Do you need inspiration for your upcoming Power BI sales dashboard? Well, I got you covered. In this page, let me present 33 alternatives for Sales Analytics Dashboards with Power BI.
About a month ago, I asked you to visualize Sales data of Awesome Chocolates with Power BI. I got over 110 entries. After carefully reviewing all of them, I’ve narrowed down the list to just 33 options, which are presented in this page. Check them out and get inspired.
About the Data & Business Needs
All the dashboards on this page use the chocolate sales data for a fictional company, aptly named awesome chocolates.
The purpose of the dashboard is to inform CEO of Awesome Chocolates the performance of our business in the last 13 months. The dataset contains daily shipment data from 2023 February to 2024 February. Here are a few things our CEO is interested in.
- How sales, units, shipments, profit, profit%, low-box shipments (shipments with box count under 50) trends are looking
- A detailed performance understanding at product or salesperson level
- Interesting patterns in product / geography data
- Ability to drill down to details if needed.
Participants of this dashboard contest are encouraged to use various powerful interactive features of Power BI like tooltips, bookmarks, DAX, conditional formatting, pictures and anything else they might fancy.
33 Sales Analysis Dashboards
Sales Dashboard by Aarthi D
My comments:
- Interesting take, lots of nuggets like “chocolate facts”, bookmarks, key influencer analysis, field params, conditional formats.
- Feels busy and a bit confusing. The lines for products / people / countries are all misleading.
Sales Dashboard by Adediran A
Judge's favorite
My comments:
- Love the monthly target table and thermo-meter chart.
- DAX for calculating shortfall, conditional formatting.
- Amazing labels on charts. Simple colors.
Sales Dashboard by Ajay PS
My comments:
- Love the “profitable transaction %” measure.
- Reference labels, slicer panel.
- Colors are also nice and well contrasted.
- A bit more thought on the design and UX could have truly elevated this.
Sales Dashboard by Ajay S
Judge's favorite
My comments:
- Smart design with lots of surprising elements, tooltips and interesting DAX.
- Chart trickery with one chart to show columns and lines.
- Simple colors and presentation.
- Drillthrough page / tooltips and bookmarks.
Sales Dashboard by Ankan B
My comments:
- Clean and elegant design with nice colors
- Love the cards and easy slicers.
- Could have added a bit of padding to the table to make it easy on eyes
Sales Dashboard by Arbaz A
Judge's favorite
My comments:
- Awesome design, beautiful colors and layout.
- Tooltips, interesting chart work, lots of fun DAX.
Judge’s comments:
- (+) I believe it would be a strong entry, if the color choice would be chosen differently
- (+) Nice design of left-slicer-pane
- (+) Nice designs of KPI cards (like the color implementation in LM section)
- (+) There is a lot of tricks applied, inspired by the community (table pagination, multi-tier bar charts and some others, TOPn)
- (+) Custom Tool-tips
- (-) Too cluttered
- (-) All the information focuses on a single metric at one time (what could be beneficial is to display multiple metrics side by side, etc.)
Sales Dashboard by Egidiu D
My comments:
- Pareto Analysis, field params
- Clean, mono-chromatic design.
Sales Dashboard by Faten A
My comments:
- Clean and fun 3 page design with elegant execution.
- Cards on page 1 look great.
- Some insights are obvious and not needed (number of products by cat for ex.)
Sales Dashboard by Filip K
Judge's favorite
My comments:
- Poses questions and answers. Clever use of DAX, field parameters and calc. groups.
- Interesting matrix view with good use of color.
- Engaging design.
Judge’s comments:
(+) Wow, nice trick with using CG and implementation of double-column header in the right-bottom matrix
(+) Great initiative to brind more “external” data like Cocoa avg. Prices
(+) Good initiative to bring some additional insights (it’s an advantage and downside at the same time)
(-) Too monotone layout/design (it’s generally clean, but background is too distracting and some of information are presented using ‘too light’ colors
(-) Some insights are not intuitive at the first glance
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Sales Dashboard by Itiksha M
My comments:
- Fun design with lots of DAX goodness, bookmarks (they seem a bit clunky to work with)
- Daily / monthly / quarterly / yearly summaries.
