SD BI Sales Cockpit App
for Microsoft Dynamics 365 Business Central by Simply Dynamics
SD BI Sales Cockpit App allows you track and display either at Manager or salesperson level your sales cycle activity for Quotes and Orders. It forces users to log a lost reason code on quotes before they are deleted. You can also generate Customer Alerts for drops in sales value activity (Cliff Report) comparing variable periods – with the activity analysed down to item category level. All of the above data can also be presented out to a ready made set of Power BI Dashboards via ODATA Feeds.
Key Features
- Log Quotes created by period by salesperson.
- Log Quotes won by period by salesperson.
- Log Quotes lost by period by salesperson.
- Log Orders created by period by salesperson.
- Generate alerts for value drops in customer sales.
- Feed all this data to Power BI with ODATA feeds.
Use Case Examples
- Track historic Sales Quote activity.
- Track historic Sales Order activity.
- Alert on Customer sales drops.
- Feed Power BI dashboards.
Pricing
SAAS
€87.60 per month
Minimum 6 month term
Unlimited Users per licence
Unlimited Companies per licence
Trial
Free 30 Days
Only available for SAAS
Includes Demo setup data
Pre V15 may require services
Only available for SAAS
Includes Demo setup data
Pre V15 may require services
Perpetual
On Request
Dynamics Shop Product Enquiry
Why use Simply Dynamics SD BI Sales Cockpit App?
D365 Business Central Sales Cycle KPI and BI Information
30 Day Free Trial Via Microsoft App Source
Monthly Rental SAAS Users only
Resources
Video
Introduction + Overview
Click to View
Version History
What do you get with Simply Dynamics SD BI Sales Cockpit App?
Extension
- App file
- Prior to V15 we provide a FOB file
- App file can be installed direct from Microsoft App Source
- FOB’s may need partner assistance + Licence update
Updates
- Major Versions
- Every 6 months
- Major releases will receive an update within 21 days
- Minor releases only receive bug fixes if required
Guides
- PDF User Guide
- Online Video library
- Remote Training Option
- Remote Support Option
Installation
- Assisted Setup
- Template Config Package
- Install & Setup – guide 2 hours
- Training – guide 4 hours
Support
- Email Support
- Mon-Fri 09:00 to 17:30 GMT
- Bug fixes
- Feature requests considered for major release cycle
What do you need?
SUPPORTED EDITIONS
Essentials and Premium editions
SUPPORTED LANGUAGES
English and machine translation on request
SUPPORTED REGIONS
GB, IE, NA and other major regions
