NP Power BI for Retail
Автор: NaviPartner
Power BI Report for Analyzing Sales, Costs and Profit
To access NP Power BI Report for Retail, if you are already a user of our NP Retail for Microsoft Dynamics 365 Business Central SaaS, all you need to have is an open Microsoft Power BI account linked to your business and BC e-mail.
Our standard solution for Retail business ensure you have the right information at your fingertips, empowering you to stay one step ahead of the competition. Using this app, you'll gain valuable insights to help drive your business forward.
For more detailed information about the app, please refer to the attached video.Furthermore, the following lines will provide additional information about the app and its content:
1. Stock Flow - Dive into the world of inventory management with four comprehensive pages:
- Stock Flow (Quantity)
- Stock Flow (Amount)
- Movement per locations
- Stocks per Vendors
These pages allow you to analyze changes in your stock over specific periods. Compare starting quantity/amount, track changes during the period, and determine the remaining amount. You can also group data by entry types, locations, and vendors for a detailed analysis.
2. Sales by Items
3. Sales by Customers
4. Sales by Prime Vendors
5. Sales by Salesperson
6. Sales by Store
7. Sales by 2 Main Item Variants
These reports offer a comprehensive overview of your sales, costs, and profits compared to the previous year, categorized by subjected parameters.
8. Purchase Overview
Get a clear picture of your purchases from prime vendors during different periods. Grouped by item categories and items, this report utilizes Purchase Rcpt Lines to provide you with valuable insights.
9. Sales by Period
Observe your sales performance across different time intervals, including years, quarters, months, and even weekdays and hours during the day. Gain a deeper understanding of when and how your sales thrive.
10. Transactions in Period
Contains an overview per document and entry types as well as the average amount per invoice in a period grouped by year and month.
11. Profit Overview
12. Dashboard
Reports from point 1 to 7 and 9 to 12 are created utilizing data mainly from transactional table Value Entry.
Tables are created with hierarchies on rows and columns that enable detailed and summarized overviews.
We hope that these reports and a dashboard will provide you with a great overview of your business's progress. If you need any assistance or have questions about using the Power BI report or any other aspects of Business Intelligence, please don't hesitate to reach out to us.