The top 5 examples of Microsoft Power BI dashboard templates

Dmitri Koteshov
Dmitri Koteshov

Senior Digital Content and PR executive

April 19, 2021

The top 5 examples of Microsoft Power BI dashboard templates

People live in a world full of data. This statement is especially true for the domain of modern business and politics. From the banking sector to the agricultural industry, various organizations resort to multiple sources of information on a daily basis. Thanks to data analysis, companies optimize sales and logistics, get to know their customers better, and come up with the most suitable marketing campaigns and offers.

However, having raw data is not enough. Instead, the question boils down to understand it. That’s where technology comes in handy. Data analytics tools available in the market allow organizations to decipher all incoming data (real-time, historical, structured/unstructured, and qualitative) to identify patterns and generate actionable information.

Power BI dashboards help managers understand vast volumes of information. Eventually, they gain insights that significantly improve business performance and allow making data-driven business decisions. With that being said, let’s discover the top 5 Power BI dashboards worth your attention. The list includes dashboards for various industries to add a touch of variety to the article. 

Global Superstore

Superstore Overview

As its name explicitly suggests, the Global Superstore Dashboard provides a deeper look at a company's sales performance. The dashboard is an ideal tool to track performance targets, KPIs and analyze eventual results. The analytics are nicely placed, easy to read, and clean. 

The dashboard really shines when it comes to displaying data in a clear and easy-to-read manner. Apart from its fabulous look and feel, users have convenient access to metrics such as: 

  • Total sales, profit, and profit ratio;
  • Sales numbers by country;
  • Deals by category or subcategory;
  • Overall sales by city. 

Insights Delivery

Insights Delivery Dashboard

This Power BI dashboard template for delivery management allows processing orders on time. That’s pretty important considering the current COVID-19 situation and all the turmoil it generates. The Insight Delivery template consolidates business data in one place, carefully measures every step of the delivery process, and helps increase customer loyalty.

The template includes the following dashboards:

  • Summary page;
  • Delivery analysis dashboard, orders, and late delivery;
  • Financial analysis dashboard.

This Power BI-based template covers all the integral areas of a delivery business: order analysis, delivery efficiency, supply chain management, and financial results. Using the template, managers can: 

  • Gather and visualize important KPIs in one place;
  • Analyze historical data, discover seasonality and peak hours;
  • Plan orders and overall demand for couriers
  • Benefit from taking a closer look at the supply chain, couriers’ performance, delivery, and downtime.

The dashboard answers critical questions for any delivery business, such as “How long does it take to deliver an order?”, “What time of the day is the busiest, and how your delivery service handles this?”, and “Which courier performs poorly and causes the loss of money?”. 

The dashboard's visual aspect is neat, offering striking interactive visualization, graphic charts, and graphs, not to mention its rich customization possibilities. If the template had a motto, it would be something like “Discover far more opportunities with analytics.”

Pharma Sales Analysis

‍Pharma Sales Analysis

The Pharma Sales Analysis Dashboard is a tool that allows providers of veterinary products to check sales numbers for products used to treat small animals. With this dashboard, sales representatives have actionable insights for product sales numbers in various cities, from best to worst selling places, in terms of the overall results. The solution provides large-scale reports on sales by such parameters as “Therapeutic Group”, “Top 25 Products by Sales and Quantity”, or “Therapeutic Sales Trends” across chosen periods of time. 

Besides, it's worth mentioning the dashboard’s rich visual presentation. The display of data is clear and nicely arranged - a crucial feature for better understanding of multiple figures.

Attendance Tracker

Attendance Tracker

The Attendance Tracker Dashboard allows administrators to keep tabs on attendance across schools, classes, and teachers.  The solution comes with tabs such as “Absence Percentage by Subject”, “Courses'', “Period”, and “Day”. School administrators can get the percentage of “Actual and Target Absence”, “Total Absences”, and “Target Absences” sections.

The solution also provides information such as subject, course, period, and days of the week. Using this data, it gets easier to contact teachers individually and take educational value to a whole new level. All in all, the Attendance Tracker Dashboard is an ideal choice for both teachers and administrators. The dashboard's insights serve as a basis for developing educational plans for teachers, schools, and subjects. 

Team Performance vs. Target

Team Performance vs. Target

The Team Performance vs. Target dashboard helps identify the gap between a business's current performance level against set targets. 

Using the dashboard, teams can set various business goals and evaluate the eventual results later on. With this tool, it gets easier to detect areas for improvement for sales teams: clients, products, marketing campaigns, etc. 

Sales team members can move conveniently between pages and Turn on the drill-down feature on sections such as “Sales Reps”, “Customers”, and “Products”. The dashboard makes it possible to evaluate the percentage of YTD Results Vs. Target. The solution provides a detailed picture of each sales representative with corresponding metrics like Units or Profits. In addition, the “Period” tab allows analyzing and understanding both long and short-term trends.

