Executive · Power BI template
Executive KPI Scorecard Power BI template
Free Power BI executive dashboard template: five headline KPIs, revenue vs target trend, unit breakdown and a scorecard table on one 16:9 page.
By Nawaf Sharaf · Founder & Reliability Engineer · Updated
Free for commercial useLight version: same layout, colours re-solved and checked for WCAG AA contrast.
BetaOpens in Power BI Desktop with 3 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).
- Layout
- Plain header with two slicers, 5 KPI cards, trend + scorecard split
- Page size
- 1280×720 px (16:9, Power BI default)
- Theme
- VizForge Ink
Open the sample-data PBIP in Power BI Desktop
Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).
- 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
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
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 Executive KPI sample model
Rendered from the same definition the download writes as TMDL, so this list always matches the file.
Four business units over 24 months (Nov 2024 to Oct 2026): revenue against target, gross profit against plan, operating cash flow, survey-based NPS and month-end headcount. Units: US dollars; headcount in people; NPS from −100 to 100.
Tables and columns
Calendar
Date table · 2024–2026, one row per dayDate 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)
Business Unit
Dimension · 4 rowsThe four operating units reported to the board.
- Business Unit (text)
- Segment (text)
Performance
Fact · 96 rowsOne row per business unit per month.
- Date (date)
- Business Unit (text)
- Revenue (decimal)
- Revenue Target (decimal)
- Gross Profit (decimal)
- Gross Profit Plan (decimal)
- Operating Cash Flow (decimal)
- Promoters (whole number)
- Detractors (whole number)
- Survey Responses (whole number)
- Headcount (whole number)
Relationships
Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.
- Performance[Date] → 'Calendar'[Date]
- Performance[Business Unit] → 'Business Unit'[Business Unit]
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.
RevenueRecognised revenue.
Revenue =
SUM ( Performance[Revenue] )Format string: $#,0
Revenue TargetBoard-approved revenue target.
Revenue Target =
SUM ( Performance[Revenue Target] )Format string: $#,0
Revenue vs Target %Revenue variance to target as a share of target.
Revenue vs Target % =
DIVIDE ( [Revenue] - [Revenue Target], [Revenue Target] )Format string: 0.0%
Gross Margin %Gross profit over revenue.
Gross Margin % =
DIVIDE ( SUM ( Performance[Gross Profit] ), [Revenue] )Format string: 0.0%
Margin Plan %Planned gross margin, the gauge target.
Margin Plan % =
DIVIDE ( SUM ( Performance[Gross Profit Plan] ), [Revenue Target] )Format string: 0.0%
Operating Cash FlowCash generated by operations.
Operating Cash Flow =
SUM ( Performance[Operating Cash Flow] )Format string: $#,0
Net Promoter ScorePromoters minus detractors as a share of responses.
Net Promoter Score =
DIVIDE (
SUM ( Performance[Promoters] ) - SUM ( Performance[Detractors] ),
SUM ( Performance[Survey Responses] )
) * 100Format string: 0
HeadcountMonth-end headcount for the latest month in the filter context (a snapshot, not a sum over months).
Headcount =
VAR LastMonth = MAX ( Performance[Date] )
RETURN
CALCULATE ( SUM ( Performance[Headcount] ), Performance[Date] = LastMonth )Format string: #,0
KPI StatusTraffic-light label for the scorecard table.
KPI Status =
SWITCH (
TRUE (),
[Revenue vs Target %] >= 0, "On track",
[Revenue vs Target %] >= -0.05, "Watch",
"Behind"
)What each visual is bound to
The PBIP opens with these fields already on each visual.
| Visual | Type | Fields |
|---|---|---|
| PeriodSlicer | Slicer | Calendar[Quarter] |
| Business unitSlicer | Slicer | 'Business Unit'[Business Unit] |
| RevenueCard | Card | [Revenue] |
| Gross margin %Card | Card | [Gross Margin %] |
| Operating cash flowCard | Card | [Operating Cash Flow] |
| Net promoter scoreCard | Card | [Net Promoter Score] |
| HeadcountCard | Card | [Headcount] |
| Revenue vs target by monthLine & column chart | Line & column chart | Calendar[Month], [Revenue], [Revenue Target] |
| KPI scorecardTable | Table | 'Business Unit'[Business Unit], [Revenue], [Revenue Target], [Revenue vs Target %], [KPI Status] |
| Revenue by business unitBar chart | Bar chart | 'Business Unit'[Business Unit], [Revenue] |
| Margin vs planGauge | Gauge | [Gross Margin %], [Margin Plan %] |
Questions this dashboard answers
Each one is answered by a visual on the page, from the sample model's own tables and measures.
