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How-to - How to Churn Analysis in Microsoft Power BI Microsoft PowerBI How to Churn Analysis in Microsoft Power BI Churn analysis is an important aspect of customer relationship management that every organization must pay attention to. It helps to identify and understand why customers stop doing business with a company, which in turn enables organizations to take the necessary steps to improve customer retention. Join On Point Academy to view all content Join the academy → Log in → Churn analysis is an important aspect of customer relationship management that every organization must pay attention to. It helps to identify and understand why customers stop doing business with a company, which in turn enables organizations to take the necessary steps to improve customer retention. Churn analysis in Power BI typically involves analyzing customer data such as transaction history, frequency of purchases, and communication with the business. By analyzing this data, businesses can identify patterns and trends that can provide valuable insights into customer behaviour. For example, Power BI can be used to analyze the purchasing habits of customers who have stopped doing business with a company. By examining factors such as the frequency of purchases and the types of products purchased, businesses can identify patterns and trends that can help them understand why these customers churned. Another area where Power BI can be useful is in analyzing customer feedback. By examining customer feedback data, businesses can identify areas of weakness in their products or services that may have contributed to customer churn. This can help businesses take the necessary steps to address these issues and improve customer satisfaction. Power BI can also be used to analyze customer engagement. By analyzing data on how customers interact with the business, such as website visits, social media interactions, and email communications, businesses can identify areas where they can improve engagement and prevent churn. How then do we do this in PowerBI? Let’s go into PowerBI. The model used is the model you are familiar with First, we need to have our base measures set. Total Sales 2. Total Customers Now, for our churn measures. Let’s think of the logic together. Say you are managing a business and you need to identify customers that are no longer buying from you. What would you do? How would you go about it manually? Think about this before moving downwards. Well, your guess is as good as mine. To do this manually, you will need to follow the process as thus: Get a list of all customers that have purchased from you Get a list of customers that have purchased from you recently. Recently is relative i.e. it could be a month, two months, three months etc. Compare both lists to identify who is on number 1 and not on number 2 Similar logic is followed for the DAX measure. The Churned/Lost customers can be calculated with the DAX below The Customers_last_365_days variable creates a virtual table containing a list of customers who purchased a product between 365 days ago to 60 days ago. The Customers_last_60_day variable creates a virtual table containing a list of customers who purchased a product between 60 days ago to the current day context provided by the calendar table. The COUNTROWS function counts the number of customers who made purchases in the previous period (Customers_last_365_days) but did not make any purchases in the current period (Customers_last_60_day). If we are losing customers, what that implies is that we are losing potential revenue. The DAX below calculates the potential revenue we are losing out on. Note that the revenue doesn’t necessarily mean that the exact amount will be made if the customer is not churned. It is best interpreted as you are losing a certain percentage of that lost revenue with the customer being churned. For example, If I say Nigeria is a $500 billion economy. It doesn’t mean every company will generate that amount as revenue but companies operating in Nigeria will generate a certain percentage as revenue. That percentage could be as low as 0.000000000000001% and as high as it could get. Now that we have gotten that out of the way. Identifying lost customers is not just sufficient. My Former Boss (Joshua) used to say something. So what? We’ve lost 300 customers, so what? What do we do with that? How does it help us take the next step? The so what can be gotten from understanding what those lost customers bought, where they brought from, their feedback on both the product and service rendered to them etc? Let’s take a quick walkthrough of this together https://www.youtube.com/watch?v=ZO_ESC3VuuE Overall, churn analysis in Power BI can provide organizations with valuable insights