• Home
  • Tools dropdown img
    • Spreadsheet Charts

      • ChartExpo for Google Sheets
      • ChartExpo for Microsoft Excel
    • Power BI Charts

      • Power BI Custom Visuals by ChartExpo
    • Word Cloud

  • Charts dropdown img
    • Chart Category

      • Bar Charts
      • Circle Graphs
      • Column Charts
      • Combo Charts
      • Comparison Charts
      • Line Graphs
      • PPC Charts
      • Sentiment Analysis Charts
      • Survey Charts
    • Chart Type

      • Box and Whisker Plot
      • Clustered Bar Chart
      • Clustered Column Chart
      • Comparison Bar Chart
      • Control Chart
      • CSAT Survey Bar Chart
      • CSAT Survey Chart
      • Dot Plot Chart
      • Double Bar Graph
      • Funnel Chart
      • Gauge Chart
      • Likert Scale Chart
      • Matrix Chart
      • Multi Axis Line Chart
      • Overlapping Bar Chart
      • Pareto Chart
      • Radar Chart
      • Radial Bar Chart
      • Sankey Diagram
      • Scatter Plot Chart
      • Slope Chart
      • Sunburst Chart
      • Tornado Chart
      • Waterfall Chart
      • Word Cloud
    • Google Sheets
      Microsoft Excel
  • Services
  • Pricing
  • Contact us
  • Blog
  • Support dropdown img
      • Gallery
      • Videos
      • Contact us
      • FAQs
      • Resources
    • Please feel free to contact us

      atsupport@chartexpo.com

Categories
All Data Visualizations Data Analytics Surveys
Add-ons/
  • Google Sheets
  • Microsoft Excel
  • Power BI
All Data Visualizations Data Analytics Surveys
Add-ons
  • Google Sheets
  • Microsoft Excel
  • Power BI

We use cookies

This website uses cookies to provide better user experience and user's session management.
By continuing visiting this website you consent the use of these cookies.

Ok

ChartExpo Survey



Home > Blog > Power BI

Power BI Sales Dashboard for Actionable Insights

Are you looking to boost your sales and leave the competition in the dust?

Look no further because Power BI is here to save the day.

How?

Power BI has a sleek and user-friendly interface, allowing you to create appealing, insightful sales dashboards effortlessly.

Power bi sales dashboard

Whether you’re a marketing maven or a sales superstar, Power BI has got you covered. From monitoring market share to tracking product volume. It provides all the tools you need to stay ahead of the game.

And hey, who said data analysis couldn’t be fun?

With Power BI’s witty and visually appealing dashboards, you’ll enjoy crunching those numbers.

Moreover, you can customize the dashboard to meet the unique needs of your business. Thus, a versatile solution for sales teams across industries.

Why settle for boring spreadsheets and complicated reports when you can have a Power BI sales dashboard?

Follow this guide on harnessing the Power of Power BI and watch your sales soar.

Table of Content:

  1. What is a Power BI Sales Dashboard?
  2. Why is the Power BI Sales Performance Dashboard Important?
  3. Common Metrics Displayed in a Power BI Sales Dashboard Design
  4. Top 5 Power BI Sales Dashboard Examples
  5. Benefits of Sales Dashboard in Power BI 
  6. How to Create a Power BI Sales Dashboard?
    • Step 1: Logging in to Power BI
    • Step 2: Add Data To Get Started
    • Step 3: Add Sales Dashboard Extension
    • Step 4: Power BI Sales Dashboard Setup
    • Step 5: Edit Sales Analytics Dashboards Using Power BI
    • Step 6: Final Power BI Sales Dashboard
  7. How to Use Power BI Sales Dashboard Templates?
  8. Tips For Power BI Sales Dashboard Ideas
  9. Power BI Sales Dashboard – FAQs
  10. Wrap Up

What is a Power BI Sales Dashboard?

Definition: A Power BI sales dashboard is an interactive, visual report built in Microsoft Power BI that consolidates sales data into clear charts and metrics. It enables sales teams and managers to track performance, monitor key indicators, analyze trends, and uncover insights to drive informed decisions. With customizable filters and drill-down features, a Power BI sales dashboard turns raw sales figures into actionable business intelligence.