- Love the product images too.
- A bit more testing and UX improvement.
Sales Dashboard by Jahbuikem A
My comments:
- Lots of technique – bookmarks, built-in help, tooltips, DAX.
- Could do with better and smoother design
Sales Dashboard by Jiakun Z
My comments:
- Good technique – bookmarks, topn, closer look graph, field params and top / bottom analysis
- Design feels a bit busy and rushed. A little more thought on presentation could truly elevate this.
Sales Dashboard by João S
Judge's favorite
My comments:
- Beautiful, understated design
- Clever analysis options with interactive scatter plot.
- Creative use of field params and disconnected tables.
Judge’s comments:
(+) Nice implementation of quadrant chart
(+) Quite clean design, especially in comparison to other entries
(-) Nice attempt with highlighted items within a table, but now it’s a bit too distracting
Sales Dashboard by Karuna N
Judge's favorite
My comments:
- Interesting and simple design.
- Few errors but good effort.
Sales Dashboard by Luis R
Judge's favorite
My comments:
- Impressive and clever layout with global and detail views.
- Fun use of filters, bookmarks, tooltips and field params.
- Built in help.
- Love the shipment size histogram too.
Sales Dashboard by Maciej
Judge's favorite
My comments:
- Beautiful colors, overview and detail layout, Reference labels, top 5 vs rest through conditional formatting, bookmarks.
- Lots of field params!
- Love the heatmaps in detail views.
- The narratives with * rating are also great!
Judge’s comments:
- (+) There are some nice implementations (e.g. table with heat map in “Product Analysis section”
Sales Dashboard by Matheus N
My comments:
- Interesting design
- Love the bullet chart, boxes vs. % profit graph and DAX measures.
- Feels fun.
Sales Dashboard by Mohit S
Judge's favorite
My comments:
- Love the blue black design.
- Good use of bookmarks, conditional formats, dax, field params.
- Indicator icons.
- Interesting and useful implementation of the scatter plot.
- Forecasting is also helpful.
Sales Dashboard by Patrick E
My comments:
- Chocolatey design!
- Like the % representation of the selected items.
- Tooltips, clear slicers.
Sales Dashboard by Pranav S
Judge's favorite
My comments:
- Interesting and fun take on the data. Lots of interactions.
- Could use a bit more design finesse and story-telling to engage.
Sales Dashboard by Rahul SC
Judge's favorite
My comments:
- Beautiful design, quite interactive, amazing colors and depth.
- Lots of options.
- Could have added a little narrative or alert icons (in a totally different color / theme) to bring attention to valuable points!
Judge’s comments:
(+) Nice use of SVG-based measures within a table
(+) Appreciate attempts to apply 3D designs for shapes (not relevant in overal report quality though)
(+) Nice use of images
(+) Nice use of bookmarks to switch tables / charts)
(+) I really like the tabular breakdown in an additional view (after activating the bookmark)
(+) Wow, the readmepage is really something… big plus for that one
(-) Too monotone almost each visualization look the same (appreciate the unified style, but in that case it’s an extreme)
Learn Power BI from Chandoo
⭐⭐⭐⭐⭐
Rated 5* by 100s of customers
Step-by-step Power BI Course
- Learn Power Query, Power Pivot, DAX, Visual design and Storytelling, all in one comprehensive course.
- Dozens of practical examples, real-world case studies and sample files.
- 24+ hours of video material, from beginner to PRO level
- Consistently rated 5STARs by our course members.
Sales Dashboard by Rico B
Judge's favorite
My comments:
- Slick design, beautiful colors, alignment and presentation.
