Ready-to-Use
Business Intelligence for
Microsoft Dynamics 365
Built for Sales Visibility.
Designed for Company-wide Decisions.
Instant Sales Insights.
Zero Friction.
- Reports ready in hours
- Pipeline, revenue, and margin in one view
- Excel and Power BI, same numbers
- Local and corporate currency
Break Free from Reporting Hassles
Stop wasting time waiting for reports to load. Gain instant insights into your sales data with dashboards that consolidate everything into one screen. See the big picture or drill down into the details with lightning-fast access to the data that matters most.
Boardroom-Ready Power BI Dashboards
for All of Your Business Areas
After contacting us we will send you a link to our interactive live demo with 150+ Power BI dashboards for you to explore
Before and After BI4Dynamics
| OLD WAY | NEW WAY (BI4DYNAMICS) | |
|---|---|---|
| Sales visibility |
Fragmented sales data across Excel files, CRM exports, and Dynamics screens. No clear picture of performance. |
✅ One governed data model. Full visibility into sales, customers, products, and regions in one view. |
| Reporting speed |
Waiting on IT or manually preparing sales reports at month-end or after the fact. |
✅ Sales creates ad-hoc reports directly in Excel or Power BI. Answers in minutes, not days. |
| Excel reporting |
Manual copy-paste from Dynamics exports. Broken formulas. Outdated numbers. |
✅ Live, structured Excel connected to a Data Warehouse. Always current. No manual fixes. |
| Data accuracy |
Inconsistent numbers between sales, finance, and management reports. |
✅ Validated sales data aligned with finance. Same numbers across pipeline, revenue, and margin. |
| Sales performance insight |
Scattered dashboards. No clear view of trends, targets, or underperforming areas. |
✅ Clear KPIs for sales growth, margin, customer performance, and trends. Drill down to document level. |
| Customer analysis |
Hard to identify top customers by profitability, volume, or behavior. |
✅ Instant customer ranking by revenue, margin, overdue AR, products, and regions. |
| Multi-company and currency |
Manual consolidation across companies and currencies. Slow and error-prone. |
✅ Slice sales by company, region, period, and currency instantly. Local and corporate view in one model. |
| Sales overview |
Multiple dashboards and reports open at the same time. No single overview of sales performance. |
✅ One bird’s-eye sales dashboard. Revenue, margin, KPIs, and trends on a single screen. |
Sales drives growth, but often works without clarity
Sales drives revenue, margin, and growth. Yet in many Dynamics environments, sales teams still deal with:
- Limited visibility into real sales performance
- Different numbers across sales, finance, and management reports
- Endless Excel files or waiting on IT for answers
- No clear view of top customers, margins, or trends
- Scattered dashboards and delayed insights
This slows execution.
And worse, it leads to missed opportunities and decisions based on partial data.
Your Fast Track to Sales Analytics
Analyze sales and profitability in one place.
Gross and net sales, costs, discounts, margins, quantities, charges, and averages. Combined with receivables and inventory context.Built-in time intelligence for real sales decisions.
YTD, YoY, period-over-period, rolling 3, 6, and 12 months. Actuals and expected values side by side.Reduce time spent on reporting.
Less manual work. Fewer Excel files. Lower cost to maintain reports.Work directly on your Dynamics data.
Use your own fields and KPIs. Drill down from summary to document level.Move fast from insight to action.
Access 150+ ready-to-use Power BI and Excel reports built on real business use cases.
Introducing BI4Dynamics: Business Intelligence for Microsoft Dynamics
Built for scale. Trusted by finance.
BI4Dynamics sits on a Data Warehouse foundation. Finance governs the data model. The entire business works from the same truth.
What Sales Gets From Day One
Sales performance dashboards
Pre-built Power BI dashboards for revenue, margin, trends, and targets. Clear visibility without building reports.
Live Power BI and Excel reporting
Work in Excel with live sales data. Ad-hoc analysis by customer, product, region, or salesperson without copy-paste.
Revenue, margin, discounts, and quantities
Track gross and net sales, discounts, margins, quantities, and charges. Ready to use from day one.
Sales time intelligence
Compare performance using YTD, YoY, period-over-period, rolling 3, 6, and 12 months. Spot trends early.
Customer and product insights
Analyze top customers and products by revenue, margin, overdue receivables, and inventory context.
Multi-company and currency view
Slice sales by company, region, and currency instantly. Local and corporate view in one model.
Why Sales Teams Trust BI4Dynamics
No manual Excel pr Power BI work
Sales works on live data. No copy paste. No offline files. No fixing reports before meetings.
No broken numbers
Sales, finance, and management see the same numbers. No recalculations. No explaining differences.
No last-minute scrambling
Dashboards are always ready. Reviews start with insight, not with checking if numbers are correct.
