finance and operations teams to monitor asset value, lifecycle, and financial impact.
  • Asset utilization & performance Focuses on how well the organization's fixed assets are being used, their return, and the associated operational costs.

Key metrics

  • Net book value (NBV)
  • Gross book value (GBV)
  • Accumulated depreciation
  • Depreciation expense
  • Asset age
  • Depreciation rate (%)
  • Residual value
  • Asset turnover ratio
  • Maintenance costs
  • Write-offs

Asset register & tracking reports

  • Fixed asset register Provides a detailed list of all company-owned assets, including location and status
  • Asset acquisitions Tracks newly purchased or internally developed fixed assets.
  • Asset disposals Summarizes assets that have been sold, scrapped, or written off.
  • Asset transfers Lists assets moved between locations, departments, or legal entities.
  • Impairment loss report Tracks assets that have been impaired due to reduced functionality or market conditions.

Asset depreciation & valuation reports

  • Fixed asset depreciation Calculates depreciation based on accounting methods (straight-line, declining balance, etc.).
  • Book value vs. market value Compares asset book value with estimated fair market value.
  • Fixed asset depreciation proposal Shows proposed depreciation by asset and book before it is posted.
  • Depreciation forecast Projects future depreciation expenses for financial planning.
  • Asset revaluations Summarizes changes in asset values due to revaluation adjustments.

Financial & cost management reports

  • Asset cost summary Breaks down acquisition costs, maintenance expenses, and total investment per asset.
  • Capital expenditures Analyzes spending on new asset acquisitions and improvements.
  • Operating vs. capital expenditure Categorizes asset costs based on capital vs. operating expenses.
  • Fixed assets-to-revenue ratio Measures asset investment against company revenue to assess efficiency.
  • Lease vs. buy analysis Compares financial implications of leasing versus purchasing assets.

Compliance & audit reports

  • Asset tax depreciation Tracks depreciation calculations for tax reporting and compliance.
  • Regulatory compliance audit Checks asset records against depreciation policy and audit requirements, highlighting gaps for review.
  • Fixed asset insurance coverage Lists insured assets and their coverage details.
  • Fixed asset write-offs Summarizes assets removed from books due to obsolescence or damage.
  • Warranty expiration Tracks assets with warranties nearing expiration.

Frequently asked questions

Fixed asset reports fall into four groups: asset register and tracking; asset depreciation and valuation; financial and cost management; and compliance and audit. They include Fixed asset register, Asset disposals, Asset transfers, Fixed asset depreciation, Depreciation forecast, and Asset tax depreciation. There are two summary dashboards: Fixed asset summary, and Asset utilization and performance.

Key metrics include net book value (NBV), gross book value (GBV), accumulated depreciation, depreciation expense, asset age, depreciation rate (%), residual value, asset turnover ratio, maintenance costs, and write-offs.

Metrixs reads Dynamics 365 Finance and Operations data through Link to Microsoft Fabric or Azure Synapse Link, models it for fixed asset reporting, and delivers the reports in Power BI. Data refreshes every 15 to 30 minutes, depending on Fabric capacity, without slowing down ERP transactions.

Metrixs goes live in about six weeks, with Veratas running planning, configuration, deployment, and handoff. Companies on Dynamics 365 Finance and Operations can also see if they qualify for a free 6-month trial.