Sales Dashboard Power BI: Key Features

  • Interactive Visuals: Dynamic charts and graphs let users explore sales data visually and uncover trends at a glance.
  • Real-Time Data Updates: Dashboards connect to live data sources, ensuring sales figures and KPIs are always up to date.
  • Customizable Filters: Users can filter by region, product, sales rep, or date range to focus on specific insights.
  • Drill-Down Capability: Clickable visuals allow users to move from summary views to detailed transaction-level data.
  • Performance Tracking Metrics: Built-in KPIs, targets, and variance indicators help monitor progress and identify areas needing attention.

Video Tutorial:

Why is the Power BI Sales Performance Dashboard Important?

A Power BI Sales Performance Dashboard is important because it turns complex sales data into clear, actionable insights. It helps sales teams and managers monitor key metrics like revenue, profit, and pipeline health in real time, enabling faster and smarter decisions.

By using a sales performance dashboard Power BI makes it easy to spot trends, track progress toward targets, and identify areas that need attention, ultimately driving better sales results and business growth.

Common Metrics Displayed in a Power BI Sales Dashboard Design

Revenue

  • Displays total sales figures, revenue growth rates, and revenue trends over time to monitor business performance and track targets.

Profit

  • Highlights profit margins, net profit growth, and profitability analysis to ensure the business remains financially healthy.

Sales by Region

  • Breaks down sales performance by region or sales territory, helping identify high-performing and underperforming areas.

Sales by Product

  • Shows top-selling products, product-wise sales trends, and inventory levels to guide product strategy and stock management.

Sales by Channel

  • Compares revenue generated through various channels, such as online sales, retail stores, or direct sales, to optimize channel strategies.

Customer Acquisition

  • Tracks key metrics like customer acquisition cost (CAC), conversion rates, and customer lifetime value (CLV) to measure marketing and sales effectiveness.

Top 5 Power BI Sales Dashboard Examples

  • Sales Dashboard

A sales dashboard is a visual representation of sales data. It helps salespeople filter information using different periods, enabling the analysis of trends and data-driven decision-making. This tool is also beneficial for C-level executives and managers. It allows effective control of sales key performance indicators (KPIs).

The Power BI sales dashboard template is customizable, allowing you to tailor it to your preferences. It lets you gain insights into your sales operations, identify trends, and make informed business decisions.

You can appreciate how the Power BI sales dashboard has effectively represented this data.

Power bi sales dashboard sample ce360
  • Web Analytics Dashboard

A Power BI web analytics dashboard reveals insights on website performance and user behavior. It employs robust visualizations to monitor metrics like traffic, page views, bounce, and conversion rates. This enables detailed data exploration and trend identification. Consequently, it enhances website optimization and user experience and facilitates data-driven decision-making for business growth.

create a power bi dashboard c3360
Some more Power BI sales dashboard samples:
  • Monthly Sales Performance

Tracks sales revenue and volume across different regions, highlighting top-performing areas and underperforming territories. Users can filter by product lines, sales reps, or time periods to pinpoint where to focus sales efforts.

Sales Performance
  • Sales Pipeline Analysis

Visualizes the entire sales pipeline, from leads to closed deals, and compares current performance against targets and forecasts. It helps sales managers identify bottlenecks and predict future revenue with greater accuracy.

Sales Pipline
  • Customer Segment Sales

Breaks down sales by customer segments, such as new vs. returning customers, or by industry. This dashboard helps teams understand which segments contribute most to revenue and where there are opportunities for growth or upselling.

Customer Segment Sales

Benefits of Sales Dashboard in Power BI

  • Sales dashboards offer several benefits that can significantly enhance the effectiveness of your sales team:

Data Visualization

  • Dashboards visually represent data, making interpreting and understanding complex information easier. You can clearly and concisely present essential sales metrics and trends using charts, graphs, and visual elements. This enables a quick grasp of the current sales performance, identifying patterns and improvement areas.

