For SaaS Teams

Power BI custom visuals for saas

MRR movement, cohort retention and net revenue retention: the subscription views a board deck and a growth review both need.

For SaaS finance, RevOps and growth teams. AI-generated, .pbiviz output, source code yours.

By · Founder & Reliability Engineer · Updated

This is the team view: everything saas teams build in Power BI, from visuals to page templates. For a single dashboard job in depth (its visuals, DAX measures and prompts), jump to the 3 saas dashboard jobs below.

SaaS reporting is subscription arithmetic. Every month the team explains how recurring revenue moved (new, expansion, contraction, churn, reactivation), how each signup cohort retains, and which plans and segments drive net revenue retention. The data usually lands in Power BI from a billing system and a CRM, modelled as subscriptions with start and end dates and monthly snapshots. Native Power BI handles totals and trends, and a matrix can hold a cohort table. What it doesn't draw natively is the MRR bridge with each movement as its own step, a cohort heatmap where each row is a signup month and each cell the share still paying, or a plan-level view that shows expansion and churn side by side.

VizForge generates those as Power BI custom visuals. Describe the movement categories in the order your finance team uses, the cohort grid with the retention measure that drives the colour, and how many months to show, and the generator writes, type-checks and packages the .pbiviz. It works on top of the measures you already trust, so the definition of churn or of active customer stays in your model. For the page, the Design Studio has a SaaS metrics template with MRR, churn and retention slots, downloadable with sample data.

What saas teams need

  • MRR movement needs a bridge with five or six categories in a fixed order; a stacked column hides which step moved
  • Cohort retention is a triangle: native matrices can show it, but colour scales and blank future cells take manual work
  • Board decks and growth reviews use different definitions (logo vs revenue churn); the visual must not bake one in
  • Plans, segments and currencies multiply the views; one flexible visual beats ten nearly identical pages
  • Native Power BI has no cohort heatmap visual (as of November 2026)

Featured visuals for saas dashboards

Each card links to a full reference page with example prompts, data shape, and DAX measures. Generate any of these in under 5 minutes by describing what you want — no code, no developer time.

Try one of these prompts

Click any prompt below to start a new visual. The prompt opens in your VizForge workspace pre-filled — edit it before generating, or generate as-is.

Example VizForge prompt

MRR movement waterfall with New, Expansion, Reactivation, Contraction and Churn between starting and ending MRR, values in thousands, month picked by slicer.

Try this prompt → starts free

Example VizForge prompt

Revenue retention cohort heatmap: signup month rows, months 0-18 columns, colour by % of starting MRR retained, blank cells for months that haven't happened yet.

Try this prompt → starts free

Example VizForge prompt

Plan migration Sankey from start-of-quarter plan to end-of-quarter plan including a Churned node, link width by MRR.

Try this prompt → starts free

FAQ

Do I need monthly MRR snapshots in the model?

For a movement bridge, yes or an equivalent measure per movement category. The visual draws what your measures return; it doesn't compute churn from raw invoices.

Can the cohort heatmap use logo retention instead of revenue?

Yes. Bind whichever measure you want; describe the label in the prompt so the legend says customers rather than revenue.

Will it work with a currency slicer?

Yes. Format strings and currency come from your measures, and the visual re-renders on every slicer change.

Is there a free SaaS dashboard template?

Yes. The SaaS metrics template in the Design Studio has MRR, churn and retention slots and downloads as a PBIP project with sample data.

Ready to ship your saas dashboard this week?

5 free credits on signup. No card required. .pbiviz output is yours forever.

Generate your first saas visual →

Building for another team? See all teams.

SaaS dashboard jobs

Each page goes deep on one dashboard: the recommended custom visuals, the DAX measures behind them and ready-to-paste prompts.

Free saas dashboard templates

Free Design Studio page layouts for these dashboards: background image, theme JSON and PBIP project, no signup.

Design the page around it, free

A custom visual looks best on a designed page. The free VizForge Design Studio lays out a branded report page at Power BI’s pixel size and exports the background image, a theme JSON and a PBIP project. No signup.

Open the free Design Studio →

Data sources for saas reports

Where this team's data usually lives, and how to get it into Power BI: connector status, the tables to load and KPIs with DAX.

All Power BI data source guides

Make the report.
Then make it yours.

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Generated visuals are type-checked and built before you download them; one that fails the quality SLA refunds its credits. See all features or pricing.