Power BI Templates & Dashboard Examples

4 rules to create the optimal Power BI template dashboard examples for marketing reporting

The importance of data-driven marketing cannot be underestimated. With the help of data, companies can understand what their clients want to target, interact, and connect with them effectively. Power BI plays a vital role in uncovering important insights from data, and that’s why you should make it your marketing reporting partner.

Power BI features a range of dashboards that you can use to represent your data in various ways. Examples of visualization options include tables, cards, geographical plots, maps, different chart types, and more. In fact, the possibilities for Power BI dashboard examples are only limited by the developer’s creativity.

By structuring and displaying data in a Power BI dashboard, marketers can quickly identify which marketing strategies are working well and which are underperforming. Let’s discuss below the 4 rules that you need to apply when creating Power BI dashboards for effective marketing reporting:

1. Center your dashboard for marketing reports on one subject

Start by asking yourself: What are my marketing goals? What do I want to accomplish? And what are the major indicators that highlight my progress towards that particular goal? After setting the goals to enhance your marketing objectives, develop separate dashboards tailored to each key criterion.

2. Use the proper diagram to view your information

The next step is to select the best chart to represent your data. But, with so many options to choose from, how do you identify the right one? First, know the message you want to display. It could be comparing values, showing targets, displaying an evolution, etc. Next, you can identify the chart type that clearly represents that concept without confusing the viewer. It’s that simple!

3. Compare and visualize developments

Now you have your charts in place and your audience can clearly see the KPIs, it’s time to add context to your dashboard.

Imagine running a brilliant marketing campaign that has produced many new ideas. The last thing you want is for your manager to say: “That’s terrific, but in the end, nobody bought our stuff.” You can have a substantial impact if you illustrate how your marketing activities relate to the business context. Marketing data is always a risk when you look at them in isolation. You will avoid working in silos by integrating marketing and selling data together. Line charts are the best technique to represent a change in time.

4. Make your dashboards operative

With the recommendations above, you may construct solid marketing dashboards displaying vital marketing data in one glance. But what’s the use of such insights if no one wants to act on them afterwards? To handle this, clearly highlight the actions the team can take when certain benchmarks are reached.

Here is a simple four-step method if you want to develop comparable Power BI dashboards for your organization:

1. Collect all your marketing information on Power BI with Windsor.
2. Connect Power BI to a data display platform.
3. Construct a dashboard with up-to-date data at all times
4. Regularly use your dashboards and alter them as your objectives change over time.

10 Best Power BI Dashboard Examples in 2024

Discover Power BI dashboard examples and how they work.

Website Analytics Dashboard

This is one of the many Power BI dashboard templates used for visualizing data. In this case, it lets you know how customers interact with your website. It gathers website analytics data and presents it in an easy-to-read format so you can get important insights and determine website performance against benchmark metrics.

Try Website Analytics Dashboard

Marketing Dashboard

Using this dashboard from Power BI, you can generate marketing reports that highlight the findings of your marketing research. It helps you identify customer trends and develop strategies to meet their needs.

Try Marketing Dashboard

Social Media Dashboard

Here, you have a realtime dashboard that offers an overview of your team’s efficiency in influencing impressions on various social media platforms. You can also identify the best-performing social networks and know where to focus your marketing activities.

Try Social Media Dashboard

Sales Dashboard

The Power BI sales dashboard enables you to understand business performance by visualizing important metrics. This way, you can identify areas needing more attention to meet sales targets.

Try Sales Dashboard

Finance Dashboard

The finance dashboard highlights important information like profitability, revenue, expenses, budgets, etc., enabling high-level insights into financial performance. This allows executive-level staff in your organization to make informed decisions on matters related to investments, budgeting, and resource allocation.

HR Dashboard

You can capitalize on the HR express dashboard available in Power BI to visualize employees’ demographics, monitor new hires, and ensure you meet diversity standards. It’s also possible to gain high-level insights related to average salary, age, and employment duration to understand who your employees are.

Logistics Dashboard

With the assistance of the logistics dashboards and Power BI report builder, logistics managers within your organization get important information on the flow of goods. As a result, they can pinpoint areas of low/high product flow and allocate resources more effectively.

Customer Analysis Dashboard

Power BI customer analysis dashboard enables you to visualize your customers’ demographics and understand how they affect your relationship. Consequently, you can identify valuable and less valuable clients. This eventually helps you focus efforts on clients offering higher ROI.

