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BI4Dynamics NAV

Sales Analysis

Complete sales analysis (item, resource, GL account, fixed asset, item charge) over multiple measures with rich dimension attributes and multi company support.

Analysis of sales trends, margin report, parallel period, year-to-date sales, extends standard reporting and makes analyzing data for business users simple, powerful and quick.

Extending functionality of Microsoft Dynamics NAV

Main advantages:

  • Analyze customers by bill-to > sell-to > ship-to that is very hard to do in Microsoft Dynamics NAV (because some information are on ledger entries and some on posted documents).
  • Nesting top x items with top x customers makes profitability analysis quick and simple.
  • Analyzing sales team by sold items/resources by customers.
  • Analyze item ledger entry type through measures.

Sample scenarios

Front-end tool used: Microsoft Office Excel 2007.

With BI4Dynamics you can analyse Item Sales by Sell-To Customer (NAV standard) and by Bill-To and Ship-To Customer.

Reporting Area/Solution NAV BI4Dynamics
Sales Header Bill-To Customer Bill-To, Sell-To (module Receivables)
Sales Line Sell-To Customer Bill-To, Sell-To, Ship-To (module Sales)

Bill-to, Sell-to, Ship-to


NAV is integrated when posting, but Ledger Entries are in different areas (tables).
With combining all Ledger Entries by Type you can finally get Document Sales Amount!

Analyse posting that don't happen often:

  • Fixed Asset sales.
  • Direct Posting to General Ledger in sales document lines.

Of course, we can track these posting on document.

Posted Invoice in NAV


Net Sales by Product Type

Downloads

Express Edition
Offline Cubes

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