{"id":26823,"date":"2023-06-23T10:09:20","date_gmt":"2023-06-23T10:09:20","guid":{"rendered":"https:\/\/chartexpo.com\/blog\/?p=26823"},"modified":"2026-02-24T00:24:47","modified_gmt":"2026-02-23T19:24:47","slug":"power-bi-kpi-dashboard","status":"publish","type":"post","link":"https:\/\/chartexpo.com\/blog\/power-bi-kpi-dashboard","title":{"rendered":"How to Create a Power BI KPI Dashboard?"},"content":{"rendered":"<p>Creating a Power BI KPI dashboard is not an easy task. Defining your key performance indicators (KPIs) is only half the task.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-kpi-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-kpi-dashboard.jpg\" alt=\"Power BI KPI dashboard\" width=\"650\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkkzMjAr\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTMyMCs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a> <a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTMyMCs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<p>You need to present the data to your stakeholders in a persuasive way.<\/p>\n<p>You might have the data collected by a software application, for example, and stored in a spreadsheet.<\/p>\n<p>The data could even be updated manually.<\/p>\n<p>All these factors pose a challenge when it comes to creating an insights appealing yet effective dashboard.<\/p>\n<p>The good news is that Power BI (PBI) provides KPI dashboard templates to get you started.<\/p>\n<p>In this article, we delve into Power BI KPI dashboards. We begin by defining them. We then discuss the best chart that you can use for your PBI KPI dashboards.<\/p>\n<p>We&#8217;ll learn how to create a KPI dashboard in PBI and explore some use cases.<\/p>\n<h3>Table of Content:<\/h3>\n<ol>\n<li><a href=\"#what-is-a-kpi-dashboard-in-power-bi\">What is a KPI Dashboard in Power BI?<\/a><\/li>\n<li><a href=\"#why-power-bi-metrics-dashboard-matters\">Why Power BI Metrics Dashboard Matters?<\/a><\/li>\n<li><a href=\"#when-to-use-kpi-power-bi-dashboard\">When to Use KPI Power BI Dashboard?<\/a><\/li>\n<li><a href=\"#key-features-of-a-power-bi-metrics-dashboard\">Key Features of a Power BI Metrics Dashboard<\/a><\/li>\n<li><a href=\"#power-bi-kpi-dashboard-examples\">Power BI KPI Dashboard Examples<\/a><\/li>\n<li><a href=\"#how-to-build-an-effective-kpi-dashboard-in-power-bi\">How to Build an Effective KPI Dashboard in Power BI<\/a>\n<ul>\n<li><a href=\"#step-1-log-in-to-power-bi\">Step 1: Log In to Power BI<\/a><\/li>\n<li><a href=\"#step-2-select-data-sources\">Step 2: Select Data Sources<\/a><\/li>\n<li><a href=\"#step-3-design-the-dashboard-using-chart-add-in\">Step 3: Design the Dashboard Using Chart Add-In<\/a><\/li>\n<li><a href=\"#step-4-share-your-dashboard\">Step 4: Share Your Dashboard<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#how-to-customize-your-kpi-dashboard-in-power-bi\">How to Customize Your KPI Dashboard in Power BI?<\/a><\/li>\n<li><a href=\"#how-to-use-a-power-bi-kpi-dashboard-template\">How to Use a Power BI KPI Dashboard Template?<\/a><\/li>\n<li><a href=\"#advantages-and-disadvantages-of-a-kpi-reporting-dashboard-in-power-bi\">Advantages and Disadvantages of a KPI Reporting Dashboard in Power BI<\/a><\/li>\n<li><a href=\"#best-practices-for-pbi-kpi-dashboard\">Best Practices For PBI KPI Dashboard<\/a><\/li>\n<li><a href=\"#power-bi-kpi-dashboard-faqs\">Power BI KPI Dashboard &#8211; FAQs<\/a><\/li>\n<li><a href=\"#wrap-up\">Wrap Up<\/a><\/li>\n<\/ol>\n<h2 id=\"what-is-a-kpi-dashboard-in-power-bi\">What is a KPI Dashboard in Power BI?<\/h2>\n<p><strong>Definition:<\/strong> A KPI dashboard in Power BI is a visual representation of your organization&#8217;s KPIs. It provides a centralized view of your data. This helps you see how your business is performing against your goals.<\/p>\n<p>KPI dashboards are made up of KPI widgets. These widgets display a KPI&#8217;s current value, target value, and status.<\/p>\n<p>You can create KPI widgets for any metric that is important to your business, such as:<\/p>\n<ul>\n<li>Sales<\/li>\n<li>Revenue<\/li>\n<li>Customer satisfaction<\/li>\n<li>Employee Productivity<\/li>\n<\/ul>\n<p>KPI dashboards are a powerful tool that can help you identify areas for improvement.<\/p>\n<p>And in <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-for-mac\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI for Mac<\/a>\u00a0KPI dashboard, you can quickly make informed decisions to help you achieve your goals.<\/p>\n<h2 id=\"why-power-bi-metrics-dashboard-matters\">Why Power BI Metrics Dashboard Matters?<\/h2>\n<p data-start=\"149\" data-end=\"304\">Power BI Metrics Dashboards transform complex data into clear, actionable insights, helping businesses make smarter decisions fast. Here\u2019s why they matter:<\/p>\n<ul>\n<li data-start=\"308\" data-end=\"440\"><strong data-start=\"308\" data-end=\"338\">Real-Time Data Monitoring:<\/strong> Dashboards provide up-to-date metrics so you can track performance and respond to issues immediately.<\/li>\n<li data-start=\"443\" data-end=\"560\"><strong data-start=\"443\" data-end=\"472\">Improved Decision Making:<\/strong> Visual summaries help leaders quickly understand trends and focus on what matters most.<\/li>\n<li data-start=\"563\" data-end=\"677\"><strong data-start=\"563\" data-end=\"590\">Enhanced Collaboration:<\/strong> Shareable dashboards keep teams aligned by presenting the same <a href=\"https:\/\/chartexpo.com\/blog\/data-storytelling\" target=\"_blank\" rel=\"noopener\">data story<\/a> to everyone.<\/li>\n<li data-start=\"680\" data-end=\"790\"><strong data-start=\"680\" data-end=\"705\">Increased Efficiency:<\/strong> Automated data refreshes reduce manual reporting, saving time and minimizing errors.<\/li>\n<li data-start=\"793\" data-end=\"910\"><strong data-start=\"793\" data-end=\"819\">Customizable Insights:<\/strong> Tailor dashboards to specific roles or business goals for relevant and meaningful metrics.