Power BI Sales Opportunity Dashboard
Budget: $10 – $30 USD
I have a clean export of our sales-opportunity data and would like it turned into an interactive Power BI dashboard that highlights where each deal sits in the pipeline. The raw tables are ready to load; what I need is your expertise in data modelling, DAX and visual design so that I can quickly see pipeline stage distribution, spot bottlenecks and drill from a high-level funnel down to individual opportunities.
Key deliverables
• A .pbix file with an efficient data model and clear table relationships
• Visuals that track pipeline stage counts, percentage flow-through and time-in-stage trends, with slicers for date ranges and sales rep
• A short hand-off video or PDF explaining the measures, calculated columns and any custom visuals used
I will share sample rows plus the full dataset once we start; please build on the sample, then confirm the visuals before finalising the full report.
Key deliverables
• A .pbix file with an efficient data model and clear table relationships
• Visuals that track pipeline stage counts, percentage flow-through and time-in-stage trends, with slicers for date ranges and sales rep
• A short hand-off video or PDF explaining the measures, calculated columns and any custom visuals used
I will share sample rows plus the full dataset once we start; please build on the sample, then confirm the visuals before finalising the full report.
Related categories:
Data Processing
Excel
Statistics
Statistical Analysis
Data Visualization
Data Analysis
Power BI
Data Modeling