By Role | Sales
Power BI for Sales Teams
The commercial director and sales managers see the full picture in real time: revenue, pipeline, conversion, forecast, and win rate — without manual reports and weekly check-ins about where the quarter stands.
Capabilities
8 KPIs the Sales Team Tracks in One Dashboard
The commercial director should not collect Excel reports from every manager each week and manually piece together the sales picture. The Sales Dashboard brings all commercial KPIs together in real time — and flags where urgent action is needed.
01
Revenue: Actual, Plan, Dynamics
Actual revenue compared to plan for the current day, month, and quarter. Breakdown by managers, regions, and product lines. You see deviations immediately — not at the end of the month.
02
Pipeline and Forecast
Weighted pipeline accounting for the probability of closing each deal. Revenue forecast to end of month/quarter based on current pipeline and conversion. Plan shortfall risk — automatically.
03
Funnel Conversion
Conversion rate between funnel stages by manager. Where is the bottleneck: lead → qualification, qualification → proposal, proposal → closed deal? The dashboard shows this without manual analysis.
04
Average Deal Size
Average deal value by managers, products, and customer segments. 12-month trend. A growing average deal size is a sign of successful upsell and quality customer engagement.
05
Win Rate and Loss Reasons
Percentage of won deals out of total by managers and competitors. Top reasons for lost deals — without this data it's impossible to improve the sales process and team training.
06
Top Products and Services
Which products and services sell best and with what margin? What is the revenue structure by product lines? Where is the potential for increasing cross-sell and upsell in the existing client base.
07
Accounts Receivable
Current receivables broken down by aging: up to 30 days, 30–60, 60–90, and over 90 days. List of overdue invoices with responsible managers. Critical for working capital management.
08
⚠ Alert: Plan Shortfall Risk
Automatic signal if the plan execution pace is lagging behind the required rate on the current date. Separately — which managers are falling behind and how critically. You know about the risk on day 15, not day 31.
Who It's For
Who Gets the Most Value
Sales Dashboard — for the entire commercial team: from manager to CEO.
Commercial Director
Full picture of the sales department without morning calls and Excel reports. You know who's on plan, where there's a risk of falling behind, and where management intervention is needed — before the month is over.
Sales Managers
Your own dashboard: current plan execution, pipeline, and next actions. You see where a deal is stuck and which client to call today. Less administrative work — more time for selling.
CEO / Business Owner
Revenue and pipeline — two numbers you want to see every morning. The Sales Dashboard shows them immediately with a comparison to plan and forecast to end of quarter. No delays or requests to the commercial director.
Integrations
What Connects to Sales Dashboard
The dashboard aggregates data from CRM, financial systems, and other sources already in use at your company.
Microsoft Dynamics 365 Sales
Deals, leads, pipeline, activities, and forecasts. Native integration with Power BI — all CRM data in real time without intermediaries. The primary source for Sales Dashboard.
ERP and Accounting Systems
Actual revenue, payments, and accounts receivable from ERP. Connected to compare CRM data (forecast) and ERP data (actual) — and automatically calculate receivables.
Excel and SharePoint
Sales plans, manager quotas, and targets. Connected via Power Query for automatic plan vs. actual comparison per manager.
Telephony and Communications
Call-tracking, Teams, or Outlook for analyzing manager activities: number of calls, emails, and meetings. Helps understand the correlation between activity and results.
Role-based access: a manager sees their own deals, the director — the entire department. Data stays within your Microsoft infrastructure.
Implementation Four Steps to Sales Dashboard — in 2–3 Weeks Your involvement comes down to two short meetings with our analyst. We handle the rest.
Week 1 CRM & Source Audit We connect to the CRM and financial systems, verify data quality and fill rules. We run a KPI session with the commercial director — define 8–10 key metrics.
Weeks 1–2 Data Model & Funnel We build the analytical model: sales funnel, weighted pipeline, conversion by manager, receivables. Configured to your deal stages and calculation rules.
Week 2 Launch in Power BI Service We deploy the dashboard to the cloud, configure role-based access (manager vs. director), automatic refresh, and plan shortfall risk alerts.
Week 3 Team Training We run a 60-minute workshop for the commercial director and managers. We explain the metrics, navigation, and daily usage. 30 days of support — included.
FAQ
Answers to Common Questions
Is Dynamics 365 Sales required to get started?
Can manager quota plans be displayed?
How often is data updated from CRM?
Is there a mobile version for managers?
What Power BI license is required?
Ready to Launch Your Sales Dashboard?
Your Sales Team Sees the Full Picture in Real Time
In 2–3 weeks the commercial director and every manager have their own dashboard: revenue vs. plan, pipeline, conversion, and receivables — without manual reports and weekly check-ins about where the quarter stands.