Power BI dashboards for sales and marketing
A sales and marketing dashboard puts target against achievement, pipeline, campaign return and funnel drop-off on one set of numbers, so sales and marketing stop arguing about whose report is right. Below are the screens we have designed. We build them on your own data.
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What it answers
Four questions every commercial leader asks
Each screen starts from a question, not a chart. If the dashboard cannot answer the question in one glance, we change the page, not the question.
- Are we hitting target, and who is behind?Net sales against target by region, category and rep, with a leaderboard you can drill into.
- How much pipeline is there, and will it close?Open pipeline, weighted forecast, win rate and the largest open deals, by stage and by expected close month.
- Which channels and campaigns pay back?Spend, attributed revenue and return on ad spend by channel and campaign, with budget pacing against plan.
- Where do customers drop out of the funnel?Impressions to clicks to orders, so you see which step loses people and which channel loses most.
The screens
Power BI sales and marketing dashboard screens
Three screens for the sales head and three for marketing and digital. Open one to see it full size. Each comes with filters and drill-through, and we adjust measures, filters and branding to your business, so a screen is a starting point and not a fixed product.
6 dashboards
Every number comes from a fictional retailer, Aurelia Home & Living. No client data is shown. Your own logo replaces the AscenWork mark at the top left of each report.
How we define the main measures
A dashboard is only trusted if everyone reads the same number. We agree these definitions with you before we build, and write them down at handover.
| Measure | How we calculate it | What to agree first |
|---|---|---|
| Target attainment | Net sales achieved divided by target for the same period. | Whether returns and discounts come off net sales. |
| Weighted forecast | Open pipeline value multiplied by the chance of closing at each stage. | Stage probabilities, ideally taken from your own win history. |
| Win rate | Deals won divided by deals closed, won plus lost. | Whether open deals and deals on hold are left out. |
| Average deal size | Value of won deals divided by the number of won deals. | Whether one very large deal should be shown separately. |
| ROAS | Revenue attributed to marketing divided by marketing spend. | The attribution rule, for example last click or a set time window. |
| Cost per new customer | Marketing spend divided by the number of first-time customers in the period. | How a new customer is identified in your system. |
| Conversion rate | Orders divided by sessions, or by clicks for an ad channel. | Which step you count as the start of the funnel. |
How it works
From these screens to your live dashboard
In a project, the dashboard connects to your own data and refreshes on a schedule. You see working pages early, so you react to something real.
Connect
We link your Excel files, ERP, CRM or databases, and check the data is complete.
Model
We clean and join the data, and agree each measure with you so everyone reads the same number.
Design
We apply your chosen look and your logo to every page, with a phone layout where it is needed.
Go live
The dashboard runs in Power BI with scheduled refresh, filters, drill-through and access by role.
What we connect
Where the data for these dashboards comes from
We confirm the sources on a short scoping call. These are the common ones for sales and marketing.
Sales and pipeline
Your CRM, such as Microsoft Dynamics 365 Sales or Salesforce, or the Excel sheet your team keeps today.
Orders and billing
Your ERP or finance system, so net sales and targets match what finance reports.
Marketing and web
Web analytics and exports from your advertising platforms, joined to orders for return on spend.
Targets and budgets
Targets by region, category and rep, and marketing budgets by month, usually kept in Excel or SharePoint.
Customer records
Customer lists from your CRM or store, so new and returning customers can be told apart.
Access by role
Row-level security, so a regional manager sees their region and the head of sales sees everything.
Our Power BI work
These screens are one part of what we do on Power BI
The same team builds the data model behind the dashboard, designs the report and keeps it running. Pick the part you need.
Power BI development
Data connections, model, measures, row-level security and scheduled refresh, built in your Power BI.
Power BI consulting
A review of your current reports and data, and a plan before you build.
Power BI designing
Clear, fast report design with a consistent look across every page.
Copilot and AI for Power BI
Ask questions of your data in plain language, with the right guardrails.
Case studies
Power BI projects we have delivered
Power BI job life cycle, exception and debtors reports for a freight forwarder
A set of Power BI reports for a freight forwarding and customs clearing company with many branches. They follow every job from creation to closure and flag exceptions, pending billing, debtors and profit.
A freight forwarding and customs clearing company with many branches and a finance team at head office
Read the case study →Power BI · Energy and renewables
Power BI asset performance dashboards for a renewable energy portfolio
A Power BI report that follows generation, losses, breakdowns and module cleaning across every solar plant in a portfolio, from an executive summary down to the inverter.
A renewable energy company operating several solar plants
Read the case study →Power BI · Retail and consumer goods
Power BI sales dashboards for digital channels and prescription sales
Two Power BI reports that bring sales data from every channel into one view. Digital sales covers partners, marketplaces, website and products, and Rx sales covers prescribers, zones, brands and field teams.
A skincare company selling through digital partners, its own website and prescription channels
Read the case study →Trusted by teams at
Power BI sales and marketing dashboard questions
What should a Power BI sales dashboard show?
Net sales against target, pipeline and the weighted forecast, win rate, and the top accounts and products. Start with the decisions your sales head takes each week, and show only the figures that support them.
What should a marketing dashboard show?
Spend, attributed revenue, return on ad spend, cost per new customer and the funnel from impression to order, by channel and by campaign. It should also show budget pacing against plan, so overspend is seen early.
Can it connect to our CRM and ERP?
Usually yes. Power BI connects to common CRMs, databases, Excel and SharePoint. We confirm each source on a short scoping call and tell you what is easy and what needs extra work.
Are these screens real client data?
No. Every number comes from a fictional retailer, so no client data is shown. In a project, the same pages run on your own data.
Is the sample pack free?
Yes. The design pack is free, and we email it to you as a PDF. Building dashboards on your own data is a scoped, paid engagement, which we quote after a discovery call.
Can each salesperson see only their own numbers?
Yes. With row-level security, each person sees only the rows they are allowed to see, such as their own region or accounts, while managers see the whole team.
How do we get a price and a timeline?
Book a free call. We learn your data sources, users and questions, then send a proposal with the scope, the assumptions and the price. Timelines depend on the number of sources and dashboards.
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