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FREE Power BI SYSPRO Sales Summary App

FREE Power BI SYSPRO Sales Summary App

A free Power BI template app with a quick gross sales summary straight from SYSPRO ERP data.

Most SYSPRO environments have hosted SQL servers and need the Microsoft on-premises data gateway. Gateway guide · video
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Free on Microsoft AppSourceYTD and MTD sales and gross profitAgainst the prior year
What the report shows

A quick view of gross sales.

FREE Power BI SYSPRO Sales Summary App is a free Microsoft Power BI template app that gives a quick gross sales summary straight from SYSPRO ERP data.

What the report shows

  • YTD and MTD sales and gross profit %, against the prior year
  • MTD sales against prior-year MTD sales, by month
  • Top 10 customers, YTD against prior-year YTD
  • YTD sales by branch and by salesperson, against the prior year
  • YTD sales by customer, with drill-through to the invoice details

The majority of SYSPRO environments have hosted SQL servers and require a Microsoft on-premises data gateway. Installation guide: Install the Power BI on-premises gateway for SYSPRO (video: watch on YouTube).

Free on Microsoft AppSource.

Install the on-premises data gatewayMost SYSPRO environments need it before the app can refresh from the SQL Server.

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Questions about this app?

Pricing, a live demo or help connecting SYSPRO data: the ForesightSA team can help.

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