- Is each business unit ahead of or behind its revenue target this month?
- Is gross margin tracking the plan?
- Which business unit contributes most revenue?
- How are customer sentiment (NPS) and headcount moving alongside the financials?
About this dashboard layout
This page answers the three questions an executive asks in the first ten seconds: are we on target, where is the gap, and is it getting better or worse. Five KPI cards across the top carry the headline numbers (revenue, gross margin, operating cash flow, NPS and headcount, or whatever your board pack leads with). Each card has room for a value, a variance to target and a small sparkline, which the new Power BI card visual can show without a custom visual.
The left two-thirds of the page is the story: a combo chart of revenue against target by month, then a bar chart by business unit and a gauge for margin against plan. The right third is a scorecard table, one row per KPI with actual, target, variance and a status icon. Put conditional-formatting icons on the variance column; the table becomes the page's reference and the charts become the explanation.
Keep the slicers to period and business unit and place them in the header so the page reads top-down. If the board views the report on a projector, the dark VizForge Ink theme has enough contrast at a distance; for the printed pack, switch the brand to a light theme in the studio and re-export the background. The layout stays the same.
Bind the KPI cards to measures rather than columns, and give every measure a matching target measure. That pairing is what lets the scorecard table, the variance colouring and the gauge all read from the same logic.
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 | Type | X | Y | Width | Height |
|---|---|---|---|---|---|
| Period | Slicer | 920 | 24 | 160 | 40 |
| Business unit | Slicer | 1096 | 24 | 160 | 40 |
| Revenue | Card | 40 | 120 | 168 | 80 |
| Gross margin % | Card | 296 | 120 | 160 | 80 |
| Operating cash flow | Card | 544 | 120 | 160 | 80 |
| Net promoter score | Card | 792 | 120 | 160 | 80 |
| Headcount | Card | 1040 | 120 | 160 | 80 |
| Revenue vs target by month | Line & column chart | 40 | 248 | 728 | 200 |
| KPI scorecard | Table | 816 | 248 | 424 | 432 |
| Revenue by business unit | Bar chart | 40 | 496 | 416 | 184 |
| Margin vs plan | Gauge | 504 | 496 | 264 | 184 |
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.
Slot: Revenue
KPI CardExecutive dashboard KPI row (revenue, customers, NPS, churn)
Slot: Revenue vs target by month
Bullet ChartExecutive KPI scorecards (5-10 KPIs in a grid)
Slot: Margin vs plan
Gauge ChartSLA attainment (current value, target line, breach threshold)
Already have a report?
Brand Makeover tries Executive KPI Scorecard 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 thisSwap 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 · 168×80 px · bound to [Revenue]
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.
A Power BI card visual titled "Revenue". Purpose: Revenue, variance to target and 12-month sparkline. It sits in a 168×80 px slot on a designed report page. Match the report's brand: data colours #F2C811, #38BDF8, #FB7185, #2DD4BF, #A78BFA, #FB923C; background #16140F; text #F5F3EE; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Revenue]; 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
The VizForge house theme for Power BI: ink-black page, charcoal cards, the signature yellow lead colour and bright, well-separated data colours.
Use the background in an existing report
Prefer to keep your own report? Apply the design to it instead of opening the PBIP.
- 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
Set the canvas background
Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.
- 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
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 Executive KPI Scorecard template come with sample data?
Yes. The “PBIP with sample data” download contains a semantic model with 3 tables and 9 DAX measures, and every visual on the page is already bound to it. The sample: Four business units over 24 months (Nov 2024 to Oct 2026): revenue against target, gross profit against plan, operating cash flow, survey-based NPS and month-end headcount. 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 Executive KPI Scorecard template?
The page has 11 visual areas: 2 slicers, 5 cards, 1 line & column chart, 1 table, 1 bar chart, 1 gauge. 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 Executive KPI Scorecard template use?
It ships with the VizForge Ink theme (dark 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 light version of the Executive KPI Scorecard template?
Yes. Switch the preview to Light 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 light 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.
Dashboard job
Best Power BI Visuals for an Executive ScorecardThe best Power BI visuals for an executive scorecard — KPI cards, bullet grids, sparkline rows, SPC quality…
Team
Power BI for financeVariance bridges, balance-sheet smalls, scenario sliders — the finance visuals Power BI's native waterfall and cards don't cover.
KPI cards for this layout
Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.
Designs made for this template’s KPI slots: Revenue with trend. Browse all styles in the KPI card gallery or build your own in the SVG measure builder.
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Make the Executive KPI Scorecard 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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