Organizations rely on accurate, real-time data to make informed decisions. Almost 64% state big data—and the ability to analyze it—is one of the most important investments to gain an edge over the competition.

Through accurate calculations based on reliable data companies can make critically complex, real-time business decisions. Power BI is one of today’s go-to data visualization tools for data-driven businesses relying on precise, reliable, real-time data to generate valuable insights.

Our 5 key takeaways on business intelligence and Power BI dashboards are:

  • Power BI is a Business Intelligence, or BI, solution created by Microsoft. Power BI lets users build project- or source-centric dashboards, draw data from multiple sources, and run analysis reports to improve organizational decision-making
  • Power BI dashboards provide clear, concise views of important metrics and trends using highly accessible visualizations, helping even non-technical decision-makers quickly understand essential business insights without having to comb through complex datasets.
  • The Power BI Customer Segmentation Dashboard gives senior management a view into individual customer revenue and how serving specific customers contributes to the company’s profitability.
  • Power BI has built-in artificial intelligence (AI) you can augment for trend and anomaly detection, which can enhance your overall predictive analytics and forecasting abilities.
  • You can find over 9,000 community-created Power BI dashboard templates in the Microsoft Power BI Community portal within the Data Stories Gallery.

In this post, you’ll learn why Power BI adoption is relevant, and how its highly customizable, data-rich dashboards are a game-changer for organizations of all sizes.

Table of Contents

What is Power BI and Its Dashboards?

Power BI is a Business Intelligence (BI) solution created by Microsoft. Power BI lets users create dashboards that integrate data from various sources for comprehensive analysis and decision-making. 

This tool is versatile, offering a free desktop version, a mobile version for on-the-go access, and a developer version for integrating analytics into web apps. Power BI's strength lies in its compatibility with a wide range of database programs, including those outside the Microsoft suite.

Companies use Power BI to query data regarding:

  • Sales and revenue figures
  • Marketing campaigns and outcomes
  • Finance and accounting information

Power BI features and benefits include:

  • Data visualization
  • Data transformation
  • Comprehensive data integrations
  • Customizable visualizations and reports
  • Robust data encryption

Additional features of Power BI include:

  • Natural language processing (NLP) allows plain-English queries
  • Shared dashboards and reports mean enhanced collaboration
  • Mobile apps (iOS and Android) allow on-the-go access from anywhere

Recommended Reading: The 5 Best Data Pipeline Tools for 2024

How to Evaluate Power BI Dashboards

When assessing Power BI dashboards, consider the ease of visualizing and updating data. Power BI’s Data Stories gallery offers a range of examples and templates that can be customized to meet specific data needs. Key factors to evaluate include the dashboard’s ability to integrate diverse data sources, the relevance of visualizations to the displayed metrics, and the overall ease of use.

Some of the visualizations offered in Power BI include:

  • Bar charts
  • Column charts
  • Pie charts
  • Graphs
  • Tables
  • …and more

To choose the right dashboard for the information you want displayed, consider:

Data Integration

Connecting and integrating as many data sources as possible helps reflect the exact up-to-date information displayed.

You need comprehensive, real-time data integration for the utility and accuracy of your Power BI dashboards. Using’s No-Code data pipeline ensures your dashboards reflect the most relevant and up-to-date information, helping users make better decisions based on the most recent information. 

Data integration allows:

  • Seamless consolidation of data from various sources
  • Enhances the dashboard's ability to generate accurate information
  • A holistic view of the business

Without comprehensive, real-time data integration, your dashboards may present outdated or incomplete data, which can cause inaccurate outputs and undermine your business strategies. Ensuring real-time data integration assures the reliability and relevance of your dashboards.


Every organization is different and requires unique reporting capabilities. The highly customizable nature of Power BI dashboards allows users to highlight just the information needed—whenever needed—to drill down for accurate insights and informed, data-driven decision-making.

User Accessibility

Power BI interactive dashboards are one of the most user-friendly data visualization reporting solutions available. Users note that the program’s learning curve isn’t quite as steep as other options, and what seems like highly complex calculations come to life in brilliantly colored visualizations representing just the data required.

The type of visualizations you choose or Power BI dashboard examples you can create are only limited by developer creativity.

5 Power BI Dashboards to Consider for 2024

Businesses turn to Power BI Dashboards to consolidate disparate data, translate it into relevant data points, and present insights businesses can use for more informed decision-making. 

Power BI Dashboards align with your need for comprehensive data analysis by centralizing disparate data sources, such as: 

  • CRM systems
  • Website analytics tools
  • Accounting software
  • Human Resources management solutions

Some of the more common use cases for Power BI dashboards include:

  • A manager in the Sales department needs information on sales rep performance.
  • A C-suite executive needs to understand company-wide profitability.
  • A content marketing professional wants to visually illustrate the reach and subsequent value of a campaign.

A robust data integration partner can help you harness the many types of data your business collects, transforming it into a singular language—a sole source of truth—that gives you an edge over the competition in today’s data-driven atmosphere.

#1. Customer Segmentation Dashboard

Customer segmentation is a useful strategy, especially for B2B companies. The Power BI Customer Segmentation Dashboard gives senior management a view into individual customer revenue and how serving specific customers contributes to the company’s profitability.