Customer Satisfaction Dashboard

With this dashboard, you can learn how customers rate your products or services. The insights you get guide you in improving your operations to meet customer expectations and optimize customer satisfaction.

Executive Dashboard

Power BI provides the executive dashboard, mainly designed for executive-level employees who want to understand business performance. Through this platform, you can monitor key metrics and determine if interventions are necessary to enhance or maintain a particular performance metric.

All the mentioned dashboards are accessible in the Data galleries at the Power BI community portal.

FAQs

What is Power BI?

Power BI is a data analytics tool that is offered by Microsoft. It helps businesses visualize their data to get valuable insights. The tool connects to several data sources and transforms any raw data into meaningful, easy-to-digest insights through its interactive reports and dashboards.

You can use Power BI templates and its predesigned models to streamline the process of building reports. All you do is pick one that fits your preferences and customize it to your data. This reduces the setup time and enables you to create consistent reports across different datasets.

Key Features of Power BI

Data Connectivity

You can integrate Power BI with hundreds of on-premises and cloud-based data sources. This includes popular sources like Google Cloud applications, collaboration tools, cloud storage, marketing and customer relation software, ERP, HR, and finance software. The use of this tool helps you consolidate all your data in one location to visualize KPIs, patterns, and trends.

AI-powered Insights

Power BI leverages AI capabilities to provide predictive analytics and advanced insights. The artificial intelligence models can detect patterns and trends as well as recognize relationships between variables that are presented to Power BI templates for visualization. This way, you get accurate information to make data-driven decisions.

Interactive Dashboards

Power BI enables you to create dynamic and interactive dashboards. Once you set up a dashboard, you can connect it to a live feed of raw data so that it updates automatically. It allows you to monitor your key merits in real time so that you can make snap decisions based on solid information. Additionally, the dashboards can automate reporting on these key metrics to people who make decisions.

Data Modeling Engine

Raw data requires cleaning, shaping, and transforming so that you can make out what it means. Power BI has a robust data modeling engine that cleans and shapes this data to help create an accurate report. It also has tools that help you merge different datasets, manage relationships between data tables, and apply calculations.

Sharing and Collaboration

Power BI simplifies how you share your insights and trends across departments and teams. It allows you to embed reports in apps and websites and share them via its platform. This way, stakeholders can interact with data conveniently without requiring you to update them every time the key variables change.

You can revolutionize how you handle and visualize your business data. It enables you to track your metrics and visualize and forecast trends. Power BI templates reduce the time you spend preparing data and focus on making data-driven decisions.

What is Power BI used for

Power BI is used for data analytics, business intelligence, and visualization. With its array of features, Power BI enables users to explore data, share insights, and collaborate with others to influence business growth and efficiency.

How to share Power BI report

There’s more than one way to share Power BI reports. Users can publish them on the Power BI service, export as PowerPoint or PDF, send an email invitation to recipients, or publish to the web for public sharing using a URL.

Power BI Pricing

The Power BI pricing structure is flexible to meet the demands of different users, with packages for individuals, small teams, and large enterprises. There are four Power BI pricing tiers namely; free, Pro, Premium, and Variable.

You can go for the free plan to create and interact with reports locally. It allows you to connect with over 100 data sources, publish reports, and create custom visualizations. However, it limits the ability to collaborate over the internet.

The Pro version costs $10 a user a month. It offers all the features of the free version, plus the ability to collaborate with others by sharing and consuming reports across the organization. You can access the app via workplaces, export reports, and integrate with other Microsoft services.

Its premium version is meant for large organizations and starts at $20 per month or $4,995 per capacity/month. Since the plan is calculated per capacity, multiple users can access the same accounts without requiring individual licenses. It allows for higher capacity, better performance, and advanced AI features. Premium also includes on-premises reporting via Power BI Report Server.

Finally, the variable plan comes at a custom price that you get from the sales team. It enables you to create customer-facing dashboards, reports, and analytics. You can also brand reports as your own and automate administrative tasks.

Power BI free vs. Pro

Most organizations are torn between the free and pro price tiers when onboarding to Power BI. The choice of either depends on what reports and insights you wish to get from the data.

With the free account, you can create reports on your desktop. It allows you to connect to over 100 data sources and customize the report. You also get a free Microsoft Fabric account.

The Pro plan offers you all the features of the free plan and allows up to eight data refreshes with options to schedule the refreshments. Additionally, it offers full sharing capabilities, enabling you to share reports, dashboards, and datasets. You may also collaborate on your reports and export them to desired workspaces with ease.

Here is a feature comparison table for the two price tiers.