<\/li>\n<\/ul>\n<h2 id=\"when-to-use-kpi-power-bi-dashboard\">When to Use KPI Power BI Dashboard?<\/h2>\n<p data-start=\"958\" data-end=\"1106\">Knowing when to use a KPI dashboard in Power BI ensures you maximize its benefits and stay on top of your goals. Here are the key moments to deploy one:<\/p>\n<ul>\n<li data-start=\"1110\" data-end=\"1223\"><strong data-start=\"1110\" data-end=\"1143\">Tracking Business Objectives:<\/strong> Use KPI dashboards to monitor progress towards strategic goals and key targets.<\/li>\n<li data-start=\"1226\" data-end=\"1342\"><strong data-start=\"1226\" data-end=\"1253\">Performance Management:<\/strong> When you need to evaluate team or individual performance visually and measurably.<\/li>\n<li data-start=\"1345\" data-end=\"1443\"><strong data-start=\"1345\" data-end=\"1368\">Project Monitoring:<\/strong> To keep an eye on project timelines, budgets, and milestones in real time.<\/li>\n<li data-start=\"1446\" data-end=\"1544\"><strong data-start=\"1446\" data-end=\"1478\">Identifying Trends &amp; Issues:<\/strong> Quickly spot emerging patterns or red flags before they escalate.<\/li>\n<li data-start=\"1547\" data-end=\"1669\"><strong data-start=\"1547\" data-end=\"1569\">Regular Reporting:<\/strong> For monthly or weekly reviews that require concise, actionable insights rather than raw data dumps.<\/li>\n<\/ul>\n<h2 id=\"key-features-of-a-power-bi-metrics-dashboard\">Key Features of a Power BI Metrics Dashboard<\/h2>\n<ul>\n<li data-start=\"152\" data-end=\"227\"><strong data-start=\"152\" data-end=\"179\">Real-Time Data Refresh:<\/strong> Always up-to-date with live data connections.<\/li>\n<li data-start=\"230\" data-end=\"309\"><strong data-start=\"230\" data-end=\"256\">Widgets KPI Indicators:<\/strong> Use gauges, colors, and icons to show performance.<\/li>\n<li data-start=\"312\" data-end=\"386\"><strong data-start=\"312\" data-end=\"336\">Interactive Filters:<\/strong> Drill down by time, region, or category easily.<\/li>\n<li data-start=\"389\" data-end=\"462\"><strong data-start=\"389\" data-end=\"414\">Customizable Layouts:<\/strong> <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-dashboards-design\" target=\"_blank\" rel=\"noopener\">Design dashboard<\/a>s to fit your brand or goals.<\/li>\n<li data-start=\"465\" data-end=\"528\"><strong data-start=\"465\" data-end=\"484\">Secure Sharing:<\/strong> Control access with role-based permissions.<\/li>\n<\/ul>\n<h2 id=\"power-bi-kpi-dashboard-examples\">Power BI KPI Dashboard Examples<\/h2>\n<p>In this section, we explore the Power BI kpi dashboard samples.<\/p>\n<ul>\n<li>\n<h3>Sales Dashboard<\/h3>\n<\/li>\n<\/ul>\n<p>A <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-sales-dashboard\" target=\"_blank\" rel=\"noopener\">sales dashboard<\/a> is a visual representation that can be used to track sales KPIs like:<\/p>\n<ul>\n<li><strong>Sales revenue<\/strong>: This is the total amount of money that your sales team has generated.<\/li>\n<li><strong>Sales quota attainment<\/strong>: This is the percentage of your sales quota that your team has met.<\/li>\n<li><strong>Lead conversion rate<\/strong>: This is the percentage of leads that your sales team has converted into customers.<\/li>\n<li><strong>Customer holding rate<\/strong>: This is the percentage of customers that your sales team has retained over a period of time.<\/li>\n<\/ul>\n<p>A sales KPI dashboard provides sales managers with a single view of key sales <a href=\"https:\/\/chartexpo.com\/blog\/metrics-and-kpis\" target=\"_blank\" rel=\"noopener noreferrer\">KPIs and metrics<\/a>. This makes it easier to track performance and identify areas for improvement.<\/p>\n<p>Here are some of the key performance indicators (KPIs) that you can track on a sales KPI dashboard in Power BI:<\/p>\n<p>You can also track other KPIs that are specific to your business, such as:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>The number of new customers acquired,<\/li>\n<li>The number of sales calls made,<\/li>\n<li>and the number of deals closed.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>The following is a PBI dataset of sales delivery data:<\/p>\n<table class=\"static\" style=\"table-layout: fixed; overflow-x: auto; border: 1px; font-size: 17px;\">\n<tbody>\n<tr>\n<td width=\"118\"><strong>Store<\/strong><\/td>\n<td width=\"97\"><strong>Category<\/strong><\/td>\n<td width=\"70\"><strong>Items<\/strong><\/td>\n<td width=\"83\"><strong>Brand<\/strong><\/td>\n<td width=\"95\"><strong>Units Sold<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">Electronics<\/td>\n<td width=\"70\">Mobile<\/td>\n<td width=\"83\">Samsung<\/td>\n<td width=\"95\">39<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">Electronics<\/td>\n<td width=\"70\">Tablet<\/td>\n<td width=\"83\">Samsung<\/td>\n<td width=\"95\">73<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">Electronics<\/td>\n<td width=\"70\">Laptop<\/td>\n<td width=\"83\">Dell<\/td>\n<td width=\"95\">156<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">Garments<\/td>\n<td width=\"70\">Jeans<\/td>\n<td width=\"83\">Levi&#8217;s<\/td>\n<td width=\"95\">46<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">Garments<\/td>\n<td width=\"70\">T-Shirt<\/td>\n<td width=\"83\">H&amp;M<\/td>\n<td width=\"95\">104<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">Garments<\/td>\n<td width=\"70\">Jackets<\/td>\n<td width=\"83\">Puma<\/td>\n<td width=\"95\">41<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">Furniture<\/td>\n<td width=\"70\">Sofa<\/td>\n<td width=\"83\">IKEA<\/td>\n<td width=\"95\">73<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">furniture<\/td>\n<td width=\"70\">Chair<\/td>\n<td width=\"83\">Kartell<\/td>\n<td width=\"95\">46<\/td>\n<\/tr>\n<tr>\n<td width=\"118\">Online Store<\/td>\n<td width=\"97\">furniture<\/td>\n<td width=\"70\">Desk<\/td>\n<td width=\"83\">Stickley<\/td>\n<td width=\"95\">43<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>A PBI KPI dashboard will present the above data in a very effective way.