- Lots of interactivity, insights and help.
- Love the chocolate images and beautiful card design!
- Usage of calc. groups, dax.
Judge’s comments:
(+) Right bottom card is designed in a very elegant way
(+) Nice use of new native slicers and “flag” icons within the bar charts
(+) Nice additional guidelines (bookmarks / “i” icons)
(+) Clean measures (DAX), nicely categorized in a folders (big plus
(+) Nice implementation in the bottom section (bookmarks + new slicers) which changes the analysis/charts
(-) Too much ‘brown’ color everywhere
(-) There are no many analytical insights (rather basic information in a form of cards and column/bar charts)
Sales Dashboard by Ritik K
My comments:
- Clean design with few items.
- Narratives on each visual.
Sales Dashboard by Sajjad A
Judge's favorite
My comments:
- Beautiful colors, clean and slick design.
- Interesting use of period on period comparison.
- Bookmark to switch to an amazing matrix view.
Judge’s comments:
- (+) I like the table in the right section (nice implementation of WoW/Mom etc. change). I would also consider absolute variances
- (+) Generally Clean Report
- (+) I like the idea of trying not incorporate irrelevant analysis and attempt to de-clutter the dashboard. On the other side, I missed a few insights
Sales Dashboard by Silas PO
My comments:
- Dynamic topn, field params, reference labels and simple colors and design.
- Could have swapped the map for something else.
Sales Dashboard by Sundharam MK
Judge's favorite
My comments:
- Interesting design, lots of detail, field params, bookmarks
- Clever use of donut + tables.
- Lovely tooltip design.
Sales Dashboard by Tanushree S
My comments:
- Fun design with lots of good elements, nice colors
- Could add some formats (for numbers), make them consistent
Sales Dashboard by Toyin T
Judge's favorite
My comments:
- Cool and simple design with lots of features.
- Bookmarks, DAX, time intelligence, built-in help and field params.
- A better use of map chart space and toned down design?
Judge’s comments:
- (+) Nice readme , nice explanations, icons etc.
Sales Dashboard by Vibek P
My comments:
- Love the 8bit look (?)
- Bookmarks and slicers.
- Interesting use of tooltips too.
Sales Dashboard by Vinoth B
My comments:
- Love the P&L structure and report layout.
- Exec style report with simple layout and clean messaging
Sales Dashboard by Wren P
Judge's favorite
My comments:
- Fun and highly interactive design with lots of thought and clever bits.
- Tooltips, bookmarks, switchable chart / table views, trends.
- Some of the design elements feel out of place, but great effort.
Sales Dashboard by Zofia W
My comments:
- Interesting colors and design with lots of bookmarks, options and filters.
- Would have swapped the line chart (top left) for a column or bar.
Sales Dashboard by Zulay VDA
Judge's favorite
My comments:
- Pareto analysis
- Multiple views, reference labels, margin categorization.
- Interesting use of DAX
- Built-in help.
What I learned from these Reports?
Thanks to all these beautiful and functional entries, I learned a lot about designing my next Power BI report. Here are my top takeaways:
- Set canvas size to 1080×1920. By default Power BI page size is 720×1280 and almost all the strong entries in this contest used a higher resolution of 1080p. This gives you more space to work and enables more design choices.
- Organize measures into a measure table + folders: When creating complex reports or dashboards, it is a good idea to organize the measures into a separate measure table with folder structure. For example, here the measure structure Sajjad A used:
- Field Parameters are awesome: They are a great way to introduce new kinds of interactivity to your report. I discuss more about Field Params here.
- Spend time carefully designing tables & matrices: Let’s be honest. While we love all the chart options in Power BI, we like to look at numbers when making decisions. As your audience will spend most of the time looking at the table or matrix, give them extra love and design them with utmost care.
