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Wiise Sales Dashboards

de Wiise

Sales Dashboards for Wiise: Profitability Insights by Customer and Item

1. Customer Profitability Dashboard

To help you better understand which customers truly drive profitability, we’ve introduced a new Customer Profitability Dashboard to the Sales Dashboards pack.

Rather than relying on manual exports or fragmented reports, you can now:

• View revenue, costs, and margin at the customer level in one place
• Identify top and bottom performing customers by gross margin
• Filter results by date range or salesperson to focus on specific segments
• Drill into customer performance to support pricing, contract, and service decisions

This replaces time-consuming Excel-based reporting with an always-up-to-date view, making it easier to protect margin and prioritise the right customers for growth.

2. Item Profitability Dashboard

To help you understand which products are driving profit and which are eroding margin we’ve added a new Item Profitability Dashboard to the Sales Dashboards pack.

Rather than exporting data into Excel or stitching reports together manually, you can now:

• View gross margin $ and margin % by item Stock Keeping Unit (SKU) in one place
• Analyse key cost drivers including COGS, discounts, freight, and returns
• Identify top and bottom performing items at a glance
• Filter by date range and profitability brackets to focus on specific product groups
• Drill down into item performance to support smarter pricing, promotions, and inventory decisions

This makes it easier to protect margins, optimise inventory investment, and confidently prioritise which products to grow, improve, or phase out.

Together, these dashboards give sales, finance, and inventory teams clear visibility into what’s driving profit across customers and products. Helping you make faster, more confident decisions with real-time insights inside Business Central.

Visão geral

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