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sales-kpi-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sales-kpi-dashboard.jpg\" alt=\"sales KPI dashboard\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>\n<h3>Financial Dashboard<\/h3>\n<\/li>\n<\/ul>\n<p>A <a href=\"https:\/\/chartexpo.com\/blog\/finance-dashboard-in-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">financial dashboard in Power BI<\/a> is a visual representation of important KPIs for a business&#8217;s financial health.<\/p>\n<p>Here are some examples of financial KPIs that you can track on a Power BI data visualization dashboard:<\/p>\n<ul>\n<li><strong>Sales<\/strong>: The total amount of sales that your business has generated.<\/li>\n<li><strong>Revenue<\/strong>: The total amount of money that your business has earned.<\/li>\n<li><strong>Expenses<\/strong>: The total amount of money that your business has spent.<\/li>\n<li><strong>Profit<\/strong>: The amount of money that your business has made after deducting expenses from revenue.<\/li>\n<li><strong>Customer satisfaction<\/strong>: The level of satisfaction that your customers have with your products or services.<\/li>\n<\/ul>\n<p>By tracking these KPIs, you can get a better understanding of the financial health of your business.<\/p>\n<p>This information can help you make data-informed decisions to help you achieve your goals.<\/p>\n<p>Let&#8217;s use the following data to create a PBI KPI financial dashboard:<\/p>\n<table class=\"static\" style=\"table-layout: fixed; overflow-x: auto; border: 1px; font-size: 17px;\">\n<tbody>\n<tr>\n<td width=\"126\"><strong>Locations<\/strong><\/td>\n<td width=\"78\"><strong>Revenue<\/strong><\/td>\n<td width=\"115\"><strong>Profit &amp; Cost<\/strong><\/td>\n<td width=\"147\"><strong>Details<\/strong><\/td>\n<td width=\"74\"><strong>Amount<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"126\">North America<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Cost of Sales<\/td>\n<td width=\"74\">132000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">North America<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Salaries<\/td>\n<td width=\"74\">159000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">North America<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Cost of Marketing<\/td>\n<td width=\"74\">170000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">North America<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Profit<\/td>\n<td width=\"147\">Tax<\/td>\n<td width=\"74\">182000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">North America<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Profit<\/td>\n<td width=\"147\">Profit After Tax<\/td>\n<td width=\"74\">834000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">International<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Cost of Sales<\/td>\n<td width=\"74\">162000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">International<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Salaries<\/td>\n<td width=\"74\">158000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">International<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Cost of Marketing<\/td>\n<td width=\"74\">145000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">International<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Profit<\/td>\n<td width=\"147\">Tax<\/td>\n<td width=\"74\">171000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">International<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Profit<\/td>\n<td width=\"147\">Profit After Tax<\/td>\n<td width=\"74\">753000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">Middle East<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Cost of Sales<\/td>\n<td width=\"74\">155000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">Middle East<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Salaries<\/td>\n<td width=\"74\">166000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">Middle East<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Expenses<\/td>\n<td width=\"147\">Cost of Marketing<\/td>\n<td width=\"74\">199000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">Middle East<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Profit<\/td>\n<td width=\"147\">Tax<\/td>\n<td width=\"74\">151000<\/td>\n<\/tr>\n<tr>\n<td width=\"126\">Middle East<\/td>\n<td width=\"78\">Revenue<\/td>\n<td width=\"115\">Profit<\/td>\n<td width=\"147\">Profit After Tax<\/td>\n<td width=\"74\">685000<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>A PBI KPI dashboard presents the above data in a visually appealing way, as shown below:<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/\/pbi-kpi-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/pbi-kpi-dashboard.jpg\" alt=\"PBI KPI dashboard\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>\n<h3>Marketing Dashboard<\/h3>\n<\/li>\n<\/ul>\n<p data-start=\"160\" data-end=\"299\">A <a href=\"https:\/\/chartexpo.com\/blog\/marketing-agency-client-dashboard\" target=\"_blank\" rel=\"noopener\">marketing dashboard in Power BI<\/a> is a charting tool that displays key marketing KPIs to help evaluate campaign performance and brand impact.<\/p>\n<p data-start=\"301\" data-end=\"380\">Here are some examples of marketing KPIs you can track on a Power BI dashboard:<\/p>\n<ul>\n<li data-start=\"60\" data-end=\"153\"><strong data-start=\"60\" data-end=\"80\">Website Traffic:<\/strong> The total count of users visiting your website during a specific period.<\/li>\n<li data-start=\"155\" data-end=\"258\"><strong data-start=\"155\" data-end=\"180\">Lead Conversion Rate:<\/strong> The proportion of potential customers who successfully become paying clients.<\/li>\n<li><strong data-start=\"539\" data-end=\"569\">Cost Per Acquisition (CPA)<\/strong>: How much it costs to acquire each new customer.