Dynamics 365 Finance & Operations

Sales & shipping analysis

Reports and dashboards designed for critical analysis.

Key dashboards

  • Sales performance Provides an overview of sales revenue, growth, helping businesses track sales trends, pricing impact, and backlog value.
  • Sales analysis Tracks the sales order cycle, conversion rates, invoicing accuracy, and fulfillment to improve order processing and revenue management.
  • Shipment efficiency Analyzes shipping expenses, carrier performance, and transit variability to optimize freight costs and delivery efficiency.

Key metrics

  • Total sales revenue
  • Gross profit margin
  • Sales per product
  • Backlog value
  • Price variance
  • Fulfillment rate
  • Order cycle time
  • On-time shipment rate
  • Open order count
  • Shipment lead time

Sales performance reports

  • Sales revenue report Tracks total revenue generated over a specified period.
  • Sales order cycle time Measures the average time from order creation to fulfillment.
  • Sales growth trend Analyzes sales performance trends over time.
  • Sales by sales rep Analyzes individual sales performance, revenue contributions, and customer trends.

Customer analysis reports

  • Customer sales Breaks down sales by customer, highlighting top customers.
  • Customer profitibility Evaluates profit margins per customer based on sales and costs.
  • Sales by region Compares sales performance across different geographical areas.
  • Sales quote details Tracks issued quotes, conversion rates, and potential revenue opportunities.

Order fulfillment reports

  • Order backlog report Lists open sales orders and expected fulfillment dates.
  • On-time delivery performance Measures whether sales orders are shipped within the committed timeline.
  • Order fulfillment rate Analyzes the percentage of orders fulfilled without delays.
  • Orders shipped not invoiced Monitors shipped orders pending invoicing to track revenue and billing status.

Product and pricing reports

  • Sales by product Identifies best-selling and slow-moving products.
  • Product margin analysis Evaluates profit margins for each product.
  • Price variance report Tracks cost differences to manage pricing fluctuations and control expenses.
  • Sales return analysis Tracks returned products and reasons for returns.