A single cross-module executive cockpit for Dynamics 365 Finance & Operations, with targets, trend alerts and drill-through. Built to order after a scoping call and a fixed quote — not an instant download. Built to order by ECOSIRE for Dynamics 365 F&O (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
A single cross-module executive cockpit for Dynamics 365 Finance & Operations, with targets, trend alerts and drill-through. Built to order after a scoping call and a fixed quote — not an instant download.
Built to order
Dynamics 365 Finance & Operations does not lack numbers. It lacks one place where the numbers agree.
The finance team reads Financial reporting. Sales reads a workspace tile. Operations reads an SSRS report someone customised four years ago. Someone in the CEO's office rebuilds a board pack in a spreadsheet each month from three exports, and the margin figure in that pack does not match the one on the sales workspace because the two were never given the same definition. Nobody is wrong; there is simply no shared source of a metric. Meanwhile the leadership questions that matter — is the order book converting, is inventory aging faster than it turns, is the production plan slipping, is DSO drifting — each require opening a different module and knowing where to look.
The usual response is a Power BI project. That helps with presentation and does nothing for definition: the same three interpretations of gross margin get rebuilt in DAX, one layer further from the transactions, with no route back to the source document and no owner for the number. Six months later people are exporting from Power BI into a spreadsheet.
We build a cross-module KPI cockpit inside F&O as an X++ extension in its own model, using Chain of Command and standard extension points with no overlayering. The point of building it inside the ERP is that every figure keeps a live path back to the transaction that produced it.
The core of the build is a KPI definition table: each metric has an owner, a written definition, a calculation source, a unit, a direction of good, a target and a threshold. Add a metric once and it appears everywhere — the cockpit, the alerts, the exported entity, the Excel refresh. Change the definition and everyone changes with it, with the change recorded. This single decision is what stops the three-versions-of-margin problem returning.
Finance metrics come from GeneralJournalAccountEntry and GeneralJournalEntry against your main accounts and financial dimension sets, plus CustTransOpen and VendTransOpen for receivables and payables aging, DSO and DPO. Sales and pipeline metrics come from SalesTable and SalesLine, including order backlog, confirmed versus requested delivery dates and margin at line level. Inventory metrics come from InventSum, InventTrans and InventTable — on-hand value, turns, days of supply, slow-moving and aging buckets by item group and site. Operations metrics come from ProdTable and production orders, PurchTable and PurchLine for supplier lead time and on-time receipt, and WHSWorkTable where warehouse management is in use. Project-driven organisations can include ProjTable measures. We scope exactly which of these your board actually asks about rather than building all of them.
Heavy aggregates are computed by SysOperation batch jobs on a schedule you set and written to snapshot tables, so opening the cockpit does not run a month of ledger aggregation against your production database at nine on a Monday morning. Volatile figures that must be live are read directly and clearly labelled as such. Every snapshot is dated, which gives trend lines that are real history rather than a recalculation of the past using today's master data.
Targets are held per metric, per period, per legal entity and optionally per financial dimension, so a group target can be decomposed to a business unit without a second system. Threshold breaches raise F&O alerts through the standard alert framework and can fire business events for downstream consumption — an email, a Teams post, a Power Automate flow, a webhook into whatever your leadership team already reads. The alert carries the metric, the current value, the target, the direction of travel and the drill-through link.
Every tile drills to a list page, and every list page row drills to the source record: the journal entry, the sales order line, the on-hand entry, the production order. A metric that cannot be interrogated will be disbelieved the first time it surprises someone, and disbelief is how cockpits die.
The primary surface is a dedicated F&O workspace with tiles, charts and list pages, usable on the responsive client from a phone or tablet. Alongside it we publish read-only data entities over OData and a Data Management Framework export project, so the same defined metrics feed the Office Excel add-in, Power BI, or your data lake through Synapse Link if you already run one — with the definition still owned in one place. Where you want a Power BI visual embedded in the workspace, we wire it; we do not make Power BI a prerequisite for seeing your numbers.
Access is enforced with the standard security model: purpose-built roles, duties and privileges, and extensible data security policies where a regional director should see only their legal entities or sites. Executive visibility should not mean everyone sees group payroll.
