KPI Dashboard Template for Power BI — Monthly Revenue, Margin & Target Tracking

Drop in your own sales export and the whole dashboard fills itself: revenue, margin, target attainment and month-over-month movement.

Measures included (DAX) (6)

Total Revenue (Table: Sales)

DAX: SUM('Sales'[Revenue])

Uses: 'Sales'[Revenue]

Format: \$#,0.00

Total Cost (Table: Sales)

DAX: SUM('Sales'[Cost])

Uses: 'Sales'[Cost]

Format: \$#,0.00

Gross Margin (Table: Sales)

DAX: SUM('Sales'[Revenue]) - SUM('Sales'[Cost])

Uses: 'Sales'[Revenue], 'Sales'[Cost]

Format: \$#,0.00

Margin Pct (Table: Sales)

DAX: DIVIDE(SUM('Sales'[Revenue]) - SUM('Sales'[Cost]), SUM('Sales'[Revenue]))

Uses: 'Sales'[Revenue], 'Sales'[Cost]

Format: 0.0%

Units Sold (Table: Sales)

DAX: SUM('Sales'[Units])

Uses: 'Sales'[Units]

Format: #,0

Target Revenue (Table: Targets)

DAX: SUM('Targets'[Revenue Target])

Uses: 'Targets'[Revenue Target]

Format: \$#,0.00

Header row: Date,Region,Product,Units,Revenue,Cost

Header row: Month,Region,Revenue Target

Overview — Visuals (5): Total Revenue, Gross Margin, Margin Pct, Revenue by Region, Product Detail
Trend — Visuals (3): Revenue over Time, Region, Target vs Actual