No debates about results
One shared view of performance. Conversations focus on actions, not on whose report is right.
Real Words From our Clients
“We use the Sales dashboards in BI4Dynamics the most. They help us to analyze our profit margins by product and understand how to optimize our sales efforts to increase profits”
Wayne Schuster
Chief Financial Officer, Suzanna’s Kitchen
“The reports are rich with information displayed by eye-pleasing graphs that are very easy to read.
A very useful feature is the dynamic of these reports, which is displaying the information of the very same day when we are looking at the report.”
Kerim Badair
Financial Reporting Manager, Taqeef
See BI4Dynamics in Action
Experience How Simple Sales Insight Becomes
- 30-Day Free Trial: Use BI4Dynamics with your own data, risk-free.
- Unrestricted Access: Explore all features and business areas.
- Free Support and Onboarding: Our team will guide you through installation and setup.
- Implementation in Hours: Get up and running quickly with 150+ Power BI dashboards connected to your Dynamics data.
✅ No pre-payment.
✅ No obligation.
✅ Just pure, actionable insights.
Customer 360 View Dashboard for Microsoft Dynamics Power BI
This Power BI dashboard provides an in-depth view of individual customer performance metrics, including sales trends, customer ranking, and receivables aging, helping to optimize customer relations and profitability.
What It Does/Offers:
- Detailed sales trends by customer with net sales, YTD variance, and profit metrics.
- Customer ranking percentile to assess customer contribution relative to the entire portfolio.
- Overview of open orders and sales documents, giving a complete picture of customer activities.
- Metrics on receivables aging and overdue invoices, helping monitor and manage customer payment behaviors effectively.
Customer Chart Dashboard
This dashboard provides visual trend lines for net sales and receivables balances across different customers and countries, offering insights into sales trends over time.
What It Does/Offers:
- Trend analysis for each customer with net sales and receivables balance, providing a clear visual of customer activity.
- Overview of net sales and receivables balance by country, enabling geographical performance tracking.
- Allows for easy comparison of sales and receivables trends for different customers over time.
- Breakdown by customer posting group, showing segmentation for effective sales targeting.
Top Customers Analysis Dashboard
This Power BI dashboard highlights top customers by sales, profit, and receivables, offering a strategic view to focus on the most valuable relationships.
What It Does/Offers:
- Top customer analysis by net sales, profit, and receivables turnover days.
- Top 3, Top 5, and Top 10 customer contributions across various metrics, offering insights into which customers drive the most value.
- Tracks profit and receivables balance trends by top customers for each year.
- Overview of customer posting groups and ranking, helping businesses focus their efforts on high-value relationships.
Sales by Date Analysis Dashboard
This Power BI dashboard shows sales metrics by date, offering a detailed breakdown of net sales, profit, overdue percentages, and receivables to keep track of monthly and quarterly performance.
What It Does/Offers:
- Sales trends by date, including net sales, profit percentage, and sales YTD variance.
- Metrics on receivables overdue and turnover days, giving a complete view of financial health over time.
- Breakdown by country and customer group for more targeted performance analysis.
- Insights into payment terms and overdue percentages, helping to manage cash flow.
Customer Sales Table Dashboard
This dashboard provides an aggregated overview of sales by customer, highlighting net sales, turnover, receivables, and overdue balances for informed decision-making regarding customer relationship management.
What It Does/Offers:
- Aggregated customer sales view, including metrics like net sales, profit percentage, and receivables.
- Insights into overdue balances and customer change to identify potential risks in collections.
- Overview of turnover days by customer, assisting in determining how fast sales are being converted to cash.
- Customer segmentation by country and customer group, providing valuable geographical insights into sales performance.
Want to test BI4Dynamics?
We offer 30-day no-obligation free trial!
Previous Month Sales Analysis
This dashboard provides a complete overview of sales activities for the previous month, including metrics on sales, profit, receivables, and top customers, helping to reflect on past performance.
What It Does/Offers:
- Day-wise net sales, profit, and profit percentage for the entire previous month, helping businesses evaluate historical performance.
- Tracks amount late in delivery, receivables balance, and overdue percentage to assess financial performance for the month.
- Top customers by net sales and profit, providing insights into key clients and their buying patterns.
- Top 10 items by net sales, highlighting the most successful products during the month and helping businesses plan inventory for the future.
Current Month Sales Analysis
This Power BI dashboard provides a day-by-day breakdown of sales metrics for the current month, offering real-time insights into sales activities, customer changes, and top-performing items.
What It Does/Offers:
- Daily net sales, profit, and profit percentage for a detailed view of ongoing monthly sales performance.
- Tracks metrics like receivables balance, overdue percentage, and customer changes to maintain financial health.
- Provides a list of top customers by net sales, giving a clear picture of the most valuable clients.
