Sales · Power BI template
Sales Rep Quota Attainment Power BI template
Dark Power BI sales quota attainment template: a rep leaderboard, bookings vs quota by month, attainment distribution, win rate and deal size per rep.
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 7 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
- Gradient band header, 5 KPIs, full-height rep leaderboard left, quota combo + distribution columns + scorecard right
- Page size
- 1280×720 px (16:9, Power BI default)
- Theme
- Ocean Deep
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 Quota sample model
Rendered from the same definition the download writes as TMDL, so this list always matches the file.
A fictional B2B software sales team of 16 account executives in four regions over 12 months (Nov 2025 to Oct 2026): 420 closed opportunities (won and lost) with product and amount, and a monthly quota per rep. Units: US dollars of annual contract value.
Tables and columns
Calendar
Date table · 2025–2026, 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)
Region
Dimension · 4 rowsSales regions.
- Region (text)
Rep
Dimension · 16 rowsAccount executives (fictional).
- Rep (text)
- Region (text)
Attainment Band
Dimension · 5 rowsQuota attainment bands (not related: the measure counts reps whose attainment falls in each band).
- Band (text)
- Lower (decimal)
- Upper (decimal)
Product
Dimension · 3 rowsWhat was sold.
- Product (text)
Deals
Fact · 420 rowsClosed opportunities (won or lost) by close date.
- Deal ID (text)
- Date (date)
- Rep (text)
- Product (text)
- Outcome (text)
- Amount (decimal)
Quota
Fact · 192 rowsMonthly quota per rep.
- Month (date)
- Rep (text)
- Quota (decimal)
Relationships
Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.
- Deals[Date] → 'Calendar'[Date]
- Deals[Rep] → Rep[Rep]
- Deals[Product] → Product[Product]
- Rep[Region] → Region[Region]
- Quota[Month] → 'Calendar'[Date]
- Quota[Rep] → Rep[Rep]
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.
BookingsValue of deals won.
Bookings =
CALCULATE ( SUM ( Deals[Amount] ), Deals[Outcome] = "Won" )Format string: $#,0
QuotaQuota for the period.
Quota =
SUM ( Quota[Quota] )Format string: $#,0
Quota AttainmentBookings as a share of quota.
Quota Attainment =
DIVIDE ( [Bookings], [Quota] )Format string: 0%
Win RateClosed deals that were won.
Win Rate =
DIVIDE ( CALCULATE ( COUNTROWS ( Deals ), Deals[Outcome] = "Won" ), COUNTROWS ( Deals ) )Format string: 0%
Average Deal SizeAverage value of a won deal.
Average Deal Size =
CALCULATE ( AVERAGE ( Deals[Amount] ), Deals[Outcome] = "Won" )Format string: $#,0
Reps at QuotaReps at or above 100% of quota.
Reps at Quota =
COUNTROWS ( FILTER ( VALUES ( Rep[Rep] ), [Quota Attainment] >= 1 ) )Format string: #,0
Reps in BandReps whose attainment falls in the band (disconnected band table).
Reps in Band =
VAR Lo = MIN ( 'Attainment Band'[Lower] )
VAR Hi = MAX ( 'Attainment Band'[Upper] )
RETURN
COUNTROWS ( FILTER ( VALUES ( Rep[Rep] ), [Quota Attainment] >= Lo && [Quota Attainment] < Hi ) )Format string: #,0
Deals WonNumber of deals won.
