Summary

This Power BI B2B sales pipeline dashboard helps teams monitor pipeline value, deal progression, sales activity, and client engagement. It provides an interactive view of pipeline health across sales stages, regions, and industries.

The report was created by Abu Bakar Awan using the Global B2B Sales Pipeline & Deals Analytics dataset. It was submitted to FP20 Analytics ZoomCharts Data Challenge 35, held from February to March 2026.

Key Insights of the Power BI B2B Pipeline Value & Deal Stage Dashboard

The report emphasizes pipeline composition, deal movement, and sales activity. Its main insights include:

• Pipeline value: monitor the value and composition of active sales opportunities
• Deal-stage distribution: examine how opportunities are distributed across the available pipeline stages
• Deal progression: follow opportunity movement and identify stages where deals may be slowing
• Sales activity: compare the sales activities associated with different pipeline segments
• Client engagement: investigate engagement patterns across available deals and accounts
• Regional and industry analysis: compare pipeline performance across markets and business sectors
• Deals requiring attention: identify stalled or high-risk opportunities for closer review

Drill Down Combo, Combo Bar, and Donut visuals provide trend, comparison, and pipeline-composition views. Interactive filtering helps users move from the overall pipeline to a selected deal stage, region, industry, activity type, or engagement segment.

How to Use This Power BI B2B Pipeline Value & Deal Stage Dashboard

Click an active chart series, bar, category, or donut segment to filter the related pipeline data. Use the visuals together to compare deal stages, monitor pipeline movement, and focus on opportunities that may require additional sales activity.

Download the PBIX template to review the report structure, calculations, data model, and visual settings in Power BI Desktop. Connect it to your own CRM data and adjust the opportunity stages, pipeline values, activities, industries, regions, and engagement fields as needed.