Sales & Profit Power BI Dashboard
See sales, profit and quantity by month, product and category in Power BI, without building the report yourself.
Built for small business owners and sales teams who sell from a product price list. Add your sales and products to the Excel data file, point the report to it and click Refresh. Sales are calculated after discount and profit from your buying and selling prices. Fully editable. One-time purchase, no subscription required.
Dashboard Features
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Sales, Quantity, Profit & Profit %: The four totals at the top of the page, with sales after discount
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Sales & Profit by Month: Compare months side by side and see which days of the month sell most
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Sales by Product & Category: See which products and categories bring in the most sales
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Year, Month, Sale Type & Payment Mode Filters: Narrow every chart to the period or channel you want
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- KPI Cards: Sales, Quantity, Profit, Profit %
- Charts: Sales and profit by month, sales by day of month, product, category, sale type and payment mode
- Filters: Year, Month, Sale Type, Payment Mode
- Calculations: Sales after discount and profit from buying vs selling price (DAX)
- Data: Excel file with a sales table and a product list, joined in Power Query
Package Details
- Sales & Profit Power BI Dashboard (.pbix)
- Sample Data File (.xlsx)
Software Compatibility
- Power BI Desktop (free download from Microsoft, Windows only)
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
