https://catalogartifact.azureedge.net/publicartifacts/yaveon.pbisales-4da56c5b-12eb-41b0-9ddd-73b563b87f3c/image1_SCLogo.png
Yaveon 365 Sales Cockpit
by YAVEON AG
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YAVEON 365 Sales Cockpit – gain full transparency on sales performance, customers, items and orders
Do you want to have a clear and reliable overview of your sales performance at all times? How are your revenues and quantities developing compared to last year? Which customers and items drive your business – and where are negative trends emerging? And what does your current order backlog actually mean for the coming months?
Replace assumptions with data-based insights: with the YAVEON 365 Sales Cockpit, you can analyze your sales activities in Microsoft Dynamics 365 Business Central in a structured, transparent and flexible way.
The Sales Cockpit provides six comprehensive report pages covering sales overview, flexible sales analysis, customer analysis, item analysis, order backlog and blanket orders. Based on posted sales invoices and credit memos as well as open sales documents, the report delivers a complete view of both historical sales performance and current operational commitments.
With flexible selection of key figures and dimensions, you can analyze sales amounts, quantities, average sales prices, deviations from the previous year and much more – by customer, item, category, salesperson, country or time period. Built-in ABC classifications help you identify your most important customers and products, while year-over-year comparisons and MTD/YTD views allow you to detect trends early.
The integrated order backlog analysis enables you to monitor open sales orders, outstanding quantities and amounts, and planned shipment dates. The blanket order view helps you keep track of contract volumes, remaining quantities and overdue end dates.
The Sales Cockpit supports both German and English languages and is based on Power BI and ProBI Connect for seamless integration with Microsoft Dynamics 365 Business Central.
The advantages at a glance:
- Full transparency on key sales figures at any time
- Flexible analysis by customer, item, category, salesperson, country and time
- Year-over-year comparison including absolute and percentage deviations
- MTD and YTD views for cumulative analysis
- Customer and item ABC classification
- Monitoring of order backlog and outstanding quantities
- Analysis of blanket orders including remaining contract volume
- Drill-through to document level for detailed insights
At a glance
https://catalogartifact.azureedge.net/publicartifacts/yaveon.pbisales-4da56c5b-12eb-41b0-9ddd-73b563b87f3c/image4_Overview.png
https://catalogartifact.azureedge.net/publicartifacts/yaveon.pbisales-4da56c5b-12eb-41b0-9ddd-73b563b87f3c/image2_SalesOverview.png
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https://catalogartifact.azureedge.net/publicartifacts/yaveon.pbisales-4da56c5b-12eb-41b0-9ddd-73b563b87f3c/image3_CustomerAnalysis.png
https://catalogartifact.azureedge.net/publicartifacts/yaveon.pbisales-4da56c5b-12eb-41b0-9ddd-73b563b87f3c/image7_OrderBacklog.png