Feb 26, 2020
Sales overview by product and sales representatives: sample report
Get inspired! Take a look at this sample report and find new ideas for sprucing up your own sales reports in Power BI. Check out interactions, chart...
Get inspired! Take a look at this sample report and find new ideas for sprucing up your own sales reports in Power BI. Check out interactions, chart...
Get inspired! Take a look at this sample report and find new ideas for sprucing up your own sales reports in Power BI. Check out interactions, chart combinations and cross-chart filtering.
Try these interactions:
On the Sales Overview page
- Click on one of the two donut charts to filter the report by either seller or product line. Click on the center of the donut to go back.
- Click on the "Others" slice to see the rest of categories. Click "Previous" slice to go back.
- Click on one of the columns in "Total sales vs Budget" chart. It will filter report and drill down to a smaller time unit.
- Click and drag on the x-axis of "Total sales vs Budget" chart" to highlight a certain time period and filter report based on the selection.
On the Sales Team page
- Click on the image of one of the sales representatives.
- Click on one column in the column chart to filter results by product category.
- Clear filters.
- Right click on one of the columns in the " Sales by Product Line" chart. Slect Drill-through --> Deal overview to open detailed tabular view of the deals.
On the Product page
- Click on the columns in the column chart to drill into next level of data.
- Click on the area chart to drill down to a smaller time unit.
- Click "clear filters" afterwards
- Click and drag on the x-axis of the area chart to to highlight a certain period and filter the results based on the selection.
Noticed something you would like to include in your reports? See a room for improvements? Share it in the comment section!
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