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Everyone Can Budget, Forecast, and Analyze Data with Business Central

March 17, 2020 | 10 am CT / 11 am ET

Do your teams need better line-of-sight into the data that makes your business run? You already have the tool you need!

Watch On-Demand

The Analysis and Reporting features in Business Central provide non-finance users with tools to easily budget, forecast, and analyze data. For example, warehouse managers need information on inventory turnover, stock movement analysis and inventory value statistics. Likewise, Sales managers need to analyze turnover, gross profit, and other key sales performance indicators. 

In this webinar, Senior Application Consultant Lisa Doran will show you to create customized reports based on posted transaction data such as sales, purchases, transfers, and inventory adjustments found in the ledger entries.

Personalized reports can be created to focus on key accounts in terms of:

  • Turnover in both amounts and quantities sold
  • Gross profit amount and percentage in the current month
  • Comparisons to previous months or prior years
  • Variances

You can even drill into the data on the actual transactions or incorporate Dimensions to gain even greater insight into your business.

Find out how you can become an expert on this underutilized tool in your Business Central arsenal by joining Lisa’s webinar. Bring your questions.

About the Presenter

Lisa Doran

Lisa Doran

Lisa Doran is a Senior Application Consultant at Innovia Consulting. She has helped many customers get the most out of their NAV/Business Central ERP systems. She has specific expertise in core financials, manufacturing, warehouse management, ChargeLogic, Lanham E-ship, Jet Reports, and a host of other ISV solutions. Prior to working in the ERP space, she worked on accounting teams at manufacturing, distribution, and service firms in the Midwest.