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SD BI Sales Cockpit

pateikė 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.
  • Flag Customers as New or Established.
  • 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)

Trumpa apžvalga

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