https://store-images.s-microsoft.com/image/apps.54660.c7075ffe-8341-41dc-85aa-4cbea9d1df22.8f1ac3d7-1ced-4fba-80a2-de0ed9b003fc.979748ae-7d87-47e9-936e-96392fc12c2e
SD BI Sales Cockpit
by Simply Dynamics Ltd
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BI Sales Cockpit App for enhanced sales cycle activity management with Power BI Dashboards
SD BI Sales Cockpit for Microsoft Dynamics 365 Business Central allows you track and display, either at Manager or salesperson level, your sales cycle activity for Quotes and Orders. It forces users to log a lost reason code on quotes before they are deleted. You can also generate Customer Alerts for drops in sales value activity (Cliff Report) comparing variable periods – with the activity analysed down to item category level. All of the above data can also be presented out to a ready made set of Power BI Dashboards via ODATA Feeds.
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Key Features
- Log Quotes created by period by salesperson.
- Log Quotes won by period by salesperson.
- Log Quotes lost by period by salesperson.
- Log Orders created by period by salesperson.
- Generate alerts for value drops in customer sales.
- Feed all this data to Power BI with ODATA feeds
Use Case Examples
Track historic Sales Quote activity
Track historic Sales Order activity
Alert on Customer sales drops
Feed Power BI dashboards
Supported Editions
This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.
Supported Countries
Australia, Austria, Belgium, Canada, Denmark, Estonia, Finland, France, Germany, Greece, Ireland, Latvia, Lithuania, Luxembourg, Malta, Netherlands, New Zealand, Norway, Portugal, South Africa, Spain, Sweden, Switzerland, Turkey, United Kingdom, United States.
Supported Languages
English (Available as Auto-translated languages)
At a glance
https://store-images.s-microsoft.com/image/apps.29950.c7075ffe-8341-41dc-85aa-4cbea9d1df22.150dad39-09a5-43da-99c1-96501fa803f7.5e4287ec-c979-4c26-a17e-ba33b5609975
https://store-images.s-microsoft.com/image/apps.19078.c7075ffe-8341-41dc-85aa-4cbea9d1df22.150dad39-09a5-43da-99c1-96501fa803f7.42c43157-0ad7-416b-94ae-329dd8ddbb69
https://store-images.s-microsoft.com/image/apps.28276.c7075ffe-8341-41dc-85aa-4cbea9d1df22.150dad39-09a5-43da-99c1-96501fa803f7.960a6e12-e836-43b5-8aad-e3b7ccbc21ac
https://store-images.s-microsoft.com/image/apps.25853.c7075ffe-8341-41dc-85aa-4cbea9d1df22.150dad39-09a5-43da-99c1-96501fa803f7.38caa6a7-e5ab-4f4a-9608-7cac713d19c1
https://store-images.s-microsoft.com/image/apps.60708.c7075ffe-8341-41dc-85aa-4cbea9d1df22.150dad39-09a5-43da-99c1-96501fa803f7.979974bf-87f6-49ff-9c5a-d19f6182ec67
https://store-images.s-microsoft.com/image/apps.18054.c7075ffe-8341-41dc-85aa-4cbea9d1df22.150dad39-09a5-43da-99c1-96501fa803f7.fc4d8311-058a-4c98-9bf8-805b0b27f3ce
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