AI Dashboard for Sales Insight powered by Power BI & Copilot
$0.00
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.
Out of stock
- Instant Download - Easy Install - Fully Customisable
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.
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:
| 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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- Handbook
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