Year-to-date (YTD)
Year-to-date (YTD) is a period starting from the beginning of the current fiscal year up to the present date. D365 uses this to aggregate financial and sales performance, providing a live view of your progress against annual targets.
How do you track year-to-date (YTD) performance in D365 dashboards?
Tracking your year-to-date (YTD) performance is the most important metric for understanding the overall trajectory of your business, as it allows your leadership team to see how your current results compare to your annual goals, providing the real-time feedback needed to adjust your sales, procurement, or operational strategies while there is still time to make an impact on your annual outcome.
If your leadership team is currently relying on "manual aggregates" to understand where the company stands halfway through the year, you are losing valuable time. We help you build the automated YTD dashboards that provide an instant, accurate picture of your annual progress, ensuring your business is always aligned with your leadership’s long-term targets.
Maintaining high-visibility business performance demands dedicated, proactive technology management. Engaging an experienced technical team under a professional Dynamics 365 consulting contract guarantees that your performance dashboards remain fully performant.
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Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.