Real-Time Data Analysis

  • Power BI sales dashboards are designed to display real-time or near-real-time data. Thus, you can access up-to-date information on sales activities, customer behavior, and revenue figures. Moreover, real-time data analysis allows for prompt decision-making. You can respond swiftly to changes in the market, adjust sales strategies, and address any emerging issues.

Customization and Personalization

  • Sales dashboards can be customized to suit individual users’ or sales teams’ specific needs and preferences. Customization options include selecting relevant metrics, choosing appropriate visualizations, and setting up filters and parameters for data exploration. This personalization empowers sales professionals to focus on the metrics that matter most to them. Consequently, facilitates deeper insights and data-driven decision-making aligned with the appropriate goals.

How to Create a Power BI Sales Dashboard?

We will divide the steps into several steps.

Step 1: Logging in to Power BI

  • Log in to Power BI.
  • Enter your email. Click the “Submit” button.
Enter email to login to Power BI
  • You are redirected to your Microsoft account.
  • Enter your password and click “Sign in”.
Enter Password to login to Power BI
  • Choose whether to stay signed in.
Click on stay signed in
  • Once done, the Power BI home screen will open.

Step 2: Add Data To Get Started

  • Click on the “Create” option on the left-side menu.
  • Select “these options” to avail of other options to add data to get started.
select Paste or manually enter data in Power BI
  • Click on “Excel” and select the Excel file
select excel data file ce360
  • We’ll use the website sales data under the Web analytics dashboard example above.
  • On the left-side menu, click “Data Hub“.
  • Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section).
Click on Data Hub
  • Choose the data set you want to use to create your Sankey diagram.
  • Power BI populates the screen as shown below:
Workspace in Power BI
  • Click on the “Create a report” dropdown.
  • Select “Start from scratch“.
Create Report and start from scratch
  • A Report Canvas screen appears as below:
Report Canvas screen in Power BI ce360

Step 3: Add Sales Dashboard Extension

  • Creating the Sankey Diagram requires us to use an add-in or Power BI visual from AppSource.
  • Navigate to the right side of the Power BI dashboard.
  • Open the Power BI Visualizations panel.
  • Click the ellipsis symbol (…) as highlighted in the diagram below. This will import the Power BI Sankey Diagram extension by ChartExpo.
click on to get more visuals
  • The following menu opens:
  • Select the “Get more visuals” option.
click on to get more visuals ce351
  • The following window opens.
  • Enter “Sankey Diagram for Power BI by ChartExpo” in the highlighted search box.
  • You should see the “Sankey Diagram for Power BI by ChartExpo”, as shown in the image below.
Sankey Diagram for Power BI by ChartExpo
  • Click the highlighted “Add” button.
Click the Add button
  • Power BI will add the “Sankey Diagram for Power BI by ChartExpo” icon in the visualization panel.
Click on Sankey Diagram Icon

Step 4: Power BI Sales Dashboard Setup

  • Select the “Sankey Diagram for Power BI by ChartExpo” icon in the visualization panel.
  • The following window opens in the report section of your dashboard:
Report Section in Dashboard
  • You can resize the visual as needed.
  • Navigate to the right side of your Power BI dashboard.
  • You should see “Fields” next to “Visualizations.”
Fields next to visualizations ce360
  • You’ll select the fields to use in your Sankey chart here.
  • The ChartExpo visual needs to be selected, though. Select the fields in the following sequence:
Select fields for Sankey diagram ce360
  • You’ll be asked for a ChartExpo license key or email address.
enter email for ChartExpo license
  • Select the ChartExpo visual.
  • Select the ChartExpo visual. You should see three icons below “Build Visual” in the Visualizations panel.
Build visual panel in Power BI
  • Select the middle icon, “Format visual.”
  • The visual properties will be populated as shown below.
visual properties in Power BI
  • If you are a new user,
    • Type in your email under the section titled “Trial Mode”.
    • This should be the email address that you used to subscribe to the ChartExpo add-in. It is where your ChartExpo license key will be sent.
    • Ensure that your email address is valid.
    • Click “Enable Trial“. You’ll get a 7-day trial.
enter email id
  • You should receive a welcome email from ChartExpo.
  • If you do not find the email in your inbox, kindly check your spam folder.
  • The Sankey Diagram you create under the 7-day trial contains the ChartExpo watermark.
Power bi sales dashboard ce360 1
  • If you have obtained a license key:
    • Enter your license key in the “ChartExpo License Key” textbox in the “License Settings” section (see below).
    • Slide the toggle switch next to “Enable License” to “On“.
enter license key
  • Your Sankey Diagram will then appear without a watermark.
Power bi sales dashboard ce360 2