CEOs and managing directors of mid-size and larger organisations running F&O who currently receive a monthly deck instead of a live view. CFOs who want the finance numbers in the same frame as the operational drivers that explain them. COOs and supply chain directors who need inventory, production and supplier performance beside the revenue they support. Group functions running several legal entities that need both the consolidated figure and the entity that is dragging it.
This is a build-to-order application. There is no finished package to download today.
1. Scoping call. We work through the metrics your leadership actually asks for, their definitions, who owns each, your legal entity and dimension structure, and which modules are live. The output is a metric register — usually the most valuable artifact of the whole engagement. 2. Fixed quote. A written scope and a fixed price, agreed before development starts. 3. Build. Typical lead time is two to four weeks, driven by the number of metrics and modules in scope, not by the size of your database. 4. Install in test. Delivered as a deployable package through your Lifecycle Services project into a Tier-2 or higher sandbox, configured against a copy of your data, then validated with your finance and operations leads against figures they already trust. 5. Production. Promoted through your normal LCS release pipeline in your maintenance window, with the batch schedule agreed in advance. 6. Support. A hypercare window for defects and configuration, plus a handover session so your team can add and retire metrics without calling us.
It does not invent data. If a metric your board wants is not captured anywhere in F&O today, we will say so at scoping and tell you what would have to be recorded first, rather than deriving a plausible-looking proxy. It does not write to your ledger or master data — it is a read and analysis layer. And it does not replace statutory financial reporting; it sits beside it and reconciles to it.
A short call to confirm the workflow, your platform version and where the integration boundaries sit.
You receive a written scope and a fixed price. Nothing is built until you approve it.
We develop against a copy of your configuration and test it there. Typically two to four weeks.
We install on your instance, hand over the source, and support it for twelve months.
Currently receives a monthly deck assembled from several exports and can neither interrogate it nor see it change during the month. A single cockpit with agreed definitions, targets and drill-through replaces the deck with something that is live and can be questioned in the meeting itself.
Spends the first week of every month reconciling numbers that should never have diverged, because each function computes margin and DSO its own way. Owning each metric definition once, inside the ERP, removes the reconciliation work rather than automating it.
Needs inventory turns, supplier on-time performance and production progress in the same frame as the revenue they support, not in three separate modules. Threshold alerts mean a slipping metric surfaces when it moves, instead of at the next review.
| Criterion | ECOSIRE | Custom Build | Competitor |
|---|---|---|---|
| Single owned definition per metric shared across every consumer | Included | Partial support | Partial support |
| Cross-module view spanning finance, sales, inventory and operations in one frame | Included |
From $999.00
Starting point — quoted to your scope
| Partial support |
| Drill-through from a tile to the originating transaction record | Included | Partial support | Not included |
|---|
| Targets by period, legal entity and financial dimension | Included | Partial support | Partial support |
|---|
| Threshold and trend alerts through the alert framework and business events | Included | Partial support | Partial support |
|---|
| Dated snapshots giving true trend history rather than recalculated hindsight | Included | Partial support | Partial support |
|---|
| Works without a separate Power BI licence or data lake project | Included | Partial support | Not included |
|---|
| Fixed-price scope with source code and a documented metric register handed over | Included | Partial support | Not included |
|---|
An X++ extension that imports bank statements into Dynamics 365 F&O and fuzzy-matches lines against payments, deposits and fees. Built to order for your legal entities after a scoping call and fixed quote.
A behaviour-aware treasury forecasting app for Dynamics 365 Finance & Operations. Built to order as an X++ extension after a scoping call and a fixed quote — nothing is pre-built or downloadable today.
A built-to-order forecasting and planning layer for Dynamics 365 Finance & Operations, with external demand signals, explainable forecasts and scenario comparison. Scoped and built by ECOSIRE after a fixed quote.
A build-to-order X++ extension that captures vendor invoices, extracts line data, matches them against purchase orders with tolerance rules and routes exceptions through F&O workflow. ECOSIRE builds it for your entity structure after a fixed quote.