Graphical planning - Dynamics 365 Finance business performance planning

by Microsoft Dynamics 365

Download SampleInstructions

Plan visually by dragging various bar or line charts.

Graphical planning offers a dynamic approach to planning, allowing you to interact with graphs and charts to fine-tune underlying values. Like the Matrix Planning visual, it empowers you to create comprehensive plans with visual manipulation capabilities.

Key features:

  • Accomplish planning and write-back to Business performance planning Dataverse tables by dragging elements of bar or line chart.
  • Plan at any level of detail with drill-down and top-down allocation capabilities.
  • Enter data as an absolute value or as a percentage of total, enabling flexibility in your planning approach.

Business performance planning visuals require a Dynamics 365 Finance license. Learn more

Visual capabilities

When this visual is used, it
  • Can access external services or resources

At a glance