The Microsoft Dynamics 365 for Field Service Dashboard
For this dashboard, we have created a fictional Air-conditioning company. At the top of the dashboard, you can see all the different technicians from this company. You can click on one of them to see the statistics for this individual technician. When you click, you see every other visualisation in this page change to show statistics for this individual. This is called ‘cross-filtering’, one of the most powerful benefits that Power BI offers. In this way, you can always compare data of different topics as long as you have a good data model. Along with the trader filters, you can also set a time filter in the right-bottom corner. Moreover, you can filter on location. For example, if you only want to see things that happened in Utrecht, you just click on the province Utrecht in the map visual.
Incidents and Opportunities Dashboard for Microsoft Dynamics 365
Want to see quickly where your opportunities come from and in which state they are? Then Power BI is a great tool to see this in a fast way. In this dashboard, we took some data from CRM opportunities and CRM cases (incidents). On the bottom of the page, you can switch between two pages. Just like the previous dashboard, you can filter on any company name, state, status or user.
Let me explain the top three bar charts in a little more detail:
– Lead source: Where is the lead coming from?
– Sales state: In what state is the opportunity?
– Owner: Who is the owner of the opportunity?
In the left-bottom corner, you see a visual called ‘tree map’. The bigger the blocks are, the more opportunities for this account (customer). Next to the tree map you can see the the probability of the opportunity being closed. In this way, you can see what opportunities are good looking or bad looking, very quickly without needing excel or other tools. Finally, yet importantly, you see the estimated value of the opportunities.
The Microsoft Dynamics Navision dashboard
The dashboard for Microsoft Dynamics Navision contains three pages. You can switch pages with the arrows on the bottom of the page with the arrows. On page 1 the amount of orders are visualised. We start with the blue bar chart, which contains information on orders by month. The visual has a drill down or drill up function. If you select the arrow on the right side of the visual, you can drill down into this month so you can see the orders per day. The other way around, you can also drill up to the quarters, so you can also switch to another quarter if needed. This page also contains a map visual, although it is different from the one in the Field Service Dashboard for CRM. Here, it is possible to zoom in and look into more detail. In the map visual, I gave different colours to different quantities, which is called diverging. Green means a big quantity, red means a small quantity. This leaves yellow/orange for the average.
Did you ever wonder about how many your sales persons are selling? Or, do you wonder how the margin’s disappearing? Well, in the second page, you can see how much discount amount your sales persons give to their customers. If you select one of the months as a filter, you can then select an employee name to see in which city they made the sale and how much discount amount they give in the city. Just like in the previous dashboard, we have a tree map, where you can see the discount amount per employee name.
The last page is all about cancellations. You can see the different reasons in the bar chart as a total, or you can see this per employee in the right table. In the stacked bar chart at the bottom of the page, you see the reasons per city.
The Microsoft Dynamics AX Monitoring Dashboard:
When an entry is made in Microsoft Dynamics AX , this entry is booked on the general ledger. De different entries in the general ledger add up to the sub account, which are used to show profit and loss, and the balance of the company. We made this dashboard to make a connection between general ledger entries versus different sub accounts. Sometimes differences in numbers occur between ledger entries and the according sub accounts. This may occur when an entry is booked directly on the sub account, instead of an individual entry. The dashboard checks whether there are differences between the individually booked ledger entries and the totals shown in the sub accounts.
On the first page, you can see in which cases there is a difference between the amount booked on the sub account and the amount booked via the general ledger entries. If you click on the red ones you see the difference between them in the cards on the right. On the second page, you see a different way of visualisation, called gap analysis. Here you can spot these differences easily by looking at the gaps. When you hover over the circles, you get more information about the amounts booked.
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