<\/li>\n<li data-start=\"623\" data-end=\"737\"><strong data-start=\"623\" data-end=\"664\">Return on Marketing Investment (ROMI)<\/strong>: The revenue generated from marketing activities compared to the cost.<\/li>\n<li data-start=\"740\" data-end=\"830\"><strong data-start=\"740\" data-end=\"759\">Engagement Rate<\/strong>: How users interact with your content (likes, shares, comments, etc.).<\/li>\n<\/ul>\n<p data-start=\"832\" data-end=\"926\">By monitoring these KPIs, you can better understand how your marketing efforts are performing.<\/p>\n<p data-start=\"928\" data-end=\"1025\">This data-driven insight allows for more strategic decision-making and improved campaign results.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/12\/final-marketing-agency-client-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/12\/final-marketing-agency-client-dashboard.jpg\" alt=\"PBI Marketing Dashboard\" width=\"650\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkkzMjAr\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTMyMCs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a> <a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTMyMCs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<ul>\n<li>\n<h3>Operational Dashboard<\/h3>\n<\/li>\n<\/ul>\n<p data-start=\"1075\" data-end=\"1200\">An operational dashboard in Power BI provides real-time insights into the day-to-day performance of your business operations.<\/p>\n<p data-start=\"1202\" data-end=\"1283\">Here are some examples of operational KPIs you can track on a Power BI KPI dashboard:<\/p>\n<ul>\n<li data-start=\"1287\" data-end=\"1351\"><strong data-start=\"1287\" data-end=\"1307\">Inventory Levels<\/strong>: The current stock of products available.<\/li>\n<li data-start=\"1354\" data-end=\"1438\"><strong data-start=\"1354\" data-end=\"1380\">Order Fulfillment Time<\/strong>: The time it takes to process and ship customer orders.<\/li>\n<li data-start=\"1441\" data-end=\"1522\"><strong data-start=\"1441\" data-end=\"1466\">Employee Productivity<\/strong>: Output or performance metrics by team or individual.<\/li>\n<li data-start=\"1525\" data-end=\"1582\"><strong data-start=\"1525\" data-end=\"1537\">Downtime<\/strong>: Any operational delays or system outages.<\/li>\n<li data-start=\"1585\" data-end=\"1677\"><strong data-start=\"46\" data-end=\"72\">On-Time Delivery Rate:<\/strong> The share of orders that reach customers within the scheduled delivery window.<\/li>\n<\/ul>\n<p data-start=\"1679\" data-end=\"1796\">Tracking these KPIs helps businesses optimize workflows, reduce inefficiencies, and maintain smooth daily operations.<\/p>\n<p data-start=\"1798\" data-end=\"1883\">It empowers you to make timely decisions that keep your business running efficiently.<\/p>\n<h2 id=\"how-to-build-an-effective-kpi-dashboard-in-power-bi\">How to Build an Effective KPI Dashboard in Power BI (Step-by-Step)<\/h2>\n<p data-pm-slice=\"0 0 []\">In this section, we learn how to create a KPI dashboard in Power BI using a <a href=\"https:\/\/chartexpo.com\/charts\/sankey-diagram\" target=\"_blank\" rel=\"noopener\">Sankey diagram<\/a> to visualize key metrics and data flows more effectively.<\/p>\n<h3 id=\"step-1-log-in-to-power-bi\">Step 1: Log In to Power BI<\/h3>\n<ul>\n<li>Log in to Power BI.<\/li>\n<li>Enter your email. Click the \u201c<strong>Submit<\/strong>\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/log-in-to-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/log-in-to-power-bi-320.jpg\" alt=\"log-in-to-power-bi-320\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Enter your password and click \u201c<strong>Sign in<\/strong>.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/submit-button-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/submit-button-320.jpg\" alt=\"submit button\" width=\"363\" \/><\/a><\/div>\n<ul>\n<li>Choose whether to stay signed in.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/enter-password-to-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/enter-password-to-power-bi-320.jpg\" alt=\"enter password to Power BI \" width=\"392\" \/><\/a><\/div>\n<h3 id=\"step-2-select-data-sources\">Step 2: <strong>Select Data Sources<\/strong><\/h3>\n<ul>\n<li>Click on the \u201c<strong>Create<\/strong>\u201d option on the left-side menu.<\/li>\n<li>Select \u201d<strong>Paste or manually enter data<\/strong>.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/manually-enter-data-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/manually-enter-data-320.jpg\" alt=\"Manually enter data\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>We&#8217;ll use the following data for this example.<\/li>\n<\/ul>\n<table class=\"static\" style=\"table-layout: fixed; overflow-x: auto; border: 1px; font-size: 17px;\">\n<tbody>\n<tr>\n<td width=\"122\"><strong>Locations<\/strong><\/td>\n<td width=\"76\"><strong>Revenue<\/strong><\/td>\n<td width=\"111\"><strong>Profit &amp; Cost<\/strong><\/td>\n<td width=\"143\"><strong>Details<\/strong><\/td>\n<td width=\"72\"><strong>Amount<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"122\">North America<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Cost of Sales<\/td>\n<td width=\"72\">132000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">North America<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Salaries<\/td>\n<td width=\"72\">159000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">North America<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Cost of Marketing<\/td>\n<td width=\"72\">170000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">North America<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Profit<\/td>\n<td width=\"143\">Tax<\/td>\n<td width=\"72\">182000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">North America<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Profit<\/td>\n<td width=\"143\">Profit After Tax<\/td>\n<td width=\"72\">834000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">International<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Cost