Sales Performance Dashboard - Essentials
Get started with sales analytics using this Essentials‑level Power BI dashboard template. Designed as a quick snapshot for individuals and small teams, it highlights the most important KPIs without overwhelming detail.
Key Features:
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Revenue tracking (CY, LY, YTD).
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Profit overview with simple margin and cost metrics.
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Top 5 Customers by revenue.
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Top 5 Products by quantity sold.
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Revenue vs Target (CY only) shown in a clear monthly line chart.
Benefits:
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Quick clarity → See headline KPIs at a glance.
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Starter insights → Perfect entry point for individuals or small teams.
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Simple design → Clean one‑page layout for fast decision‑making.
What you get:
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1 x Power BI Dashboard Template (.pbix) - dashboard template
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1 x Setup Guide (.pdf) - instructions
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1 x Sales Performance Measure Documentation (.pdf) - explanation of defined DAX measures
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1 x Sample data (.xlsx) - demo dataset
- 1 x ReadMe File (.txt) - quick start + version note
Note: This template is delivered with tested DAX measures. Reliability applies to the product as provided. Any changes made after purchase (such as editing measures or relationships) are at your own risk.