Step 5:Edit Sales Analytics Dashboards Using Power BI

  • Let’s add colors to each node. Expand the “Level Colors” properties and select the colors.
coloring Sankey diagram
  • Automatically, all changes will be saved.
Power bi sales dashboard ce360 3
  • Click on the “Pin” icon at the top of the Sankey Chart.
Power bi sales dashboard ce360 4
  • Select the dashboard on which you want to pin the chart.
  • Click on the “Pin” button.
Power bi sales dashboard ce360 5

Step 6: Final Power BI Sales Dashboard

final Power bi sales dashboard

You can add more charts to this dashboard according to your needs.

Insights

    • Most of your website’s traffic, amounting to 146k, originated from External Ad campaigns.
    • The Mobile App generated 257k visits, surpassing the Website App’s traffic of 236k.
    • Of the total user base, 377k users added products to their cart. 116k users left the website without purchasing after viewing the product.
    • Among the users who added products to their carts, 134k cleared them and left without making a purchase.
    • 1k users proceeded to the checkout, while 150k users clicked on another product. This indicates their potential interest in purchasing additional items alongside their current selection. Consequently, there were a total of 243k successful purchases.

How to Use Power BI Sales Dashboard Templates?

Choose the Right Template

  • Start by selecting a sales dashboard template that matches your goals — for example, regional performance, product sales, or sales pipeline tracking.

Connect Your Data Sources

  • Import your sales data by connecting the template to your CRM, Excel files, or other data sources. Power BI will automatically pull in the data for visualization.

Customize Visuals and KPIs

  • Adjust charts, graphs, and key metrics to fit your specific business needs. Add or remove visuals, update filters, and set targets that align with your sales strategy.

Apply Filters and Drill-Downs

  • Use built-in slicers and filters to explore data by region, sales rep, time period, or product category. Take advantage of drill-down features to analyze details behind summary figures.

Share and Collaborate

  • Publish your customized dashboard to the Power BI service or embed it in Teams or SharePoint. Share it with your sales team and stakeholders to keep everyone aligned with real-time insights.

Tips For Power BI Sales Dashboard Ideas

Define Clear KPIs

  • Identify and display the most important sales performance indicators, such as total revenue, profit margins, win rates, and sales pipeline stages. Clear KPIs keep the dashboard focused and aligned with business goals.

Use Interactive Filters and Slicers

  • Add filters and slicers for date ranges, regions, product lines, and sales reps. This makes the dashboard flexible, allowing users to drill down and analyze data that’s most relevant to their role.

Design a Clean and Intuitive Layout

  • Organize visuals logically, use consistent color schemes, and avoid unnecessary clutter. A clean layout improves readability and helps users find critical insights quickly.

Highlight Trends, Targets, and Alerts

  • Incorporate visual elements like trend lines, goal markers, and conditional formatting to emphasize performance against targets. Use alerts to draw attention to deviations or critical thresholds.

Enable Real-Time Data Refresh

  • Connect the dashboard to live data sources and automate data updates. This makes sure stakeholders always get the latest sales data so they can make quick and smart decisions.

Power BI Sales Dashboard – FAQs

What is the sales revenue dashboard in Power BI?

A sales revenue dashboard in Power BI is an interactive report that visualizes total sales income, revenue trends, and key sales metrics, helping teams track performance and make data-driven decisions.

Can Power BI be used for sales?

Power BI is suitable for application in sales. It provides diverse tools and capabilities to visualize, analyze, and monitor sales data effectively. Thus, leveraging its robust reporting features empowers businesses to optimize sales strategies and achieve revenue growth.