of Sales<\/td>\n<td width=\"72\">162000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">International<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Salaries<\/td>\n<td width=\"72\">158000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">International<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Cost of Marketing<\/td>\n<td width=\"72\">145000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">International<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Profit<\/td>\n<td width=\"143\">Tax<\/td>\n<td width=\"72\">171000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">International<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Profit<\/td>\n<td width=\"143\">Profit After Tax<\/td>\n<td width=\"72\">753000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">Middle East<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Cost of Sales<\/td>\n<td width=\"72\">155000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">Middle East<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Salaries<\/td>\n<td width=\"72\">166000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">Middle East<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Expenses<\/td>\n<td width=\"143\">Cost of Marketing<\/td>\n<td width=\"72\">199000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">Middle East<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Profit<\/td>\n<td width=\"143\">Tax<\/td>\n<td width=\"72\">151000<\/td>\n<\/tr>\n<tr>\n<td width=\"122\">Middle East<\/td>\n<td width=\"76\">Revenue<\/td>\n<td width=\"111\">Profit<\/td>\n<td width=\"143\">Profit After Tax<\/td>\n<td width=\"72\">685000<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>Paste the above data table into the \u201c<strong>Power Query<\/strong>\u201d window.<\/li>\n<li>Select the \u201c<strong>Create a dataset only<\/strong>\u201d option.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-dataset-only-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-dataset-only-320.jpg\" alt=\"Create a dataset only\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Click on the \u201c<strong>Data Hub<\/strong>\u201d option on the left-side menu.<\/li>\n<li>Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section.)<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/data-hub-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/data-hub-320.jpg\" alt=\"Data Hub\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Choose the data set you want to use to create your Sankey diagram.<\/li>\n<li>Power BI populates the screen as shown below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-report-in-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-report-in-power-bi-320.jpg\" alt=\"create report in power bi\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>The data set and its fields are shown on the right side. The middle area shows report and data set options.<\/li>\n<li>Click on the \u201c<strong>Create a report<\/strong>\u201d dropdown.<\/li>\n<li>Select \u201c<strong>Start from scratch<\/strong>.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/start-from-scratch-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/start-from-scratch-320.jpg\" alt=\"Start from scratch\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>You should see the Report Canvas screen as shown below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/report-canvas-screen-314.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/report-canvas-screen-314.jpg\" alt=\"Report Canvas screen \" width=\"650\" \/><\/a><\/div>\n<h3 id=\"step-3-design-the-dashboard-using-chart-add-in\">Step 3: <strong>Design the Dashboard Using Chart Add-In<\/strong><\/h3>\n<ul>\n<li>To finish creating our Sankey Diagram, we&#8217;ll use an add-in or Power BI widgets from AppSource.<\/li>\n<li>Navigate to the Power BI Insights panel.<\/li>\n<li>Click the ellipsis (&#8230;) highlighted above to import the Power BI Sankey Diagram extension by <a href=\"https:\/\/chartexpo.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">ChartExpo<\/a>.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-visual-from-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-visual-from-320.jpg\" alt=\"Power BI visual from \" width=\"509\" \/><\/a><\/div>\n<ul>\n<li>The following menu opens:<\/li>\n<li>Select the \u201c<strong>Get more Insights<\/strong>\u201d option.<\/li>\n<li>The following window opens:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/get-more-visuals-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/get-more-visuals-320.jpg\" alt=\"Get more visuals\" width=\"565\" \/><\/a><\/div>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Enter \u201c<strong>Sankey Diagram for Power BI by ChartExpo<\/strong>\u201d in the highlighted search box.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>You should see \u201cSankey Diagram for <a href=\"https:\/\/chartexpo.com\/tools\/power-bi-custom-visuals\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI by ChartExpo<\/a>\u201d as shown in the image below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-diagram-for-Power-BI-by-chartexpo-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-diagram-for-Power-BI-by-chartexpo-320.jpg\" alt=\"Sankey Diagram for Power BI by ChartExpo\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Click the highlighted \u201c<strong>Add<\/strong>\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-sankey-diagram-for-Power-BI-by-chartexpo-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-sankey-diagram-for-Power-BI-by-chartexpo-320.jpg\" alt=\"create Sankey Diagram for Power BI by ChartExpo\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Power BI will add the \u201c<a href=\"https:\/\/chartexpo.com\/blog\/sankey-diagram-in-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">Sankey chart for Power BI<\/a> by ChartExpo\u201d icon in the visualization panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/icon-in-visualization-panel-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/icon-in-visualization-panel-320.jpg\" alt=\"icon in the visualization panel\" width=\"187\" \/><\/a><\/div>\n<ul>\n<li>Select the \u201cSankey Diagram for Power BI by ChartExpo\u201d icon in the visualization panel.