AI Dashboard for Sales Insight powered by Power BI & Copilot

$0.00

Brand: Business
0 Sales
★★★★★ (0)

Drive predictable revenue with clear visibility into sales performance.

    • Built for sales ops, revenue leads, and growth teams.
    • AI-ready metrics for forecasting and deal analysis.
    • Track trends in churn, CAC, MRR, and CLTV.
    • Plug into Power BI Desktop – no dev work needed.
    • Refine performance by pipeline stage, region, or rep.

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  •  Instant Download - Easy Install - Fully Customisable

    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.

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COMING SOON: AI Dashboard for Sales & Revenue Insight

Enable accurate sales forecasting, optimise revenue strategies, and visualise your pipeline with this AI-powered Power BI dashboard.

Coming Soon – Designed for sales leaders and revenue teams looking to turn data into decisions. Preview available below.

Easy to import and includes the following:

Step-by-Step GuideBlueprint setup to get your sales data flowing fast.
Core Sales KPIs Built-InMRR, Churn Rate, CLTV, CAC, CAC/CLTV Ratio and more.
Copilot-Powered ForecastingAI suggestions and forecasting insights built into the dashboard.
Fully Editable Power BI FileIncludes reusable DAX formulas and visual layouts.
Interactive & Filterable ReportsDrill by region, product, rep, and timeframe.
COMING SOON: The Sales & Revenue AI Dashboard is in final polish. Get ready to scale smarter with insights that close deals faster.
License Type

Professional/Freelancer (1 User), Team (Up to 5 Users), Team (Up to 10 Users), Business (Up to 25 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

Licensing by User Role

For a quick summary of licensing by user role, see the matrix below:
User Role Power BI Pro Power BI Premium Per User Microsoft 365 Copilot AI Builder Credits (Optional)
Analyst / Dashboard Creator Optional
Executive / Viewer
Admin / IT Lead Optional

To Purchase Microsoft Licenses

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