---
id: topic/business-central/business-functionality/sales/sales-analytics
type: topic
title: Sales analytics
summary: "Sales analytics in Business Central covers the ways to analyze sales performance: the Power BI Sales app, built-in sales reports, ad-hoc analysis on list pages, custom analysis reports, and legacy reports slated for removal. It helps answer which tool fits a question, what each report shows, and which KPIs and filters are available."
tier: official
language: en
system: sales
review:
  state: reviewed
  by: opus
  at: "2026-10-07T02:14:39.920Z"
  flags: []
generated:
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    commit: null
    t: null
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  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-customer-retention-overview
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    commit: null
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    commit: null
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    commit: null
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  - kind: learn
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    title: Inventory Order Details (report)
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    commit: null
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    quote: null
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    url: https://learn.microsoft.com/dynamics365/business-central/reports/report-813
    title: Inventory Picking List (report)
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    commit: null
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    url: https://learn.microsoft.com/dynamics365/business-central/reports/report-718
    title: Inventory Sales Back Orders (report)
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    commit: null
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  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-key-sales-influencers
    title: Key Sales Influencers (Power BI Report)
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    commit: null
    t: null
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  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-moving-annual-total
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    commit: null
    t: null
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    commit: null
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/reports/report-6168
    title: Posted Sales Crd Memo with QR report
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/reports/report-6166
    title: Posted Sales Invoice with QR report
    date: "2026-09-18"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-app
    title: Power BI Sales app
    date: "2026-03-03"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-app-semantic-model
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-return-order-overview
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    date: "2025-10-07"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-analytics-overview
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    commit: null
    t: null
    quote: null
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    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-customer
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    t: null
    quote: null
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    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-item
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    date: "2025-10-07"
    commit: null
    t: null
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    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-location
    title: Sales by Location (Power BI Report)
    date: "2025-10-07"
    commit: null
    t: null
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  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-project
    title: Sales by Project (Power BI Report)
    date: "2025-10-07"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-salesperson
    title: Sales by Salesperson (Power BI Report)
    date: "2025-10-07"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-decomposition
    title: Sales Decomposition (Power BI report)
    date: "2025-10-07"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-demographics
    title: Sales Demographics (Power BI report)
    date: "2025-10-07"
    commit: null
    t: null
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links:
  learn:
    - https://learn.microsoft.com/dynamics365/business-central/ad-hoc-analysis-sales
    - https://learn.microsoft.com/dynamics365/business-central/bi-how-create-analysis-views-reports
    - https://learn.microsoft.com/dynamics365/business-central/sales-analytics-overview
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    - topic/business-central/business-functionality/sales/sales-analytics/power-bi-sales-app
    - topic/business-central/business-functionality/sales/sales-analytics/built-in-sales-reports
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    - video/fJGY6d-2lO8
    - video/rAaUiKByyEE
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  - topic/business-central/business-functionality/sales/sales-analytics/built-in-sales-reports
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narrative: generated
---

# Sales analytics

> Sales analytics in Business Central covers the ways to analyze sales performance: the Power BI Sales app, built-in sales reports, ad-hoc analysis on list pages, custom analysis reports, and legacy reports slated for removal. It helps answer which tool fits a question, what each report shows, and which KPIs and filters are available.

Path: [Business functionality](../../business-functionality.md) > [Sales](../sales.md) > Sales analytics · tier official · system sales · narrative reviewed (checked by Opus)

## Overview

Sales analytics is for sales managers and sales teams who need to monitor KPIs such as gross profit, sales by period and customer acquisition. The section offers several routes: Power BI reports, ad-hoc analysis, financial reporting, dimension analysis, consolidation, and built-in reports.

The hub's own pages cover two hands-on methods. Ad-hoc analysis uses the Data Analysis feature on list pages, with analysis mode, pivot-style row groups, column labels, filters and custom tabs, for quick fact-checking without running a report. Analysis reports combine line and column templates with analysis type codes to build PivotTable-style reports on sales, purchases and inventory.

