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Power BI B2B Sales Pipeline Analytics Dashboard
Power BI B2B Sales Pipeline Analytics Dashboard
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Report Author: AashriyaRawat Rawat
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Summary
This Power BI B2B sales pipeline dashboard helps sales teams monitor pipeline value, deal progression, sales activity, and client engagement. It provides an interactive view of pipeline health across deal stages, sales representatives, regions, and industries.
The report was created by Aashriya Rawat for FP20 Analytics ZoomCharts Data Challenge 35, held in February–March 2026. It uses the Global B2B Sales Pipeline & Deals Analytics dataset.
Key Insights of the Power BI B2B Sales Pipeline Analytics Dashboard
The report combines pipeline, deal, and sales-representative analysis. Its main insights include:
- Pipeline value: monitor the value and overall health of the B2B sales pipeline
- Deal progression: examine how opportunities are distributed across pipeline stages and outcomes
- Won revenue and win rate: track successful deals and evaluate sales conversion performance
- Sales representative performance: compare won, open, and lost deals through an interactive leaderboard
- Regional and industry analysis: explore pipeline activity and client engagement across markets
- Deals requiring attention: identify stalled or high-risk opportunities for closer review
Scatter, Combo, Combo Bar, Timeline, Map, and Donut visuals provide correlation, trend, geographic, stage-composition, and performance-comparison views. Cross-filtering makes it easy to move from the overall pipeline to a selected representative, region, industry, stage, or deal outcome.
How to Use This Power BI B2B Sales Pipeline Analytics Dashboard
Click an active chart, map location, timeline period, or deal-stage segment to filter the report. Use the interactive views together to compare sales representatives, examine deal outcomes, analyze pipeline movement, and locate opportunities that may require attention.
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 or sales data and adjust the stages, measures, territories, and representative fields as needed.
ZoomCharts visuals used
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How to use a PBIX template
Preview the interactive report, download the PBIX file, open it in Power BI Desktop, and replace the same data connection with your own dataset.
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