Connectors

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Microsoft Dynamics GP

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Compare Dynamics GP customer sales between periods
Report

See which customers are growing, slipping or gone

For sales leaders who want Dynamics GP customer sales compared between two periods, with reasons for lapses, by asking their AI assistant.

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Compare Dynamics GP customer sales between periods
Compare Dynamics GP customer sales for Q3 this year with Q3 last year.
Net sales rose 6 percent to 2.4 million, but 14 customers lapsed. - Top grower: Contoso, up 182,000 - Largest lapse: Fabrikam, 96,000 last year, now on credit hold - New customers: 9 with 140,000 in sales - Concentration: the top ten are 48 percent of sales Want the full list of movers?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-rm-sales-trx
microsoft-dynamics-gp-get-rm-customer

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

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The problem

Lapsed customers never stand out on their own

Seeing which customers are buying more or less than last year means exporting two periods of Dynamics GP sales and lining them up in a spreadsheet. Lapsed customers rarely stand out, and the reason sits in another screen.

Without PopdockAI

  • Export two periods of invoices and returns
  • Net out tax and freight per customer in a spreadsheet
  • Line up the periods and sort by change
  • Check holds and status for lapsed customers one by one

With PopdockAI

  • Invoices and returns are read for both periods
  • Net sales per customer exclude tax and freight
  • Each customer is classed new, lapsed, growing or shrinking
  • The biggest lapses show hold, status and salesperson

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Compare net sales by customer for `{from-date}` (default the first day of this quarter) to `{to-date}` (default today) against `{compare-to}` (prior = the equal-length period just before; last-year = the same dates a year earlier; default last-year).

Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.

**Step 1: Both periods**

Call `dynamics-gp-get-rm-sales-trx` twice, once for each period with `document-date.from` and `document-date.to`. Net sales per `customer-id` = invoices minus returns (by `sop-type`), using `subtotal` so tax and freight do not distort it. Ignore quotes and orders.

**Step 2: Classify**

* New: sales now, none in the comparison period.
* Lapsed: sales in the comparison period, none now.
* Growing or shrinking: change in amount and percent.

**Step 3: Lapsed context**

For the ten largest lapsed customers, call `dynamics-gp-get-rm-customer` by `customer-id` for `hold`, `inactive`, `salesperson-id` and contact, since a hold or inactive flag often explains a lapse.

**Step 4: Report**

Headline totals for both periods and the change. Then: top 10 growing, top 10 shrinking, new customers, lapsed customers with context, and the share of total sales from the top 10 customers in each period.

**Rules & Guidelines:**

* This prompt is read-only. Do not call any tool whose name does not contain `get` (no add, update, note or email tools).

**Validation:**

* If `{compare-to}` is neither prior nor last-year, use last-year and say so.
* If either period has no sales, say so and report the other alone.

Who it's for

One answer, three teams that use it

Sales directors

See the top movers each quarter

Totals for both periods and the biggest movers show where revenue is coming from and where it is leaking.

Compare Dynamics GP customer sales for the first half of this year with the same months last year.

Account managers

Win back customers who stopped buying

Lapsed customers are listed with their hold or inactive status, so you know whether to call or fix the account first.

Which of our Dynamics GP customers bought last quarter but nothing this quarter, and why?

Finance leaders

Watch customer concentration

The share of sales in your top ten customers shows how exposed revenue is to a few accounts.

How concentrated were our Dynamics GP sales in the top ten customers this year versus last year?

How it works

What PopdockAI does when you ask

You pick a date range and the period to compare it with, and your AI assistant compares customer sales in Dynamics GP. It only reads, so nothing changes.

01

Ask

You pick a date range and compare it with the prior period or last year.

Your AI tool

02

Read

It reads invoices and returns for both and nets sales per customer.

microsoft-dynamics-gp-get-rm-sales-trx

03

Classify

It marks each customer new, lapsed, growing or shrinking.

No items found.

04

Report

You get totals, top movers and the hold or status of lapsed customers.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-gp-get-rm-sales-trx

Returns Sales Order Processing documents such as quotes, orders and invoices from Dynamics GP Sales, with the customer, dates, salesperson and document totals. Filter by batch number, customer ID, SOP type, SOP number, salesperson ID, document amount, customer name and document date, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
Read only.Nothing in Microsoft Dynamics GP Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Know who is growing, slipping or gone

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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