Subtopics go deeper. The Power BI Sales app describes its reports, semantic model and KPI and measure definitions. Built-in sales reports cover receivables, customer balances, orders, back orders, salespersons and printable sales documents. A legacy group lists five reports marked for removal. Start with the main Sales analytics page to pick a method, then go to the matching subtopic.

## Key points

- Audience: sales managers and sales teams tracking KPIs like gross profit, sales by period and customer acquisition.
- Ad-hoc analysis works directly from list pages via the Data Analysis feature, with analysis mode, pivot tables, row groups, column labels, filtering and custom tabs.
- Analysis reports are built from line and column templates and analysis type codes, and can cover sales turnover, profit calculations, periodic comparisons and item ledger analysis.
- The Power BI Sales app section documents individual reports, the semantic model and the KPI and measure definitions.
- Built-in sales reports include receivables, customer balance, order, back-order and salesperson reports plus printable documents (quotes, order confirmations, invoices, credit memos, shipments, return receipts).
- Built-in report variants exist for subscription billing, QR codes and sustainability data.
- Legacy reports to be removed: Customer - Sales list, Customer - Top 10 list, Customer List, Sales Reservation Avail., and Sales Statistics.
- Other analysis routes named: financial reporting, dimension analysis and consolidation.

## Subtopics

- [Power BI Sales app](sales-analytics/power-bi-sales-app.md) (24 pages)
- [Built-in sales reports](sales-analytics/built-in-sales-reports.md) (29 pages)
- [Legacy reports (will be removed)](sales-analytics/legacy-reports-will-be-removed.md) (5 pages)

## More Learn pages

- [Ad-hoc analysis of sales data](https://learn.microsoft.com/dynamics365/business-central/ad-hoc-analysis-sales): Learn how to use the data analysis mode to analyze sales data.
- [Create analysis reports](https://learn.microsoft.com/dynamics365/business-central/bi-how-create-analysis-views-reports): Describes how to create new analysis reports for sales, purchases, and inventory, and set up analysis templates.
- [Sales analytics](https://learn.microsoft.com/dynamics365/business-central/sales-analytics-overview): Business Central offers features that can help you gather, analyze, and share valuable sales data for business intelligence and decision-making in the sales organization.

## Videos and posts

Linked by a Haiku matcher with a grounding quote from the item's summary (link/topics.ts); machine-generated.

- [What's New: Enhanced Sales Analytics (2026 release wave 1)](../../../../videos/fJGY6d-2lO8.md) (video): "customer retention; churn analysis; abc analysis; power bi; sales analytics"
- [What's New: Sales Analytics (2025 release wave 2)](../../../../videos/rAaUiKByyEE.md) (video): "Modernized analytical reports; Customer item sales report"

## Business Central pages and reports

The pages, reports and queries this hub's Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