that can help them improve customer retention and increase revenue. By identifying patterns and trends in customer behaviour, organizations can take proactive steps to address issues and improve the overall customer experience. If you’re looking to improve customer retention in your business, churn analysis in Power BI is worth exploring Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How To Run Calculate & Post VAT Settlement Microsoft Business Central How To Run Calculate & Post VAT Settlement To determine how much has to be sent to tax authorities, we execute the Calc-post VAT settlement batch job in Business Central. It identifies all VAT entries in the VAT entry window for each VAT posting group combination specified in the batch job filters. It calculates the VAT settlement of open VAT entries from prior accounting periods. Follow the steps below to run the batch job. Join On Point Academy to view all content Join the academy → Log in → STEP 1 : Click on the search icon at the top right and type in “CALCULATE AND POST VAT SETTLEMENT”. Select the related link. STEP 2: An Options window pops up, then fill in the spaces provided as required. OPTIONS Period Date Type Starting Date and Ending Date : Provide the date range of the VAT entries to be settled. Posting Date : Specify the settlement posting date. Document No. : Enter a unique number for the settlement. This field must be filled to run the batch job. Settlement Account : Select the G/L account where the net of the sales and purchase VAT entries will be recorded. Usually, a balance sheet account is selected. Show VAT Entries : Select the check box to display all VAT entries used to calculate the settlement amount for every VAT posting group. Not selecting the check box will display the total settlement for each group. Post : Select the check box to post the VAT settlement. The batch job will only print a test report if the check box is not selected. Show Amounts in Add. Reporting Currency : Check the box to instruct the report to display amounts in previously specified Additional Reporting Currencies. VAT Bus. Posting Group & VAT Prod. Posting Group : Specify the VAT Business and Product posting group in the batch job. STEP 3 : Review or print the VAT settlement by selecting Preview or Print at the bottom of the Options window. STEP 4 : If the Post check box is selected, you will receive a notice enquiring if the VAT Settlement must be calculated and posted. Select YES , then exit the print preview window. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How To Perform Year-End Closing Microsoft Business Central How To Perform Year-End Closing As the end of the fiscal year approaches for most firms, let's have a look at the essential setup and procedures for conducting year-end activities in Microsoft Dynamics 365 Business Central. Let's use the "Accounting Periods" and the "Close Income Statement" approach on Business Central. Join On Point Academy to view all content Join the academy → Log in → METHOD 1 (Accounting Periods) STEP 1 : Click on the search icon at the top right and type in “ACCOUNTING PERIODS”. A list drops down then select the related link. STEP 2: Among the options available select "PROCESS", a list drops down then select "CLOSE YEAR" STEP 3: Select "YES" to confirm the action. This closes the immediate open accounting year and then activates the next accounting year. METHOD 2 (Close Income Statement ) STEP 1 : Click on the search icon at the top right and type in “Close income statement”. A list drops down then select the related link. STEP 2: An Options window pops up, then fill in the spaces provided as required and select OK and the process will proceed. OPTIONS Fiscal Year Ending Date: This date is used to establish the closure date, and it will automatically populate with the last date of the most recently concluded fiscal year. General Journal Template: Select the section where the entries will be placed. (Usually, General is selected). General Journal Batch: Choose the general journal batch that contains the entries. You have the option of creating a new batch if necessary. Document No: The batch job automatically fills this section with the next available number from the No. Series for the journal batch. You may also manually fill up this area. Retained Earnings: Choose the retained earnings preferred to end the fiscal year. Post to Retained Earnings: Specify whether the resultant entries are posted as Balance or Details. Posting Description: Specify the description that will appear with the posting. (The default text is Close Income Statement). Business Unit Code: Select this option if an entry should be created for each Business Unit Code. If the firm is a consolidated company and this option is chosen, separate entries are produced for each