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Use the enhanced Power BI Sales app and modernized reports in sales analytics

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically - Oct 2025

Business value

The improvements in reporting and analytics for the sales area help your business track new key performance indicators (KPIs) and scenarios in Power BI. Customizable Excel layouts for many sales reports let you tailor them to your needs, while enriched datasets provide more comprehensive analysis.

Feature details

The sales area now has significantly improved reporting and analytics. For Power BI, the Power BI Sales app now offers the following capabilities:

  • Use data from projects and the general ledger in your analyses.
  • Analyze sales forecasts.

You also get modernized versions of the following sales reports:

  • Customer list
  • Customer - Order Summary
  • Customer - Order Detail
  • Sales Statistics
  • Customer/Item Sales
  • Customer Balance to Date
  • Customer Trial Balance
  • Sales Reservation Availability
  • Inventory Order Details
  • Inventory Sales Back Orders

Screenshot of the Sales Demographics report

Screenshot of the Sales Returns Overview report

Screenshot of the Key Sale Influencers report

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.