- Reference labels on cards is a must! I am loving the “NEW” card visual of Power BI and how it easily enables us to show reference labels. I saw many creative uses of this feature in the contest. (PS: If you want to know how to use them, I showcase the feature in my latest Power BI dashboard video)
What are your key takeaways?
Do share them in the comments below!
Thank you
Thanks everyone for participating. It has been an awesome experience going thru 110+ entries and learning from your work. I did my best to highlight the dashboards and share the feedback for the shortlisted 31 entries.
The top 3 winners will be declared soon.
Meet our judges
Gustaw Dudek
Head of BI at Enterium, Popular Data influencer on LinkedIn with over 27k followers & Microsoft MVP.
More about Gustaw: LinkedIn
Ms. X
Sr. BI Analyst in NZ Govt., 6+ years of creating Power BI reports for ministers & exec. staff.
Learn Power BI and Create Reports like this
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28 Responses to “Team To Do Lists – Project Tracking Tools using Excel [Part 2 of 6]”
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Part 3: Preparing a project time line [upcoming] Part 4: Time sheets and Resource management [...]
the templates are great (I bought the combo).
What I'm missing is a way to have the project gantt chart and reporting with the data per resource, in such a way that I can also show the occupation per resource on an extended gantt chart.
So with hours entered per person per project or sub-activity, to show a gantt chart of how many hours/days a person spent on which project (or plans to spend).
[...] from: Team To Do Lists - Project Tracking Tools using Excel [Part 2 of 6] 25 Jun 09 | [...]
Hi Chandoo,
Funny I have a post on the value of MS project lined up which I will post when the current monster project I'm working on finishes and I get some free time!
I'm not sure this would help with any of the projects I've worked on, closing down a to do list seems like more effort than it's worth, but it might be useful for some things. I guessing it doesn't, but does the time stamp not update when you recalculate the work book?
keep up the good work!
Ross
@Ross.. Thanks for sharing your ideas... I think to do lists are a great way to keep up with project activities and ensure accountability from individual team members, when they are implemented right.
"I guessing it doesn’t, but does the time stamp not update when you recalculate the work book?"
Your guess is right. When you change the calculation mode to "iterative", excel takes care of the nittygritties and retains older values in circular references in formulas.
[...] Project Management in Excel [New Series] - Gantt Charts | To Do Lists [...]
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
Hi Chandoo,
The template give me lot of convenience to monitor the thing to do. It simple. Thank You
[...] & tracking a project plan using Gantt Charts Team To Do Lists - Project Tracking Tools Project Status Reporting - Create a Timeline to display milestones Part 4: Time sheets and Resource [...]
[...] make sure you have read the first 4 parts of the series - Making gantt charts [project planning], team todo lists [project tracking], project time lines chart [reporting] and Timesheets and Resource Management using Excel. Also [...]
Chandoo,
I really do not see any befit to this function in Excel unless it was somehow tied into some other chart. That is say a scheduled activities % complete is based on the to-do list.
The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless.
@Brian... Once you have a todo list up and running, it is easy to get metrics out of it. I didnt propose it as it might look a bit too micro-management-ish.
I am able to understand what you meant by "The only way this chart would be useful is if no one was assigned none dependent task that could be done by anyone. The cases were both of these conditions are true are so few and far between it really makes this chart worthless."
Can you explain?
"Chandoo"
What I mean is this. Lets say you have 10 task which are part of one activity/WBS that is in your schedule. One there are very few cases were many people would be assigned to complete this one scheduled activity with no direction being given who should what of the 10 task. It is poor management, and the task 90% of the time would not get done in a timely manner if say 4 people were responsible. Secondly, you are assuming all 10 task are independent of each other. You might need to do task 1 thru 3 before you can do task 4, and to do task 7 you might need to do 4 and 6. Thirdly, the time it would take to compile and then fill out the to-do-list even in limited applications is really not worth it.
I just see almost no applications why a team would need to inform others separate from the schedule that they have completed a task on a to-do list unless anyone of the 4 people could of completed that task.
