AI Dashboard for Financial Insight powered by Power BI & Copilot

Name: AI Dashboard for Financial Insight powered by Power BI &amp; Copilot
Brand: Business
SKU: 154447
Availability: OutOfStock

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Brand: Business

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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.

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 Financial Insight

Unleash the power of AI and automation to track, forecast, and analyse your business performance — powered by Power BI and Microsoft Copilot.

Coming Soon – This template is nearly ready for launch. Previews available below.

Easy to import and includes the following:

Step-by-Step Guide – Quick setup instructions for Power BI users.

Pre-Built KPIs – Track metrics like MRR, CAC, LTV, Burn Rate, and Gross Margin instantly.

DAX Measures – Editable Power BI formulas for advanced data modelling.

AI Forecasting Tools – Copilot-ready features for trend prediction and anomaly detection.

Interactive Power BI Report – Clickable visuals, filters, and dashboards to explore insights in real-time.

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