How can I analyze Budget Achievement Status?

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Posted on by CU08052056-0

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Hi experts!

I asked how to preset yearly budget, below post.
Solved: How can I preset yearly all budget for specific customer?

Then how can I analyze Budget Achievement Status during the year?
Especially on project, we can see WIP. Which reports should I check?

Look forward to your suggestions!

Nobuhara

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,234 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Budget Comparison - Business Central | Microsoft Learn

Analyze Actual Amounts Versus Budgeted Amounts - Business Central | Microsoft Learn

Best Regards
Gerardo

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Andrés Arias 4,190 Super User 2025 Season 2 on at

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Hello Nobuhara,

The following links may help you.

https://learn.microsoft.com/en-us/dynamics365/business-central/bi-how-analyze-actual-versus-budget

https://consultingprudence.com/understanding-budget-vs-actual-analysis-in-dynamics-365-business-central/

https://www.youtube.com/watch?v=0sjseinrMXA

I hope I can help.

Regards,

Andres

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, You can also try the latest Power BI reports.

Actual vs Budget (Power BI Report)

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-powerbi-actual-vs-budget?wt.mc_id=DX-MVP-5004336

PS: https://yzhums.com/57847/

Hope this helps as well.

Thanks.

ZHU

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Sohail Ahmed 11,148 Super User 2025 Season 2 on at

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Adding more details

https://www.youtube.com/watch?v=GtCGEn-Ppr8

✅ Mark this answer as verified if it helps you.

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