business. Dimensions: Select the dimension boxes being used to close the income statement. For each dimension utilized in the GL account, an entry will be made. Inventory Period Closed: Specify the inventory period with an ending date equal to or before the last date of the accounting period to be closed. NB: After running the Close Income Statement batch job, access the journal indicated in the batch job, examine the entries, and publish them. STEP 3: Click on the search icon at the top right and type in “GENERAL JOURNAL”. A list drops down then select the related link. STEP 4: Choose the Batch Name that was used to close the income statement then select OK . NOTE: The posting date for the entries in the chosen batch will start with the letter "C". On completion, an entry is posted to each income statement account, causing its balance to become zero, and the year's outcome is assigned to the balance sheet. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

Continia Document Capture Manage accounts payable processes in Dynamics 365 Business Central. I want a Demo Reduce your manual tasks & eliminate errors Accounting teams dealing with Accounts Payable often grapple with time-consuming and frustrating challenges such as registration errors and disrupted workflows. Even minor mistakes in the intricate tasks involved can result in significant and occasionally severe consequences. Whether you're engaged in data entry, posting, or retrieval, Continia Document Capture serves as an AP automation solution designed to simplify the entire manual invoice processing journey. With Document Capture handling these tasks, you can confidently focus on your work while enjoying a streamlined and efficient process. Set your team up for success Add value to your workday with Document Capture and set your team up for success! Our document capture solution is the best Accounts Payable automation software to help you optimize your business processes efficiently, saving you plenty of time and ensuring you can get home on time. Benefits of Continia Document Capture Data Capture Eliminate tedious and repetitive manual data entry with Document Capture’s intelligent OCR. The software reduces errors and saves you time by recognizing text and placing it in the correct fields in your Business Central. Order Matching Cut down on your confusion, avoid errors, and ensure consistency with Document Capture's automatic three-way matching. Lean back, take it easy and let the software automatically approve invoices within the variance you allow. Approval Workflow Chasing down colleagues to approve invoices is a thing of the past. Document Capture provides you with automated workflows, cutting down on approval waiting times. You can review and approve electronic documents – wherever you are. Purchase Contracts Don't pay for unused subscriptions; ensure you only get involved for what you purchased. With Document Capture, you can ensure correct invoicing, get a clear overview of all your contracts and save time managing them. Why Continia Document Capture? Continia's unique document management tool streamlines and automates the tedious process of document registration, effortlessly analyzing invoices and other documents to extract and scan data automatically. Particularly essential for Business Central users, Continia Document Capture is a must-have. Tailored for seamless integration with Dynamics 365 Business Central, it stands as an effective document management solution that no Business Central user can afford to overlook. Learn more about continia Email Download Ebook

How-to - How To Add A Column Microsoft Business Central How To Add A Column The Personalization mode in Business Central provides various customization options to the typical user. Fields can be added, moved or hidden to suit the user's preference. You can open any page to add a column. For the purposes of this illustration, we will use the purchase invoices page. Join On Point Academy to view all content Join the academy → Log in → To add a column or field; STEP 1 : Select the Settings symbol, marked red at the top right corner and then select Personalise . STEP 2 : A tab drop downs, select + Field then an Add Field to Page screen appears on the right with a list of columns to select from. Drag the desired field from the Add Field to Page section and drop at the fields heading section to add. STEP 3 : In this illustration, the Due Date column is added. It is dragged and dropped between the Status and On Hold fields. Select Done at the top right corner to confirm the action and it is done. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

An interview about the benefits and use of Jira within MTN in Ghana. Watch the full interview CASE STUDY MTN An interview about the benefits and use of Jira within MTN in Ghana.

