AI Dashboard for Customer Insight powered by Power BI & Copilot
$79.95
Track and optimize the full customer journey with AI-powered insight.
-
- No technical skills needed — 100% Power BI + Copilot ready
- All KPIs, visuals and logic pre-built with customisation options
- Built-in forecasting, key influencers and anomaly detection
- Includes setup, DAX formulas, publishing & access security
- Designed for business, marketing and support teams
- Instant Download - Easy to Install - Fully Customizable
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.
Unlock Deep Customer Insight with AI + Power BI
AI Dashboard for Customer Insight empowers you to track satisfaction, retention, onboarding, and churn — all in one powerful report using Copilot-ready automation.
Easy to import and includes the following:
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 |
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
- Visit https://admin.microsoft.com
- Log in using a Global Admin
- Navigate to: Billing > Purchase services
- AI
- All-Access
- Budget
- Business
- Customer
- Dashboard
- Development
- Documents
- Education
- Employee
- Environment
- Events
- Family
- Feedback
- Finance
- Goals
- Guide
- Holiday
- Home
- Ideas
- Initiatives
- Insight
- Knowledge Base
- Learning
- Legal
- Manuals
- Office
- Organization
- Performance
- Personal
- Planning
- PowerPack
- Productivity
- Projects
- Review
- Risk
- Statistics
- Support
- Sustainability
- Tasks
- Teacher
- Teams
- Time Management
- Work
Related Products
Stay organized. Protect your legacy.
-
- Centralize all your vital family records and legal documents
- Easy to update and access — no special tools needed
- Secure sensitive information using OneNote’s password protection
- Designed for simplicity with visual clarity in every section
- Share with loved ones or advisors when needed — easily and safely
Be more productive. Save time & money.
-
- Instant workflow clarity — no clutter, no confusion.
- Drag, drop, done — manage tasks right in OneNote.
- Syncs everywhere — stay productive on any device.
Own your investment journey — from first search to ongoing property success.
-
- Built to simplify complex property workflows — no more guesswork.
- Perfect for investors, renovators, and property managers.
- Fully compatible with MS Project — no learning curve.
- Clear milestones and budgets keep everything on track.
Master risk management — from early identification to confident mitigation.
-
- Eliminates guesswork — structured for real-world risk planning.
- Built to work perfectly in MS Project — no learning curve.
- Easy to update — keep your risk register live and relevant.
- Ideal for teams managing safety, compliance, or project uncertainty.
Bring clarity and consistency to your team’s internal documentation.
-
- One central place to manage company knowledge.
- No extra tools – works right inside Microsoft OneNote.
- Professional templates for SOPs, policies, manuals and more.
- Secure and private with Office 365 cloud integration.
- Fast onboarding, training, and ongoing updates made simple.
Boost clarity. Break through mental clutter.
-
- Structure your goals and eliminate procrastination
- All-in-one toolkit inside OneNote
- Designed for both personal and professional growth
- Use powerful planners and templates to stay focused
- Works across devices – always accessible
Be prepared when it matters most — structure your emergency response with confidence.
-
- Designed for real-world crisis response — not just planning theory.
- Built for MS Project — with zero setup hassle.
- Everything from scenarios to drills included in one place.
- Clear roles, resources, and timelines for stress-free execution.
Be more organized. Keep every contact close at hand.
-
- Search contacts instantly — by name, email, phone or notes
- Color-coded layouts for faster scanning
- No new apps — use inside OneNote
- Sort and group with A-Z index tabs
- Flexible layouts that match your needs
Plan better. Reduce stress. Get more done.
-
- Combine daily, weekly & monthly views in one place
- Designed for home, work, and family life
- No subscriptions — fully offline and yours forever
- Perfect for OneNote lovers who want structure
- Accessible anywhere — syncs across all your devices
Be more productive. Save time & master AI.
-
- Master ChatGPT with structured use cases and tutorials.
- Get started faster using done-for-you templates and prompts.
- Track, log, and organize your ChatGPT ideas across projects.
- Save hours with reusable formats for every role and tone.
- Compatible with all devices — desktop, tablet & mobile.
Stay clear, focused, and in control.
-
- Centralized system to manage tasks, goals, and reflections
- GTD-aligned with triggers, weekly planning & reviews
- No new tools — works right inside OneNote
- Flexible layout adapts to any workflow
- Structure your thoughts and reduce overwhelm
Plan and execute sustainability projects with clarity and structure.
-
- Aligned with real-world ESG needs and frameworks.
- Streamlines planning and reporting — no extra tools needed.
- Works seamlessly in MS Project — no extra setup.
- Adapts to small teams or large-scale initiatives.