3 free templates · Sales

Sales dashboard templates for Power BI

Sales pages serve the forecast call: pipeline by stage, bookings against quota and the reps or regions that carry the quarter. These templates put bookings and attainment on top, the pipeline in the middle and the rep or territory table at the bottom.

Sales templates

Each template downloads as a background image, a theme JSON and a PBIP project; the ones marked with sample data open in Power BI Desktop with bound visuals.

With sample data
Regional Sales Performance
Power BI regional sales dashboard template: a large sales map, four KPIs, revenue by region bars and a top-accounts table on one page.
Free for commercial use
With sample data
Sales Pipeline
Power BI sales pipeline dashboard template with pipeline value, win rate and cycle-time KPIs, a stage funnel, pipeline creation trend and closing deals.
Free for commercial use
With sample data
Sales Rep Quota Attainment
Dark Power BI sales quota attainment template: a rep leaderboard, bookings vs quota by month, attainment distribution, win rate and deal size per rep.
Free for commercial use

More sales layouts are on the way. Browse all templates or start from a blank page in the Design Studio.

What a sales dashboard should answer

How much pipeline is there by stage, and is it enough to hit the quarter?
Which reps and regions are on track against quota?
Where do deals stall or drop out?
What moved in the pipeline since last week?

Layout advice

Put the period selector and territory slicer in the header so every visual answers for the same scope. Rank tables by attainment rather than by name, and keep the pipeline chart in stage order left to right.

Check any layout with the Design Check in the Design Studio (contrast, grid, gutters), and pick a contrast-checked theme to match.