Evo-Soft Sales Analysis

Sales Analysis Tool

Automated Sales Performance & Profitability Insights for Microsoft Dynamics 365 Business Central

Unlock the power of real-time sales analytics with the Sales Analysis Tool—an intelligent extension for Microsoft Dynamics 365 Business Central that transforms the way you track, measure, and optimise sales performance.

🔍 What It Does

The Sales Analysis Tool automatically captures and records critical sales data the moment a Sales Invoice or Sales Credit Memo is posted. No need for manual input or data manipulation—our solution ensures that every transaction is immediately logged in the Sales Analysis table, complete with key financial figures:

• Sales Amount
• Cost of Goods Sold (COGS)
• Gross Profit
• Profit Margin (%)
• Salesperson & Customer Details
• Posting Dates & Dimensions

This rich data layer empowers companies to gain a comprehensive view of profitability and performance across products, customers, salespeople, and time periods.

💡 Why It Matters

Sales analysis shouldn’t be complex. The Sales Analysis Tool streamlines how your organization accesses and interprets sales data—enabling smarter decisions, quicker insights, and better business outcomes.

Whether you're a:

• Business Manager evaluating the profitability of product lines
• Sales Director monitoring team performance
• Finance Analyst reviewing margin trends
  —this tool gives you the data and flexibility to do more with Business Central.

✅ Key Features & Benefits

• Real-Time Insights: Instantly track profitability and margins per transaction
• Zero Manual Work: Automated data population in the Sales Analysis table
• Performance Visibility: View individual salesperson contributions and product performance
• Better Decision-Making: Data-backed insights for sales and finance leaders
• Seamless Integration: Built on standard Business Central functionality—no disruption to workflows
• Time Period Comparisons: Analyse growth and margin trends across months, quarters, or custom intervals
• Dimension Support: Break down data by region, department, or any custom dimension

📊 Use Cases:

• Measure profitability by item, customer, or salesperson
• Identify top-performing products or regions
• Detect declining margins early and take corrective action
• Align sales incentives with margin goals
• Improve forecasting and budgeting with accurate historical trends

Start making your sales data work for you with the Sales Analysis Tool.
Designed for performance-driven businesses, this extension helps turn Business Central into your sales command center.