Use Cases
Power BI Dashboard Recipes — Visuals by Use Case
Hand-picked Power BI visuals for specific dashboard types — sales, finance, HR, SaaS, manufacturing, healthcare. The cut list that makes each dashboard land.
Each page below names the specific visuals that lift a dashboard from report to insight — plus the DAX measures and VizForge prompts that pair with each. Click through for the cut list.
Sales leaders, RevOps, analytics teams
The best Power BI visuals for a sales dashboard — pipeline funnel, KPI cards, bullet charts, territory heatmaps, Sankey flows. VizForge generates each from a prompt.
FP&A, finance analysts, CFOs
The best Power BI visuals for financial reporting — waterfall bridges, variance matrices, SPC control, bullet charts. AI-generated per prompt.
HRBPs, People Ops, Chief People Officers
The best Power BI visuals for HR analytics — headcount flow, tenure distributions, DEI heatmaps, hiring funnels.
CMOs, demand gen leads, marketing analysts
The best Power BI visuals for marketing attribution — multi-touch Sankeys, channel mix heatmaps, funnel drop-off, campaign ROI bullets.
Supply chain leaders, ops analysts
The best Power BI visuals for supply chain KPIs — OTIF bullets, inventory SPC, network flow, OTD heatmaps.
Hospital quality teams, clinical analysts, population-health managers
The best Power BI visuals for healthcare analytics — readmission SPC, patient-flow Sankey, outcomes heatmaps, risk stratification.
Retail category managers, merchandising analysts
The best Power BI visuals for retail analytics — store heatmaps, category Pareto, basket Sankeys, promotional waterfall.
CEOs, COOs, board preparers
The best Power BI visuals for an executive scorecard — KPI cards, bullet grids, sparkline rows, SPC quality cards.
Plant managers, Lean / Six Sigma engineers, process owners
The best Power BI visuals for OEE — availability SPC, changeover heatmaps, downtime Pareto, loss-tree waterfall.
CS leaders, account managers, CSM operations
The best Power BI visuals for customer success — health scorecards, retention cohorts, expansion Sankeys, NPS trends.
PMs, product analysts, growth teams
The best Power BI visuals for product analytics — feature adoption funnels, retention cohorts, user flow Sankeys, activation SPC.
SREs, platform engineers, engineering managers
The best Power BI visuals for DevOps — incident SPC, deploy frequency cadence, MTTR distributions, SLA attainment bullets.
Property managers, REIT analysts, portfolio leads
The best Power BI visuals for real estate portfolio — occupancy heatmaps, NOI bullets, rent roll flow, lease expiration Gantt.
SaaS founders, CFOs, revenue operations
The best Power BI visuals for SaaS metrics — MRR waterfall, ARR cohorts, NRR Sankey, pipeline funnels.
Claims analysts, actuarial teams, underwriting leaders
The best Power BI visuals for insurance claims — severity distributions, pipeline Sankeys, catastrophe event heatmaps, reserve waterfalls.