Sales and profitability performance Power BI content for Dynamics 365 Finance and SCM

Overview

Reports highlight changes in revenue and profit growth over time. Therefore, the reports can be used to alert managers about positive and negative trends for individual customers and products. Additionally, charts compare the revenue and profitability of different product categories and customer groups to each other. Therefore, category and regional managers can identify laggards and leaders. Finally, a comprehensive report plots an individual customer’s revenue versus profit margin. Therefore, account managers have a data-backed foundation that they can use to tune their sales and marketing efforts to each customer’s profile.

The Sales and profitability performance content lets sales managers analyze sales performance in the following ways:

• Revenue, year-to-date (by customer group and individual customers, sales categories, and individual products and geographies)
• Revenue change, year-over-year (by customer regions and sales categories)

Profitability can be analyzed in these ways:

• Gross profit and profit margin (by customer groups and product sales categories)
• Gross profit change, year-over-year
• Customer profitability (by revenue versus gross margin)

Metrics that are included in the Power BI content

The Sales and profitability performance Power BI content includes a report that consists of a set of metrics. These metrics are visualized as charts, tiles, and tables. The following table provides an overview of the visualizations in the content.

Accessing the Power BI content

The Sales and profitability performance Power BI content is shown on the Sales and profitability performance page (Sales and marketing > Inquiries and reports > Sales performance analysis > Sales and profitability performance).