Daily Sales Order Report

A daily Power BI report that summarizes yesterday’s order entry, shipments, dropship mix, and invoiced revenue—broken down by location and salesperson for fast leadership review.

Power BIDAXOperationsBusiness CentralReporting

Summary

Problem
Daily performance updates required jumping between ERP screens and manual rollups, making it difficult to quickly answer: “What happened yesterday, and where did it happen?”
Solution
Built a single daily report with standardized “Yesterday” KPIs and drilldowns by location and salesperson—using Business Central orders, posted shipments, and posted invoices.
Result
Faster daily reviews, fewer ad-hoc questions, and consistent KPI definitions (entered vs shipped vs invoiced) that leadership can trust.

Business impact

This report gives leadership a repeatable daily snapshot with clear definitions, so operational conversations start with the same numbers (and don’t depend on who ran the report).

Faster daily review
Consolidates key “yesterday” signals into one view (entered, shipped, dropship %, invoiced revenue), reducing time spent hunting totals across multiple ERP screens.
Cleaner accountability
Breakdowns by location and salesperson make it easy to identify where volume is coming from and where follow-up is needed—without waiting on manual rollups.
KPI trust
Separates “entered” activity from “posted” outcomes (shipments / invoices) so the team doesn’t mix operational throughput with financial posting timing.

Gallery

Screenshots and artifacts from the build (sanitized where needed).

1) Define the daily questions

I designed the page around the questions leadership asks every morning: “How many orders did we enter yesterday?”, “How much did we ship?”, “What was the dropship mix?”, and “What revenue posted?”

2) Data sources from Business Central
  • Sales order headers and lines for entry activity (orders, lines, units/items entered).
  • Posted sales shipments for shipment outcomes (shipped units/items, shipped orders where applicable).
  • Posted sales invoices for invoiced revenue posted yesterday.
  • Dimensions for date and location to standardize slicing and filtering.
3) “Yesterday” logic

I created a consistent date anchor for “yesterday” so all KPI cards update automatically each day and stay aligned. This avoids manual date selection and prevents inconsistent filtering between visuals.

4) KPI measures
  • Entered Orders / Lines / Units: based on sales order entry activity for yesterday.
  • Shipments (Yesterday): posted shipment activity for yesterday.
  • Invoiced Revenue (Yesterday): posted invoice revenue for yesterday.
  • Dropship %: share of entered activity that was dropship vs non-dropship.
5) Breakdowns that drive action

I prioritized breakdowns that drive operational follow-up: by location (where volume is concentrated) and by salesperson (who needs support / follow-up), while keeping the page readable and “daily-standup friendly.”