Monthly Sales Trends for D365 Business Central
Shows your last 12 months of item sales trends directly on the Item Card.
Monthly Sales Trends for Dynamics 365 Business Central
Monitor your previous 12 months of item sales with a clear dashboard widget built into the Business Manager Role Center. Get a quick view of monthly performance without repeatedly running reports or exporting data to Excel.
See your sales performance over the last 12 months
Monthly Sales Trends is an extension for Microsoft Dynamics 365 Business Central that adds a tabular sales summary to the Business Manager Role Center. It gives sales managers, business owners, and leadership teams a convenient view of monthly item sales from their everyday dashboard.
Key features at a glance
12-month sales overview
Review item sales for the previous 12 months in a clear, tabular format, with each row representing a calendar month.
Business Central dashboard
Access the widget from the Business Manager Role Center instead of navigating away to a separate reporting workflow.
Lightweight widget
Use a focused summary designed to make monthly sales information easier to review at a glance.
Minimal setup
After installing the extension and assigning the appropriate role center, refresh the dashboard to start viewing the sales summary.
Essential and Premium
The source page states compatibility with both Essential and Premium editions of Dynamics 365 Business Central.
Meeting-ready summary
Use the table during team reviews and performance discussions without preparing a separate chart or spreadsheet first.
Spot monthly changes sooner
Regularly reviewing monthly results can help teams notice changes in sales performance and consider whether further investigation or action is needed.
- Get a clearer view of monthly sales
- Support faster, data-informed decisions
- Improve planning and forecasting discussions
- Reduce repeated report-running tasks
- Support weekly team reviews
- Compare monthly and seasonal patterns
Who can benefit from Monthly Sales Trends?
Sales managers
Review month-to-month performance and identify patterns that may need attention.
Business owners
Get a high-level view of company sales without first assembling a separate report.
Account managers
Bring a quick view of sales performance into client or account discussions.
Executives and leadership
Use a concise monthly summary during operational and strategic reviews.
How it works
Install the extension
Get Monthly Sales Trends from Microsoft AppSource and select your Business Central environment.
Use the Business Manager Role Center
Assign or enable the Business Manager Role Center if it is not already in use.
Refresh the dashboard
Return to the dashboard and refresh it to view the monthly item sales summary.
Review trends and discuss actions
Compare monthly totals, look for unexpected changes, and use the summary during planning or performance reviews.
Make routine sales reviews simpler
Save preparation time
Reduce the need to repeatedly export data, filter columns, and format spreadsheets for basic monthly reviews.
Support better planning
Use the monthly view as an input when discussing campaigns, inventory, and upcoming sales priorities.
Improve team visibility
Make the same monthly summary available to relevant users in their Business Central workspace.
Keep reviews focused
Discuss the numbers using a consistent table rather than assembling new reports for every meeting.
Built for Dynamics 365 Business Central
Monthly Sales Trends is described by Dynasol as an extension built within Business Central. Its widget appears in the Business Manager Role Center, placing the monthly sales summary alongside the workspace users already use.
According to the product page, the extension supports both Essential and Premium editions. Check the current Microsoft AppSource listing and your environment requirements before deployment.
Installation and support
Open Microsoft AppSource
Find the Monthly Sales Trends app and select the option to get it.
Choose your environment
Follow the AppSource flow to select the Business Central environment where you want the app installed.
Check the role center
Assign the Business Manager Role Center if it is not already enabled for the user.
Refresh and review
Refresh the dashboard and start reviewing the monthly sales table.
Support provided by Dynasol
- Quick-start documentation
- Email and ticket-based support
- Updates aligned with Microsoft releases
Bring monthly sales visibility into your daily workflow
Review your previous 12 months of item sales directly from Dynamics 365 Business Central and make routine performance discussions easier to prepare.