Present your pipeline and each rep's activity

Every report ships connected to an Excel file, the simplest setup when you don't have a data infrastructure. You can swap that file for your own Excel files, and, more importantly, connect the report directly to your sources.

• Power BI Desktop file (.pbix), ready to publish to the Power BI service.
• Three pages: Funnel (opportunities created, estimated value, and weighted value vs. prior year, opportunities by stage reached, value by industry and city, open opportunities), Sales Reps (open pipeline, conversion rate, KPIs by sales rep), and Activities (activities, calls, orders, and meetings vs. prior year, activities by sales rep and by month, activity details); Year, Month, and Sales rep filters, plus Industry on Funnel and Activity type on Activities.
• Data loaded by Power Query from four sheets of an Excel workbook, the anonymized dataset, which you replace with your exports; a single query points to the file to read.
• Seven sales stages, from "1- Discovery" to "7- Closed won": your stages map to them, and you can rename each one as long as it keeps its number.
• Opportunities tracked by cohort: the period covers the opportunities created in it, followed up to the date of the data; activities follow their own date.
• Calculated status: won if the opportunity reached "7- Closed won", lost if its probability is zero, open otherwise. Weighted value: the estimated value multiplied by the probability from your CRM. Conversion rate: opportunities closed won over opportunities created in the period.
• Model: opportunities linked to the stages they reached, to companies, to sales reps, and to the calendar by created date; activities linked to sales reps and to the calendar by their own date. Sales reps and calendar rebuilt at every refresh.
• DAX measures: number of opportunities, estimated and weighted value, funnel by stage reached, conversion rate, open pipeline, activities by type; for the seven cards, the prior-year reference over the same months, the variance, and the sparklines. Green badge when a KPI goes up, red when it goes down.