Business Intelligence

Businesses capture a tremendous amount of data through daily activity. This data, which reflects such things as the organization's sales figures, purchases, operational expenses, employee salaries, and budgets, can become valuable information, or business intelligence, for decision makers. Microsoft Dynamics NAV contains a number of features that help you gather, analyze, and share your company data.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

View budgets, and actual amounts compared to budgeted amounts for all accounts and for several periods.

Analyze Actual Amounts and Budget Amounts

Create new account schedules, set up account schedule rows and columns, assign predefined column layouts to account schedules, and create account schedule columns that calculate percentages.

Create and Set Up Account Schedules

Analyze your financial performance by setting up KPIs based on account schedules, which you then publish as web services. The published account-schedule KPIs can be viewed on a web site or imported to Microsoft Excel using OData web services.

How to: Set Up and Publish KPI Web Services Based on Account Schedules

Set up analysis view, analyze data using dimensions, and update analysis views.

Analyze Data by Dimensions

Create new analysis reports for sales, purchases, and inventory, and set up analysis templates.

Create Analysis Views and Reports

Learn about XBRL, such as how to import taxonomies, set up XBRL lines, and update XBRL taxonomies.

Create Reports with XBRL

See Also

Other Resources

Establish Sales Forecasts