> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Revenue Booked Over Time, Microsoft Dynamics 365

**Metrics type:** [Card](/nerve-centre/overview#metrics-types-explained)

## 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.

|                        |                                                                                                                                     |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| **What it counts**     | Daily `SUM(G/L Entry.Amount)` for revenue accounts (4000 to 4999 series) over 90 days.                                              |
| **Tax treatment**      | Net of VAT.                                                                                                                         |
| **Currency**           | Multi-Company: each Company translated to Reporting Currency.                                                                       |
| **Sales Credit Memos** | Deducted on the day posted.                                                                                                         |
| **Time window**        | `90D`                                                                                                                               |
| **Alert trigger**      | `-` (paired with [Revenue Booked into GL](/nerve-centre/kpi-cards/microsoft-dynamics/revenue-booked-into-gl) for actionable alerts) |
| **Roles**              | owner, 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

US wholesale electronics distributor, 90-day window 14 Jan to 13 Apr 26.

| Period           | Daily avg revenue | Trend                       |
| ---------------- | ----------------- | --------------------------- |
| 14 Jan to 12 Feb | \$238K/day        | Baseline                    |
| 13 Feb to 14 Mar | \$258K/day        | +8% (Q1 push)               |
| 15 Mar to 13 Apr | \$246K/day        | -5% (post-Q1 normalisation) |

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.

## Sibling cards merchants should reference together

| Card                                                                                        | Why pair                 |
| ------------------------------------------------------------------------------------------- | ------------------------ |
| [Revenue Booked into GL](/nerve-centre/kpi-cards/microsoft-dynamics/revenue-booked-into-gl) | The 30-day headline.     |
| [Invoiced Revenue](/nerve-centre/kpi-cards/microsoft-dynamics/invoiced-revenue)             | The Sales Invoice slice. |
| [Cash Collected](/nerve-centre/kpi-cards/microsoft-dynamics/cash-collected)                 | Receipts-side parallel.  |
| [Revenue by Company](/nerve-centre/kpi-cards/microsoft-dynamics/msd-revenue-by-subsidiary)  | Company breakdown.       |
| [Revenue by Segment](/nerve-centre/kpi-cards/microsoft-dynamics/msd-revenue-by-class)       | Dimension breakdown.     |

## 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:**

| Reason                        | Direction          | Why                                            |
| ----------------------------- | ------------------ | ---------------------------------------------- |
| **OData freshness**           | Card 15 min behind |                                                |
| **Multi-Company aggregation** | Card sums          |                                                |
| **Adjust Cost batch**         | Small              | Rolling adjustments redistribute small amounts |

**Cross-connector reconciliation:**

Pair with [shopify.total\_revenue](/nerve-centre/kpi-cards/shopify/total-revenue) trend for parallel commerce-side view. The gap between them is reflected in [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/microsoft-dynamics/revenue-gap-vs-commerce).

## 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.

***

### 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](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.