Sales · Power BI template
Sales Pipeline Power BI template
Power BI sales pipeline dashboard template with pipeline value, win rate and cycle-time KPIs, a stage funnel, pipeline creation trend and closing deals.
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 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).
- Layout
- Left nav rail, 4 KPIs, full-height funnel, trend over table and donut
- Page size
- 1280×720 px (16:9, Power BI default)
- Theme
- Midnight Analytics
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 Sales Pipeline sample model
Rendered from the same definition the download writes as TMDL, so this list always matches the file.
260 B2B software opportunities created over the 12 months to 31 Oct 2026: closed deals keep their won or lost outcome, open deals sit in four stages with close dates up to March 2027. Units: US dollars; cycle time in days.
Tables and columns
Calendar
Date table · 2025–2027, 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)
Stage
Dimension · 6 rowsSales stages with the default probability used for the weighted forecast.
- Stage (text)
- Probability (decimal)
- Is Open (whole number)
Owner
Dimension · 5 rowsAccount executives and their team.
- Owner (text)
- Team (text)
Lead Source
Dimension · 4 rowsWhere the opportunity came from.
- Source (text)
Opportunities
Fact · 260 rowsOne row per opportunity. Close Date drives the page (active relationship); Created Date is related to the calendar inactively for the pipeline-created chart.
- Opportunity (text)
- Account (text)
- Owner (text)
- Source (text)
- Stage (text)
- Created Date (date)
- Close Date (date)
- Amount (decimal)
Relationships
Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.
- Opportunities[Close Date] → 'Calendar'[Date]
- Opportunities[Created Date] → 'Calendar'[Date](inactive)
- Opportunities[Stage] → Stage[Stage]
- Opportunities[Owner] → Owner[Owner]
- Opportunities[Source] → 'Lead Source'[Source]
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.
Open PipelineValue of open opportunities.
Open Pipeline =
CALCULATE ( SUM ( Opportunities[Amount] ), Stage[Is Open] = 1 )Format string: $#,0
Weighted ForecastOpen pipeline weighted by stage probability.
Weighted Forecast =
SUMX (
FILTER ( Opportunities, RELATED ( Stage[Is Open] ) = 1 ),
Opportunities[Amount] * RELATED ( Stage[Probability] )
)Format string: $#,0
Won DealsDeals closed won.
Won Deals =
CALCULATE ( COUNTROWS ( Opportunities ), Stage[Stage] = "Closed Won" )Format string: #,0
Lost DealsDeals closed lost.
Lost Deals =
CALCULATE ( COUNTROWS ( Opportunities ), Stage[Stage] = "Closed Lost" )Format string: #,0
Win RateWon over all closed deals (by count).
Win Rate =
DIVIDE ( [Won Deals], [Won Deals] + [Lost Deals] )Format string: 0.0%
Avg Cycle DaysAverage days from creation to close for won deals.
Avg Cycle Days =
AVERAGEX (
FILTER ( Opportunities, RELATED ( Stage[Stage] ) = "Closed Won" ),
DATEDIFF ( Opportunities[Created Date], Opportunities[Close Date], DAY )
)Format string: 0
Pipeline CreatedValue of opportunities by the month they were created.
Pipeline Created =
CALCULATE (
SUM ( Opportunities[Amount] ),
USERELATIONSHIP ( Opportunities[Created Date], 'Calendar'[Date] )
)Format string: $#,0
What each visual is bound to
The PBIP opens with these fields already on each visual.
| Visual | Type | Fields |
|---|---|---|
| OwnerSlicer | Slicer | Owner[Owner] |
| Close quarterSlicer | Slicer | Calendar[Quarter] |
| Open pipelineCard | Card | [Open Pipeline] |
| Weighted forecastCard | Card | [Weighted Forecast] |
| Win rateCard | Card | [Win Rate] |
| Avg cycle (days)Card | Card | [Avg Cycle Days] |
| Pipeline by stageFunnel | Funnel | Stage[Stage], [Open Pipeline] |
| Pipeline created by monthColumn chart | Column chart | Calendar[Month], [Pipeline Created] |
| Deals closing this monthTable | Table | Opportunities[Close Date], Opportunities[Opportunity], Opportunities[Account], Owner[Owner], Stage[Stage], [Open Pipeline] |
| Win rate by sourceDonut chart | Donut chart | 'Lead Source'[Source], [Won Deals] |
Questions this dashboard answers
Each one is answered by a visual on the page, from the sample model's own tables and measures.