- [Page 516 "Sales Lines"](../../../../objects/page/516.md) · on [Table 37 "Sales Line"](../../../../objects/table/37.md)
- [Page 555 "Analysis View Card"](../../../../objects/page/555.md) · on [Table 363 "Analysis View"](../../../../objects/table/363.md)
- [Page 556 "Analysis View List"](../../../../objects/page/556.md) · captioned "Analysis Views" · on [Table 363 "Analysis View"](../../../../objects/table/363.md)
- [Page 557 "Analysis View Filter"](../../../../objects/page/557.md) · on [Table 364 "Analysis View Filter"](../../../../objects/table/364.md)
- [Page 558 "Analysis View Entries"](../../../../objects/page/558.md) · on [Table 365 "Analysis View Entry"](../../../../objects/table/365.md)
- [Page 5119 "Sales Cycles"](../../../../objects/page/5119.md) · on [Table 5090 "Sales Cycle"](../../../../objects/table/5090.md)
- [Page 9300 "Sales Quotes"](../../../../objects/page/9300.md) · on [Table 36 "Sales Header"](../../../../objects/table/36.md)
- [Page 9301 "Sales Invoice List"](../../../../objects/page/9301.md) · captioned "Sales Invoices" · on [Table 36 "Sales Header"](../../../../objects/table/36.md)
- [Page 9305 "Sales Order List"](../../../../objects/page/9305.md) · captioned "Sales Orders" · on [Table 36 "Sales Header"](../../../../objects/table/36.md)
- [Page 9370 "Analysis View List Purchase"](../../../../objects/page/9370.md) · captioned "Purchase Analysis Views" · on [Table 7152 "Item Analysis View"](../../../../objects/table/7152.md)
- [Page 9371 "Analysis View List Sales"](../../../../objects/page/9371.md) · captioned "Sales Analysis Views" · on [Table 7152 "Item Analysis View"](../../../../objects/table/7152.md)
- [Page 9372 "Analysis View List Inventory"](../../../../objects/page/9372.md) · captioned "Inventory Analysis Views" · on [Table 7152 "Item Analysis View"](../../../../objects/table/7152.md)
- [Page 36997 "Detailed Cust. Ledger Entries"](../../../../objects/page/36997.md) · captioned "Detailed Cust. Ledger Entries (Power BI)"
- [Page 36998 "Sales Overview"](../../../../objects/page/36998.md) · captioned "Sales Overview (Power BI)"
- [Page 36999 "Daily Sales"](../../../../objects/page/36999.md) · captioned "Daily Sales (Power BI)"
- [Page 37000 "Sales Moving Average"](../../../../objects/page/37000.md) · captioned "Sales Moving Average (Power BI)"
- [Page 37001 "Sales Moving Annual Total"](../../../../objects/page/37001.md) · captioned "Sales Moving Annual Total (Power BI)"
- [Page 37002 "Sales Period-Over-Period"](../../../../objects/page/37002.md) · captioned "Sales Period-Over-Period (Power BI)"
- [Page 37003 "Sales Month-To-Date"](../../../../objects/page/37003.md) · captioned "Sales Month-To-Date (Power BI)"
- [Page 37004 "Sales by Item"](../../../../objects/page/37004.md) · captioned "Sales by Item (Power BI)"
- [Page 37005 "Sales by Customer"](../../../../objects/page/37005.md) · captioned "Sales by Customer (Power BI)"
- [Page 37006 "Sales by Salesperson"](../../../../objects/page/37006.md) · captioned "Sales by Salesperson (Power BI)"
- [Page 37007 "Sales Actual vs. Budget Qty."](../../../../objects/page/37007.md) · captioned "Sales Actual vs. Budget (Power BI)"
- [Page 37008 "Sales Actual vs. Budget Amt."](../../../../objects/page/37008.md) · captioned "Sales Actual vs. Budget Amount"
- [Report 107 "Customer - Order Summary"](../../../../objects/report/107.md)
- [Report 108 "Customer - Order Detail"](../../../../objects/report/108.md)
- [Report 111 "Customer - Top 10 List"](../../../../objects/report/111.md) · captioned "Customer - Top 10 List (Obsolete)"
- [Report 112 "Sales Statistics"](../../../../objects/report/112.md)
- [Report 113 "Customer/Item Sales"](../../../../objects/report/113.md)
- [Report 119 "Customer - Sales List"](../../../../objects/report/119.md)
- [Report 121 "Customer - Balance to Date"](../../../../objects/report/121.md) · captioned "Customer Balance to Date"
- [Report 129 "Customer - Trial Balance"](../../../../objects/report/129.md)
- [Report 209 "Sales Reservation Avail."](../../../../objects/report/209.md)
- [Report 708 "Inventory Order Details"](../../../../objects/report/708.md)
- [Report 713 "Inventory - Customer Sales"](../../../../objects/report/713.md) · captioned "Inventory Customer Sales"
- [Report 718 "Inventory - Sales Back Orders"](../../../../objects/report/718.md)
- [Report 813 "Inventory Picking List"](../../../../objects/report/813.md)