How-to - Using Filters in Business Central Microsoft Business Central Using Filters in Business Central Scope Using Business Central without having a good command of the filters is like going for a jog without wearing the running shoes Through this list we aim to provide a comprehensive list of the most popular filtering criteria that may be used within the system. Join On Point Academy to view all content Join the academy → Log in → Filters Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Aged Account Receivables Jet Reports Aged Account Receivables "Aged accounts receivable refers to the outstanding or unpaid invoices owed to a company by its customers or clients. It represents the amounts that are due to the company for goods sold or services rendered but have not yet been received. The aged accounts receivable report organizes the outstanding receivables based on the length of time they have been outstanding. It typically categorizes the receivables into different age groups or "buckets" such as 30 days, 60 days, 90 days, and so on. This provides an overview of the company's outstanding receivables and helps in assessing the collection status. Join On Point Academy to view all content Join the academy → Log in → By analyzing the aged accounts receivable report, businesses can track their outstanding receivables, identify overdue invoices, and prioritize collection efforts. It enables them to monitor cash flow, assess the effectiveness of their credit policies, and take appropriate actions to ensure timely payments. In this article, I’ll show you how to create an aged account receivables which will include the overdue amount and also the not yet due amount. To create this report, we need information from 2 different tables… Customer Cust. ledger entries Procedure Step 1 know where to pull your data from Step 3 Creating Report Options and date range a) Click on the report options tab and fill in as shown. we only apply look up function for Customer posting group and vendor no. Lookup function for Customer Posting Group Lookup function for Customer no b) Go to cell C4 and reference to report options in cell C2 as shown. you can give it the name “As at filter“ Go to D4 and fill in with NP function as shown below C) Not due Got to cell G7 and fill as shown then use NP function in cell G8 D) 30 days due Go to cell H7 and fill as shown Then use NP function in cell H8 E) 60 days Go to cell I7 and fill as shown Then use the NP function in cell I8 F) 90 days Go to cell J7 and fill as shown Then go to Cell J8 and use the NP function G) Over 90 days Go to cell K7 and fill as shown Then use NP function in cell K8 Step 3 Creating the report The report will be grouped by vendor posting group. The vendor posting group is typically used in financial and accounting systems to determine the default general ledger accounts and posting rules for vendor transactions. It helps streamline the process of recording vendor-related transactions and ensures consistency in accounting practices. vendor posting group can vary depending on the organization's requirements and industry. Common criteria may include vendor types, payment terms, tax rules, purchasing policies, or other relevant factors. a. Filling in the formulas go to cell D14 and fill in for the vendor posting group. b. Go to cell E15 and fill in for Vendor no as shown c. Go to cell F15 and fill in for Vendor name as shown d. Go to cell G15 and fill in for not due as shown e. Go to cell H15 and fill in for 30 days as shown f. Go to cell H15 and fill in for 60 days as shown g. Go to cell I15 and fill in for 90 days as shown h. Go to cell J15 and fill in for over 90 days+ as shown Step 4 Creating balance and totals a. Go to cell M15 and fill in as shown b. To calculate the total for each grouping, go to cell d14 and fill in as shown c. Grand total Go to cell F19 and type in as shown below. Step 5 Run your report Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

A holistic POS software solution integrating your entire electronics retail business. Retail Electronics Point of Sale (POS) A holistic POS software solution integrating your entire electronics retail business. Know what your customers want and give them what they need Our special ordering management solution increases customer satisfaction. Members of staff can order products which are not in stock right from the POS, which will then be shipped to your location from the warehouse or directly from the manufacturer. Orders can also be quickly and simply done through as per customers' preferences. Easy search and checkout via mobile Sales staff can easily use stationary and mobile POS devices to search for technical and other product information. This provides for a personalized and satisfactory service as your clients truly deserve, making electronics retailers more efficient and cost-effective. No need for warranty receipts Trace your products by using barcodes, general product descriptions, or alternate descriptive identifiers. Your inventory management can be improved permitting your staff to track serial numbers of electronics goods. Returns and warranty lookups are simplified through the use of serial numbers. Effective inventory management Real time data allows retailers to have detailed insight of their stock, helping them make informed inventory decisions. LS Retail’s predictive analytic tools help to increase precise sales and profits and ensure efficiency. Marketing and loyalty app Knowledge is power and it is very much the same with your customers. With LS Retail your sales staff can have quick and easy access to customer purchasing history to provide a personalized service experience. Connect with your customers through meaningful recommendations to help you increase upselling and cross-selling opportunities. Concurrently, LS Omni mobile loyalty solution can help you target customers with tailored offers and promotions and deliver a personal and highly engaging mobile experience directly at their finger tips. Let stock-outs and overstock be a thing of the past LS Retail has the ideal replenishment system for electronics stores. Reach out to discover them and let us assist you through with making the most of of them depending on your particular needs. All LS Central POS software solutions include Microsoft's industry leading ERP/accounting software, Dynamics 365 Business Central Learn more Why LS Central Point of Sale ? Thrive with LS Retail to facilitate all your business operations across all levels and platforms. Improve work and sales processes by benefiting from extensive automation capabilities. Discover more about LS Retail to benefit from increasing revenue and reduce costs for your business. POS terminals without limits A simple POS sales device and be extended to a useful sales assistant’s tool with up-to-date inventory, store and location data. Grows with you An easily customizable and centralised application, that enhances POS terminal flexibility and agility. Designed for you Customized to fit your business. Gain complete control of your business One encompassing solution to manage risks and gain complete control of your business. Combine online & offline shopping Ease the flow between the online and offline shopping experience across different channels within the fashion retailing environment through LS Fashion’s omni-channel feature. Provide accurate financial data Eliminate inconsistencies caused by unreliable financial data to enhance revenue and reduce operating costs. Provide real time data lookup Ensure real time data lookup for critical transactions, including loyalty discounts, gift cards, returns and refunds.

