SD BI Sales Cockpit

Microsoft Dynamics 365

SD BI Sales Cockpit

for Microsoft Dynamics 365 Business Central by Simply Dynamics

SD BI Sales Cockpit 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

€79 per month
Minimum 6 month term
Unlimited Users per licence
Unlimited Companies per licence

Contact Sales

Trial

Free 30 Days
Only available for SAAS
Includes Demo setup data
Pre V15 may require services

Perpetual

€2,315 Once off
Includes 16% Assurance yr1
Unlimited Users per licence
Unlimited Companies per licence

Enquire Now

Why use Simply Dynamics SD BI Sales Cockpit?

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

User Guide

SD BI Sales Cockpit User Guide
Download User Guide

Version History

SD BI Sales Cockpit Version History
Download Version History

What do you get with Simply Dynamics SD BI Sales Cockpit?

SD BI Sales Cockpit for Dynamics 365 Business Central

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
SD BI Sales Cockpit for Dynamics 365 Business Central
SD BI Sales Cockpit for Dynamics 365 Business Central

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 REGIONS

GB, IE, NA and other major regions

SUPPORTED LANGUAGES

English and machine translation on request

SUPPORTED EXTENSIONS

Dynamics365 BC V15 or later

SUPPORTED C/AL

Dynamics NAV 2016 or later