<\/li>\n<li>The following window opens in the report section of your dashboard:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/select-sankey-chart-in-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/select-sankey-chart-in-power-bi-320.jpg\" alt=\"select-sankey-chart-in-power-bi\" width=\"297\" \/><\/a><\/div>\n<ul>\n<li>You can resize the visual as needed.<\/li>\n<li>Navigate to the right side of your Power BI dashboard. You should see \u201c<strong>Fields<\/strong>\u201d next to &#8220;<strong>Visualizations<\/strong>.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/select-fields-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/select-fields-320.jpg\" alt=\"select fields\" width=\"361\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll select the fields to use in your Sankey Chart here.<\/li>\n<li>The ChartExpo visual needs to be selected, though.<\/li>\n<li>Select the fields in the following sequence:\n<ul>\n<li>Locations<\/li>\n<li>Revenue<\/li>\n<li>Profit and Cost<\/li>\n<li>Details<\/li>\n<li>Amount<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/select-fields-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/select-fields-power-bi-320.jpg\" alt=\"select fields power bi\" width=\"173\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll be asked for a ChartExpo license key or email address.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/chartExpo-license-key-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/chartExpo-license-key-320.jpg\" alt=\"ChartExpo license key\" width=\"531\" \/><\/a><\/div>\n<ul>\n<li>Select the ChartExpo visual. You should see three icons below \u201c<strong>Build Visual<\/strong>\u201d in the Visualizations panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/build-visual-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/build-visual-320.jpg\" alt=\"Build visual\" width=\"203\" \/><\/a><\/div>\n<ul>\n<li>Select the middle icon, \u201c<strong>Format visual<\/strong>.&#8221;<\/li>\n<li>The visual properties will be populated as shown below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/format-visual-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/format-visual-320.jpg\" alt=\"format visual\" width=\"183\" \/><\/a><\/div>\n<ul>\n<li>If you are a new user,\n<ul>\n<li>Type in your email under the section titled \u201c<strong>Trial Mode<\/strong>\u201d.<\/li>\n<li>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.<\/li>\n<li>Ensure that your email address is valid.<\/li>\n<li>Click \u201c<strong>Enable Trial<\/strong>.&#8221; You&#8217;ll get a 7-day trial.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/enable-trial-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/enable-trial-320.jpg\" alt=\"Enable Trial\" width=\"180\" \/><\/a><\/div>\n<ul>\n<li>You should receive a welcome email from ChartExpo.<\/li>\n<li>The Sankey Diagram you create under the 7-day trial contains the ChartExpo watermark (see below).<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/chartExpo-watermark-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/chartExpo-watermark-320.jpg\" alt=\"ChartExpo watermark\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>If you have obtained a license key:\n<ul>\n<li>Enter your license key in the \u201c<strong>ChartExpo License Key<\/strong>\u201d textbox in the \u201cLicense Settings\u201d section (see below).<\/li>\n<li>Slide the toggle switch next to \u201c<strong>Enable License<\/strong>\u201d to &#8220;<strong>On<\/strong>.&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/license-settings-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/license-settings-320.jpg\" alt=\"License Settings\" width=\"182\" \/><\/a><\/div>\n<div>\n<h3 id=\"step-4-share-your-dashboard\">Step 4: Share Your Dashboard<\/h3>\n<\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-chart-in-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-chart-in-power-bi-320.jpg\" alt=\"sankey chart in power bi\" width=\"650\" \/><\/a><\/div>\n<div>\n<h2 id=\"how-to-customize-your-kpi-dashboard-in-power-bi\">How to Customize Your KPI Dashboard in Power BI?<\/h2>\n<\/div>\n<ul>\n<li>To add colors, expand the \u201c<strong>Level Colors<\/strong>\u201d properties and select a color.<\/li>\n<li>Do this to change the color of each node.<\/li>\n<li>All changes are automatically saved.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/expand-stats-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/expand-stats-320.jpg\" alt=\"expand stats\" width=\"181\" \/><\/a><\/div>\n<ul>\n<li>Click on the \u201c<strong>Pin<\/strong>\u201d icon at the top of the Sankey Chart.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-visual-in-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-visual-in-power-bi-320.jpg\" alt=\"sankey visual in power bi\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Select the dashboard on which you want to pin the chart.<\/li>\n<li>Click on the \u201c<strong>Pin<\/strong>\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-graph-in-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-graph-in-power-bi-320.jpg\" alt=\"sankey graph in power bi\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Your final Sankey Chart looks like the one below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-diagrams-in-power-bi-320.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/sankey-diagrams-in-power-bi-320.jpg\" alt=\"sankey graph in power bi\" width=\"650\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkkzMjAr\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTMyMCs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a> <a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTMyMCs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<ul>\n<li>You can add more <a href=\"https:\/\/chartexpo.com\/blog\/types-of-charts-and-graphs\" target=\"_blank\" rel=\"noopener noreferrer\">charts and graphs<\/a> to this dashboard according to your use case.