Dashboard Bundle Crash Course

Course Includes: 👉 4 Sessions - 4 back-to-back days - 1 hour per session👉 Full Base Setup for every extension in the Dashboard Bundle for D365 Business Central👉 No External Integrations Required – Directly Download from AppSource👉 Save time (and money!) on implementation by working directly with Business Central experts! 👉 Ask questions, learn valuable tips & tricks, and advance your knowledge base.   Dates: June 16th - 19th (Monday - Thursday)Times: 1:00 - 2:00 PM CST   The Dashboard Bundle includes the following Business Central extensions from the BC Toolbox for one flat price: Financial Dashboard Sales Dashboard Warehouse Dashboard History and Statistics Health Check All of the metrics, reports, and KPIs on the dashboard are directly embedded inside of Business Central. No external connections and data calls ensure accuracy and security and also help with the overall reporting speed. By optimizing these factors, you will have the peace of mind that data is restricted to only those who should see the data (including drill downs).You’ll learn to leverage embedded dashboards for finance, sales, warehouse, history, statistics, and system health, all designed for fast, secure, and accurate reporting directly within Business Central. By the end, you’ll confidently track KPIs, analyze trends, and optimize operations with real-time insights.This crash course will include set-up and walk-through of the following: Financial Dashboard:  General: Track KPIs like Pipeline, Revenue, and Margins, set custom goals, perform balance checks, and access quick views of Financial Reports. Accounts Receivable: Analyze AR Aging with pie charts, detailed customer lists, "Average Pay Days," and late payer indicators, all exportable and drillable. Accounts Payable: View AP Aging with pie charts and vendor details, offering sorting, filtering, and exportable options. Inventory: Monitor Inventory Valuation, location-based values, outages, adjustments, and "Days Supply" for stock optimization. Sales: Assess sales by dimensions, posting groups, order pipeline, and view top customers, items, and profit charts. Cash: Review bank balances, cash usage, and forecasts with graphs, setting up forecasts quickly without complex setups. Sales Dashboard: Charts and metrics include:  World Sales: Sales by Country (Data Grid & Bubble Map). US Sales: Sales by State (Data Grid & Bubble Map). By Date: Sales trends for today, week, month, year, YTD (Line & Bar Charts). By Item: Sales by Customer & Item Category. By Dimension: Sales by User-Defined and Global Dimensions, with date filters. By Salesperson: Sales by Salesperson, Top Performers, and Date Filters. By Customer: Sales by Customer and Invoice. Additional: Centralized Sales Analytics across multiple BC companies. Warehouse Dashboard:  Warehouse Dashboard is an extensive tool that helps any warehouse to monitor and analyze all levels of activities and status. This is broken down into 7 different views, all within the same dashboard: Shipments – Analyze Shipment Dollars, Orders, and Lines to monitor activity levels, including historical trends by day of week Receipts – Analyze Receipt Dollars, Orders, and Lines to monitor activity levels, including historical trends by day of week and month Counts/Adjustments – Quickly monitor Adjustment and Cycle/Physical Counting Activity Inventory Levels – Analyze Current inventory levels both by dollars and quantity.   Also provides statistical analysis on: Inventory Turn Index Average Inventory Age Average Lead Times Days Supply Gross Margin Return on Investment (GMROI) Days Supply vs Lead Time Ratio (DSLT) Vendors – Analyze Vendor performance for on time delivery and overall performance (including return ratios) Sales Orders – Analyze Open Sales Orders including extensive “Back Order” monitoring Purchase Orders – Analyze Open Purchase Orders including the ability to Blast Email Vendors with PO Lines that are past due History and Statistics: The History and Statistics tool is perfect for anyone looking to gain additional insights into their Vendor, Customer, and Item data. Item Statistics: Track inventory metrics like Quantity on Hand, Available, Lead Time, Days Supply, Aging, Valuation, Trends (Sales, Purchase, and Inventory Levels), and open transactions (Quotes, Orders, Returns, Jobs). View inventory by location/bin and access change logs.   Vendor Statistics: Monitor purchases, vendor performance (Lead Time, Returns, On-Time Delivery), AP Aging, Top Purchases, and Trends (Monthly, Item Categories). Access vendor-specific transactions, lists, and change logs.   Customer Statistics: Analyze sales, balances, AR Aging, fulfillment metrics, customer trends (Sales, Item Categories), Top Items, and geographical data. Review open transactions, posted invoices, and change logs.   Enhanced Change Logs: Track changes for Customers, Vendors, Items, Sales/Purchase Documents, Jobs, and Field Monitoring.   Sales Document Search: Search all Business Central sales records (posted/unposted) globally, filter and sort data, drill down to documents, and save views for quick reporting.   Health Check: Accounting: Perform balance checks for Subledger to GL, Cash, and AR Aging with late payer indicators. Identify outstanding transactions (PO/SO, production orders, jobs), analyze missing dimensions and defaults, monitor number series nearing limits, and review posting setups (periods, user-level, and group setups). Setups: Analyze accounting periods (closed/open), current posting settings, and ensure proper setups for sales and purchase accounts. Inventory: Monitor item quantities, sync discrepancies in bin and warehouse tables, flag negative inventory, and identify aging inventory. System: Track storage capacity, database size, sent emails, and export change logs. Review user activity (logins vs license level), job queue errors, and currency exchange rate updates.