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A good dashboard is actionable. It will do more than just display data. It will guide your focus, help you pinpoint issues or opportunities and tell a story that will drive your business forward. To inspire you to create more actionable reports and dashboards, we’ve created a series of Power BI dashboard examples that combine best data visualization practices with the power of our three state-of-the-art Power BI custom visuals. We invite you to take a look at our top 7 Power BI dashboard examples, try them out using interactive embeds and finally download the PBIX files to make them your own. Important Note: All of our Power BI dashboard examples are specifically designed to answer a 4-question insight test: 1. Am I performing well or poorly? 2. How good/how bad? 3. Why? 4. What should we do about it? It’s a method we’ve developed so you can spend less time creating reports and more time making decisions that really matter. 1. Sales Funnel The Sales Funnel Template for Power BI brings your most important sales funnel KPIs on one page and lets you interact with them. It helps you track the connections between them, provides instant insight into the performance of your sales funnel, and enables you to understand your pipeline at a glance. You also see comparisons between actuals and plans so you always know how you’re doing. Who it’s for: It’s a must for sales managers, sales personnel, and senior management. Why you need it: Use this dashboard to pinpoint areas you need to focus on. You may find that you are successful in generating leads but are having trouble converting them into opportunities. This dashboard will not only show your sales performance, it will tell you where you can improve. The homepage of the dashboard shows the following: Won Revenue Weighted Pipeline Opportunities Leads Web Sessions Actual and Planned Revenue Dynamics between Top Customers Above, Related to KPIs Zebra BI Benefits: This is our newest dashboard and our most One of the more actionable Power BI. Dashboard example. It uses the new Zebra BI card visual with conversion rates where a second column of cards displays conversions, such as opportunity conversions, lead conversion rates, and web-to-lead conversions. It’s a unique visual indication of how individual KPIs stack up. Report Page Gallery Sales Funnel – Page 1 Sales Funnel – Page 2 Sales Funnel – Page 3 Sales Funnel Template Download Related Resources: Written Guide: How to Create a KPI Dashboard in Power BI for Faster Decision Making Webinar: Supercharge Your Power BI Dashboards Drive Action to Do 2. Sales Dashboard This dashboard is an example of actionable design. It starts with a KPI field to show the most relevant information about your sales. These KPIs filter the entire dashboard so you don’t have to leave the home page if you want to review revenue or cost details. Who it’s for: This Power BI sales dashboard is designed for sales managers looking for actionable information about their sales performance. Why you need it: Use this Power BI dashboard template as a high-level overview of your sales performance and then drill down into the details. Because it focuses so much on comparisons, it will give you a quick overview of your performance against plans and forecasts. The homepage shows below: Revenue Cost Total Profit Distribution of above 3 KPIs Dynamic Comments by Month, by Product Group and by Product Category Above KPIs Related to Zebra BI Profit: This Power BI dashboard example includes all the essential elements like buttons , report page tooltips, drill-through buttons, drill-down, advanced small multipliers, … It relies on advanced DAX code and a ton of other Power BI techniques. One of our favorite elements is the Top N feature. This option shows only the top product categories or groups and hides the others. This keeps the dashboard manageable so you can focus only on the elements that contribute the most to the bottom line. Report Page Gallery Sales – Page 1 Sales – Page 2 Sales – Page 3 Sales – Page 4 Sales – Page 5 Sales – Page 6 Sales – Page 7 Sales – Page 8 Sales – Page 9 Sales – Page 10 Download Sales Dashboard Template Related Resources : Written Guide: Power BI Dashboard Design Webinar: 7 Worst Power BI Dashboard Mistakes and How to Avoid Them 3. Daily Sales Flash Dashboard Daily Sales Flash Power BI Dashboard to allow users to get a clear view of their There are a lot of neat tricks. Data on a daily basis. Every day when you open this dashboard, you will know how you perform on a daily, weekly and monthly timescale. Additional pages allow you to dig deeper into the details of your sales and returns, or analyze trends. Who’s it for: C-level executives looking for a daily overview of sales performance, sales managers and sales executives looking for an actionable overview of sales and returns with the added option to dig into the details. Why you need it: This Power BI dashboard example is packed with advanced features: A lot of advanced DAX code is used to calculate many different measures. Information buttons are there to explain various features to users. Links from various charts on the summary page allow the reader to navigate to a dedicated report page with more details. … and many Power BI best practices, including new functionality, recently added to Power BI: Field Parameters. The overview page displays the following: Today: Every day you will have the latest data in front of you. No need to manually change the date, each refresh will pull the latest data and show you today’s values. Your KPIs: On the top left you can see today’s values of two KPIs: sales and volume. These KPIs, created with Zebra BI cards, also act as a filter for the entire report – clicking on them switches all other charts between sales (default) and volume. Three timescales: The table at the top shows daily, weekly and monthly data so you have a clear overview of sales performance on a daily, weekly and monthly basis. EOM Trend: In the monthly section of that table, there is also a special column called EOM Trend (end of month trend) – an automatically calculated forecast based on the current trend. Last 7 Days: Weekly Trend Small multiples is also a nice little trick: instead of showing the week-to-date numbers for the current week (the last data point), we show the last 7 days. This makes the chart much more actionable because each data point spans exactly 7 days. Zebra BI Advantage: This Power BI dashboard example features all three Zebra BI visuals for Power BI: Zebra BI Cards, Zebra BI Tables and Zebra BI Charts. Many advanced features of Zebra BI visuals are on display: small multiples, top N feature, hiding columns that are not needed, view patterns, difference highlights, absolute variance charts, … Report Page Gallery Daily Sales Flash – Daily Overview Sales Flash – Sales Detail Daily Sales Flash – Returns Detail Daily Sales Flash – Trends Download Daily Sales Flash Dashboard Template 4. Consolidated Financials This Power BI template is designed to help you create an actionable overview of financials for the management team. has been done Spoiler alert: This includes a lot of waterfall charts because waterfall charts are a great tool for showing individual positive and negative contributions between a starting and ending value. Who it’s for: The consolidated financial dashboard will be a hit at the executive level: chief financial officers and chief executive officers. Why you need it: Use this dashboard at an executive level to provide an overview of your financial performance. It integrates month-to-date, year-to-date and full-year data into a single chart, just the way financial users love it. This is really great for comparisons and facilitates decision making as users can dive into the individual factors contributing to the final number. The first page of this dashboard shows the following: EBITDA EBIT Net Earnings Free Cash Flow CAPEX Monthly Trend and Distribution by Business Units of the above KPIs Dynamic Comments Related to the above KPIs Zebra BI Profitability: While the waterfall chart (both vertical and horizontal) Are the star of the show, filtering is a hidden gem. Clicking on individual KPI cards on the left filters the entire dashboard so you can easily switch between KPIs and review contributing factors. Report Page Gallery Integrated Financials – Page 1 Integrated Financials – Page 3 Integrated Financials Financials – Page 7 7 Financials with Unity – Page 8 Integrated Financials – Page 10 Download Integrated Financials Template Related Resources: Writing Guide:
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