AI Dashboard for Sales Insight powered by Power BI & Copilot
$0.00
Brand: Business
0 Sales
Drive predictable revenue with clear visibility into sales performance.
-
- Built for sales ops, revenue leads, and growth teams.
- AI-ready metrics for forecasting and deal analysis.
- Track trends in churn, CAC, MRR, and CLTV.
- Plug into Power BI Desktop – no dev work needed.
- Refine performance by pipeline stage, region, or rep.
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COMING SOON: AI Dashboard for Sales & Revenue Insight
Enable accurate sales forecasting, optimise revenue strategies, and visualise your pipeline with this AI-powered Power BI dashboard.
Coming Soon – Designed for sales leaders and revenue teams looking to turn data into decisions. Preview available below.
Easy to import and includes the following:
Step-by-Step Guide – Blueprint setup to get your sales data flowing fast.
Core Sales KPIs Built-In – MRR, Churn Rate, CLTV, CAC, CAC/CLTV Ratio and more.
Copilot-Powered Forecasting – AI suggestions and forecasting insights built into the dashboard.
Fully Editable Power BI File – Includes reusable DAX formulas and visual layouts.
Interactive & Filterable Reports – Drill by region, product, rep, and timeframe.
| 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 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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