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However, you can change the date filter in the report filters section. Product number, Product name, Item groups nameД«y default, the content shows data for the current calendar year. EntityД¬ustomer groups, Customer regions, Address, Industry The following key dimensions in the Sales Cube are used as filters to slice the aggregate measurements, so that you can achieve greater granularity and gain deeper analytical insights. Revenue last year = CALCULATE(SUM('Invoice lines'), SAMEPERIODLASTYEAR(Dates) SUM(Gross profit / (Revenue - Sales tax (included in customer invoice line amount))) SUM(Revenue вЂ“ COGS вЂ“ Commission вЂ“ Sales tax (included in customer invoice line amount)) The following table shows the key aggregate measurements of the Invoice lines entity that are used to create several calculated measures in the content's dataset. The commission amount in the accounting currency. The sum of the cost amount and the adjustment.Д¬ommission line amount вЂ“ accounting currency SUM(CostAmountPosted + CostAmountAdjustment) The following key aggregate measurements of the Invoice lines entity are used as the basis of the content. For more information, see the procedure for staging aggregate measurements in the Entity store in the Power BI integration with Entity Store in Dynamics blog post. To stage the cube's aggregate measurements in the Entity store, you must make them deployable. The aggregate measurements in this content are the subset of aggregate measurements that were available in the Sales Cube in Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R3. For more information, see Power BI integration with Entity store. The Entity store is a Microsoft SQL Server database that is optimized for analytics. This data is represented as aggregate measurements that are staged in the Entity store.

The following data is used to fill the report in the Sales and profitability performance Power BI content. Understanding the data model and entities * Revenue this and last year, and growth by sales category. Gross profit, gross margin, YOY revenue growth Number of products accounting for 80% revenue Total number of active products and percentage of total Report pageДЄverage customer revenue by customer group The following table provides an overview of the visualizations in the content. These metrics are visualized as charts, tiles, and tables. The Sales and profitability performance Power BI content includes a report that consists of a set of metrics. MetricsВ that are included in the Power BI content The Sales and profitability performance Power BI content is shown on the Sales and profitability performance page ( Sales and marketing > Inquiries and reports > Sales performance analysis > Sales and profitability performance).

Customer profitability (by revenue versus gross margin).

Gross profit and profit margin (by customer groups and product sales categories).

Profitability can be analyzed in these ways:

Revenue change, year-over-year (by customer regions and sales categories).

Revenue, year-to-date (by customer group and individual customers, sales categories, and individual products and geographies).

The Sales and profitability performance content lets sales managers analyze sales performance in the following ways: Therefore, account managers have a data-backed foundation that they can use to tune their sales and marketing efforts to each customer's profile. Finally, a comprehensive report plots an individual customer's revenue versus profit margin. Therefore, category and regional managers can identify laggards and leaders. Additionally, charts compare the revenue and profitability of different product categories and customer groups to each other. Therefore, the reports can be used to alert managers about positive and negative trends for individual customers and products. Reports highlight changes in revenue and profit growth over time. It uses sales transactional data, and provides both an aggregate view of the company-wide sales figures and a breakdown of sales performance for customers and products. The Sales and profitability performance Power BI content was created so that sales managers can monitor the key sales metrics of revenue, gross profit, and profit margins.

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It explains how to access the Power BI reports, and provides information about the data model and entities that are used to build the content. This topic describes what is included in the Sales and profitability performance Microsoft Power BI content.