Introduction
Getting inspiration for your next Power BI report can be one of the best ways to kick start the build/design process. In this handbook, we'll share our top 10 Power BI dashboards, all of which are purpose-built using a unique dataset and follow design best practices.
You can also view the live version of each Power BI dashboard by clicking their corresponding header.
For each dashboard we'll provide a high-level overview by covering three criteria:
- Who the audience of the dashboard is
- What the purpose of the dashboard is
- What the dashboards key insights are
For reference, all the dashboards below were built using the Numerro Toolkit, allowing for an effortless build/design process whilst implementing design best practice every step of the way. Additionally, all dashboards are included as part of the Toolkit, acting as templates to help you start.
What we'll cover
1 - Finance Dashboard
2 - HR Dashboard
3 - Logistics Dashboard
4 - Social Media Dashboard
5 - Sales Dashboard
6 - Marketing Dashboard
7 - Customer Analysis Dashboard
8 - Customer Satisfaction Dashboard
9 - Executive Dashboard
10 - Website Analytics DashboardFree Template
1 - Finance Dashboard
Who the audience of the dashboard is:
The finance dashboard was built as an executive-level report to showcase an organisation's financial insights. As the intended users are executive-level employees, the dashboard presents high-level insights that allow users to easily scan the report. Users then have the additional option to dive into the granular metrics, should a high-level matrix trigger an insight worth exploring.
What the purpose of the dashboard is:
The purpose of the dashboard is to provide a high-level overview of the business's financial performance over time. Additionally, it allows users to dive into financial performance by location and product category. Both of these focus areas allow users to determine financial trends and areas of over/under performance. Users can then use these initial insights to determine where to focus their efforts.
What the dashboards key insights are:
- KPI's - Revenue, Profit, Orders, Customers, Quantity:
Provides a snapshot of the business's financial position - Area Chart - Revenue over time (12 months):
Helps users identify the seasonal flow of business - Stacked Bar Chart - Revenue by region, split by product category:
Helps users understand their financial performance by geography and category - Table - Sub-category performance:
Provides insights into how each product performs - 100% Stacked Bar Chart - Revenue to Profit ratio:
Provides a clear indication of their financial position based on a common accounting metric.
2 - HR Dashboard
Who the audience of the dashboard is:
The HR dashboard is for HR managers who want to understand the demographics of employees, keep up with new employees, and ensure they are meeting industries diversity standards.
What the purpose of the dashboard is:
High-level insights, including average salary, average duration, and average age, help the HR team understand who their employees are. These insights allow HR to better accommodate employees in future company decisions. Additionally, the insights help the HR team carefully craft a diverse workforce that meets the companies mission.
What the dashboards key insights are:
- KPI's - No. Employees, Av. Salary, Av. Duration at Company, Av. Age:
To better understand the average employee profile - Area Chart - New Employees per year:
To measure the rate of recruitment - Bar Chart - No. of employees by region:
To uncover the geographical distribution of employees - Table - Latest employees:
To keep track of new employees
3 - Logistics Dashboard
Who the audience of the dashboard is:
The logistics dashboard is used by logistics managers to help them understand the flow of goods. The report also provides a view by product, delivery method, and location for further insights.
What the purpose of the dashboard is:
The purpose of the logistics dashboard is to help logistics managers with product flow. The dashboard identifies areas of high/low product flow to helps managers allocate resources in order to meet delivery standards and run a smooth operation.
Overall, this helps the organisation become more efficient by better utilising their resources, essentially saving them time and money.
What the dashboards key insights are:
- KPI's - No. Order, No. Quantity, No. Customers:
To provide context relating to the scale of the operation. - Decomposition Tree - Flow of orders by category and sub-category:
To prioritize each products shipping process. - Shape Map - Orders by state:
Helps managers allocate resources based on demand. - Matrix - Order by month, by shipping mode:
Helps users better allocate resources throughout the year and prioritize shipping method development.
4 - Social Media Dashboard
Who the audience of the dashboard is:
The social media dashboard is for social media managers and is used to help them understand the high-level impact each of their social networks has on their audience.
What the purpose of the dashboard is:
The purpose of the report is to provide an overview of how the social media teams efforts are impacting the number of impressions over time. Additionally, the dashboard is designed to help identify the best performing social networks. In return, this helps the team better understand where to focus their marketing efforts.
What the dashboards key insights are:
- Ribbon chart - Impressions by month, split by platform:
To help prioritize which platforms to focus on throughout the year. - Table - Impressions by content type:
To determine which content types perform the best. - Stacked Column Chart - Impressions by quarter, split by platform.:
To provide a high level view of impressions across the year to help resource allocation. - Bar Chart - Impressions by platform:
To determine the highest performing platform and prioritise accordingly (supports the below). - Donut Chart - Impressions % by platform:
To determine the split of impressions and prioritise accordingly (supports the above).
5 - Sales Dashboard
Who the audience of the dashboard is:
The sales dashboard was built for sales managers to help them visualize their sales data, including opportunity values, count and velocity.
What the purpose of the dashboard is:
The purpose of the dashboard is to help sales managers understand how the business is performing and where they need to focus their efforts if they are to meet their sales targets.
The dashboard provides sales managers with an overview of their sales to date, along with granular details relating to each opportunity. Additionally, all metrics are presented in a high-level format to help sales managers identify areas of focus.
