Use the Dashboard to Monitor Your 12-Month Sales Progress Understanding your numbers is crucial in the business world. One fact is true whether you are in charge of an established company or a rapidly expanding startup: you cannot manage what you cannot measure. For this reason, Dynasol Technologies created the Monthly Sales Trend app for Microsoft Dynamics 365 Business Central, a simple yet useful add-on that lets you track the monthly sales performance of your business over the previous 12 months.
The days of manually creating reports, exporting them to Excel, and waiting for performance summaries from finance teams are long gone. You can easily access your sales data on your Business Central dashboard with Monthly Sales Trend.
What is the Monthly Sales Trends App?
Monthly Sales Trends app is a simple yet powerful extension for Dynamics 365 Business Central that adds a smart widget to the Business Manager Role Center. It displays a clean, tabular summary of your last 12 months of item sales in real-time.
The goal? To give sales managers, business owners, and leadership teams instant visibility into sales performance trends — all without leaving the homepage.
Key Features at a Glance
Why You Need This App?
Let’s face it—most sales teams operate reactively, not proactively. You realize you’re behind on sales targets when it’s already too late to fix them. What if you could spot sales dips or sudden growth the moment they happen?
That’s exactly what this add-on offers:
- Instant clarity into monthly sales
- Faster, data-driven decisions
- Better forecasting and planning
- No need to run reports every time
- Ideal for weekly team reviews and performance checks
Who Is This App For?
Additionally this extension was built with decision-makers in mind. It’s perfect for:
Sales Managers: Who need to monitor performance across months and identify patterns.
Business Owners: Who want a bird’s-eye view of company sales trends.
Account Managers: Needing quick data for client meetings.
Executives & Leadership: Who want at-a-glance insights during strategic reviews.
Even non-technical users can benefit from its clear layout and simplicity. No need to dig through data or schedule reports—the numbers are already waiting for you.
How It Works?
After installing the app, the Monthly Sales Trends becomes part of your Business Manager Role Center. It automatically populates your dashboard with real-time sales totals for the last 12 months.
Each row in the table represents a calendar month, while each column summarizes item-level sales. This makes it incredibly easy to:
- Track monthly changes
- Spot anomalies (e.g., unexpected dips)
- Compare seasonal trends
- Present data to teams during meetings
You don’t need to configure anything technical. It’s plug-and-play, with a minimal learning curve.
Benefits to Your Business
-
- Time Savings:
Forget exporting data, filtering columns, and formatting Excel sheets. Your monthly sales data is already visible— no clicks required. - Better Sales Planning:
Track how each month performs and adjust your strategy accordingly. Whether it’s launching new campaigns or optimizing inventory, this app helps you make informed decisions. - More Accountability:
With monthly sales data in plain sight, teams stay motivated and aligned. It’s easier to review results and course-correct together. - Cleaner Decision-Making:
When performance trends are visible and simplified, you can base your decisions on data, not guesswork. - Effortless Reporting:
Use the table during meetings or reviews without having to prepare charts or graphs. It’s presentation-ready by default.
Seamless Integration
Additionally the Monthly Sales Trends app is built natively within Business Central, ensuring smooth performance and data accuracy.
Installation & Support
Getting started is easy:
- Go to Microsoft AppSource
- Click Get It Now
- Choose your environment
- Assign the Business Manager Role Center (if not already enabled)
- Refresh your dashboard and start tracking!
Dynasol offers:
- Quick-start documentation
- Email and ticket-based support
- Updates in line with Microsoft releases
Try Monthly Sales Trends Today
Ready to bring sales visibility into your daily routine?
- Install Now on AppSource
- Book a Free Consultation
Start tracking your monthly sales performance instantly with the Monthly Sales Trends add-on for Business Central—no reports, just real-time insights.
Install now from AppSource and turn your dashboard into a powerful sales intelligence hub.
