Learn how to set up Power BI Sales dashboard in just few steps. Transform the way you analyze and visualize your sales data. Read the Full Article: https://www.datatobiz.com/blog/how-to-set-up-power-bi-sales-dashboard/

1. How to Set Up
Power BI Sales
Dashboard?

2. About the Topic
The sales team has to don
many hats. From creating
marketing strategies to
directly interacting with end
users, the sales department is
burdened with a heavy
workload.
Sales analytics helps the
teams stay up to date and
be proactive in handling
leads to increase revenue.

3. 1. Create Your Power BI
Account
The first step is to create a Power BI
account. You can start for free by
clicking on the Try Free option on the
Microsoft Power BI website.
Provide your official email ID or
Microsoft 365 login details if you
already have an account. Complete
your profile and follow the
instructions on the screen to set up
your profile.

4. 2. Import Data from Sources
The next step is to import the data required to create
dashboards. You can upload Excel or CSV files
(exported from other platforms or apps). Microsoft
Power BI accepts different types of input files.
You can also integrate Power BI with databases like
Salesforce, Dynamics, SharePoint, Azure, etc. Power Bi
is compatible with several CRM systems and third-
party databases. You can set up API integrations for
real-time data flow between the platforms. In fact, you
can get data from multiple sources simultaneously.

5. 3. Import Datasets with Report
Once you complete the data importing step, you should import Power BI
datasets to create the dashboards. Power BI adds a dataset and reports
when you import data to the platform. The reports are automatically
generated using PowerView sheets.
Go to the navigation pane and click on My Workspace. Select the Get
Data option and click on the Get button. Go to the location where the
target file is saved. Select the appropriate file.
Click on Connect and Import. Then go to the Reports Tab and select
the appropriate dataset to open the report.
You can edit the report by clicking on More Options and Edit Report.
Click on the pin icon to add the particular visualization to the
dashboard.
You can create several dashboards in the same manner. Select the
New Dashboard option and give it a new name.

6. 4. Select Tables to
Generate Reports
The tables in the imported data
can be automatically
converted to visualization
reports. Go to Navigator View
and click on the Edit option. Go
to Query editor to add and filter
the data in tables to create the
reports.

7. 5. Define Relationships
Between Data Sources
By defining the relationships between
different tables, you can create custom
visualization to accurately monitor every one
of the sales KPIs. You can create a Power BI
revenue dashboard by following the same
steps.
Select Foreign Keys to establish the
relationships between two or more tables
(data sources). Take time to correctly assign
the keys and define relationships and click Ok
when done. You can go back to the Report
View through the tab on the top left.

8. 6. Customize
Visualization Elements
So, how do you want to display sales
data? The choice is yours. You can
customize the interface to suit the sales
teams’ requirements.
Microsoft Power BI offers great
visualization to present reports in
graphical formats. You can choose the
types of graphs, charts, etc., you want to
see on the sales dashboard. Drag and
drop the necessary elements onto the
dashboard. You can also move them
around and adjust their size, positions,
filters, etc.

9. 7. Dashboard Embedding
For third-party integrations,
enter the login details to
your database account.
Follow the instructions on
the screen to configure the
database. The reports are
ready to be embedded in
other platforms.

10. 8. Create Power BI
Application
This step is optional. You can
register an application with
Microsoft Power BI to get the
application ID and code generated
to create the app.

11. Conclusion
Tracking sales KPIs is vital to
stay up to date and making
the necessary changes to
increase revenue.
A customized sales
dashboard can provide
actionable insights that help
your sales teams make the
right decisions at the right
time.

12. Thank You For Reading!
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