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SD BI Sales Cockpit

SD BI Sales Cockpit allows you track and display either at Manager or salesperson level your sales cycle activity for Quotes and Orders.  It forces users to log a lost reason code on quotes before they are deleted. You can also generate Customer Alerts for drops in sales value activity (Cliff Report) comparing variable periods – with the activity analysed down to item category level.  All of the above data can also be presented out to a ready made set of Power BI Dashboards via ODATA Feeds.

Key Features

  • Log Quotes created by period by salesperson.
  • Log Quotes won by period by salesperson.
  • Log Quotes lost by period by salesperson.
  • Log Orders created by period by salesperson.
  • Generate alerts for value drops in customer sales.
  • Feed all this data to Power BI with ODATA feeds.

Use Case Examples

  • Track historic Sales Quote activity.
  • Track historic Sales Order activity.
  • Alert on Customer sales drops.
  • Feed Power BI dashboards.
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Why use SD BI Sales Cockpit?

D365 Business Central
Sales Cycle KPI and BI Information

30 Day Free Trial
Via Microsoft App Source

Monthly Rental
SAAS Users only

Media

What do you get with SD BI Sales Cockpit?

EXTENSION:

App file
Prior to V15 we provide a FOB file
App file can be installed direct from Microsoft App Source
FOB's may need partner assistance + Licence update

UPDATES:

Major Versions
Every 6 months
Major releases will receive an update within 21 days
Minor releases only receive bug fixes if required

GUIDES:

PDF User Guide
Online Video library
Remote Support Option
Remote Training Option

INSTALLATION:

Assisted Setup
Template Config Package
Install & Setup - guide 2 hours
Training - guide 2 hours

SUPPORT:

Email Support
Mon-Fri 09:00 to 17:30 GMT
Bug fixes
Feature requests considered for major release cycle

What do you need?

SUPPORTED EDITIONS:

Essentials and Premium editions

SUPPORTED REGIONS:

GB, IE, NA and other major regions

SUPPORTED LANGUAGES:

English and machine translation on request

SUPPORTED EXTENSIONS:

Dynamics365 BC V15 or later

SUPPORTED C/AL:

Dynamics NAV 2016 or later

Price

SAAS

€79 per month
Minimum 6 month term
Unlimited Users per licence
Unlimited Companies per licence
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Trial

Free 30 Days
Only available for SAAS
Includes Demo setup data
Pre V15 may require services
Get in touch

Perpetual

€2,315 Once off
Includes 16% Assurance yr1
Unlimited Users per licence
Unlimited Companies per licence
Get in touch
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