Summary

This Power BI B2B sales pipeline dashboard provides a structured view of pipeline performance, deal risk, and sales team results. It helps sales leaders monitor pipeline value, deal progression, forecast confidence, and the factors affecting conversion.

Created by Akindele Omolayo, the report was submitted to the FP20 Analytics ZoomCharts Data Challenge #35.

Key Insights of the Power BI B2B Sales Pipeline Health & Performance Dashboard

The report is organized into three pages covering the pipeline overview, health and risk diagnostics, and sales rep performance. Key insights include:

• Pipeline performance: total and weighted pipeline value, closed revenue, win rate, pipeline velocity, and trends over time
• Deal progression: stage distribution, industry performance, and regional forecast confidence
• Pipeline health: stage SLA breaches, deal aging, probability gaps, stalled deals, and revenue exposure
• Sales rep performance: productivity, activity efficiency, revenue generation, conversion performance, and engagement impact

Interactive ZoomCharts Drill Down Scatter, Combo Bar, Timeline, and Donut PRO visuals help users examine the data from different perspectives and identify pipeline bottlenecks, higher-risk deals, and sales performance patterns.

How to Use This Power BI B2B Sales Pipeline Dashboard

Click active chart elements to explore pipeline results by stage, industry, region, sales representative, and other available dimensions. Move between the three report pages to progress from the overall pipeline view to risk diagnostics and individual sales performance.

Preview the interactive report online or download the .pbix template to review its settings, formulas, and calculations in Power BI Desktop. Connect it to your own sales data and adjust the fields and visuals to fit your reporting needs.