Three pages for a Power BI sales dashboard: attainment overview, pipeline health, rep scorecard. Every chart is annotated with its grain, source, and filter scope.
12 elements carry a spec note: the grain of the chart, where the number comes from, what the filter applies to, what happens on click. They open in the editor and travel into the exported build spec, so whoever builds it in Power BI reads the same thing the stakeholder signed off. Three of this template's:
Top open opportunities
Account, owner, stage, close date, weighted value, days in stage. Top 20 by weighted value; row click opens the CRM record.
Stage conversion
Cohort-based: deals created in the selected period, followed forward. Not a snapshot of the current pipeline by stage.
Closed revenue vs. plan
Grain: month, trailing 12. Second series is plan, sourced from the FY target table, not a measure hardcoded in DAX.
Sales managers and BI analysts who have been asked for a pipeline or revenue dashboard and want to settle the layout and the metric definitions before opening Power BI.
Open the template in datawirefra.me by clicking "Use This Template" above.
Customize the layout — drag, resize, or swap any component to match your specific requirements.
Label each component with your actual metric names (e.g., replace "KPI Card" with "Revenue MTD").
Share via live URL or export to PNG/PDF to collect stakeholder feedback before building in Power BI.
Once approved, use the wireframe as your build spec in Power BI.
Three pages for a Power BI sales dashboard: attainment overview, pipeline health, rep scorecard. Every chart is annotated with its grain, source, and filter scope.
Yes. All templates on datawirefra.me are free to use. Open the template, customize it, and export or share via live URL — no account required for sharing.
Absolutely. This template is designed as a planning and alignment tool before you build in Power BI. Wireframe first, get sign-off from stakeholders, then build with confidence.
Yes. Every component in this template is fully customizable. You can add new chart types, remove what you don't need, resize elements, and rearrange the layout.