This dashboard contains data on profit, average price, and margin within a specified location. Switching between Scatter and Matrix visuals allows identifying both product and sales opportunities within customers. The visual side of the solution is modern and well-customized. Overall, the dashboard is easy to understand and use, even for newcomers.

On a concluding note

When it comes to data analysis for business, all it matters is its ease of use. The business intelligence and data visualization solutions highlighted in this article assist decision-makers in analyzing data in its entirety. With the dashboards above, managers and salespersons can effortlessly visualize their data and come across valuable insights into business performance. To cut a long story short, such Power BI dashboards influence making data-driven decisions so that you can rely on rock-solid facts rather than intuition. 

Power BI Dashboards allow connecting to hundreds of information sources, simplifying its processing and dynamic analysis. Create great reports to check them in a browser or on mobile devices. The good news is that dashboards grating a complete overview of a company's state of affairs are now available to everyone. You can easily scale your solution with built-in management throughout your organization.

Certainly, the list could include other options from different providers. However, we wanted to touch on examples from multiple industries. One way or another, we hope that these dashboards will come in handy and help maintain data consistency, accuracy, and security within your enterprise.

P.S. Are you interested in creating a solution based on the PowerBI dashboard to understand your data? We can build a custom tool to suit the specific needs of your business. Contact us to get the details.

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Akveo's case

Billing Automation for a SaaS Company with Low-Code

Our client needed a robust billing solution to manage hierarchical licenses, ensure compliance, and automate invoicing for streamlined operations.

The solution:
We developed a Retool-based application that supports multi-tiered licenses, automates invoicing workflows, and integrates seamlessly with CRM and accounting platforms to enhance financial data management.

The result:

  • Achieved 100% adherence to licensing agreements, mitigating penalties.
  • Automated invoicing and workflows reduced manual effort significantly.
  • Dashboards and reports improved decision-making and operational visibility.

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Retool Dashboards with HubSpot Integration

Our client needed a centralized tool to aggregate account and contact activity, improving visibility and decision-making for the sales team.

The solution
We built a Retool application integrated with HubSpot, QuickMail, and Clay.com. The app features dashboards for sorting, filtering, and detailed views of companies, contacts, and deals, along with real-time notifications and bidirectional data syncing.

The result

  • MVP in 50 hours: Delivered a functional application in just 50 hours.
  • Smarter decisions: Enabled data-driven insights for strategic planning.
  • Streamlined operations: Reduced manual tasks with automation and real-time updates.

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Akveo's case

Lead Generation Tool to Reduce Manual Work

Our client, Afore Capital, a venture capital firm focused on pre-seed investments, aimed to automate their lead generation processes but struggled with existing out-of-the-box solutions. To tackle this challenge, they sought assistance from our team of Akveo Retool experts.‍

The scope of work
The client needed a tailored solution to log and track inbound deals effectively. They required an application that could facilitate the addition, viewing, and editing of company and founder information, ensuring data integrity and preventing duplicates. Additionally, Afore Capital aimed to integrate external tools like PhantomBuster and LinkedIn to streamline data collection.

The result
By developing a custom Retool application, we streamlined the lead generation process, significantly reducing manual data entry. The application enabled employees to manage inbound deals efficiently while automated workflows for email parsing, notifications, and dynamic reporting enhanced operational efficiency. This allowed Afore Capital's team to focus more on building relationships with potential founders rather than on administrative tasks.

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Akveo's case

Retool CMS Application for EdTech Startup

Our client, CutTime, a leading fine arts education management platform, needed a scalable CMS application to improve vendor product management and user experience.

The scope of work
We developed a Retool application that allows vendors to easily upload and manage product listings, handle inventory, and set shipping options. The challenge was to integrate the app with the client’s system, enabling smooth authentication and product management for program directors.

The result
Our solution streamlined product management, reducing manual work for vendors, and significantly improving operational efficiency.

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Akveo's case

Building Reconciliation Tool for e-commerce company

Our client was in need of streamlining and simplifying its monthly accounting reconciliation process – preferably automatically. But with a lack of time and low budget for a custom build, development of a comprehensive software wasn’t in the picture. After going through the case and customer’s needs, we decided to implement Retool. And that was the right choice.

The scope of work

Our team developed a custom reconciliation tool designed specifically for the needs of high-volume transaction environments. It automated the processes and provided a comprehensive dashboard for monitoring discrepancies and anomalies in real-time.

The implementation of Retool significantly reduced manual effort, as well as fostered a more efficient and time-saving reconciliation process.

