---
id: topic/business-central/business-functionality/sales/sales-analytics/power-bi-sales-app
type: topic
title: Power BI Sales app
summary: "The Power BI Sales app section covers the Business Central sales analytics app: its individual reports, the semantic model behind them, and the KPI and measure definitions. It answers questions about what each report shows, which metrics it uses, and who it is meant for."
tier: official
language: en
system: sales
review:
  state: reviewed
  by: opus
  at: "2026-10-07T02:16:39.116Z"
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generated:
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    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-actual-vs-budget
    title: Actual vs Budget (Power BI Report)
    date: "2024-10-26"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-customer-retention-history
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    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-customer-retention-overview
    title: Customer Retention Overview (Power BI report)
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    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-daily-sales
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    date: "2024-10-26"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-key-sales-influencers
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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-powerbi-moving-annual-total
    title: Moving Annual Total (Power BI Report)
    date: "2024-10-26"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-moving-average
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    t: null
    quote: null
  - kind: learn
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    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
    title: Power BI Sales app semantic model
    date: "2025-10-07"
    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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    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-customer
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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-powerbi-sales-by-item
    title: Sales by Item (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-location
    title: Sales by Location (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-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
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-forecasting
    title: Sales Forecasting (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-kpis
    title: Sales KPIs and measures (Power BI)
    date: "2026-03-03"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-month-to-date
    title: Sales Month-to-Date (MTD) (Power BI Report)
    date: "2024-10-26"
    commit: null
    t: null
    quote: null
  - kind: learn
    url: https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-overview
    title: Sales Overview (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-period-over-period-growth
    title: Sales Period-Over-Period Growth (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-quote-overview
    title: Sales Quote Overview (Power BI report)
    date: "2025-10-07"
    commit: null
    t: null
    quote: null
links:
  learn:
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-actual-vs-budget
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-customer-retention-history
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-customer-retention-overview
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-daily-sales
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-key-sales-influencers
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-moving-annual-total
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-moving-average
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-opportunity-overview
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-app
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-app-semantic-model
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-return-order-overview
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-customer
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-item
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-location
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-project
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-salesperson
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-decomposition
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-demographics
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-forecasting
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-kpis
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-month-to-date
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-overview
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-period-over-period-growth
    - https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-quote-overview
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  topics:
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  videos:
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    - video/rAaUiKByyEE
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  - Business functionality
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  - Sales analytics
  - Power BI Sales app
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narrative: generated
---

# Power BI Sales app

> The Power BI Sales app section covers the Business Central sales analytics app: its individual reports, the semantic model behind them, and the KPI and measure definitions. It answers questions about what each report shows, which metrics it uses, and who it is meant for.

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

## Overview

The Power BI Sales app gives leadership, sales managers, and sales teams a set of reports on sales data from Business Central. The main app page lists the core reports, and each report has its own page describing its metrics and purpose.

The reports fall into a few groups. Overall and trend views include Sales Overview, Daily Sales, Month-to-Date, Moving Average, Moving Annual Total, and Period-Over-Period Growth. Breakdown reports cover sales by customer, item, location, project, and salesperson, plus Sales Demographics and Actual vs Budget. Others cover customer retention (overview and history), opportunities, sales quotes, and return orders. Key Sales Influencers, Sales Decomposition, and Sales Forecasting use AI visuals, decomposition, and forecasting.

Start with the Power BI Sales app page for the overall picture. Then open the report page that matches your question. For how the data is built, use the semantic model page (star schema of fact and dimension tables) and the Sales KPIs and measures page (formulas and data sources).

## Key points

- The app page lists core reports: Sales Overview, Period-Over-Period Growth, Month-To-Date, Sales by Salesperson, Actual vs. Budget, and Sales by Item.
- Common metrics include Sales (LCY), Sales Quantity, Adjusted Cost (LCY), Adjusted Profit (LCY), and Adjusted Profit Margin.
- Trend reports: Daily Sales, 30-day Moving Average, rolling 12-month Moving Annual Total, and year-over-year Period-Over-Period Growth.
- Customer retention reports track new, lost, returning, and recovered customers, by location, time, and segment.
- Sales Forecasting gives three-month projections by customer, item, and salesperson, with confidence intervals and monthly seasonality.
- Key Sales Influencers uses the key influencers visual; Sales Decomposition uses a decomposition tree.
- The semantic model uses a star schema with fact tables (such as opportunity entries, sales budget, project ledger, sales credit lines) and dimension tables; the page lists 2025 release wave 2.
- The Sales KPIs and measures page documents formulas for customer, opportunity, sales document, Pareto, project ledger, and budget measures.

