Sales analytics

Path: Business functionality > Sales > 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 (24 pages)
• Built-in sales reports (29 pages)
• Legacy reports (will be removed) (5 pages)

More Learn pages

• Ad-hoc analysis of sales data: Learn how to use the data analysis mode to analyze sales data.
• Create analysis reports: Describes how to create new analysis reports for sales, purchases, and inventory, and set up analysis templates.
• Sales analytics: 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) (video): “customer retention; churn analysis; abc analysis; power bi; sales analytics”
• What’s New: Sales Analytics (2025 release wave 2) (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” · on Table 37 “Sales Line”
• Page 555 “Analysis View Card” · on Table 363 “Analysis View”
• Page 556 “Analysis View List” · captioned “Analysis Views” · on Table 363 “Analysis View”
• Page 557 “Analysis View Filter” · on Table 364 “Analysis View Filter”
• Page 558 “Analysis View Entries” · on Table 365 “Analysis View Entry”
• Page 5119 “Sales Cycles” · on Table 5090 “Sales Cycle”
• Page 9300 “Sales Quotes” · on Table 36 “Sales Header”
• Page 9301 “Sales Invoice List” · captioned “Sales Invoices” · on Table 36 “Sales Header”
• Page 9305 “Sales Order List” · captioned “Sales Orders” · on Table 36 “Sales Header”
• Page 9370 “Analysis View List Purchase” · captioned “Purchase Analysis Views” · on Table 7152 “Item Analysis View”
• Page 9371 “Analysis View List Sales” · captioned “Sales Analysis Views” · on Table 7152 “Item Analysis View”
• Page 9372 “Analysis View List Inventory” · captioned “Inventory Analysis Views” · on Table 7152 “Item Analysis View”
• Page 36997 “Detailed Cust. Ledger Entries” · captioned “Detailed Cust. Ledger Entries (Power BI)”
• Page 36998 “Sales Overview” · captioned “Sales Overview (Power BI)”
• Page 36999 “Daily Sales” · captioned “Daily Sales (Power BI)”
• Page 37000 “Sales Moving Average” · captioned “Sales Moving Average (Power BI)”
• Page 37001 “Sales Moving Annual Total” · captioned “Sales Moving Annual Total (Power BI)”
• Page 37002 “Sales Period-Over-Period” · captioned “Sales Period-Over-Period (Power BI)”
• Page 37003 “Sales Month-To-Date” · captioned “Sales Month-To-Date (Power BI)”
• Page 37004 “Sales by Item” · captioned “Sales by Item (Power BI)”
• Page 37005 “Sales by Customer” · captioned “Sales by Customer (Power BI)”
• Page 37006 “Sales by Salesperson” · captioned “Sales by Salesperson (Power BI)”
• Page 37007 “Sales Actual vs. Budget Qty.” · captioned “Sales Actual vs. Budget (Power BI)”
• Page 37008 “Sales Actual vs. Budget Amt.” · captioned “Sales Actual vs. Budget Amount”
• Report 107 “Customer - Order Summary”
• Report 108 “Customer - Order Detail”
• Report 111 “Customer - Top 10 List” · captioned “Customer - Top 10 List (Obsolete)”
• Report 112 “Sales Statistics”
• Report 113 “Customer/Item Sales”
• Report 119 “Customer - Sales List”
• Report 121 “Customer - Balance to Date” · captioned “Customer Balance to Date”
• Report 129 “Customer - Trial Balance”
• Report 209 “Sales Reservation Avail.”
• Report 708 “Inventory Order Details”
• Report 713 “Inventory - Customer Sales” · captioned “Inventory Customer Sales”
• Report 718 “Inventory - Sales Back Orders”
• Report 813 “Inventory Picking List”
• Report 7313 “Whse. Shipment Status” · captioned “Warehouse Shipment Status”
• Page 36951 “PowerBI Reports Setup” · captioned “Power BI Reports Setup” · on Table 36951 “PowerBI Reports Setup” · via Power BI Sales app
• Page 36983 “Customer Retention Overview” · captioned “Customer Retention Overview (Power BI)” · via Power BI Sales app
• Page 37066 “Sales by Location” · captioned “Sales by Location (Power BI)” · via Power BI Sales app
• Page 37100 “Sales Demographics” · captioned “Sales Demographics (Power BI)” · via Power BI Sales app
• Page 37101 “Sales Decomposition” · captioned “Sales Decomposition (Power BI)” · via Power BI Sales app
• Page 37102 “Key Sales Influencers” · captioned “Key Sales Influencers (Power BI)” · via Power BI Sales app
• Page 37103 “Opportunity Overview” · captioned “Opportunity Overview (Power BI)” · via Power BI Sales app
• Page 37104 “Sales Quote Overview” · captioned “Sales Quote Overview (Power BI)” · via Power BI Sales app
• Page 37105 “Return Order Overview” · captioned “Return Order Overview (Power BI)” · via Power BI Sales app
• Page 37109 “Sales Forecasting” · captioned “Sales Forecasting (Power BI)” · via Power BI Sales app
• Page 37114 “Customer Retention History” · captioned “Customer Retention History (Power BI)” · via Power BI Sales app
• Page 37119 “Sales by Projects” · captioned “Sales by Projects (Power BI)” · via Power BI Sales app
• Report 101 “Customer - List” · captioned “Customer List” · via Legacy reports (will be removed)
• Report 114 “Salesperson - Sales Statistics” · via Built-in sales reports
• Report 115 “Salesperson - Commission” · via Built-in sales reports
• Report 1302 “Standard Sales - Pro Forma Inv” · captioned “Pro Forma Invoice” · via Built-in sales reports
• Report 1303 “Standard Sales - Draft Invoice” · captioned “Draft Invoice” · via Built-in sales reports
• Report 1304 “Standard Sales - Quote” · captioned “Sales - Quote” · via Built-in sales reports
• Report 1305 “Standard Sales - Order Conf.” · captioned “Sales - Confirmation” · via Built-in sales reports
• Report 1306 “Standard Sales - Invoice” · captioned “Sales - Invoice” · via Built-in sales reports
• Report 1307 “Standard Sales - Credit Memo” · captioned “Sales - Credit Memo” · via Built-in sales reports
• Report 1308 “Standard Sales - Shipment” · captioned “Sales - Shipment” · via Built-in sales reports
• Report 1309 “Standard Sales - Return Rcpt.” · captioned “Return Receipt” · via Built-in sales reports
• Report 2501 “Day Book Cust. Ledger Entry” · captioned “Day Book Customer Ledger Entry” · via Built-in sales reports
• Report 4402 “EXR Aged Accounts Rec Excel” · captioned “Aged Accounts Receivable (Excel)” · via Built-in sales reports
• Report 4409 “EXR Customer Top List” · captioned “Customer - Top List (Excel)” · via Built-in sales reports

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.