How do you show sales data in Power BI?

Power BI offers various visualization capabilities to show sales data effectively. You can create interactive charts, graphs, and tables to display sales trends, revenue breakdowns, and regional performance. Power BI also supports drill-down functionality and offers customizable visuals for in-depth sales data analysis.

Wrap Up

The Power BI sales dashboard is a valuable tool for harnessing the power of sales data. It provides a consolidated view of key metrics and insights. Consequently, enabling you to monitor sales performance, identify trends, and make informed decisions.

The interactive and customizable nature of Power BI allows for in-depth exploration of data. As a result, it facilitates a comprehensive understanding of sales dynamics.

Through the Power BI sales dashboard examples above, we have demonstrated its versatility and applicability across industries. It offers a wide range of visualization options to suit specific business needs.

Moreover, Power BI has an intuitive interface and real-time data analysis capabilities. This equips sales teams with actionable insights to optimize strategies and drive revenue growth.

Power BI’s integration with ChartExpo further enhances the Power BI sales dashboard’s capabilities. ChartExpo provides additional chart types and customization options. As a result, it allows for even more compelling and insightful visual representations of sales data.

Do not wait any longer.

Unleash your sales superpowers with Power BI and ChartExpo today. Your data will fly high as your revenue soars.

How much did you enjoy this article?

PBIAd2
Start Free Trial!
127710

Related articles

next previous
Power BI13 min read

Date Hierarchy in Power BI: Ultimate Guide for Users

Enhance your analysis with Date Hierarchy in Power BI. Discover the steps to create, customize, & utilize hierarchies effectively for more insight and reporting.

Power BI12 min read

How to Create a Dashboard in Power BI?

Uncover the secrets through the steps for how to create a dashboard in Power BI. Harness the power of Microsoft's business intelligence platform.

Power BI12 min read

Healthcare Dashboard Examples for Better Patient Insights

Immerse yourself in Healthcare Dashboard Examples, illustrating innovative ways to transform complex data into actionable insights for healthcare professionals.

Power BI12 min read

Power BI Group By Guide for Effective Data Insights

Learn how Power BI Group By helps you aggregate data, clarify trends, and create reports by grouping values to make large datasets manageable & insightful.

Power BI12 min read

How to Create Sankey Diagram in Microsoft Power BI?

Learn How to Create Sankey Diagram in Microsoft Power BI using Desktop & Web Service. What they are and how to use them effectively.

ChartExpo logo

Turn Data into Visual
Stories

CHARTEXPO

  • Home
  • Gallery
  • Videos
  • Services
  • Pricing
  • Contact us
  • FAQs
  • Privacy policy
  • Terms of Service
  • Sitemap

TOOLS

  • ChartExpo for Google Sheets
  • ChartExpo for Microsoft Excel
  • Power BI Custom Visuals by ChartExpo
  • Word Cloud

CATEGORIES

  • Bar Charts
  • Circle Graphs
  • Column Charts
  • Combo Charts
  • Comparison Charts
  • Line Graphs
  • PPC Charts
  • Sentiment Analysis Charts
  • Survey Charts

TOP CHARTS

  • Sankey Diagram
  • Likert Scale Chart
  • Comparison Bar Chart
  • Pareto Chart
  • Funnel Chart
  • Gauge Chart
  • Radar Chart
  • Radial Bar Chart
  • Sunburst Chart
  • see more
  • Scatter Plot Chart
  • CSAT Survey Bar Chart
  • CSAT Survey Chart
  • Dot Plot Chart
  • Double Bar Graph
  • Matrix Chart
  • Multi Axis Line Chart
  • Overlapping Bar Chart
  • Control Chart
  • Slope Chart
  • Clustered Bar Chart
  • Clustered Column Chart
  • Box and Whisker Plot
  • Tornado Chart
  • Waterfall Chart
  • Word Cloud
  • see less

RESOURCES

  • Blog
  • Resources
  • YouTube
SIGN UP FOR UPDATES

We wouldn't dream of spamming you or selling your info.

© 2025 ChartExpo, all rights reserved.