- How much open pipeline is there, and what is the weighted forecast?
- Where do deals sit by stage, and which close this month?
- Is new pipeline being created fast enough each month?
- Which lead sources win most often?
About this dashboard layout
A pipeline page is a weekly forecasting tool, so it leads with the four numbers a sales leader commits to: open pipeline value, weighted forecast, win rate and average sales cycle in days. Each KPI card has an icon chip so the row reads at a glance on a dark screen.
The funnel on the left is full height on purpose: CRM pipelines have six to eight stages, and a tall funnel keeps every stage label readable. Use Power BI's funnel visual with stage on Category and pipeline value on Values, and sort stages by a stage-order column rather than alphabetically.
On the right, a column chart shows pipeline created by month, which tells you whether next quarter is being fed. Below it, a table of deals expected to close this month (owner, amount, stage, days in stage) and a win-rate donut by lead source. Conditional formatting on days in stage highlights stalled deals.
Dynamics 365 and Salesforce both expose an opportunity snapshot table; if you have one, add a pipeline-movement page as a drill-through from the funnel. Midnight Analytics' cyan accent is also the slicer selection colour, so filtered states are obvious.
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 |
|---|---|---|---|---|---|
| Owner | Slicer | 920 | 24 | 160 | 40 |
| Close quarter | Slicer | 1096 | 24 | 160 | 40 |
| Open pipeline | Card | 112 | 120 | 208 | 64 |
| Weighted forecast | Card | 408 | 120 | 208 | 64 |
| Win rate | Card | 704 | 120 | 208 | 64 |
| Avg cycle (days) | Card | 1000 | 120 | 200 | 64 |
| Pipeline by stage | Funnel | 112 | 232 | 376 | 448 |
| Pipeline created by month | Column chart | 536 | 232 | 704 | 192 |
| Deals closing this month | Table | 536 | 472 | 400 | 208 |
| Win rate by source | Donut chart | 984 | 472 | 256 | 208 |
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: Open pipeline
KPI CardExecutive dashboard KPI row (revenue, customers, NPS, churn)
Slot: Pipeline by stage
Funnel ChartSales pipeline: leads → MQLs → SQLs → opportunities → closed won
Already have a report?
Brand Makeover tries Sales Pipeline first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 8 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 (8 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 · 208×64 px · bound to [Open Pipeline]
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 "Open pipeline". It sits in a 208×64 px slot on a designed report page. Match the report's brand: data colours #22D3EE, #818CF8, #34D399, #FBBF24, #F472B6, #60A5FA; background #111A2E; text #E6EDF7; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Open Pipeline]; 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
Deep navy dark Power BI theme with luminous cyan, indigo and mint data colours; built for SaaS metrics, NOC screens and operations dashboards that run all day.
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 Sales Pipeline template come with sample data?
Yes. The “PBIP with sample data” download contains a semantic model with 5 tables and 7 DAX measures, and every visual on the page is already bound to it. The sample: 260 B2B software opportunities created over the 12 months to 31 Oct 2026: closed deals keep their won or lost outcome, open deals sit in four stages with close dates up to March 2027. 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 Sales Pipeline template?
The page has 10 visual areas: 2 slicers, 4 cards, 1 funnel, 1 column chart, 1 table, 1 donut chart. 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 Sales Pipeline template use?
It ships with the Midnight Analytics 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 Sales Pipeline 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 a Sales DashboardThe best Power BI visuals for a sales dashboard: pipeline funnel, KPI cards, bullet charts, territory…
Team
Power BI for salesPipeline by stage, attainment against quota and where deals stall: the sales views a forecast call actually needs.
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 Sales Pipeline 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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