<\/li>\n<\/ul>\n<h4>Insights<\/h4>\n<ul>\n<li>Level 1 (locations) shows that North America is a major contributor to revenue. North America&#8217;s revenue was $1.48m, which is around 35%. The Middle East contributed the least in revenue ($1.38m), which was 32%.<\/li>\n<li>At level 2, (revenue), the company&#8217;s total revenue was $4.22m.<\/li>\n<li>At level 3, (profit and expenses), $1.45m was spent on expenses. This left the company with a $2.87m profit.<\/li>\n<li>At level 4. (details), The $2.87m profit was split between $2.27m profits and $504K taxes.<\/li>\n<li>Expenses were divided into three nodes: sales costs, salaries, and marketing costs. This translates to $449K, $483K, and $514K, respectively.<\/li>\n<\/ul>\n<h2 id=\"how-to-use-a-power-bi-kpi-dashboard-template\">How to Use a Power BI KPI Dashboard Template?<\/h2>\n<p>Here are some of the uses of a Power BI KPI dashboard template:<\/p>\n<ul>\n<li>\n<h3>Tracking key metrics<\/h3>\n<\/li>\n<\/ul>\n<p>KPI dashboards provide a central location for users to track important metrics for their business. By utilizing a <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-connectors\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI data connector<\/a>, users can seamlessly integrate and visualize their data, helping them stay up-to-date on performance and identify areas where improvement is needed.<\/p>\n<ul>\n<li>\n<h3>Identifying trends<\/h3>\n<\/li>\n<\/ul>\n<p>KPI dashboards can be used to identify trends in performance over time. This can help users make better decisions about how to allocate resources and improve their business.<\/p>\n<p>When choosing a tool for creating KPI dashboards, it&#8217;s worth comparing options like <a href=\"https:\/\/chartexpo.com\/blog\/looker-vs-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">Looker vs. Power BI<\/a> to determine which best meets your needs for data analysis and visualization.<\/p>\n<ul>\n<li>\n<h3>Help in making data-informed decisions<\/h3>\n<\/li>\n<\/ul>\n<p>KPI dashboards can help users make data-informed decisions. This is because they provide a clear picture of how the business is performing.<\/p>\n<ul>\n<li>\n<h3>Improving communication and collaboration<\/h3>\n<\/li>\n<\/ul>\n<p>Sharing KPI data with employees, managers, and other stakeholders can get everyone on the same page. This helps in working towards common goals.<\/p>\n<ul>\n<li>\n<h3>Increased efficiency<\/h3>\n<\/li>\n<\/ul>\n<p>KPI dashboards can help you save time by automating the process of collecting and analyzing data.<\/p>\n<h2 id=\"advantages-and-disadvantages-of-a-kpi-reporting-dashboard-in-power-bi\">Advantages and Disadvantages of a KPI Reporting Dashboard in Power BI<\/h2>\n<h3>Advantages of KPI Reporting Dashboard in Power BI<\/h3>\n<ul>\n<li data-start=\"551\" data-end=\"588\">\n<h4>Real-Time Performance Tracking<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"388\" data-end=\"549\">Power BI connects directly to data sources, enabling live updates. This allows teams to view performance as it happens and react promptly to changing conditions.<\/p>\n<ul>\n<li data-start=\"551\" data-end=\"588\">\n<h4>Data-Driven Decision Making<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"589\" data-end=\"729\">By <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-transform-data\" target=\"_blank\" rel=\"noopener\">transforming raw data<\/a> into easy-to-understand widgets, KPI dashboards help stakeholders make faster and more accurate business decisions.<\/p>\n<ul>\n<li data-start=\"731\" data-end=\"767\">\n<h4>\u00a0Interactive Visualizations<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"768\" data-end=\"910\">Users can interact with dashboards to drill down into details, filter by categories, and explore underlying data without creating new reports.<\/p>\n<ul>\n<li data-start=\"912\" data-end=\"941\">\n<h4>Automated Reporting<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"942\" data-end=\"1068\">Dashboards can be scheduled to refresh automatically, reducing the need for manual data entry or repetitive report generation.<\/p>\n<ul>\n<li data-start=\"1070\" data-end=\"1109\">\n<h4>Customizable for Stakeholders<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"1110\" data-end=\"1251\">Different roles need different insights. Power BI lets you create role-specific dashboards, ensuring each viewer sees the most relevant KPIs.<\/p>\n<h3>Disadvantages of KPI Reporting Dashboard in Power BI<\/h3>\n<ul>\n<li data-start=\"1436\" data-end=\"1470\">\n<h4>Initial Setup Complexity<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"1471\" data-end=\"1616\">Designing an effective KPI dashboard can be technically challenging. It often requires knowledge of DAX formulas, <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-data-model\" target=\"_blank\" rel=\"noopener\">data modeling<\/a>, and Power Query.<\/p>\n<ul>\n<li data-start=\"1618\" data-end=\"1646\">\n<h4>Data Overload Risk<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"1647\" data-end=\"1784\">Including too many KPIs on a single dashboard can overwhelm users and dilute the focus, making it harder to interpret what truly matters.<\/p>\n<ul>\n<li data-start=\"1786\" data-end=\"1822\">\n<h4>Dependency on Data Quality<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"1823\" data-end=\"1963\">Poor data quality can result in misleading KPIs. Dashboards are only as accurate as the data feeding them, which makes validation essential.<\/p>\n<ul>\n<li data-start=\"1965\" data-end=\"1990\">\n<h4>Licensing Costs<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"1991\" data-end=\"2122\">To share dashboards or use advanced features, users often need Power BI Pro or Premium, which adds ongoing costs for organizations.