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Custom Dynamics 365 Business Central dashboards

Import your data directly from Business Central and customize your own dashboards across accounting, sales, purchasing, inventory and customer transactions.

Dynamics 365 Business Central dashboard
Dynamics 365 Business Central
+
Plecto

Category

Finance

Partner website

dynamics.microsoft.com

About Dynamics 365 Business Central

Dynamics 365 Business Central is a business management solution for small to medium-sized businesses.

Additional help

help.plecto.com/microsoft-dynamics

Create real-time Microsoft Dynamics 365 Business Central dashboards with Plecto

The Microsoft Dynamics 365 Business Central integration will enable you to create a full overview of your business KPIs in real-time. Create and customize your KPIs from the available data types and see how you can turn all your data into insightful metrics on a dashboard. Visualizing your Microsoft Dynamics 365 data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important sales activities, KPIs, and business metrics.

Create a fully customized Microsoft Dynamics 365 dashboard for your needs with a Plecto Dashboard, and add value to your Microsoft Dynamics 365 data with meaningful visualizations. Display your Microsoft Dynamics 365 data on a wide variety of widgets, including graphs, speed-o-meters, tables and use conditional colors to easily identify progress towards your goal. Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation amongst your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale.

Take your dashboard to the next level, and combine your Microsoft Dynamics 365 data with services like Freshdesk, Relatel, and hundreds more. With Plecto's integration to Microsoft Dynamics 365 the options are endless. You are able to create, edit, iterate and display Microsoft Dynamics 365 dashboards focused on sales hit rate and quota attainments. You can display your Microsoft Dynamics 365 dashboards on TV screens across your office, on your computer or access them from your device thanks to our iOS and Android app.

What types of data can you import from Dynamics 365 Business Central?

Customers

Track all relevant information about you customers and use this to get a full overview of your customer transactions.

Update frequency
Every 5m

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Items

Update frequency
Every 5m

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Sales Quotes

Update frequency
Every 5m

Default member field
salesperson

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Purchase Invoices

Update frequency
Every 5m

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Sales Orders

Update frequency
Every 5m

Default member field
salesperson

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Sales Invoices

Update frequency
Every 5m

Default member field
salesperson

Default date field
lastModifiedDateTime

Supports custom fields?
No

Supports automatic registration deletion?
No

Pre-built Dynamics 365 Business Central KPIs

Browse our extensive library of pre-built Dynamics 365 Business Central KPIs or customize and create your own.

Latest Customer Name

Latest Customer Name

The most recent user that created an account on your platform.

Value of New Orders

Value of New Orders

Monetary value of each new purchase done on your website.

Number of New Customers

Number of New Customers

Total amount of opportunities that have turned into clients in the last period.

Average Basket Size

Average Basket Size

Average amount of products that your customers are buying from your website in each purchase.

Average Order Value

Average Order Value

Average amount of money your clients are spending on their orders.

Value of Invoices

Value of Invoices

Amount of money that the company is spending on paying its various invoices.

Number of Invoices

Number of Invoices

Amount of invoices a company has received in the last period.

Number of Products Sold

Number of Products Sold

Total amount of products you’ve sold over the last period.

Return on Ad Spend

Return on Ad Spend

Total revenue generated by a specific channel compared to the total spend on ads in that channel.

Formula

Don't see the KPI you are looking for?

Build your own KPIs to use for custom widgets with our easy-to-use formula editor.

How it works

1. Connect your data sources

One-click real-time integration with the most popular CRM, support, marketing and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPIs or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20%.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.

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