Another excellent article from Barry Crowell on Dynamics GP and Power BI:
During my last blog post, I walked you through creating a financial dashboard using Power BI with Dynamics GP data. I have created additional analysis and measures now. If you look closely at the bottom left, you will see two additional reports for Sales Summary and Customer Analysis. Sales Summary The data used from Dynamics […]
Back in October of 2015, I posted a blog about how to modify Jared Hall’s awesome Excel Financial Dashboard that you can download here. The problem with his solutions is that most Dynamics GP environments are multi-company setups making these dashboards not very functional without navigating and opening multiple Excel spreadsheets to view each company’s […]
Sales Starter Edition has got following charts with whole set of important filters:
Top Customers (with costs)
Top 10 Products (with costs)
Top 10 Salespeople
Top 10 Sales Territories
Top 10 Sites
Sales with Trend and Projection
Sales Mix with Item Class
It’s a simple plug and play kind of dashboard on Microsoft Excel (v2010 & v2013) file. Setting this up once you buy it is so very easy. How to map your GP data server is clearly explained as part of this dashboard solution. And you can modify this as you wish once you link this to your GP data server.
As it is just an Excel file with a straightforward GP data server connection, all you need to do is to click on refresh to get the real time information.