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

This page is the working piece. The full pack has everything below.

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

A freelance Power BI consultant charges 95-140 USD per hour and a starter dashboard is quoted at 8-15 hours.