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.

Full version · US$14 →

How it works
  1. Read below what the file contains.
  2. Pay once and download the file right away.
  3. Open it and fill in your own details.

What you get: The .pbit model itself. After a month of pasting, what is missing is everything the paste cannot do: a saved connection that re-reads the same folder so next month is one Refresh instead of a new…

Full version →

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

Columns your data must have (9)

Sales

ColumnTypeSummarize by
DatedateTime
Regionstring
Productstring
Unitsint64sum
Revenuedecimalsum
Costdecimalsum

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

Targets

ColumnTypeSummarize by
MonthdateTime
Regionstring
Revenue Targetdecimalsum

Header row: Month,Region,Revenue Target

Report pages (2)

Get the full version

The .pbit model itself. After a month of pasting, what is missing is everything the paste cannot do: a saved connection that re-reads the same folder so next month is one Refresh instead of a new paste; the provider-level and schedule-level pages that need appointment rows the paste box never sees;

One payment, one licence key for this tool. The key is shown right after payment.

Power BI Desktop is a free download from Microsoft, so opening this file costs nothing; Power BI Pro, needed only to publish and share a report online, is US$14 per user per month (Microsoft's published price, effective 1 April 20

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Questions and answers

What does this page do?

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

Is it free?

The preview on this page is free. The full version (US$14) adds: The .pbit model itself. After a month of pasting, what is missing is everything the paste cannot do: a saved connection that re-reads the same folder so next month is one Refresh instead of a new…

How do I use it?

1. Read below what the file contains. 2. Pay once and download the file right away. 3. Open it and fill in your own details.

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