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  2. SALES ANALYTICS DASHBOARD

SALES ANALYTICS DASHBOARD

Sales Analytics

Sales Analytics using Power BI will give a dynamic overview of the most important Sales metrics in a single platform.

In our dashboard, you will see the below mention information

  • Number of deals in the pipeline
  • Win rate
  • Average deal size
  • Average time to close
  • Sales revenue
  • Sales forecast accuracy
  • Lead response time
  • Follow-up rate
  • Activity Sales Metrics
  • Pipeline Sales Metrics
  • Lead Generation Sales Metrics
  • Sales Outreach Metrics
  • Primary Conversion Sales Metrics
  • Channel Sales Metrics
  • Sales Productivity Metrics
  • Rep Hiring and Onboarding Metrics
  • Sales Process, Tool, and Training Adoption Metrics

Try the live demo below

Click to see some other dashboard

Financial Dashboard

https://excelguru.pk/financial-dashboard/

HR Analytics Dashboard

HR-Analytics

Power BI Training Outline

Theory Time:

  • What is a data warehouse
  • Concept of ETL
  • Data warehouse Characteristics
  • Data warehouse Schema
  • What is CRM – Customer Relationship Management
  • Dynamic 365 – CRM
  • The Star Schema
  • Snowflake schemas in Power BI

Getting started

  • What is BI?
  • What are Self Service BI and the steps involved?
  • Overview of Power BI
  • Different products of Power BI
  • Power BI licensing and features
  • Power BI pros and cons
  • Other self-service BI tools and comparison

Power BI desktop – overview

  • Navigation
  • Introduction to core functions and practical significance
  • Overview of the steps and languages involved

Power BI desktop – data extraction

  • Exploring different data sources and connectors
  • Data extraction from the Web
  • Data extraction from Access Database
  • Data extraction from Online Services
  • Data extraction from Excel Workbook

Data Visualization in Power BI Desktop

  • Visualization Best Practices
  • Which Chart is the Best?
  • Basic Charts
  • Interaction of Visuals
  • Color Formatting
  • Setting Sort Order
  • Types of Charts & Play with Axis
  • Tooltips
  • Slicers & Timeline Slicers
  • Cross Filtering and Highlighting
  • Visual, Page and Report Level Filters
  • Drill Down/Up
  • Hierarchies
  • Map Visuals
  • Waterfall Chart; Cashflow
  • Scatter Chart
  • Line Chart
  • Table and Matrix with Conditional Formatting
  • Multiple levels of filters
  • Using custom slicers
  • Switch between web/phone layout
  • Inserting shapes, images and text boxes
  • Drill Down
  • Tooltip
  • Hyperlink & Bookmark

Working with Custom Visuals

Power BI desktop – data transformation / Edit Queries

  • What is Power Query?
  • Power Query in Excel and Power BI
  • Basic Transformations
  • Get Data
  • Different Data Sources
  • Get Data from Web
  • Importing JSON Data
  • Updated Star Wars API URL
  • Setting up a MySQL Server
  • Importing Data from a MySQL Server (and other SQL Servers)

Query Editor

  • Base structures in Power Query
  • Query Editor in Details
  • Get Data from CSV Files
  • Get Data from Excel
  • Transformation Pane

Power Query Syntax

  • Data Types in Power Query
  • Query Properties
  • Transformation Steps
  • Query Operations; Duplicate, and Reference
  • Managing Queries in Groups

Combine Queries

  • Merge, Joining queries
  • Append, creating a big list
  • Combine Binaries; Looping through files in a folder
  • Saving the Project Draft
  • Fuzzy Lookup

Transformations

  • Column Operations
  • Row Operations
  • Filtering
  • Sorting

Table Transformations

  • Group By
  • Transpose
  • Pivot, Unpivot

Text Transformations

  • Split
  • Merge (Concatenate)

More Transformations

  • Date Transformations (Year, Month, Quarter)
  • Extending Fiscal Date Column
  • Time Transformations
  • Aggregate
  • Add Custom Column
  • Add Conditional Columns (IF THEN ELSE)

Power Query Formula Language: M

  • What is M? and the importance of learning M
  • M Syntax
  • Things to Consider for M Scripting
  • Basic examples of M
  • Values in M
  • Logical Operations

Power BI desktop – data modeling

  • Introduction to relationship view navigation
  • Understanding data modeling concepts
  • Creating and editing relationships
  • Why is a data model more efficient?
  • Relationship-based on multiple Columns
  • Principles of Database Normalization
  • Cardinality: Many-to-One & One-to-One
  • Understanding how LEFT, RIGHT, INNER, and OUTER joins work
  • Cross Filter Direction & Many-to-Many
  • Understanding Active Properties
  • M-Language vs DAX (Data Analysis Expressions)
  • Understanding the CALENDAR Function
  • Managing Active vs. Inactive Relationships

Introduction to DAX

  • Introduction to DAX
  • Syntax of DAX
  • Understanding calculated columns and measures
  • Why is a measure more efficient than a column?
  • Creating calculated columns
  • Measures in PowerPivot
  • Implicit and explicit measures
  • Understanding filter context
  • Measure referencing
  • Editing / Deleting measures
  • Logical Operations
  • Overview of Functions

Artificial Intelligence (AI) Visuals

  • Q&A Visual
  • Key Influencers Visual
  • Decomposition Tree Visual

Most common and demanding DAX functions / Learning Data Analysis Expression (DAX) Functional language

Date & Time Functions – Calendar, CalendarAuto, Date, Day, Month, Year, Format, Datediff, Now, Today, Weekday, Weeknum

Filter Functions – All, AllExcept, AllSelected, Calculate, Earlier, Filter, HasOneValue, IsFiltered, Related

Math & Trig Functions – Ceiling, Divide, Round, Roundup, Sum, Sumx

Logical Functions – IF, AND, OR, Switch

Time Intelligence Expressions – MTD, QTD, YTD, SamePeriodLastYear, DateAdd, DatesBetween, Running Total

Statistical Function – Average, AverageX, Count, CountA, CountBlank, CountRows, CountX, Max, MaxX, Min, MinX, MedianX, RankX, Sumarize

Text Functions – Concatenate, Format, Left, Len, Lower, Rept, Right, Trim, Unichar, Upper, Value

  • Top N Values, Top N Filter, Top Order calculations, Top 10 Customers, Dynamic
  • Date Table, More Scenarios of Using Calculated Tables, Performance Consideration

Power BI service

  • Logging in and understanding navigation
  • What are workspaces?
  • Difference between datasets, workbooks, reports, and dashboards
  • How and where is the data stored?
  • Gaining familiarity with various security concerns
  • Publishing data to web

Power BI Service – Dashboards

  • Pinning visuals and creating dashboards
  • Alignment and configuration of visuals
  • Adding tiles
  • Viewing reports & dashboards
  • Sharing reports & dashboards
  • Understanding data governance
  • Row-level security
  • Role-playing dimension

Gateways

  • What is Gateway?
  • Types of Gateway
  • On-premises Gateway in Details
  • Installation, Configuration, and considerations
  • Schedule Refresh

Integration

Power BI and PowerPoint

sales analytics