- Breakdown by item type and code description, identifying the best-selling items and profit contributors during the month.
Current Year Sales and Profit Analysis by Customer Group
This dashboard provides a snapshot of sales performance for the current year, with a focus on profit, customer segmentation, and sales group analysis, helping businesses track ongoing performance.
What It Does/Offers:
- Displays net sales, profit, and profit variance for the current year, offering insights into ongoing sales success.
- Breakdown by customer group (foreign vs. domestic), showing contribution to overall sales and profit.
- Tracks monthly sales trends with metrics like YTD variance and profit percentage, giving a clear view of progress throughout the year.
- Shows top-performing item categories, item types, and salesperson performance, helping optimize focus areas for better results.
Sales Budget and Performance Analysis Dashboard
This dashboard presents a comparison of budgeted vs. actual sales, allowing businesses to track performance against sales targets, evaluate variances, and optimize budgeting strategies.
What It Does/Offers:
- Shows net sales vs. budget amount with variance metrics, helping evaluate performance against sales targets.
- Tracks budget YTD variance and index, providing insights into how current sales compare with the projected budget.
- Budget variance metrics by item category and item description, allowing detailed analysis of which items are over- or under-performing against the budget.
- Visual breakdown of budget amount variance (monthly and YTD) to identify trends and address budget discrepancies.
Additional or Corporate Currency GL Transactions
This Power BI dashboard provides insights into operational costs in local and corporate currencies, offering comparisons to understand financial impact due to currency fluctuations.
What It Does/Offers:
- Compares net sales and profit in both local and corporate currency, showing the financial impact of exchange rates.
- Provides metrics like net sales variance in ACY (Additional Currency), allowing businesses to evaluate financial performance consistently across global branches.
- GL Cost Variance analysis to understand differences in local vs. corporate currency for effective cost control.
- Displays key operational metrics for multiple companies, highlighting cost and profit in additional currency to ensure accurate multi-currency financial consolidation.
Yearly Sales Performance and Profit Analysis by Country
This Power BI dashboard breaks down sales and profit by country, offering valuable insights into geographic performance, helping optimize sales strategies across regions.
What It Does/Offers:
- Net sales by year and profit percentage metrics, offering insights into annual business growth.
- Tracks net sales by customer posting group (e.g., EU, National, Export), providing a regional sales performance breakdown.
- Shows profit variance by year and country, helping identify the most profitable regions.
- Breakdown by item category group to analyze which categories are driving the most sales and profit across different regions.
- Useful for country-level performance evaluation, supporting targeted sales efforts and strategy improvements.
Monthly Sales, Inventory & Receivables
This Power BI dashboard offers a monthly breakdown of sales, inventory, and receivables, helping businesses stay on top of short-term sales performance and cash flow health.
What It Does/Offers:
- Tracks monthly net sales and profit, giving a snapshot of ongoing sales activities and performance.
- Displays sales variance metrics like net sales YTD and year-over-year variance to identify growth patterns.
- Evaluates stock value and stock turnover days, ensuring optimal inventory levels and reducing stockouts.
- Receivables balance and overdue metrics to monitor cash flow and improve collection strategies.
- Provides financial KPIs such as GMROI, profit margin, and receivables turnover, guiding financial health monitoring.
Annual Sales Dashboard for Yearly Performance Analysis
This dashboard presents year-over-year sales performance, highlighting KPIs like net sales, profit, invoices, and receivables. It helps track yearly growth and evaluate the effectiveness of sales strategies over time.
What It Does/Offers:
- Shows net sales trends from 2021 to 2024, allowing for a year-by-year performance comparison.
- Net Sales YTD Variance % to measure the sales progress compared to the previous year.
- Tracks number of sales invoices and average deal value, highlighting business activity and profitability per transaction.
- Provides insights into profit trends, including profit YTD variance and profit percentage, supporting financial planning.
- Analyzes receivables turnover and payment terms, ensuring effective receivables management.
Get Access to out-of-the-box insights and Excel reports
Boardroom-Ready Power BI Dashboards
for All of Your Business Areas
After contacting us we will send you a link to our interactive live demo with 150+ Power BI dashboards for you to explore
Want to test BI4Dynamics?
We offer 30-day no-obligation free trial!
Success Stories from Finance Professionals Like You
“We use the Sales dashboards in BI4Dynamics the most. They help us to analyze our profit margins by product and understand how to optimize our sales efforts to increase profits”
Wayne Schuster
Chief Financial Officer, Suzanna’s Kitchen
“The reports are rich with information displayed by eye-pleasing graphs that are very easy to read.
A very useful feature is the dynamic of these reports, which is displaying the information of the very same day when we are looking at the report.”
Kerim Badair
Financial Reporting Manager, Taqeef