sales KPI overview

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APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).

This article lists and describes the key performance indicators (KPIs) included in the semantic model for the Power BI Sales app. The descriptions include how the app calculates KPIs and the data it uses for its calculations.

Explore the KPIs to learn more about how they can help you achieve your business goals.

 Tip

You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

Customer Table

Customer Measures

• No. of Customers
• No. of Lost Customers
• No. of New Customers
• No. of Recovered Customers
• No. of Returning Customers
• Sales Lost Customers (12M)
• Sales New Customers
• Sales Recovered Customers
• Sales Returning Customers

No. of Customers

Formula

Distinct count of the Customer No. column from the Sales table.

Data Sources

• Value Entries
• Sales Line

No. of Lost Customers

Formula

This measure calculates the number of customers who were lost, meaning customers who stopped purchasing, within the current date selection. It determines the latest date in the selection, prepares a table of customers and the dates they were "lost," and then filters out the customers whose lost date is within the selected date range. Finally, it counts the rows in this filtered table to get the number of lost customers.

Data Sources

• Value Entries
• Sales Line

No. of New Customers

Formula

This measure counts new customers by finding the date of their first purchase. It includes customers if their first purchase happened within the date selection.

Data Sources

• Value Entries
• Sales Line

No. of Recovered Customers

Formula

This measure calculates the number of customers who were temporarily lost, that is, customers who stopped purchasing but later made a new purchase. It identifies customers who had a "lost" date before the selected date range, then determines which customers made a new purchase within the current period. The measure filters and counts only those customers whose new purchase occurred after their lost date, returning the total number of recovered customers.

Data Sources

• Value Entries
• Sales Line

No. of Returning Customers

Formula

This measure calculates the number of customers who made a repeat purchase during the current period. It identifies existing customers by filtering customers whose first purchase was before the selected date range, then determines which of these customers made another purchase within the current period. The measure returns the count of these returning customers.

Data Sources

• Value Entries
• Sales Line

Sales Lost Customers (12M)

Formula

This measure calculates the total sales lost over the past 12 months due to customers who stopped purchasing ("lost" customers). It first identifies the most recent "lost" date, then filters customers who were lost before that date. It gets the sales from the previous 12 months for these lost customers and calculates the total revenue they generated before they stopped purchasing.

Data Sources

• Value Entries
• Sales Line

Sales New Customers

Formula

This measure calculates the total sales from customers who made their first purchase within the current date range. It identifies each customer's first purchase date, filters out customers whose first purchase occurred during the selected period, and then sums the sales amount from those new customers.

Data Sources

• Value Entries
• Sales Line

Sales Recovered Customers

Formula

This measure calculates the total sales generated by recovered customers. Recovered customers were previously lost but made a purchase afterward. It identifies temporarily lost customers, checks whether they made a new purchase in the current period, and then sums the sales figures for them.

Data Sources

• Value Entries
• Sales Line

Sales Returning Customers

Formula

This measure calculates the total sales generated by returning customers. Returning customers are customers who made their first purchase before the current period and made more purchases in the current period. It identifies returning customers by finding the intersection of active customers and customers who purchased previously, and then sums the sales from these returning customers.

Data Sources

• Value Entries
• Sales Line

Opportunities Table

Opportunities Measures

• Opportunity Sales Quote Amount

Opportunity Sales Quote Amount

Formula
This measure calculates the sales amount where the Document Type is Quote and the Sales Opportunity No. is related to an Opportunity No.

Data Sources

• Opportunity Entries
• Sales Line

Opportunity Entries Table

Counters

• No. of Lost Opportunities

APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).

This article lists and describes the key performance indicators (KPIs) included in the semantic model for the Power BI Sales app. The descriptions include how the app calculates KPIs and the data it uses for its calculations.

Explore the KPIs to learn more about how they can help you achieve your business goals.

 Tip

You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

Customer Table

Customer Measures

• No. of Customers
• No. of Lost Customers
• No. of New Customers
• No. of Recovered Customers
• No. of Returning Customers
• Sales Lost Customers (12M)
• Sales New Customers
• Sales Recovered Customers
• Sales Returning Customers

No. of Customers

Formula

Distinct count of the Customer No. column from the Sales table.

Data Sources

• Value Entries
• Sales Line

No. of Lost Customers

Formula

This measure calculates the number of customers who were lost, meaning customers who stopped purchasing, within the current date selection. It determines the latest date in the selection, prepares a table of customers and the dates they were "lost," and then filters out the customers whose lost date is within the selected date range. Finally, it counts the rows in this filtered table to get the number of lost customers.

Data Sources

• Value Entries
• Sales Line

No. of New Customers

Formula

This measure counts new customers by finding the date of their first purchase. It includes customers if their first purchase happened within the date selection.

Data Sources

• Value Entries
• Sales Line

No. of Recovered Customers

Formula

This measure calculates the number of customers who were temporarily lost, that is, customers who stopped purchasing but later made a new purchase. It identifies customers who had a "lost" date before the selected date range, then determines which customers made a new purchase within the current period. The measure filters and counts only those customers whose new purchase occurred after their lost date, returning the total number of recovered customers.

Data Sources

• Value Entries
• Sales Line

No. of Returning Customers

Formula

This measure calculates the number of customers who made a repeat purchase during the current period. It identifies existing customers by filtering customers whose first purchase was before the selected date range, then determines which of these customers made another purchase within the current period. The measure returns the count of these returning customers.

Data Sources

• Value Entries
• Sales Line

Sales Lost Customers (12M)

Formula

This measure calculates the total sales lost over the past 12 months due to customers who stopped purchasing ("lost" customers). It first identifies the most recent "lost" date, then filters customers who were lost before that date. It gets the sales from the previous 12 months for these lost customers and calculates the total revenue they generated before they stopped purchasing.

Data Sources

• Value Entries
• Sales Line

Sales New Customers

Formula

This measure calculates the total sales from customers who made their first purchase within the current date range. It identifies each customer's first purchase date, filters out customers whose first purchase occurred during the selected period, and then sums the sales amount from those new customers.

Data Sources

• Value Entries
• Sales Line

Sales Recovered Customers

Formula

This measure calculates the total sales generated by recovered customers. Recovered customers were previously lost but made a purchase afterward. It identifies temporarily lost customers, checks whether they made a new purchase in the current period, and then sums the sales figures for them.

Data Sources

• Value Entries
• Sales Line

Sales Returning Customers

Formula

This measure calculates the total sales generated by returning customers. Returning customers are customers who made their first purchase before the current period and made more purchases in the current period. It identifies returning customers by finding the intersection of active customers and customers who purchased previously, and then sums the sales from these returning customers.

Data Sources

• Value Entries
• Sales Line

Opportunities Table

Opportunities Measures

• Opportunity Sales Quote Amount

Opportunity Sales Quote Amount

Formula
This measure calculates the sales amount where the Document Type is Quote and the Sales Opportunity No. is related to an Opportunity No.

Data Sources

• Opportunity Entries
• Sales Line

Opportunity Entries Table

Counters

• No. of Lost Opportunities

本文标签： SalesKPIOverview