Dynamics 365 Finance & Operations
Sales and shipping analytics for Dynamics 365 Finance and Operations
Reports and dashboards designed for critical analysis.
Metrixs sales analytics gives Dynamics 365 Finance and Operations teams ready-made Power BI reports on sales performance, customers, order fulfillment, products, and pricing. Track revenue by customer, region, and product, along with gross profit margin, order backlog, on-time shipment, and orders shipped but not invoiced. Data refreshes every 15 to 30 minutes, depending on Fabric capacity.
Key dashboards
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Sales performance Provides an overview of sales revenue, growth, helping businesses track sales trends, pricing impact, and backlog value.
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Sales analysis Tracks the sales order cycle, conversion rates, invoicing accuracy, and fulfillment to improve order processing and revenue management.
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Shipment efficiency Analyzes shipping expenses, carrier performance, and transit variability to optimize freight costs and delivery efficiency.
Key metrics
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Total sales revenue
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Gross profit margin
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Sales per product
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Backlog value
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Price variance
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Fulfillment rate
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Order cycle time
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On-time shipment rate
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Open order count
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Shipment lead time
Sales performance reports
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Sales revenue report Tracks total revenue generated over a specified period.
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Sales order cycle time Measures the average time from order creation to fulfillment.
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Sales growth trend Analyzes sales performance trends over time.
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Sales by sales rep Analyzes individual sales performance, revenue contributions, and customer trends.
Customer analysis reports
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Customer sales Breaks down sales by customer, highlighting top customers.
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Customer profitability Evaluates profit margins per customer based on sales and costs.
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Sales by region Compares sales performance across different geographical areas.
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Sales quote details Tracks issued quotes, conversion rates, and potential revenue opportunities.
Order fulfillment reports
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Order backlog report Lists open sales orders and expected fulfillment dates.
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On-time delivery performance Measures whether sales orders are shipped within the committed timeline.
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Order fulfillment rate Analyzes the percentage of orders fulfilled without delays.
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Orders shipped not invoiced Monitors shipped orders pending invoicing to track revenue and billing status.
Product and pricing reports
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Sales by product Identifies best-selling and slow-moving products.
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Product margin analysis Evaluates profit margins for each product.
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Price variance report Tracks cost differences to manage pricing fluctuations and control expenses.
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Sales return analysis Tracks returned products and reasons for returns.
Frequently asked questions
Sales reports fall into four groups: sales performance; customer analysis; order fulfillment; and product and pricing. They include Sales revenue report, Customer profitability, Sales by region, Order backlog report, Orders shipped not invoiced, and Product margin analysis. The summary dashboards are Sales performance, Sales analysis, and Shipment efficiency.
Key metrics include 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, and shipment lead time.
Metrixs reads Dynamics 365 Finance and Operations data through Link to Microsoft Fabric or Azure Synapse Link, models it for sales 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.