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Real-world Business Intelligence with Microsoft Dynamics GP by Mark Polino, Belinda Allen

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Chapter 6. Business Intelligence for Sales Order Processing

Although Sales Order Processing (SOP) is technically a distribution module, many non-distribution companies use it. Many professional services organizations bill through the SOP module as well. Distribution and non-distribution companies alike evaluate SOP reporting daily to view past performance for information on:

  • Sales
  • Cash flow forecasting
  • Commissions
  • Profitability

The SOP module interfaces with our customers and represents (usually) the source of our mainstream revenue, so it is critical to review it regularly.

This chapter focuses on the review of SOP data. The next chapter will focus on using BI as part of your workflow.

What we will build:

  • Dashboard of sales by customer, state, item class, ...

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