Sales and Inventory Analysis Reporting

Is your Sales team asking you for more information on what is selling and how well it’s performing?  Certainly, they would like to know who is buying what?  Are you trying to figure out the turnover of a particular item or group of items?  Good news – you already own the tools that can answer these questions!  Your Microsoft Dynamics 365 Business Central / Dynamics NAV system can answer all these questions and more using the Sales & Inventory Analysis reporting functions.  We’ll walk through the setups and basic reporting of this dynamic solution to give you the tools you need to wow your team with information.

Class topics

  • Available sales and inventory data
  • Outlook integration
  • Canned sales and inventory reports
  • Inventory analysis report
  • Export to Excel and Analysis

Who Should Attend?

Business Analysts, Sales Managers, and Accounting staff interested in gaining greater sales, customer, and product insights.

Learning Objectives:

At the end of this class, participants will be able to:

  • Identify what sales and inventory data is available for analysis
  • Identify relevant system reports to use in their analysis
  • Explain how to query and export relevant sales and inventory data

Field of Study: Computer Software & Applications

Program Level: Intermediate

Prerequisites: None

Advanced Preparation: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor while attending class.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class, you are eligible to earn up to 4 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must notify your instructor of your intention to request credit before the start of the first class. To receive CPE credit, you must be present and actively engaged, which will be verified using polling questions and other means. You will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Version: This class is taught in Microsoft Dynamics 365 Business Central.

Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”.  We use proven practices to make sure you retain what you learn and are fully equipped to immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.

Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.

Contact Us to Discuss How We Can Help Your Company Today!

The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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