Dynamics 365 Finance & Operations

Fixed asset analysis

Reports and dashboards designed for critical analysis.

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.
  • Open purchase orders Lists pending purchase orders and expected delivery dates.
  • 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 Tracks depreciation calculations for tax reporting and compliance.
  • 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.