Sales reports and analytics in Business Central
Sales reporting gives sales and business professionals insights and statistics about current and past sales activities.
Reports
The following table describes some of the key reports for sales. The reports help different roles in sales departments make informed decisions to optimize their operations.
| To do this | Open this report in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Get an overview of basic information for your customers. | Customer List | About Customer List | 101 |
| Analyze unshipped orders to understand your expected sales volume. Forecast your monthly sales revenue. | Customer - Order Summary | About Customer - Order Summary | 107 |
| Analyze outstanding sales orders and understand expected sales volumes for customers. Compare your overall outstanding shipments with the planned shipment date and find overdue back orders. | Customer - Order Detail | About Customer - Order Detail | 108 |
| Review customers with the most transactions in a selected period to identify sales trends and manage debt collections. | Customer - Top 10 list | About Customer - Top 10 list | 111 |
| Analyze earnings from an individual customer or trends in earnings. | Sales Statistics Note: This report isn't available in the United States, Canada, and Mexico. Instead, use the Customer Sales Statistics (10047) report. |
About Sales Statistics | 112 |
| Analyze item sales per customer to understand sales trends, optimize inventory management, and improve marketing efforts. Assess the relationship between discounts, sales amounts, and volume of item sales. | Customer/Item Sales | About Customer/Item Sales | 113 |
| Get an overview of customer sales for a period. Use the overview to report to customs and tax authorities. | Customer - Sales list | About Customer - Sales list | 119 |
| Generate customer statements to get a clear summary of amounts due. You can share the amounts with customers to follow up on payments. For example, if you need to close an accounting period or fiscal year. | Customer - Balance to date | About Customer - Balance to date | 121 |
| Analyze and reconcile customer balances at the end of a period. Explore opening balances, transactions within the period, and closing balances for customers. | Customer - Trial Balance | About Customer - Trial Balance | 129 |
| Get an overview of the items that are available to fulfill sales orders and ensure that inventory reservations are accurate. | Sales Reservation Avail. | About Sales Reservation Avail. | 209 |
| Analyze outstanding sales orders to understand expected sales volumes for items. To highlight overdue back orders, compare overall outstanding shipments with the planned shipment dates. | Inventory Order Details | About Inventory Order Details | 708 |
| Get an overview of sales orders that you can't fulfill because items are out of stock. | Inventory Sales Back Orders | About Inventory Sales Back Orders | 718 |
| Explore sales orders that are covered when you pick items from inventory. | Inventory Picking List | About Inventory Picking List | 813 |
Tasks
The following articles describe some of the key tasks for analyzing the state of your sales:
- Create Analysis Reports
- View the Availability of Items
- Blanket sales order status
- Package tracking
- View unposted and posted blanket sales order lines
Explore sales reports with Report Explorer
To get an overview of the reports that are available for sales, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Sales and Marketing heading, choose Explore.
To learn more, go to Finding Reports with the Role Explorer.
See also
Ad-hoc analysis of sales data
Sales analytics overview
Setting Up Sales
Sales overview
Reserve Items