What the dashboards key insights are:
- KPI's - Sales, No. Opportunities, Av. Opportunity Size, Av Velocity:
Help managers gauge an overview of their current sales position - Area Chart - Sales & Opportunities by month:
Help managers measure the flow of deals by month in relation to targets. - Donut Chart - Total sales split by marketing channel:
Allow managers to identify which channels require additional focus based on performance. - Clustered Bar Chart - Opportunities by sales stage, split by marketing channel:
Helps managers monitor the flow of opportunities and assist with progression - Bar Chart - Sales grouped by opportunity size:
Helps managers understand the dynamics of their sales business
6 - Marketing Dashboard
Who the audience of the dashboard is:
The marketing dashboard was built for a banks marketing team to visualize a set of market research the bank carried out with its customers.
What the purpose of the dashboard is:
The purpose of the dashboard is to help a banks marketing team identify trends and patterns within a set of market research carried out with customers.
The dashboard provides the marketing team with a visual representation of their research, allowing them to spot correlations between various customer data points. These insights help them understand their customers and therefore learn how to better accommodate them.
What the dashboards key insights are:
- Scatterplot - Av. bank balance by age, split but education level:
Helps the bank identify the profile of their more lucrative customers. - 100% Stacked Bar Chart - Total subjects by education, split by marital status:
Helps the bank better understand their customer demographics. - Multi-card Row - Job type breakdown:
Helps the bank better understand their customer portfolio, as well the more lucrative job types. - Treemap - Av. bank balance by education level:
Helps the bank target future customer, as they know which customer type is more valuable.
7 - Customer Analysis Dashboard
Who the audience of the dashboard is:
The customer analysis dashboard was built for the management of a food retailer to better understand their customer's demographics and how these impact their relationship with the retailer.
What the purpose of the dashboard is:
The purpose of the dashboard is to help the food retailer understand which type of customers are more valuable, and which ones are less valuable. These insights allow the retailer to focus their efforts on specific customers that provide a higher ROI.
What the dashboards key insights are:
- KPI's - Av. Age, Av. Duration as Customer, Av. Income, Av. No. Purchases, Av. 2y Spend:
These insights allow the retailer to understand their average customers activity. - Scatterplot - Correlation between age and average 2y spend:
Profiles the retailers customers by spend and age, helping them spot more lucrative customer demographics for future targeting. - Matrix - Customer breakdown by age:
Provides insights into how a customers age impacts their activity with the retailer.
8 - Customer Satisfaction Dashboard
Who the audience of the dashboard is:
The customer satisfaction dashboard was built for the management of an airline company to help them understand insights collected from customer feedback surveys.
What the purpose of the dashboard is:
The purpose of the dashboard is to help the airline understand how customers rate the service provided. The insights allow the airline to determine whether they are improving their service with customer expectations. Additionally, it helps them better understand how specific service offerings are performing in regards to customer satisfaction.
What the dashboards key insights are:
- Gauges - Users, Av. Score, Av. Delay:
Provides the airline with benchmark stats that gauge the overall satisfaction levels vs targets. - Stacked Bar Chart - Participants by satisfaction level, split by class:
Helps the airline identify the performance of service offerings on customer satisfaction, allowing them to better prioritise resources to high/low performing areas. - Line Chart - Av. Customer Rating by Class and Year:
Helps the airline identify how decisions impact the level of customer satisfaction over a period of 8 years. - Table - All stats by year:
Supports the above on a granular level.
9 - Executive Dashboard
Who the audience of the dashboard is:
The executive dashboard was built for executive level employees to understand how their business has performed year to date.
What the purpose of the dashboard is:
The purpose of the dashboard is to provide a snapshot of the businesses performance, focusing only on high-level insights that are easily digestible. The aim is for executive level employees to track key metrics and gauge whether a deep dive is necessary to improve/sustain a certain performance metric.
What the dashboards key insights are:
- KPI's - COGS, Profit, Discounts, Av. Unit Cost
High-level snapshot of key metrics - KPI/Area Chart - Sales, Units Sold, Av. Sales Price, Av. Units Per Order
High level snapshot of key metrics + monthly trend for further visual representation
10 - Website Analytics Dashboard
Who the audience of the dashboard is:
The website analytics dashboard was built for a companies marketing department to understand how customers were interacting with their website.
What the purpose of the dashboard is:
The purpose of the dashboard is to collect website analytics data a present it in an easier format to help the marketing team digest key insights about how their customers are interacting with their website.
The aim is to showcase key KPI's that help gauge how the website is performing against benchmark metrics. It also uncovers which pages perform better than others so that the team can improve their customers website experience.
What the dashboards key insights are:
- KPI/Area Chart - Pageview, Unique Pageviews, Bounce Rate, Exit Rate:
Key stats to gauge performance vs benchmark stats - Clustered Column Chart - Pageviews/Unique Pageview by month:
To understand how their website performs throughout the year, which they can use to identify the effectiveness of marketing campaigns. - Donut Chart - Pageviews split by year half:
High level view of the above insight. - Table - Exit Rate & Pageviews by Page:
Uncovers how specific pages perform to help the marketing team optimize user experience.
Free Demo Template
If you're looking to get a feel for how we've built the reports above, why not try out our demo template. The demo template and dashboards above were all built using the Numerro Toolkit. We built the Toolkit to make it easier and faster for Power BI users like yourself to build great looking reports that reap the benefits of implementing design best practice. If you're interested in learning how it works, check it out here.