Modern incident management for operating always-on services. GET IN TOUCH OPSGENIE Powerful alerting, incident management solution Opsgenie, from Atlassian, delivers powerful alerting and on-call management tools for Dev and Ops teams looking to remediate issues quickly and keep customer satisfaction high. And it’s super easy to integrate Opsgenie with the tools you use every day, including Jira, Jira Service Management, and Statuspage to name a few. Actionable & reliable alerting Opsgenie ensures you will never miss a critical alert. With deep integrations into monitoring, ticketing, and chat tools, Opsgenie groups alerts, filters out the noise, and notifies you using multiple channels, providing the necessary information for your team to immediately begin resolution. On-call management & escalations Opsgenie makes on-call management easy. Build and modify schedules and define escalation rules within one interface. Your team will always know who is on-call and accountable during incidents and have the confidence that critical alerts will always be acknowledged. Advanced Reporting & Analytics Gain insight into areas of success and opportunities for improvement. Opsgenie tracks everything related to alerts and incidents. Use powerful reporting and analytics to reveal the source of most alerts, your team’s performance in acknowledging and resolving, and how on-call workloads are distributed. Centralize alerts with 200+ integrations Opsgenie integrates with hundreds of the best monitoring, workflow, and collaboration tools. Paired with a flexible rules engine, Opsgenie notifies the right people on-call, enabling them to take rapid action. Opsgenie in the Healthcare Industry Opsgenie integrates with the best monitoring IoT tools in the hospitality industry to provide enhanced care, supervision and safety to the vulnerable in care homes and hospitals. What is Incident Management? The ins and outs of beginning an incident management process, including postmortems Defining key fields, industry terms, and SLAs Internal and external communication DOWNLOAD An error occurred. Try again later Your content has been submitted

Tempo Integration Enhance your project management and effortlessly track costs and profitability by integrating Tempo and Jira with D365 Business Central. Download Integration Why Choose Tempo Integration? Continuous Processes Tempo Integration effortlessly links Jira, Tempo, and Microsoft Dynamics 365 Business Central, ensuring real-time data synchronization and automatic updates. Stay current without needing to switch between systems. Data for Project Analysis Access critical data for project analysis with real-time insights into costs and profitability. Make informed decisions to efficiently optimize your projects. Effortless Data Organization Streamline your data by consolidating worklog lines based on resources or financial accounts, simplifying the organization of outputs and invoices. Save Time and Eliminate Manual Tasks With Tempo Integration, worklogs, costs, and revenues are automatically synchronized across systems, removing the need for manual data entry. This seamless automation frees up your time for strategic analysis and planning, so you can focus on what matters most. Enjoy a more efficient workflow with real-time updates and accurate data. Key Benefits: Efficient Time Tracking: Log work hours directly from Jira and Tempo, and sync them seamlessly with Business Central. Cost Management & Billing: Gain control over project costs, manage resources, and bill clients accurately. Data-Driven Decisions: Analyze project profitability, compare planned vs. actuals, and adjust strategies with real-time insights. Enhanced Data Security Reduce the risks of human error and data breaches with Tempo Integration. Our solution provides advanced protection through encrypted data transmission, strict access controls, and comprehensive monitoring, ensuring your sensitive information stays secure and fully under your control. Tempo Integration Curious to learn more? Our ebook provides an in-depth explanation of each feature. DOWNLOAD Success Our consultant will address all your questions. Barbora Golasowská bgolasowska@onpointserv.com Download Integreation