<\/p>\n<ul>\n<li data-start=\"2124\" data-end=\"2148\">\n<h4>Learning Curve<\/h4>\n<\/li>\n<\/ul>\n<p data-start=\"2149\" data-end=\"2298\">While Power BI is user-friendly, new users may still face a learning curve when interpreting complex visuals or customizing reports without guidance.<\/p>\n<h2 id=\"best-practices-for-pbi-kpi-dashboard\">Best Practices For PBI KPI Dashboard<\/h2>\n<ul>\n<li data-start=\"345\" data-end=\"381\">\n<h3>Focus on Business Goals<\/h3>\n<\/li>\n<\/ul>\n<p data-start=\"382\" data-end=\"554\">Start by identifying what matters most to your audience. Select KPIs that align directly with business objectives like revenue growth, customer satisfaction, or efficiency.<\/p>\n<ul>\n<li data-start=\"556\" data-end=\"593\">\n<h3>Keep it Simple and Clean<\/h3>\n<\/li>\n<\/ul>\n<p data-start=\"594\" data-end=\"759\">Avoid clutter. Display only the most critical KPIs and use a clean layout with consistent colors and fonts. Less is more when it comes to executive-level dashboards.<\/p>\n<ul>\n<li data-start=\"761\" data-end=\"794\">\n<h3>Use Visual Hierarchy<\/h3>\n<\/li>\n<\/ul>\n<p data-start=\"795\" data-end=\"938\">Organize your dashboard so the most important KPIs are seen first (usually top-left). Use size, color, and placement to guide the viewer\u2019s eye.<\/p>\n<ul>\n<li data-start=\"940\" data-end=\"973\">\n<h3>Enable Interactivity<\/h3>\n<\/li>\n<\/ul>\n<p data-start=\"974\" data-end=\"1110\">Use slicers, filters, and drill-down features to allow users to explore data by region, time, or category without leaving the dashboard.<\/p>\n<ul>\n<li data-start=\"1112\" data-end=\"1155\">\n<h3>Ensure Data Accuracy &amp; Refresh<\/h3>\n<\/li>\n<\/ul>\n<p data-start=\"1156\" data-end=\"1292\">Always connect to reliable data sources and schedule regular refreshes. Inaccurate or outdated KPIs can lead to poor business decisions.<\/p>\n<h2 id=\"power-bi-kpi-dashboard-faqs\">Power BI KPI Dashboard &#8211; FAQs<\/h2>\n<p>In this section, we answer some questions you might still have regarding Power BI KPI dashboards.<\/p>\n<h3>Which tool is commonly used for KPI dashboards?<\/h3>\n<p data-pm-slice=\"0 0 []\">Power BI is a widely used tool for creating KPI dashboards. It allows businesses to track key metrics in real-time using interactive and customizable visuals. With features like data integration, automatic updates, and drill-down capabilities, Power BI helps teams monitor performance, identify trends, and make informed decisions quickly.<\/p>\n<h3>Which chart is usually used in Power BI to represent KPI?<\/h3>\n<p data-pm-slice=\"0 0 []\">Power BI commonly uses Card and Gauge charts to represent KPIs for quick performance snapshots. The Sankey Chart is used to visualize flows and relationships between KPIs, such as customer journeys or budget distribution. It helps identify how values move across stages, revealing bottlenecks and opportunities.<\/p>\n<h3>What is the difference between a KPI report and a KPI dashboard?<\/h3>\n<p>A KPI report and a KPI dashboard are both tools used to track and measure KPIs.<\/p>\n<p>However, there are some key differences between the two.<\/p>\n<p>A KPI report is a static document that is typically distributed to stakeholders regularly. It usually includes a summary of performance data as well as analysis and insights into the data.<\/p>\n<p>A KPI dashboard, on the other hand, is a dynamic widget representation of KPI data. It usually monitors performance in real time.<\/p>\n<h4 id=\"wrap-up\">Wrap Up<\/h4>\n<p>We have explored Power BI KPI dashboards. We began by defining them and looking at the best widgets you can use in KPI dashboards.<\/p>\n<p>We then learned how to create KPI dashboards in Power BI. Eventually, we looked at the Power BI KPI dashboard uses.<\/p>\n<p>We also answered some questions you might have had about KPI dashboards in Power BI.<\/p>\n<p>We hope that you&#8217;re now ready to create effective and appealing KPI dashboards on Power BI.`<\/p>\n<p><strong>Related Articles:<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/chartexpo.com\/blog\/business-intelligence-dashboard\" target=\"_blank\" rel=\"noopener\"><span data-sheets-root=\"1\">Business Intelligence Dashboard<\/span><\/a><\/li>\n<li><a href=\"https:\/\/chartexpo.com\/blog\/executive-dashboard-examples\" target=\"_blank\" rel=\"noopener\"><span data-sheets-root=\"1\">Executive Dashboard Examples<\/span><\/a><\/li>\n<li><a href=\"https:\/\/chartexpo.com\/blog\/healthcare-dashboard-examples\" target=\"_blank\" rel=\"noopener\"><span data-sheets-root=\"1\">Healthcare Dashboard Examples<\/span><\/a><\/li>\n<li><a href=\"https:\/\/chartexpo.com\/blog\/store-performance-dashboards\" target=\"_blank\" rel=\"noopener\"><span data-sheets-root=\"1\">Store Performance Dashboards<\/span><\/a><\/li>\n<li><a href=\"https:\/\/chartexpo.com\/blog\/airline-customer-dashboard\" target=\"_blank\" rel=\"noopener\"><span data-sheets-root=\"1\">Airline Customer Dashboard<\/span><\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p><p>Power BI KPI Dashboard: Get a clear view of your business&#8217;s performance. Track key metrics, identify trends, and make data-driven decisions.<\/p>\n&nbsp;&nbsp;<a href=\"https:\/\/chartexpo.com\/blog\/power-bi-kpi-dashboard\"><\/a><\/p>","protected":false},"author":1,"featured_media":26837,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1017],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>How to Create a Power BI KPI Dashboard? -<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/chartexpo.com\/blog\/power-bi-kpi-dashboard\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:title\" content=\"How to Create a Power BI KPI Dashboard? -\" \/>\r\n<meta name=\"twitter:description\" content=\"Power BI KPI Dashboard: Get a clear view of your business&#039;s performance. 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