Dynamics 365 Sales Analytics for Revenue-Driven Decisions
Stop guessing which deals will close. Get pipeline intelligence, customer profitability, and channel performance in dashboards built for revenue leaders.
Extract Orders and Pipeline
Build Customer Revenue Models
Deploy Role-Based Dashboards
Forecast With Confidence
Dynamics 365 Sales Analytics Built for Pipeline and Forecast Accuracy
Your CRM tracks activities. Your ERP records transactions. Metrixs connects both to show which customers drive profit and which deals are worth chasing.
Customer 360 Built In
Combine sales orders, payment history, returns, and support tickets into unified customer profitability views. Know which accounts actually make money.
Pipeline Meets Fulfillment
Connect CRM opportunities to D365 order fulfillment. See not just what's forecasted, but what's shipped, invoiced, and collected.
Channel Clarity
Direct sales, distributors, and partners in one view. Compare margin contribution across channels without spreadsheet gymnastics.
Quota to Cash Visibility
Track the full journey from quota assignment through booking, fulfillment, and revenue recognition. No gaps between sales and finance reporting.
Why Sales Reporting Breaks in Dynamics 365
Sales leaders forecast based on CRM pipeline, but finance reports revenue from ERP transactions. The numbers never match. Without proper dynamics 365 sales analytics, opportunities marked “closed won” don’t appear in bookings for weeks. Customer profitability requires pulling data from orders, returns, rebates, and payment terms that live in different systems.
Distribution adds another layer. Channel partners submit orders through portals or EDI. Distributor inventory and sell-through data sits in spreadsheets. Most teams lack a power bi sales dashboard that consolidates all channels, so nobody knows which route to market actually performs until quarter-end reconciliation reveals the gaps.
How Metrixs Activates Dynamics 365 Sales Analytics
Metrixs creates a sales data model for Dynamics 365 that standardizes accounts, contacts, leads, opportunities, and activities into one analytics-ready structure. This removes reporting drift and makes sales reporting consistent across teams.
Unify CRM Pipeline With ERP Transactions
Metrixs connects opportunity data with sales orders, shipments, and invoices. Leadership sees pipeline progression alongside actual fulfillment status, eliminating the gap between what sales forecasts and what finance reports.
Calculate True Customer Profitability
The platform combines gross revenue with returns, rebates, freight costs, and payment terms to show net margin by customer. Sales prioritizes accounts that actually contribute profit, not just top-line revenue.
Consolidate Channel Performance
Direct sales, distributor orders, and partner transactions roll into unified dashboards. Leadership compares margin contribution, inventory turns, and payment behavior across all routes to market.
Results From Standardized Dynamics 365 Sales Reporting
Hello, I’m Somitra Jain, and I worked as an Architect on ERP Data Analytics project for a mutual client. Veratas played a crucial role in helping us streamline our data analytics processes, ensuring accuracy, efficiency, and meaningful insights. As a specialized data analytics firm, Veratas brings deep expertise in Microsoft Dynamics 365 ERP, data warehousing, and advanced reporting solutions. Their team helped us seamlessly integrate complex datasets, automate reporting, and improve decision-making across multiple functions.
Their professionalism, responsiveness, and deep understanding of D365 analytics made collaboration seamless. Thanks to Veratas, we enhanced our reporting capabilities and drove better business outcomes. I highly recommend them for any organization looking to optimize data analytics and ERP reporting.
Frequently Asked Questions
Metrixs maps opportunity records to corresponding sales orders using customer and reference data. Leadership sees which forecasted deals converted to bookings, which are pending fulfillment, and which closed in CRM but never generated orders. This eliminates the disconnect between sales pipeline reviews and finance revenue reports that frustrates most commercial teams.
Yes. The platform calculates net margin by combining gross sales with returns, rebates, early payment discounts, freight costs, and cost-to-serve factors. Sales teams see which customers contribute profit versus which drain margin despite high volume. This shifts account prioritization from revenue ranking to actual economic contribution.
All channels roll into unified dashboards showing revenue, margin, order frequency, and payment behavior. Leadership sees which routes to market perform best and where channel conflicts or coverage gaps exist. The platform handles different order sources—EDI, portals, direct entry—and normalizes them into comparable metrics.
Yes. Quota assignments connect to bookings and revenue data at the rep level. Managers see attainment by rep, territory, and product line with drill-through to individual deals and accounts. Historical trends show which reps consistently hit targets and which need coaching or territory adjustments.
Rebate accruals and promotional discounts are factored into revenue and margin calculations automatically. Leadership sees net revenue after all adjustments, not inflated gross figures that misrepresent actual performance. The platform tracks rebate liability and promotional spend by customer, product, and period.
Yes. Product-level profitability shows gross margin, return rates, and rebate impact by SKU and category. Sales focuses on products that contribute profit, not just those that move volume. This helps commercial teams steer customers toward higher-margin alternatives during negotiations.
Pipeline and order data refresh on 15-minute cycles for teams that need intraday visibility. Weekly forecasting teams can use nightly refresh at lower cost. Both options ensure leadership reviews current data, not last week's snapshot that misses recent wins, losses, or stage movements.
Yes. Dashboards show orders by booking date alongside revenue by recognition date. Finance and sales see the same timing, eliminating surprises when quarterly results don't match sales celebrations. This visibility helps leadership manage investor expectations and improve forecast accuracy over time.
Ready to Connect Your Pipeline to Your P&L?
Schedule a demo to see how Metrixs gives revenue leaders visibility from forecast through fulfillment. We'll show you customer profitability, channel performance, and pipeline intelligence using your data model.
