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AI Dashboard for Financial Insight powered by Power BI & Copilot
$39.95
13 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.
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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.
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
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