Course Overview

In this edition, you’ll build a Sales & Representatives Performance Dashboard in Power BI. You’ll work with sales data. The focus will be on analysing sales revenue, targets, achievements, and rep-wise performance to highlight top performers and areas needing improvement. This dashboard will help businesses track individual and team contributions in sales.

Pre-requisites

• Optional - Basic Excel knowledge (data entry, formatting, formulas).
• No prior Power BI experience required.
• Basic understanding of sales metrics (revenue, targets, achievement %) is helpful but not mandatory.

Who Is This For?

• Sales managers tracking team performance.
• Business owners monitoring sales growth.
• Analysts building sales KPI dashboards.
• Beginners wanting to practice sales analytics in Power BI.

Tools Used

• Microsoft Power BI Desktop (main tool).
• Microsoft Excel (for source sales data).

Duration

• Total Learning Time: 6–8 hours

Key Outcomes

By the end of this course, you will:

• Have a completed Sales & Representatives Performance Dashboard ready to use.
• Understand how to track and compare rep-wise performance in Power BI.
• Know how to create achievement-based KPIs.
• Be able to design sales leaderboards and interactive visual reports.

Part of the Dashboard Mastery Series

Other editions in the series:

1. HR Training KPI Dashboard (Edition 1)
2. Basic Profit & Loss Dashboard (Edition 2)
3. Cost Analysis Dashboard (Edition 3)
4. Marketing KPI Scorecard – Logistics Company (Edition 4)
5. Sales & Representatives Performance Dashboard (Edition 5)