How-to - Configuration Packages Microsoft Business Central Configuration Packages Configuration Packages (CP) are used to facilitate the deployment of a NAV/Business Central company. This is achieved through the importing of tables and respective data from Microsoft Excel. Join On Point Academy to view all content Join the academy → Log in → Configuration Packages Management Creating a Configuration package The process below will describe the creation of a CP. Note that this operation may require the RapidStart Services Role Center Page. Type Configuration packages into the search box and select the result. Click New to open a new Config. Package Card. Fill in the Code and Package Name fields in the General FastTab Manually Adding tables to a Configuration Package Open the created CP from the Configuration Packages Page In the Tables FastTab, click on the first line under the Table ID and on the adjacent arrow to open the list of Objects Select the tables accordingly A line must only contain one table. To facilitate the process, you may use the Get Related Tables function. This function should be done after you select a table as described above. Adding tables to a Configuration Package using a worksheet If you are planning to use the process for multiple similar companies then a Configuration Worksheet (CW) can be useful. A CW will be used to input all requested tables once, so that a CP can be filled in automatically. Click on Configuration Worksheet -use the Search box accordingly In each Line Type field select Table and in the Table ID specify each table value. In the CP, click on More options than Actions than Functions and select Get tables process Click on the ellipsis button […] next to Select Tables to open the CW. Select the tables needed and press ok. Importing and Exporting a Configuration Package An CP export file is A CP can be imported or exported with the respective CW. However, when using the process between two databases, both databases must have the same schema, that is, the structure of tables, fields and properties. Otherwise some data may not be imported correctly. Applying a Configuration Package Exporting tables as a template Use the search function to get to the Configuration Packages Select and enter the CP On the General Tab select Package and than Export to Excel Exporting Selected fields as a template The previous section illustrated an example of a table export with a full field set. Business Central offers more flexibility as you can also export tables with selected fields. Select and enter a CP. Select a table. Click on the Number of Fields Included on the line of selected table. To select the fields for export, you must tick/untick the Include column per each field accordingly. Tip: The Filter functionality can be very useful when doing this process. To include/exclude all fields at once, you must click on Set Included or Clear Included respectively. Note that all fields can be excluded except for the primary key fields. When you are ready, return to the Configuration Package card and proceed with Export. Importing Data through a CP Once you get the MS Excel file, you can enter data into the tables (MS Excel Sheets) respectively. Tables with existing data can be amended or appended. The process will note the differences and apply accordingly. The import from excel process is triggered from the process next to the export one. Addressing import Errors Errors encountered during the import process are highlighted in red accordingly along with a respective count. To fix the error you must follow the steps below: Click on the count value found under No. of Package Errors . In Figure 13 the count is depicted as 1. The error entry in particular is displayed Click on Show Error The error in this case is data exceeding the character limit. You can either amend the excel and reupload accordingly, or you can amend the data directly from NAV/ Business Central. The latter can be done from the page illustrated in the previous Figure. Find the field causing the error and change the value. The entry should disappear from the screen and the count reduced accordingly. Applying a Package The import done so far has not been committed to the database. To do so, you must apply the package so that all new records and/or amendments are reflected. This is triggered from the Apply Package process. You can get there form Actions → Function → Apply Package Once it is completed a confirmation message with all the results will be displayed. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →