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Sales analysis report, total sales by Salespeople

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Posted on by Frida_Admotion

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Hi! I am still struggeling with the sales analysis report. In the analysis line template, i would like to have one line for each salesperson, to show the total sales on all their customers. I tried to set the type-column to Salespeople, but the Intervall-column just want me to choose a dimension.

What is the proper way to do this?

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Dynamics 365 Business Central

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Khushbu Rajvi. 20,275 Super User 2025 Season 2 on at

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If it provide some hint: https://www.dynamicsuser.net/t/sales-by-salesperson-customer-item-report/20889

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, In 25.1, Microsoft released the new Sales by Salesperson (Power BI Report), you can try it first.

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

Thanks

ZHU

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Shauna Langley 893 Moderator on at

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Hi,

I got this to work as follows:

Sales Analysis Line Template defined as below.

I had a sales analysis view setup as follows

The Sales & Receivables Setup must have the salesperson dimension entered.

The matrix should then show your values.

Hope that helps,

Shauna

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