Fin & SCM Sales Analytics Suite

Transform your Microsoft Dynamics 365 Finance & Operations data into actionable business intelligence with the Sales Analytics Suite for Dynamics 365 Finance and Supply Chain Management — an enterprise-grade, ready-to-deploy Power BI app covering the entire Sales lifecycle, from order intake to cash collection.

Instead of spending months building custom Power BI reports, deploy a production-ready analytics suite in under 24 hours. Get instant visibility into sales performance, customer behavior, delivery execution, billing cycles, and receivables — all from one unified, governed semantic model.

Who Is This For?

• Sales Directors & VPs — Track revenue trends, customer concentration, and product mix.
• Finance Teams — Monitor invoicing cycles, DSO, aging buckets, and collection effectiveness.
• Operations Managers — Measure OTIF delivery rates, shipment timelines, and order-to-invoice cycles.
• C-Suite Executives — High-level dashboards with drill-through for strategic decisions.
• IT Administrators — Deploy a governed, certified dataset with role-level security.

Key Benefits

• Rapid Time-to-Value — From install to insights in under 24 hours.
• Zero-Code Deployment — Install from Power BI Marketplace with guided setup. No custom ETL.
• Scalable Architecture — Medallion Architecture (Bronze/Silver/Gold) on Microsoft Fabric.
• 50+ Pre-Built KPIs — Spanning sales, customers, returns, delivery, billing, receivables, and risk.
• Interactive Drill-Through — Cross-filter and slice data at any granularity.
• Role-Based Security (RLS) — Dynamic row-level security by user, region, or business unit.

Dashboards Included

1. Sales Order Performance — Order volumes, values, backorders, aging.
2. Sales Order Details & Drill-Through — Line-level transactional analysis.
3. Customer & Product Analytics — Top customers, product mix, demand growth.
4. Customer Invoice Overview — Revenue trends, YoY/MoM comparisons, discounts.
5. Customer Invoice Details — Invoice-line drill-down with fulfillment metrics.
6. Return Order Analysis — Return volumes, impact %, root-cause patterns.

KPI Coverage

• Order & Sales — Order count, value, open orders, AOV, site split.
• Returns — Return %, return impact %, dimension-wise returns.
• Customer & Product — Top 10 customers/products, product mix %, demand growth %.
• Trend & Growth — MoM/YoY growth, order intake trend, regional growth.
• OTIF — OTIF %, on-time %, in-full %, late shipment %, order-to-ship/invoice days.
• Billing — Invoiced amount, invoice count, AIV, discounts, credit note %.
• Collection Efficiency — DSO, CEI, % collected on time, avg days to collect.
• Outstanding & Aging — Total outstanding, overdue %, aging buckets (0-30/31-60/61-90/90+).
• Risk & Credit Control — Top 10 debtors, over credit limit, high-risk receivables, write-offs.

Architecture

Built on Microsoft Fabric using the Medallion Architecture:

• Bronze Layer — Raw Dynamics 365 tables via Microsoft Fabric Link / Azure Synapse Link with full audit and lineage.
• Silver Layer — Cleansed, deduplicated, standardized master and transaction views via PySpark notebooks and Fabric pipelines.
• Gold Layer — Star-schema dimension and fact tables (dimCustomer, dimItem, factOrderHeader, factSalesDetail, etc.).
• Analytics Layer — Power BI semantic model via DirectQuery or Import mode with AI-powered insights.

DynaTech Systems delivers innovative solutions that help businesses save time and money. Connect with our experts to learn more or schedule a demo of our Sales Analytics Suite for Dynamics 365 Finance and Supply Chain Management.