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Key Sales Influencers (Power BI Report)

APPLIES TO: Generally available in Business Central 2025 release wave 1 (version 26.x).

The Key Sales Influencers report provides actionable insights into the factors that drive sales performance in your organisation. The report analyses key variables to offer a deeper understanding of how they affect sales figures, enabling more informed decision-making and strategic planning.

The Key Influencers visual uses AI to identify factors that affect sales across types of sales documents. It highlights the key metrics that influence specific datasets and breaks down the most impactful segments within your sales data.

Additionally, the Top Segments tab summarises the segments analysed in the Key Influencers visual. The summary gives you an overview of the areas that contribute most to your sales outcomes. Together, these tools provide a comprehensive view of sales drivers and help uncover opportunities for optimisation.

Screenshot of the Key Sales Influencers report

Use the report

Leadership and management teams use the report to identify the primary drivers of sales performance and uncover actionable insights.

As the CEO of a furniture company, this report can help you identify the furniture categories that drive the highest sales. For example, you might discover that ergonomic chairs are a major revenue contributor, with sales figures typically three times higher than other types of chairs. This insight can guide your investment decisions and provide valuable data to share with stakeholders.

As a sales manager, this report can help you identify the customer demographics behind sales trends. For instance, the Key Influencers visual might reveal that a significant number of office desk orders are placed by customers located in a certain region, with a higher likelihood of ordering quantities of five or more, which is twice as often as customers in other regions.

Using this insight, you can develop targeted strategies. For example, offering bulk pricing discounts for office desks, encouraging larger purchases and strengthening customer loyalty. You can optimise your pricing strategy while catering to regional buying behaviours.

Key performance indicators

The report includes the following key performance indicators (KPIs) and measures:

Click on the link for a KPI to learn more about what it means, how it is calculated, and what data was used in the calculations.

Tip

You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

Data used in the report

The report uses data from the following tables in Business Central:

  • Item
  • Customer
  • Item Category
  • Value Entry
  • Sales Line
  • Salesperson/Purchaser

Try the report

Try the report here: Key Sales Influencers

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Track your business KPIs with Power BI metrics
Ad hoc analysis of sales data
Built-in sales reports
Sales analytics overview
Sales overview

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