--- id: video/zXoSeH1cmaE type: video title: "What's New: Power BI (for Sales) (2025 release wave 1)" summary: The Power BI sales app update in Business Central version 26.1 (2025 release wave 1) adds seven new reports. They cover the sales lifecycle, profitability, demographics and AI-assisted analysis. The video demos each report, including the decomposition, key influencers and segmentation reports. tier: official language: en tags: - power bi - sales analytics - sales lifecycle - profitability - opportunity analysis - quote analysis - return order analysis - demographics - sales decomposition - key influencers - ai-assisted analysis - statistical models system: reporting review: state: reviewed by: opus at: "2026-10-07T22:57:28.226Z" flags: [] generated: at: "2026-10-07T22:57:28.271Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 7a49835782252882a1f0aa24667ad0b23de7fdcffa88626d157de620bb0da4d9 evidence: - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1100s title: "Enhanced Power BI Sales App: generally available" date: "2025-04-01T15:01:30.000Z" commit: null t: 1100 quote: the enhanced powerbi app for sales that we ship in version 26.1 as you can see we have seven new reports coming - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=5s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 5 quote: in version 26.1 we come with an enhanced powerp app that makes the great app you have from last semester even better - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=25s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 25 quote: we changed or we focused on four different topics or themes in the powerbi sales app in the version 2025 release way one - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=86s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 86 quote: in the last wave the sales app was focusing on sales orders and sales invoices and in this wave we kind of move left - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=288s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 288 quote: not only how much we sell and the amount we sell for but also is it actually making money - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=743s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 743 quote: it can be generative AI what you're going to see here is applications of like very like old and but Prov proven data mining - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=780s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 780 quote: if i choose the next part here i can either simply choose my own analysis not ai assisted - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=855s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 855 quote: that's the sales decomposition AI assisted report - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=876s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 876 quote: the next report is actually two different reports in one it's called key sales influencers - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=916s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 916 quote: whenever Jim Olive here is involed evolved you can see that there is a 1.6 times higher likelihood that you make a sale - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1100s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 1100 quote: we ship in version 26.1 as you can see we have seven new reports coming - kind: video url: https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1139s title: "What's New: Power BI (for Sales) (2025 release wave 1)" date: "2025-04-01T15:01:30.000Z" commit: null t: 1139 quote: all of this is documented in our documentation for users links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: zXoSeH1cmaE channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=zXoSeH1cmaE published_at: "2025-04-01T15:01:30.000Z" duration_s: 1236 captions: full audience: - functional consultant - decision maker - administrator chapters: - t: 0 title: Introduction and Sales Lifecycle Overview - t: 105 title: Opportunity, Quote, and Return Order Analysis Reports - t: 248 title: Profitability Analysis by Customer and Item - t: 388 title: Sales Profitability by Salesperson and Overview - t: 562 title: Demographics and Geographic Analysis - t: 723 title: AI-Assisted Data Analysis and Key Sales Influencers - t: 1003 title: Sales Segmentation Report and AI-Generated Insights - t: 1100 title: Summary of Seven New Reports in Version 26.1 - t: 1139 title: Documentation and Analytics Framework Overview features: - name: Enhanced Power BI Sales App status: ga t: 5 verified: true status_source: video - name: Opportunity Overview Report status: unclear t: 105 verified: false status_source: video - name: Sales Quote Overview Report status: unclear t: 187 verified: false status_source: video - name: Return Order Overview Report status: unclear t: 248 verified: false status_source: video - name: Sales by Customer Report with Pareto Analysis status: unclear t: 308 verified: false status_source: video - name: Sales by Item Report with Category and Profitability Analysis status: unclear t: 387 verified: false status_source: video - name: Sales by Salesperson Report with Profitability Metrics status: unclear t: 502 verified: false status_source: video - name: Sales Overview Page with Breakdown Visualization status: unclear t: 581 verified: false status_source: video - name: Sales by Location Report with Map status: unclear t: 663 verified: false status_source: video - name: Sales Demographics Report status: unclear t: 703 verified: false status_source: video - name: Sales Decomposition Report with AI-Assisted Analysis status: unclear t: 760 verified: false status_source: video - name: Key Sales Influencers Report status: unclear t: 876 verified: false status_source: video - name: Sales Segmentation Report status: unclear t: 1003 verified: false status_source: video - name: Sales Analytics Documentation and Guidance status: unclear t: 1139 verified: false status_source: video objects_mentioned: [] quotes: - t: 5 text: in version 26.1 we come with an enhanced powerp app that makes the great app you have from last semester even better check: exact - t: 25 text: we changed or we focused on four different topics or themes in the powerbi sales app in the version 2025 release way one check: exact - t: 86 text: in the last wave the sales app was focusing on sales orders and sales invoices and in this wave we kind of move left check: exact - t: 288 text: not only how much we sell and the amount we sell for but also is it actually making money check: exact - t: 743 text: it can be generative AI what you're going to see here is applications of like very like old and but Prov proven data mining check: exact - t: 780 text: if i choose the next part here i can either simply choose my own analysis not ai assisted check: fuzzy - t: 855 text: that's the sales decomposition AI assisted report check: exact - t: 876 text: the next report is actually two different reports in one it's called key sales influencers check: exact - t: 916 text: whenever Jim Olive here is involed evolved you can see that there is a 1.6 times higher likelihood that you make a sale check: exact - t: 1100 text: we ship in version 26.1 as you can see we have seven new reports coming check: exact - t: 1139 text: all of this is documented in our documentation for users check: exact --- # What's New: Power BI (for Sales) (2025 release wave 1) > The Power BI sales app update in Business Central version 26.1 (2025 release wave 1) adds seven new reports. They cover the sales lifecycle, profitability, demographics and AI-assisted analysis. The video demos each report, including the decomposition, key influencers and segmentation reports. [Watch on YouTube](https://www.youtube.com/watch?v=zXoSeH1cmaE) · Microsoft Dynamics 365 Business Central (YouTube) · 2025-04-01 · 20:36 · tier official · reviewed (checked by Opus) ## Overview The video walks through the enhanced Power BI sales app in version 26.1, organized around four themes. The previous wave focused on sales orders and sales invoices. This wave moves earlier in the sales lifecycle to opportunities, quotes and return orders, and adds profitability views so users can see whether sales make money, not only how much is sold. The presenter demos reports for opportunities, quotes, return orders, profitability by customer, item and salesperson, demographics with maps, and three AI-assisted reports. The AI-assisted reports use statistical data mining techniques rather than generative AI. The video ends with a pointer to the user documentation on Power BI KPIs, ad hoc analysis and Excel reports. ## Key points - Version 26.1 ships seven new reports in the Power BI sales app, plus updates to existing ones. - The app now goes beyond the previous focus on sales orders and invoices. It covers opportunities (CRM) and sales quotes on one side, and return orders and credit memos (sales quality) on the other. - Profitability views include a Pareto analysis by customer, a bubble chart by item and by salesperson, and item category sales over time to spot seasonality. - Sales Demographics and Sales by Location use maps to show customer count, sales and profit by geography, item category and customer posting group. - Sales Decomposition, Key Sales Influencers and Sales Segmentation provide AI-assisted analysis based on proven statistical data mining techniques, not generative AI. - Key Sales Influencers shows likelihood multipliers, for example a 1.6 times higher likelihood of a sale when a given salesperson is involved. - Documentation covers Power BI KPIs, ad hoc analysis with data analysis on lists and queries, and legacy and new Excel sales reports. ## Chapters - [0:00](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=0s) Introduction and Sales Lifecycle Overview - [1:45](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=105s) Opportunity, Quote, and Return Order Analysis Reports - [4:08](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=248s) Profitability Analysis by Customer and Item - [6:28](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=388s) Sales Profitability by Salesperson and Overview - [9:22](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=562s) Demographics and Geographic Analysis - [12:03](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=723s) AI-Assisted Data Analysis and Key Sales Influencers - [16:43](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1003s) Sales Segmentation Report and AI-Generated Insights - [18:20](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1100s) Summary of Seven New Reports in Version 26.1 - [18:59](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1139s) Documentation and Analytics Framework Overview ## Features | Feature | Status | At | Evidence | |---|---|---|---| | Enhanced Power BI Sales App | generally available, demoed | [0:05](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=5s) | "the enhanced powerbi app for sales that we ship in version 26.1 as you can see we have seven new reports coming" ([18:20](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1100s)) | | Opportunity Overview Report | status not stated, demoed | [1:45](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=105s) | | | Sales Quote Overview Report | status not stated, demoed | [3:07](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=187s) | | | Return Order Overview Report | status not stated, demoed | [4:08](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=248s) | | | Sales by Customer Report with Pareto Analysis | status not stated, demoed | [5:08](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=308s) | | | Sales by Item Report with Category and Profitability Analysis | status not stated, demoed | [6:27](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=387s) | | | Sales by Salesperson Report with Profitability Metrics | status not stated, demoed | [8:22](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=502s) | | | Sales Overview Page with Breakdown Visualization | status not stated, demoed | [9:41](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=581s) | | | Sales by Location Report with Map | status not stated, demoed | [11:03](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=663s) | | | Sales Demographics Report | status not stated, demoed | [11:43](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=703s) | | | Sales Decomposition Report with AI-Assisted Analysis | status not stated, demoed | [12:40](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=760s) | | | Key Sales Influencers Report | status not stated, demoed | [14:36](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=876s) | | | Sales Segmentation Report | status not stated, demoed | [16:43](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1003s) | | | Sales Analytics Documentation and Guidance | status not stated, demoed | [18:59](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1139s) | | ## Quotes - [0:05](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=5s) "in version 26.1 we come with an enhanced powerp app that makes the great app you have from last semester even better" - [0:25](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=25s) "we changed or we focused on four different topics or themes in the powerbi sales app in the version 2025 release way one" - [1:26](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=86s) "in the last wave the sales app was focusing on sales orders and sales invoices and in this wave we kind of move left" - [4:48](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=288s) "not only how much we sell and the amount we sell for but also is it actually making money" - [12:23](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=743s) "it can be generative AI what you're going to see here is applications of like very like old and but Prov proven data mining" - [13:00](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=780s) "if i choose the next part here i can either simply choose my own analysis not ai assisted" - [14:15](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=855s) "that's the sales decomposition AI assisted report" - [14:36](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=876s) "the next report is actually two different reports in one it's called key sales influencers" - [15:16](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=916s) "whenever Jim Olive here is involed evolved you can see that there is a 1.6 times higher likelihood that you make a sale" - [18:20](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1100s) "we ship in version 26.1 as you can see we have seven new reports coming" - [18:59](https://www.youtube.com/watch?v=zXoSeH1cmaE&t=1139s) "all of this is documented in our documentation for users" Presenters (as heard): Kenny.