Marketing · Power BI template

Email Marketing Power BI template

Power BI email marketing template: open, click and unsubscribe rates, revenue per 1,000 emails, list growth, revenue by campaign type and sends.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

Email Marketing Power BI dashboard template: 5 KPI cards, a line chart, a donut chart, a line & column chart, a table and 2 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 5 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Side panel with 5 stacked KPIs and slicers, click-rate trend + revenue donut, list-growth combo + campaign table
Page size
1280×720 px (16:9, Power BI default)
Theme
Boardroom Blue

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the Email Marketing sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
5
Fact rows
176
DAX measures
9

A year of email marketing for a fictional home-goods retailer (Nov 2025 to Oct 2026): 140 campaign sends to three lists with delivered, unique opens and clicks, unsubscribes, bounces and attributed revenue, plus monthly subscribers added and removed per list. Units: Emails and people; attributed revenue in euros.

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

List

Dimension · 3 rows

Mailing lists.

  • List (text)

Campaign Type

Dimension · 5 rows

Kinds of email.

  • Campaign Type (text)

Sends

Fact · 140 rows

One row per campaign send.

  • Send ID (text)
  • Date (date)
  • Subject (text)
  • List (text)
  • Campaign Type (text)
  • Delivered (whole number)
  • Unique Opens (whole number)
  • Unique Clicks (whole number)
  • Unsubscribes (whole number)
  • Bounces (whole number)
  • Revenue (decimal)

List Changes

Fact · 36 rows

Monthly subscribers added and removed per list, and month-end size.

  • Month (date)
  • List (text)
  • Added (whole number)
  • Removed (whole number)
  • Subscribers (whole number)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • Sends[Date] → 'Calendar'[Date]
  • Sends[List] → List[List]
  • Sends[Campaign Type] → 'Campaign Type'[Campaign Type]
  • 'List Changes'[Month] → 'Calendar'[Date]
  • 'List Changes'[List] → List[List]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

Emails DeliveredEmails accepted by the receiving server.
Emails Delivered =
SUM ( Sends[Delivered] )

Format string: #,0

Open RateUnique opens per email delivered (inflated by mail privacy features).
Open Rate =
DIVIDE ( SUM ( Sends[Unique Opens] ), [Emails Delivered] )

Format string: 0.0%

Click RateUnique clicks per email delivered.
Click Rate =
DIVIDE ( SUM ( Sends[Unique Clicks] ), [Emails Delivered] )

Format string: 0.00%

Click-to-Open RateClicks per open.
Click-to-Open Rate =
DIVIDE ( SUM ( Sends[Unique Clicks] ), SUM ( Sends[Unique Opens] ) )

Format string: 0.0%

Unsubscribe RateUnsubscribes per email delivered.
Unsubscribe Rate =
DIVIDE ( SUM ( Sends[Unsubscribes] ), [Emails Delivered] )

Format string: 0.00%

Email RevenueRevenue attributed to email clicks.
Email Revenue =
SUM ( Sends[Revenue] )

Format string: €#,0

Revenue per 1,000 EmailsAttributed revenue per thousand delivered.
Revenue per 1,000 Emails =
DIVIDE ( [Email Revenue], [Emails Delivered] ) * 1000

Format string: €#,0.00

Net List GrowthSubscribers added minus removed.
Net List Growth =
SUM ( 'List Changes'[Added] ) - SUM ( 'List Changes'[Removed] )

Format string: #,0

Subscribers AddedNew subscribers.
Subscribers Added =
SUM ( 'List Changes'[Added] )

Format string: #,0

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
Click rate by monthLine chartCalendar[Month], [Click Rate], [Click-to-Open Rate]
Revenue by campaign typeDonut chart'Campaign Type'[Campaign Type], [Email Revenue]
Emails deliveredCard[Emails Delivered]
Open rateCard[Open Rate]
Click rateCard[Click Rate]
List growthLine & column chartCalendar[Month], [Subscribers Added], [Net List Growth]
Campaign resultsTableSends[Date], Sends[Subject], List[List], [Emails Delivered], [Open Rate], [Click Rate], [Unsubscribe Rate], [Email Revenue]
Unsubscribe rateCard[Unsubscribe Rate]
Revenue per 1,000 emailsCard[Revenue per 1,000 Emails]
ListSlicerList[List]
Campaign typeSlicer'Campaign Type'[Campaign Type]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

Email reporting leans on open rate out of habit, but mail-privacy features that pre-load images have inflated opens since 2021, so this page puts clicks and revenue first. The side panel stacks emails delivered, open rate, click rate, unsubscribe rate and revenue per 1,000 emails delivered, with the list and campaign-type slicers underneath.

Click rate and click-to-open rate by month show engagement over time; a falling click-to-open rate with steady opens usually means the content, not the subject line, has stopped working. Revenue by campaign type compares newsletters, promotions, product updates, onboarding and win-back emails.

List growth plots subscribers added per month with net growth (added minus unsubscribed and cleaned) as a line. A list that adds thousands but grows by a few hundred has a retention problem that no subject line will fix. The campaign table lists every send with date, subject, list, rates and revenue.

Revenue is attributed to email clicks; state your attribution rule on the page if you publish it. The sample is a year of sends for a fictional home-goods retailer with three lists.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the Email Marketing template
VisualTypeXYWidthHeight
Click rate by monthLine chart32840528256
Revenue by campaign typeDonut chart90440336256
Emails deliveredCard5617620856
Open rateCard5625620856
Click rateCard5633620856
List growthLine & column chart328344344336
Campaign resultsTable720344520336
Unsubscribe rateCard5641620856
Revenue per 1,000 emailsCard5649620856
ListSlicer4859222440
Campaign typeSlicer4864022440

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries Email Marketing first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 9 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (9 data slots; this preset uses templates with at most 7).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 208×56 px · bound to [Emails Delivered]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Emails delivered". It sits in a 208×56 px slot on a designed report page. Match the report's brand: data colours #2563EB, #0D95D2, #119B8B, #8B5CF6, #BF7B09, #EF4444; background #FFFFFF; text #0F172A; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Emails Delivered]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Boardroom Blue

A light corporate Power BI theme: white cards on cool grey with a confident royal-blue lead colour and eight distinct data colours. Download the theme JSON.

See the Boardroom Blue palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the Email Marketing template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 5 tables and 9 DAX measures, and every visual on the page is already bound to it. The sample: A year of email marketing for a fictional home-goods retailer (Nov 2025 to Oct 2026): 140 campaign sends to three lists with delivered, unique opens and clicks, unsubscribes, bounces and attributed revenue, plus monthly subscribers added and removed per list. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the Email Marketing template?

The page has 11 visual areas: 1 line chart, 1 donut chart, 5 cards, 1 line & column chart, 1 table, 2 slicers. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the Email Marketing template use?

It ships with the Boardroom Blue theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the Email Marketing template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Build guides for this dashboard

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.

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Make the Email Marketing template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

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