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Metrics type: Card

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At a glance

90-day daily revenue trend: posted Sales Invoices + Sales Credit Memos summed by Posting Date. Shows momentum and seasonality at a glance.

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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.

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Worked example

US wholesale electronics distributor, 90-day window 14 Jan to 13 Apr 26. The card surfaces three observations:
  1. Q1-end push visible in mid-March. Sales reps closed deals before quarter-end, then sales paused as commission resets.
  2. Single-day spikes match B2B billing-cycle batch runs. Some merchants run weekly batch invoicing (Mondays) which creates spike days.
  3. Sundays show zero or negligible revenue. Confirms B2B-heavy mix; DTC-heavy mixes have flatter Sundays.

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Sibling cards merchants should reference together

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Reconciling against the vendor’s own dashboard

Where to look in Business Central:
Reports > Finance > Income Statement (period view) Power BI > Finance Performance > Revenue Over Time tile G/L Register filtered to revenue accounts
Why may differ: Cross-connector reconciliation: Pair with shopify.total_revenue trend for parallel commerce-side view. The gap between them is reflected in Revenue Gap vs Commerce.

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Known limitations / merchant FAQs

Why are some days zero? Weekend posting is rare in B2B. Public holidays show zero. The trendline stays in $/day so weekend zeros do not skew the rolling average. Daily vs weekly aggregation? Card defaults to daily. Configurable to weekly for low-volume Companies where daily noise dominates. FX impact on the trend? Multi-Company tenants: the FX rate moves day-to-day. A purely-FX-driven trend can appear without underlying revenue change. Toggle to view in single-currency Local for noise-free trend. Power BI parity? Power BI’s Revenue Over Time tile shows the same trend per Company. Multi-Company aggregation needs custom DAX. Sales Credit Memos cause negative days? Yes if a single-day SCM exceeds Invoice posting that day. The trend can dip below zero on isolated days; smooths over the rolling average.

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Tracked live in Vortex IQ Nerve Centre

Revenue Booked Over Time 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.