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Wisefish Sales Insights

Wisefish Sales Insights

Wisefish Sales Insights helps you analyze sales data effortlessly, so you can focus on growing your business instead of spending hours on reports.

With this ready-to-use Power BI report, you can track sales trends, customer behavior, and product performance at a glance. It connects directly to Microsoft Dynamics 365 Business Central and Wisefish, pulling real-time data from key sales tables like Sales Headers, Sales Lines, Value Entries, Items, Customers, and Salespersons.

What You Get

  • Sales Overview – See total sales, trends, and key performance indicators

  • Customer Insights – Understand buying behavior and identify inactive customers

  • Item Analysis – Track best-selling products and profitability

  • Salesperson Performance – Measure sales team contributions

  • Profit & Margin Analysis – See which sales bring the most value

  • Advanced Drill-Down Tools – Use interactive visuals like decomposition trees, ABC analysis, and time intelligence

With clear, actionable insights, your sales team can make smarter, faster decisions—without needing advanced Power BI or data analysis skills.

 At a Glance

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Sales Overview
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Item Overview