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

Enabled for Public preview General availability
Users, automatically - Oct 1, 2025

Business value

The improvements in reporting and analytics for sales 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 analyses.

Feature details

We've significantly improved reporting and analytics for sales. In Power BI, the Power BI Sales app now offers more capabilities.

The app offers new report pages:

  • Sales forecasts
  • Sales by Projects

We've made some changes to the semantic model:

  • Use data from projects and the general ledger in your analyses.
  • Source code is now open source.

We've also added 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

By modernizing a report, we mean:

  • We replaced RDL layouts with Word and Excel layouts.
  • Documentation supplements in-client Help.

Sales by Projects report

Sales Forecast 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.

Additional resources