Welcome to Performance Overview, your go-to Power BI app for comprehensive business insights within Microsoft Business Central. This user-friendly guide will walk you through the key features and functionalities, ensuring you harness the full potential of your data.


  • Install the Performance Overview Power BI app seamlessly within your Business Central environment. You can then connect to your data by providing the details of the dataset.

Navigating the Dashboard:

  • Upon installation, access the Performance Overview dashboard to get a snapshot of your business performance.

Dynamic Period Analysis:

  • Customize your view with a unique filter for days and stores.
  • Example: Select a 100-day filter to view the current period (last 100 days), previous period (100-200 days), and 2nd previous period (201-300 days).

Area Overview:

  • Explore insights in five critical areas: Sales, Cash Receipts, Account Receivable, Purchases, and Inventory.
  • View percentage sales and sales dollars for the current, previous, and 2nd previous periods.

Detailed Reports:

  • Click into each area to delve into detailed reports.
  • Uncover insights into your top 10 customers, inventory items, or vendors, depending on the selected area.

Filter Options:

  • Utilize basic filters to focus on specific years and months for in-depth analysis.
  • Leverage custom filters to tailor reports to your unique business needs.


  • Click ‘See More’ to access additional visualizations, including bar diagrams and pie charts.
  • Transform complex data into actionable insights for better decision-making.

Why Choose Performance Overview?

  • User-Friendly Interface: Navigate effortlessly through your data, even without extensive technical expertise.
  • Tailored Insights: Customize your reports based on your business requirements, ensuring relevance and accuracy.
  • Real-Time Decision-Making: Leverage up-to-the-minute data to make informed, strategic decisions for your business.
  • Responsive Design: Access your reports seamlessly on various devices, providing flexibility in how and where you review your data.

Ready to Get Started?

Install Performance Overview today and experience the ease of transforming your business data into actionable insights. Elevate your decision-making process and gain a deeper understanding of your business landscape. Harness the power of data to drive your business forward.

We’d love to help you and your business. Contact us: sales@navisiontech.com