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Akveo's case

Creating Retool Mobile App for a Wine Seller

A leading spirits and wine seller in Europe required the development of an internal mobile app for private client managers and administrators. The project was supposed to be done in 1,5 months. Considering urgency and the scope of work, our developers decided to use Retool for swift and effective development.

The scope of work

Our developers built a mobile application tailored to the needs of the company's sales force: with a comprehensive overview of client interactions, facilitated order processing, and enabled access to sales history and performance metrics. It was user-friendly, with real-time updates, seamlessly integrated with existing customer databases. 

The result? Increase in productivity of the sales team and improved decision-making process. But most importantly, positive feedback from the customers themselves.

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Akveo's case

Developing PoC with Low Code for a Tour Operator

To efficiently gather, centralize, and manage data is a challenge for any tour operator. Our client was not an exception. The company was seeking to get an internal software that will source information from third-party APIs and automate the travel itinerary creation process. Preferably, cost- and user-friendly tool.

The scope of work

Our experts ensured the client that all the requirements could be covered by Retool. And just in 40 hours a new software was launched. The tool had a flexible and easy-to-use interface with user authentication and an access management system panel – all the company needed. At the end, Retool was considered the main tool to replace the existing system.

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Akveo's case

Testing New Generation of Lead Management Tool with Retool

Our client, a venture fund, had challenges with managing lead generation and client acquisition. As the company grew, it aimed to attract more clients and scale faster, as well as automate the processes to save time, improve efficiency and minimize human error. The idea was to craft an internal lead generation tool that will cover all the needs. We’ve agreed that Retool will be a perfect tool for this.

The scope of work

The project initially began as a proof of concept, but soon enough, with each new feature delivered, the company experienced increased engagement and value. 

We developed a web tool that integrates seamlessly with Phantombuster for data extraction and LinkedIn for social outreach. Now, the company has a platform that elevates the efficiency of their lead generation activities and provides deep insights into potential client bases.

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Building an Advanced Admin Portal for Streamlined Operations

Confronted with the need for more sophisticated internal tools, an owner of IP Licensing marketplace turned to Retool to utilize its administrative functions. The primary goal was to construct an advanced admin portal that could support complex, multi-layered processes efficiently.

The scope of work

Our client needed help with updating filters and tables for its internal platform. In just 30 hours we've been able to update and create about 6 pages. Following features were introduced: add complex filtering and search, delete records, styling application with custom CSS. 

Together, we have increased performance on most heavy pages and fixed circular dependency issues.

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Creating MVP Dashboard for Google Cloud Users

Facing the challenge of unoptimized cloud resource management, a technology firm working with Google Cloud users was looking for a solution to make its operations more efficient. The main idea of the project was to create an MVP for e-commerce shops to test some client hypotheses. Traditional cloud management tools fell short.

The scope of work

Determined to break through limitations, our team of developers turned Retool. We decided to craft an MVP Dashboard specifically for Google Cloud users. This wasn't just about bringing data into view; but about reshaping how teams interact with their cloud environment.

We designed a dashboard that turned complex cloud data into a clear, strategic asset  thanks to comprehensive analytics, tailored metrics, and an intuitive interface, that Retool provides. As the results, an increase in operational efficiency, significant improvement in cost management and resource optimization.

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Elevating CRM with Custom HubSpot Sales Dashboard

Our other client, a SaaS startup, that offers collaborative tools for design and engineering teams, was on a quest to supercharge their sales efforts. Traditional CRM systems were limited and not customizable enough. The company sought a solution that could tailor HubSpot to their workflow and analytics needs.

The scope of work

Charged with the task of going beyond standard CRM functions, our team turned to Retool. We wanted to redefine how sales teams interact with their CRM. 

By integrating advanced analytics, custom metrics, and a user-friendly interface, our developers provided a solution that transformed data into a strategic asset.

In 40 hours, three informative dashboards were developed, containing the most sensitive data related to sales activities. These dashboards enable our customer to analyze sales and lead generation performance from a different perspective and establish the appropriate KPIs.

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Retool for Sales and CRM Integration

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Building a PDF Editor with Low-Code

Our client, a leading digital credential IT startup, needed a lot of internal processes to be optimized. But the experience with low-code tools wasn’t sufficient. That’s why the company decided to hire professionals. And our team of developers joined the project.

The scope of work

The client has a program that designs and prints custom badges for customers. The badges need to be “mail-merged” with a person’s info and turned into a PDF to print. But what is the best way to do it?

Our developers decided to use Retool as a core tool. Using custom components and JavaScript, we developed a program that reduced employees' time for designing, putting the data, verifying, and printing PDF badges in one application.

As a result, the new approach significantly reduces the time required by the internal team to organize all the necessary staff for the conference, including badge creation.

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