- [Report 7313 "Whse. Shipment Status"](../../../../objects/report/7313.md) · captioned "Warehouse Shipment Status"
- [Page 36951 "PowerBI Reports Setup"](../../../../objects/page/36951.md) · captioned "Power BI Reports Setup" · on [Table 36951 "PowerBI Reports Setup"](../../../../objects/table/36951.md) · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 36983 "Customer Retention Overview"](../../../../objects/page/36983.md) · captioned "Customer Retention Overview (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37066 "Sales by Location"](../../../../objects/page/37066.md) · captioned "Sales by Location (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37100 "Sales Demographics"](../../../../objects/page/37100.md) · captioned "Sales Demographics (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37101 "Sales Decomposition"](../../../../objects/page/37101.md) · captioned "Sales Decomposition (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37102 "Key Sales Influencers"](../../../../objects/page/37102.md) · captioned "Key Sales Influencers (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37103 "Opportunity Overview"](../../../../objects/page/37103.md) · captioned "Opportunity Overview (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37104 "Sales Quote Overview"](../../../../objects/page/37104.md) · captioned "Sales Quote Overview (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37105 "Return Order Overview"](../../../../objects/page/37105.md) · captioned "Return Order Overview (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37109 "Sales Forecasting"](../../../../objects/page/37109.md) · captioned "Sales Forecasting (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37114 "Customer Retention History"](../../../../objects/page/37114.md) · captioned "Customer Retention History (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Page 37119 "Sales by Projects"](../../../../objects/page/37119.md) · captioned "Sales by Projects (Power BI)" · via [Power BI Sales app](sales-analytics/power-bi-sales-app.md)
- [Report 101 "Customer - List"](../../../../objects/report/101.md) · captioned "Customer List" · via [Legacy reports (will be removed)](sales-analytics/legacy-reports-will-be-removed.md)
- [Report 114 "Salesperson - Sales Statistics"](../../../../objects/report/114.md) · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 115 "Salesperson - Commission"](../../../../objects/report/115.md) · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1302 "Standard Sales - Pro Forma Inv"](../../../../objects/report/1302.md) · captioned "Pro Forma Invoice" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1303 "Standard Sales - Draft Invoice"](../../../../objects/report/1303.md) · captioned "Draft Invoice" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1304 "Standard Sales - Quote"](../../../../objects/report/1304.md) · captioned "Sales - Quote" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1305 "Standard Sales - Order Conf."](../../../../objects/report/1305.md) · captioned "Sales - Confirmation" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1306 "Standard Sales - Invoice"](../../../../objects/report/1306.md) · captioned "Sales - Invoice" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1307 "Standard Sales - Credit Memo"](../../../../objects/report/1307.md) · captioned "Sales - Credit Memo" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1308 "Standard Sales - Shipment"](../../../../objects/report/1308.md) · captioned "Sales - Shipment" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 1309 "Standard Sales - Return Rcpt."](../../../../objects/report/1309.md) · captioned "Return Receipt" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 2501 "Day Book Cust. Ledger Entry"](../../../../objects/report/2501.md) · captioned "Day Book Customer Ledger Entry" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 4402 "EXR Aged Accounts Rec Excel"](../../../../objects/report/4402.md) · captioned "Aged Accounts Receivable (Excel)" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)
- [Report 4409 "EXR Customer Top List"](../../../../objects/report/4409.md) · captioned "Customer - Top List (Excel)" · via [Built-in sales reports](sales-analytics/built-in-sales-reports.md)

Learn also names 7 objects with no object page: report/6166, report/6168, report/6298, report/6299, report/8008, report/8010, report/8011.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn's own.