Sales Performance Dashboard – PowerBI
Comprehensive PowerBI sales analytics dashboard for enterprise sales teams with custom KPIs and AI-driven forecasting.
35%
Improvement in forecast accuracy
20%
Increase in team productivity
150+
Custom DAX measures
6 regions
Connected & unified
Overview
About this project
This enterprise PowerBI solution gives sales leadership and individual contributors a single pane of glass for pipeline health, team performance, and revenue forecasting. Built for a multinational sales organisation managing 1,200+ active opportunities across 6 regions, the dashboard replaced a fragmented mix of spreadsheet reports and legacy CRM exports.
We designed a custom data model in Azure Synapse that powers an intuitive PowerBI frontend, complete with AI-assisted forecasting, territory heat maps, and rep-level performance scorecards. The solution is fully self-service — managers can slice by region, product, or time period without analyst support.
Project Details
- Client
- Enterprise Sales Corp
- Delivered
- Mar 8, 2026
- Category
- Technology
- Technologies
- PowerBIDAXAzure SynapseSQL ServerPower AutomateSalesforce API
The Challenge
Sales managers lacked real-time visibility into team performance and pipeline health across regions.
Revenue forecasting was done manually in spreadsheets, with regional managers submitting weekly updates that were aggregated by a central analyst. The process took 2 days per cycle and produced forecasts with a ±22% variance. Pipeline hygiene was poor — no standardised stage definitions, inconsistent CRM usage, and no early-warning system for at-risk deals.
Key Challenges
- AI-assisted revenue forecasting with variance tracking
- Territory heat maps with real-time pipeline data
- Rep-level performance scorecards
What we delivered
The Solution
Created an interactive PowerBI solution with custom DAX measures, AI forecasting, and drill-through to individual opportunities.
We built a star-schema data model in Azure Synapse fed by CRM, ERP, and HR data. Over 150 custom DAX measures power the PowerBI frontend, including AI-assisted forecast models, rolling quota attainment, and pipeline velocity metrics. Drill-through reports let any manager navigate from a regional aggregate down to an individual opportunity in two clicks. Row-level security enforces data isolation between regions.
Results
35% improvement in forecast accuracy and 20% increase in team productivity within 60 days.
Forecast variance dropped from ±22% to ±14% in the first quarter, saving approximately £180,000 in over/under-resourcing costs. Sales cycle length decreased by 12% as reps gained visibility into their pipeline gaps earlier. Manager time spent on reporting fell from 6 hours to under 30 minutes per week. The solution was recognised internally as the most-used BI asset across the organisation.
35%
Improvement in forecast accuracy
20%
Increase in team productivity
150+
Custom DAX measures
6 regions
Connected & unified
Our Approach
How we got there
Requirements Workshop
Facilitated workshops with VP Sales, regional directors, and individual contributors to map KPI priorities and reporting gaps.
Data Modelling
Designed a star-schema in Azure Synapse integrating Salesforce, SAP, and Workday as source systems.
DAX Development
Built 150+ custom measures covering quota attainment, pipeline velocity, win rates, and forecast accuracy.
Visual Design
Designed the dashboard layout with the sales enablement team, balancing information density with clarity for non-technical users.
Training & Adoption
Delivered role-based training sessions and produced a self-service guide to drive adoption across the sales organisation.
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