AI Dashboard for Financial Insight powered by Power BI & Copilot
$39.95
12 sold in last 24 hours
Brand: Business
12 Sales
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.
... people are viewing this right now
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 |
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
ChatGPT
OneNote
FREE
MS Project
MS Forms
MS Lists
Outlook
Excel
Bonus
Copilot
MS Teams
Power BIRelated Products
Brand: Business
AI Agent for Document Summarization powered by Copilot
Featured
$39.95
43 Sales
Build your own document summarization assistant using Microsoft 365 and Copilot Studio.
-
- Works across Teams, SharePoint, Outlook, and internal docs.
- No coding or AI experience needed — fully guided process.
- Based on real-world Copilot Studio use cases.
- Ready to customize for any department or team.
- Includes examples, flows, prompts, and escalation logic.
Brand: Business
Sustainability Initiatives for MS Project
$49.95
611 Sales
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.
Property Renovation for MS Project
$49.95
Add to cart
81 Sales
Renovate with confidence — built for project managers, homeowners, and builders alike.
-
- Manage budgets, teams, tasks, and timelines all in MS Project.
- Built-in flow from design to demolition to final inspection.
- Perfect for homeowners, contractors, and renovation planners.
- Customizable for any property type or scope.
Brand: Business
Second Brain Teams for OneNote
$79.95
2.2K Sales
Boost productivity. Simplify collaboration.
-
- Capture tasks, notes & info instantly — no context switching
- Organize everything by PARA — Projects, Areas, Resources, Archive
- Get more done — shared workspaces drive team clarity
- Keep knowledge accessible — from onboarding to SOPs
- Work from anywhere — synced and secure inside OneNote
Brand: Business
Risk Assessment for MS Project
$49.95
583 Sales
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.
Grant Application for MS Project
$49.95
Add to cart
443 Sales
Simplify your grant writing — and improve your chances of success.
-
- Built for grant writers and project managers alike — no setup stress.
- Guides you through research, writing, budgeting, and submission.
- Keeps your grant team aligned and deadline-driven.
- Includes all milestones and tasks — fully editable in MS Project.
Brand: Business
AI Dashboard for HR Insight powered by Power BI & Copilot
Featured
$39.95
26 Sales
Build your HR AI dashboard with structure and clarity.
-
- Designed for HR, People & Culture, and Workforce teams.
- Streamlines onboarding, retention, and sentiment tracking.
- Works seamlessly in Power BI — no custom dev needed.
- Use in Teams, SharePoint, or export to PDF.
Brand: Business
Key Person Risk Analyzer for MS Project
$49.95
362 Sales
Ensure leadership continuity — plan for critical role coverage before it’s urgent.
-
- Pinpoints vulnerabilities linked to key personnel roles.
- Structured for real-world succession and risk planning.
- Works seamlessly with Microsoft Project — no tech overhead.
- Essential for HR, PMOs, and contingency planning teams.
Fund Raising Campaign for MS Project
$49.95
Add to cart
652 Sales
Build momentum, raise funds, and keep your campaign on track — all in MS Project.
-
- Plan, launch, and manage every aspect of your fundraising campaign.
- Built-in timelines, templates, and workflows for maximum efficiency.
- Fully editable in MS Project — no steep learning curve.
- Perfect for nonprofits, schools, causes, and community initiatives.
Brand: Business
Health & Safety for MS Forms
$29.95
72 Sales
Renovate with confidence — built for project managers, homeowners, and builders alike.
-
- Manage budgets, teams, tasks, and timelines all in MS Project.
- Built-in flow from design to demolition to final inspection.
- Perfect for homeowners, contractors, and renovation planners.
- Customizable for any property type or scope.
Event Planning for MS Project
$49.95
Add to cart
821 Sales
Manage &organize all aspects of your event planning.
-
- Crystal-clear timelines — no clutter, no chaos.
- Built for MS Project — plan every detail with ease.
- Drag, drop, done — effortless task tracking.
- Syncs anywhere — stay on top from any device.
Project Management Collection for MS Lists
$59.95
Add to cart
1.5K Sales
Work Smarter. Lead Better. Finish Projects Faster.
-
- Track milestones, risks, and tasks with pre-built MS Lists
- Centralized structure—everything in one spot, no extra tools
- Professionally formatted and ready to deploy instantly
- Collaborate seamlessly in Microsoft Teams and Planner
- Perfect for project managers, consultants, and team leads