Summary

This Power BI B2B Sales Pipeline & Opportunity Dashboard helps sales leaders and revenue teams track opportunities from lead to closed deal. It brings together lead-to-deal conversion, pipeline value, weighted forecast, win rate, average sales cycle, and stalled opportunities in one interactive sales pipeline report.

Created by Jude Onuh, the dashboard analyzes the Global B2B Sales Pipeline & Deals Analytics dataset. It was submitted to the FP20 Analytics ZoomCharts Data Challenge #35.

Key Insights of the Power BI B2B Sales Pipeline & Opportunity Dashboard

The dashboard provides a clear view of pipeline health, deal progression, sales activity, and client engagement. Key insights include:

• Lead-to-deal conversion: Follow opportunities through the sales funnel and evaluate conversion performance.
• Pipeline value: Monitor the total value of active sales opportunities.
• Weighted forecast: Assess expected revenue based on opportunity value and deal probability.
• Win rate: Compare successful deals with lost or unresolved opportunities.
• Average sales cycle: Track how long opportunities take to progress from lead to close.
• Stalled opportunities: Identify deals that may require follow-up or closer attention.
• Sales performance: Explore pipeline activity across regions and industries.

Drill Down Scatter PRO, Combo PRO, Combo Bar PRO, Timeline PRO, Map PRO, and Donut PRO visuals make it easier to examine sales pipeline performance from different perspectives.

How to Use This Power BI Sales Pipeline Dashboard

Click active chart elements to explore sales stages, regions, industries, and opportunity segments. The interactive visuals work together, allowing users to move from a high-level pipeline overview to more focused deal analysis.

Download the .pbix template to review the report structure, visuals, calculations, and settings. Connect your own sales or CRM data to adapt the dashboard for pipeline reviews, opportunity management, and revenue forecasting.