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For Business Owners: Review the Health of the Business

One of the challenges, priorities of any business owner is having a clear understanding of the entire health of a business.


Too often business owners don’t have a clear understanding how they are doing with – sales, inventory levels, inventory valuations, project overruns and even margins.


There can be a wealth of information directly on the Dynamics 365 Business Central homepage. Quick access to key metrics/activities with color associated cues.


Microsoft Dynamics 365 Business Central Home Page
Microsoft Dynamics 365 Business Central Home Page


The owner can get a quick glance of key indicators that drive the business.


Key Business Indicators: Top 5 Customers, Trial Balance, Actual Net Change, Balance on Favorite Accounts
Key Business Indicators: Top 5 Customers, Trial Balance, Actual Net Change, Balance on Favorite Accounts


In addition to the rich data visualizations out of the box, embedding Power BI charts is easy and provides additional intelligent insights.

Embedding Power BI Reports
Embedding Power BI Reports

Essential to any business is Sales. Providing quick access to key areas, such as on going sales is essential. Here Current Sales this Month is directly available from the homepage for quick and easy access to this information.


Quick Access to Sales
Quick Access to Sales


The list page displays details behind the Sales this Month. Users can drill into the details and also export to Excel for additional analysis if needed.


The Sales List Page
The Sales List Page


#MSDyn365BC #ERP #MSDynNAV


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