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Card class: Card

At a glance

What it countsPer-Company traffic-light health: Revenue trend, Margin, AR aging, Inventory health. Multi-Company tenants only.
Tax treatmentNet of VAT.
CurrencyReporting Currency.
Time window30D
Alert trigger-
Rolesowner, finance

Calculation

Calculated automatically from your Microsoft Dynamics 365 data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

Worked example

UK parent: UK Apparel Ltd green (revenue +6%, margin stable). US Inc amber (margin compression). EU BV green. AU Pty red (revenue -12%, margin compression). Helps the agency-style operator route attention.

Sibling cards merchants should reference together

CardWhy pair
Companies ListMulti-Company context.
Top FindingsCross-Company alerts.
Consolidated RevenueRoll-up.

Reconciling against the vendor’s own dashboard

Where to look in Business Central:
Multi-Company consolidation requires switching Companies; this card surfaces all in one view.
Cross-connector reconciliation: No commerce-side counterpart.

Known limitations / merchant FAQs

Single-Company tenants? Card hides. Traffic-light thresholds? Default tied to alert thresholds on underlying KPIs; tunable per workspace.

Tracked live in Vortex IQ Nerve Centre

Company Health Roll-up is one of hundreds of KPI pulses Vortex IQ tracks across Microsoft Dynamics 365 and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. Start for free or book a demo to see this metric running on your own data.