## Learn pages

- [Actual vs Budget (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-actual-vs-budget): The Actual vs. Budget report provides a clear overview of your organization's sales performance by comparing actual sales amount and quantity sold with the budget figures.
- [Customer Retention History (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-customer-retention-history): The Customer Retention History page provides historical insights into customer retention metrics, allowing analysis of trends over time.
- [Customer Retention Overview (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-customer-retention-overview): The Customer Retention Overview page provides insights into customer retention metrics, helping to analyze customer loyalty and retention trends.
- [Daily Sales (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-daily-sales): The *Daily Sales* report provides a clear picture of your organization's sales activities over specific days.
- [Key Sales Influencers (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-key-sales-influencers): Identify and analyze factors that influence sales performance. Explore the most impactful variables and trends based on sales data.
- [Moving Annual Total (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-moving-annual-total): The Moving Annual Total report provides a total of sales over the last 12 months.
- [Moving Average (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-moving-average): The Moving Average report provides a clear picture of your organization's average sales over a 30 day period.
- [Opportunity Overview (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-opportunity-overview): The Opportunity Overview report provides a comprehensive view of sales opportunities, including the number of opportunities, estimated values, sales cycle, and a breakdown of potential value by location.
- [Power BI Sales app](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-app): The Power BI Sales app provides comprehensive sales analytics to stakeholders at all levels of your organization.
- [Power BI Sales app semantic model](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-app-semantic-model): Get an overview of all tables and fields in the Sales App Semantic Model.
- [Return Order Overview (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-return-order-overview): The Return Order Overview report tracks and analyzes return orders, providing insights into the financial effect on the organization.
- [Sales by Customer (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-customer): The *Sales by Customer* report gives a clear picture of your organization's customers and their sales activities.
- [Sales by Item (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-item): The Sales by Item report gives a clear picture of your organization's item sales.
- [Sales by Location (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-location): The Sales by Location report provides an overview of sales performance broken down by location.
- [Sales by Project (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-project): The Sales by Project report provides an overview of sales performance broken down by project.
- [Sales by Salesperson (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-by-salesperson): The Sales by Salesperson report provides an overview of sales performance broken down by salesperson.
- [Sales Decomposition (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-decomposition): The Sales Decomposition provides a detailed analysis of sales metrics, breaking them down into their key contributing components.
- [Sales Demographics (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-demographics): The Sales Demographics provides a comprehensive analysis of sales performance across different demographic segments, offering valuable insights into customer behavior and preferences to optimize sales strategies.
- [Sales Forecasting (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-forecasting): The Sales Forecasting report provides insights into your organization's sales trends and future sales performance.
- [Sales KPIs and measures (Power BI)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-kpis): Get an overview of all the KPIs and measures in the semantic model for the Power BI Sales app.
- [Sales Month-to-Date (MTD) (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-month-to-date): The *Month-to-Date (MTD)* report allows you to monitor the progress of their sales revenue for the current month
- [Sales Overview (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-overview): The Sales Overview report provides a high-level summary of your organization's sales activities.
- [Sales Period-Over-Period Growth (Power BI Report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-period-over-period-growth): The Period-Over-Period Growth report provides valuable insights into your organization's sales performance over time.
- [Sales Quote Overview (Power BI report)](https://learn.microsoft.com/dynamics365/business-central/sales-powerbi-sales-quote-overview): The Sales Quote Overview report provides detailed information on your organization's Sales Quote activities.

## 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 Power BI and Excel with Business Central (2026 release wave 1)](../../../../../videos/DVgclv3alZU.md) (video): "Power BI Sales App - Customer Retention Analysis; abc analysis"
- [What's New: Sales Analytics (2025 release wave 2)](../../../../../videos/rAaUiKByyEE.md) (video): "Updated PowerBI app for sales; Sales forecasting in PowerBI"
- [What's New: Power BI (for Sales) (2025 release wave 1)](../../../../../videos/zXoSeH1cmaE.md) (video): "Enhanced Power BI Sales App; Opportunity Overview Report; Sales Quote Overview"

## 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 36951 "PowerBI Reports Setup"](../../../../../objects/page/36951.md) · captioned "Power BI Reports Setup" · on [Table 36951 "PowerBI Reports Setup"](../../../../../objects/table/36951.md)
- [Page 36983 "Customer Retention Overview"](../../../../../objects/page/36983.md) · captioned "Customer Retention Overview (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"
- [Page 37066 "Sales by Location"](../../../../../objects/page/37066.md) · captioned "Sales by Location (Power BI)"
- [Page 37100 "Sales Demographics"](../../../../../objects/page/37100.md) · captioned "Sales Demographics (Power BI)"
- [Page 37101 "Sales Decomposition"](../../../../../objects/page/37101.md) · captioned "Sales Decomposition (Power BI)"
- [Page 37102 "Key Sales Influencers"](../../../../../objects/page/37102.md) · captioned "Key Sales Influencers (Power BI)"
- [Page 37103 "Opportunity Overview"](../../../../../objects/page/37103.md) · captioned "Opportunity Overview (Power BI)"
- [Page 37104 "Sales Quote Overview"](../../../../../objects/page/37104.md) · captioned "Sales Quote Overview (Power BI)"
- [Page 37105 "Return Order Overview"](../../../../../objects/page/37105.md) · captioned "Return Order Overview (Power BI)"
- [Page 37109 "Sales Forecasting"](../../../../../objects/page/37109.md) · captioned "Sales Forecasting (Power BI)"
- [Page 37114 "Customer Retention History"](../../../../../objects/page/37114.md) · captioned "Customer Retention History (Power BI)"
- [Page 37119 "Sales by Projects"](../../../../../objects/page/37119.md) · captioned "Sales by Projects (Power BI)"

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