Skip to main content

Power BI Interactive Dashboard: Quote to Invoice [Dynamics 365 FO & Dynamics AX]

This Quote-to-Invoice dashboard gives you a single, interactive look at the whole sales process, from the first quote to the order processing to the final invoice. Users can see how many people convert from one stage to the next, look at the time it takes to settle an invoice after a quote is sent, filter by customer, product, or location, and find problems in the pipeline. The dashboard turns the whole transactional flow into visual, actionable insights that help your sales, finance, and operations teams improve procedures, boost throughput, stop revenue leakage, and improve cash flow.