My point is, there might be a few very limited applications for this type of list but this list would be worthless as a Project Management tool in every other case.
However, change this from a to-do-list to a document change log and it is perfect. Instead of to-do it is the documents name or summary of what changed in the document. The person is who edited the document, and the time stamp is when they checked it in. But I do not know why you would use excel when there is free software you can use commercially that is 10 times better that does document management.
I think using excel to do Project Management over a real Project Management application is a bad idea. Unless you are running a very small, simple project, the time and effort is a lot more to use excel compared to the cost of the Project Management software.
This comes back to my point, I love your site, however, just because you can do something in excel does not mean you should do it. To often the time it takes to use excel is wasted 10 times over from the cost of doing it in an application designed to for the specific application.
@Brian: The todo list mentioned here is meant to keep track of all the tasks for which detailed planning is not necessary but some sort of tracking is needed. These are not be confused with project activities (a la gantt chart).
I like your suggestion about using this as a document tracker. Pretty cool use.
Coming to your point about excel as a real project management tool, well, I have my views, but in a serious project environment, it would surely payoff to have a dedicated project management application.
[...] & tracking a project plan using Gantt Charts Team To Do Lists – Project Tracking Tools Project Status Reporting – Create a Timeline to display milestones Time sheets and Resource [...]
Chandoo,
Wonder how the timestamp column will maintain its previous data. Both Today() and Now() functions will update as and when the next timestamp happens.
[...] Preparing & tracking a project plan using Gantt Charts Part2: Team To Do Lists – Project Tracking Tools Part3: Project Status Reporting – Create a Timeline to display milestones Part4: Time sheets and [...]
I've combined this with the issue tracker since I like the automatic date stamp, but one thing I'm noticing is that I can't replicate the chart that goes along with the issue tracker because the cells that are referenced have the formula that inserts the time stamp instead of a the actual date value. All the dates of the last 30 days display 0 when they should have a value.
Is there a way around this?
I have edited the chart so that my team members can update the percentage completion of the assigned tasks. When the cell is updated, i would like the time stamp to update. How would I manipulate the formula to update whenever the drop-down list is changed?
[...] … ??? To Do List [...]
Excel is great however sometimes you need to get a better idea of what tasks each person on your team is working on at any given time. We've developed a web app that can do just that! Each person has a list of tasks, listed in the order they have to complete them.
HII,
I want to expand the database through excel where i am working on 11 cities as of now and i want to expand it upto 50 cities and hence forth the data related to it will also expand so i want to make it precise where i can get updates also that this work is required to be done at that particular day or date
Thanks for making all of this information available for free. I am currently using excel to track everything for the first time. I later plan to output our information here with a more visual presentation. Wish me luck!
Can some one point me out to some additional direction on the "Who Finished it?" column? Something more 'basic' for a newbie excel guy? lol I got everything else working on this tutorial but that column. I can't seem to recreate it and I know a lot of it is due to lack of knowledge with VB code. I'd like to recreate this column very much 🙁
Dear Chandoo,
Thanks for the team to do list, kindly let me know how to set the column who " finished it " from another work sheet
Hi Chandoo,
Unable to download it - can you please check the link and confirm.
Great inhisgt! That's the answer we've been looking for.
Hi Team,
I know u all are the best programmers in the world!!! that's I am here to rectify my issues. here is my question please ans me as soon as possible before 8-3-2017 its really urgent.
I have a project named the production tracker.
1) I require the user form which shows the names of the Associates which are linked to the different tracks. when the user is selected the particular track related details and dropdowns should appear.
2) I need to track the associate needs how much of the time to complete the particular task. with start stop and pause and resume timer.
3) It should display the daily count of the production and save the data to the another Excel file.
this production tracker should save all the data no matter how many people logs in into it.
Please help me for this it will be very appreciated.
you can directly email me on my mail ID: tusharkch694@gmail.com