Sales Module

Do you know which products are your most profitable, and which customers are buying them? Can you run ad-hoc analysis and see your seasonal aspect of Sales? Analysis of sales trends, margin, parallel period and year-to-date sales reports extend standard reporting and make analyzing data for business users simple, powerful and quick.

Make sales analysing data simple, powerful and quick

• Sales team analysis by sold items, resources and customers.
• Possibility to analyze customers by Bill-to > Sell-to > Ship-to.
• Analysis of specific postings trough employee and reason codes.
• Complete sales analysis over multiple measures with rich dimension attributes and multi-company support.

Powerful and Simple Sales Dashboard That's how everyone in your organization should analyze sales data. For a complete sales overview, this dashboard includes sales and receivables. Sales Dashboard includes sales by categories, profit in percent, growth in percent and sales by countries.

Top Dashboard Top dashboard includes sales analysis, Top countries and Top customers.

Top Dashboard Top dashboard includes Top Salesperson and Top Item Categories.

Sales Overview Dashboard Sales overview dashboard show net sales, net sales Year-to-date percent change, profit, top customers by the net sales and profit, top salesperson by the net sales, profit and discount in percent and top item categories by the net sales, profit and discount in percent.

Salesperson Analysis - Who is The Best Salesperson? John is #1 as he has the highest Net Sales and makes a good profit. Mary and Richards Net Sales are close together. Richards’ profit is 7 percentage points higher although he did give out more discounts. If we look at the net sales YTD Index, we see that Richard also has a higher sales growth. Knowing this, it is clear that Richard is our #2.

Seasonal Aspects of Sales BI4Dynamics has a separate independent Date Dimension to cover seasonal aspect. Standard reports in NAV only have one Date Dimension. Separate Date Dimensions enable you to monitor the trend over certain period of time and show you the seasonal aspects of your business.

Year to Date If we look at the report over a period of time, we can easily compare our Net Sales this year with the one from last year. At the same time we can also calculate an YTD index, which shows us what was the difference between a cumulative Net Sales in a specific period of time

Sales Not Invoice (Shipped / Invoiced Variance) If your team forgot to invoice some shipped items, BI4Dynamics will immediately show mistake (the difference) and when this has been corrected.

Sales by Type (Item, Resource, GL Account, FA) Standard NAV reporting is designed to get data from only one ledger (In Inventory area we can analyze Sales by Item) and cannot show all types (Item, Resource, GL Account, FA) in one standard report. BI4Dynamics solves this GAP by joining all ledgers into one. It is important to understand that BI4Dynamics reads data from ledger entries and not from posted sales lines (posted documents). You can see that Net Sales in Sales Cubes is equal to Sales in Receivables Cube.

Bill-to, Sell-to, Ship-to In Microsoft Dynamics NAV "Bill to" customer is available in receivables, "Sell to" in the sales area, and "Ship to" Name/Code only in delivery notes. BI4Dynamics makes it possible to analyze sales by any of these 3 customer information, quantities and values. This gives you more choices to build customer hierarchy.