AI Dashboard for Customer Insight powered by Power BI & Copilot

Name: AI Dashboard for Customer Insight powered by Power BI &amp; Copilot
Brand: Business
SKU: 154465
Availability: OutOfStock

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Brand: Business

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Get clarity on what drives customer growth, churn, and value.

- Copilot-ready metrics and layout for AI-generated insights.
- Visualise churn rate, customer acquisition, and retention trends.
- No code required – built entirely in Power BI.
- Ideal for marketing, sales, and customer success teams.
- Instant visibility into customer behaviour across lifecycle stages.

Out of stock

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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COMING SOON: AI Dashboard for Customer Insight

Understand customer behaviour, retention, and lifetime value using this AI-powered dashboard built for Power BI and Microsoft Copilot.

Coming Soon – This ready-to-use solution helps you visualise and act on customer insights like churn, CAC, and LTV. Preview available below.

Easy to import and includes the following:

Step-by-Step Guide – Blueprint walkthrough to install and customise the dashboard.

Customer KPIs Pre-Built – Includes CAC, CLV, CCR, MRR and more.

AI-Assisted Insights – Leverage Copilot for patterns, trends, and root causes.

DAX Measures & Power BI File – Editable and extensible to your data source.

Interactive Dashboard Interface – Drill-down charts, filters, and performance visuals.

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 Dashboard for Financial Insight, 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