Deals Won =
CALCULATE ( COUNTROWS ( Deals ), Deals[Outcome] = "Won" )Format string: #,0
What each visual is bound to
The PBIP opens with these fields already on each visual.
| Visual | Type | Fields |
|---|---|---|
| RegionSlicer | Slicer | Region[Region] |
| QuarterSlicer | Slicer | Calendar[Quarter] |
| BookingsCard | Card | [Bookings] |
| Quota attainmentCard | Card | [Quota Attainment] |
| Reps at quotaCard | Card | [Reps at Quota] |
| Average deal sizeCard | Card | [Average Deal Size] |
| Win rateCard | Card | [Win Rate] |
| Attainment by repBar chart | Bar chart | Rep[Rep], [Quota Attainment] |
| Bookings vs quota by monthLine & column chart | Line & column chart | Calendar[Month], [Bookings], [Quota] |
| Attainment distributionColumn chart | Column chart | 'Attainment Band'[Band], [Reps in Band] |
| Rep scorecardTable | Table | Rep[Rep], Rep[Region], [Bookings], [Quota], [Quota Attainment], [Win Rate], [Average Deal Size], [Deals Won] |
Questions this dashboard answers
Each one is answered by a visual on the page, from the sample model's own tables and measures.
- Who is ahead of quota and who is behind, this quarter and year to date?
- How many reps are at or above quota, and how is attainment spread?
- Is the team booking enough each month to hit the plan?
- Do the top reps win more often, or win bigger deals?
About this dashboard layout
Sales leaders manage people, not just pipeline, and quota attainment is the number every rep watches. The leaderboard down the left side ranks all 16 reps by attainment; add a constant line at 100% and the reps above and below it split visibly.
Bookings against quota by month shows whether the team as a whole is on plan. Next to it, the attainment distribution counts how many reps fall into each band, from under 50% to over 120%. The bands live in a small disconnected table and the measure counts the reps whose attainment falls inside each band's limits, which tells a sales director whether a miss is a team problem or two reps far behind.
The rep scorecard explains each rep's number: bookings, quota, attainment, win rate, average deal size and deals won. A rep with a high win rate but small deals needs different coaching from one with large deals and a low win rate.
The Quarter slicer drives the whole page, so the same view works for the quarterly business review. The sample is a fictional software sales team over 12 months with 420 closed opportunities.
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 |
|---|---|---|---|---|---|
| Region | Slicer | 920 | 24 | 160 | 40 |
| Quarter | Slicer | 1096 | 24 | 160 | 40 |
| Bookings | Card | 40 | 112 | 168 | 64 |
| Quota attainment | Card | 296 | 112 | 160 | 64 |
| Reps at quota | Card | 544 | 112 | 160 | 64 |
| Average deal size | Card | 792 | 112 | 160 | 64 |
| Win rate | Card | 1040 | 112 | 160 | 64 |
| Attainment by rep | Bar chart | 40 | 224 | 456 | 456 |
| Bookings vs quota by month | Line & column chart | 544 | 224 | 400 | 200 |
| Attainment distribution | Column chart | 992 | 224 | 248 | 200 |
| Rep scorecard | Table | 544 | 472 | 696 | 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.
Already have a report?
Brand Makeover tries Sales Rep Quota Attainment 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 · 168×64 px · bound to [Bookings]
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 "Bookings". It sits in a 168×64 px slot on a designed report page. Match the report's brand: data colours #2DD4BF, #E8C77D, #F97A6A, #60A5FA, #A78BFA, #86EFAC; background #0E2733; text #E8F4F8; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Bookings]; 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
Dark teal-blue Power BI theme with aqua, sand and coral data colours for logistics, maritime, utilities and environmental monitoring dashboards.
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 Rep Quota Attainment template come with sample data?
Yes. The “PBIP with sample data” download contains a semantic model with 7 tables and 8 DAX measures, and every visual on the page is already bound to it. The sample: A fictional B2B software sales team of 16 account executives in four regions over 12 months (Nov 2025 to Oct 2026): 420 closed opportunities (won and lost) with product and amount, and a monthly quota per rep. 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 Rep Quota Attainment template?
The page has 11 visual areas: 2 slicers, 5 cards, 1 bar chart, 1 line & column chart, 1 column chart, 1 table. 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 Rep Quota Attainment template use?
It ships with the Ocean Deep 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 Rep Quota Attainment 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 Rep Quota Attainment 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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