The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you have any questions, please reach out to [email protected].

Video - Product Demo

Financial Dashboard - Setup and Overview

Toolbox Tuesday - Episode 15: Dashboard Bundle

Toolbox Tuesday - Episode 34: Dashboarding and Reporting

Dashboard Configuration for D365 Business Central

• KPI views for Pipeline, Revenue comparisons, Margins, and more
• Set your own goals for the company to easily monitor your unique goals vs system actuals
• Balance checks for your general and sub-ledger data and posting groups
• Quick views into your two favorite account schedules

• AR Aging pie chart by aging bucket
• Summary balance and balance due list per customer
• Detailed AR Aging by customer with aging buckets displayed
• An added calculated field for “Average Pay Days by Customer” which allows you to see on average when a customer is making payments
• All lists allow filters, sorts, and are exportable to Excel

Accounts Payable

• AP Aging pie chart by aging bucket
• Summary balance and balance due list per vendor
• Detailed AP Aging by vendor with aging buckets displayed
• All lists allow filters, sorts, and are exportable to Excel

Inventory

• Inventory Valuation by Item Category
• Inventory Value by Location
• Inventory Outage Warnings
• Inventory Adjustment Display
• Calculation for “Days Supply” helps indicate which items are overstocked or understocked

Sales

• Sales by Global Dimension 1 and 2
• Sales by Business Posting Group
• Sales by Product Posting Group
• Sales Order Pipeline
• Top Customer Sales Chart
• Top Items Sales Chart
• Top Item Profit Chart

Cash

• Balance by Bank Account
• GL to Posting Group Comparison for Bank Balances
• Cash Total Pie Chart
• Cash Usage Graph
• Cash Forecast Graph
• Skip the lengthy process of setting up Business Central Cashflow Forecasts. Setup a cash forecast and usage within minutes with little to no long term maintenance

Dashboard Settings and Toggles

• Ability to refresh data on a time interval that you define, allowing data to refresh on a regular basis with up to the minute real time data
• Ability to use out of box date ranges or custom date ranges
• Ability to cycle through dashboard on a timer which allows you to leave the dashboard running and will cycle through each dashboard on an interval you define