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AI Dashbaord – Customer Insight for Copilot

AI Dashboard for Financial Insight powered by Power BI & Copilot

Name: AI Dashboard for Financial Insight powered by Power BI &amp; Copilot
Brand: Business
SKU: 154447
Availability: InStock

$39.95

12 sold in last 24 hours

Brand: Business

12 Sales

★★★★★ (6)

Transform financial data into actionable insights with Power BI & Copilot.

- Copilot-ready design with built-in AI forecasting.
- Visualise cash flow, revenue, and cost trends at a glance.
- Built for finance teams, consultants, and business owners.
- No coding needed – everything editable in Power BI Desktop.
- Built-in templates for recurring revenue, burn rate, and more.

Instant Download

Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.

Easy to Install

All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.

Fully Customizable

Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.

All Prices in USD

All prices listed are in US dollars (USD), regardless of your location or billing country.

License Guide

Pick the license that fits your needs — whether you’re using templates for personal use, family planning, or business operations across your team. Each license covers the number of users across all devices supported by OneNote or other Microsoft 365 apps.

License	Users	Layman’s Description
Personal	1	For individual use at home or for personal productivity. Not for business or shared use.
Family	Up to 6	Great for household members to share templates for school, budgeting, or family projects.
Professional	1	For solo professionals, freelancers or business owners using templates commercially.
Team	Up to 5	Ideal for a small team or department using templates internally for work collaboration.
Team	Up to 10	Best for growing teams needing shared templates across multiple staff or roles.
Business	Up to 25	Designed for larger organizations needing consistent systems and tools across a company/organization/school/college/university or government department.
Enterprise	25+	Contact us for custom licensing options for enterprise or agency-wide use.

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AI Dashboard for Financial Insight

Build a complete AI-powered business dashboard using Power BI and Microsoft Copilot — track revenue, forecast churn, and explain key trends without writing a single line of code.

Easy to import and includes the following:

Step-by-Step Blueprint – Follow a full guide to set up Power BI, Copilot and AI features.

Pre-Built Financial KPIs – MRR, Churn Rate, CAC, LTV, Margin – ready to customise.

AI-Enabled Forecasting – Predict trends, detect anomalies, and explain insights with AI tools.

DAX Measures Included – Editable Power BI logic to support your data models.

Interactive Power BI Report – Use filters, slicers, and drilldowns in real time.

★★★★★

“Everything we needed to build our finance dashboard — structured, clear, and easy to follow.”

James R.

★★★★★

“The KPIs and forecasting features helped us present real business insights to leadership.”

Melinda H.

★★★★★

“This template saved us days of work. From setup to launch, it’s all there.”

Connor T.

License Type	Professional/Freelancer (1 User), Team (Up to 10 Users), Business (Up to 25 Users), Enterprise/Government Dep. (up to 100 Users)

To create and use the AI Copilot Dashboards, the following Microsoft licenses are required. These ensure users can build, view, and enhance Power BI dashboards with AI features, Copilot, and automation tools.

Microsoft Licenses Needed

License	Use	Notes
Power BI Pro	Enables users to create and view shared dashboards	Required for all creators and viewers
Power BI Premium Per User (or Premium Capacity)	Enables AI features: forecasting, anomaly detection, etc.	Premium Capacity is better for org-wide rollouts
AI Builder Credits (optional)	Needed if using custom AI models via AI Builder	Sold in add-on packs