The Customer Analysis Dashboard highlights:

  • Customers with the highest and lowest spend
  • Most appealing products or services by customer
  • Share of sales per service or product category

#2. Sales Analysis Dashboard

While the Customer Analysis Dashboard offers data illustrating which products or services are most popular with specific customers, the Sales Analysis Dashboard offers sales managers:

  • Information about products or services in greater detail
  • Revenue tabulation according to customer segment and region
  • Sales performance figures per product or service
  • Regional profitability
  • Discount value

The Community offers multiple Sales Analysis Dashboards. Review several to see which one may work for your application, or create your own dashboards.

#3. Email Engagement Analytics Dashboard

If you use bulk email to market your product or services, an Email Engagement Analytics Dashboard can help you understand the following proportions:

  • Emails sent to emails delivered
  • Emails delivered to emails opened
  • Emails opened to email links clicked
  • Links clicked resulting in a sale

Set up data integration from your email campaign management tool, such as HubSpot or MailChimp, for the above reports and see how your numbers fluctuate over specific periods or campaigns.

The Customer Engagement Analytic Dashboard and the ChannelMix Email Performance Dashboard are both great options that you can customize to your organization.

#4. Marketing Campaign Insights Dashboard

The Marketing Campaigns Insights Dashboard highlights how effective each marketing campaign is across product or service segments and sales channels. Marketing managers can measure how successful each activity is within a specific campaign and use the insights to suggest campaign updates or tweaks where necessary.

#5. Executive Summary or Financial Performance Dashboard

Company executives need to understand performance from quarter to quarter and year over year. For instance, the Quarterly Financial Performance Dashboard integrates sales data and lets management view profits and compare specific metrics for chosen quarters according to product, service, customer segment, region, total sales, and more. The resulting figures are presented with stunning BI visuals, offering more accessible and actionable insights than traditional spreadsheet reports and, therefore, improve financial forecasting and future planning.

In the context of integrating diverse data sources for such a comprehensive dashboard, data integration tools like play a vital role. They ensure that regardless of where your data resides — be it in cloud storage, various SaaS platforms, or even scattered across different departments — it can be seamlessly brought together. This integration is crucial for creating a dashboard that accurately reflects the current state of your business. With, the process of consolidating this data into your Microsoft Power BI Dashboards becomes more efficient and less time-consuming, freeing up your resources to focus on strategic analysis and decision-making. For a more tailored approach to your data integration needs, schedule an intro call to speak with one of our data integration experts.

Comprehensive Guide to Crafting Power BI Dashboards

Using the Microsoft Community Data Stories gallery for Power BI dashboard examples and templates can work for some businesses—but what if you’re in a niche industry, or every template you view doesn’t have quite the output you need?

In that case, you can design your own Power BI dashboard.

Here are a few tips to keep in mind before we get into the actual steps:

  • If you have a significantly large dataset with incoming data, use the incremental refresh setting.
  • Interactive buttons can help you point viewers to worksheets right from the BI dashboard. Click on Insert, then click Buttons from the dropdown, and then, in Page Navigation, make the button clickable.
  • Don’t forget to double-check the data model associations between fields and tables. Data modeling relationships are integral to the Power BI Visual feature.
  • Use DAX to customize metrics for greater insights, such as totals, averages, and other, more in-depth calculations.
  • The Power BI Marketplace offers custom visual elements that can make your dashboards more engaging.
  • Parameter tables let dashboard users adjust data aspects to return more customized results, such as custom timeframes, and enhances the interactive aspect of your dashboard.
  • Power BI has built-in artificial intelligence (AI) you can augment for trend and anomaly detection, which can enhance your overall predictive analytics and forecasting abilities.
  • Turn on Version Control so, in the event of data corruption or another issue, your dashboard changes are tracked. You can revert to a prior version if the need arises.

Steps to Design a Customer Segmentation Dashboard

RFM analysis is one of the best customer segmentation methods. This technique helps organizations prioritize customers based on:

  • Recency of last purchase
  • Frequency of purchases
  • Monetary spend

The Monetary aspect is unique in that it can highlight average value per purchase, value of most recent purchase, year-over-year spending, and, ultimately, customer lifetime value.

To produce an RFM score for segmentation, you need these four factors:

  • Customer identity: Customer name or internal identification number.
  • Recency: Provides the date of most recent purchase.
  • Frequency: Communicates the total number of purchases made.
  • Monetary: Provides total spend over a lifetime.

The steps to create this dashboard are as follows:

  1. Once you’ve created these parameters, you’ll need to integrate the data you’ll use. Transform your data, then click on Report View.
  2. Use a Segment Scores table that will filter your data and apply the appropriate RFM score from 1 (lowest) to 5 (highest).
  3. Now, you’ll use DAX to calculate values.
  4. Generate the RFM table using the DAX data.
  5. Separate each data group into percentages.
  6. Define the criteria required within each segment.
  7. Create a manageable relationship between your RFM and Segment Score tables.

Because the above explanation goes into the details of designing a dashboard, remaining dashboard creation explanations are not as detailed for brevity purposes.

Recommended Reading: ETL and Data Warehousing Explained: ETL Tool Basics

Steps to Design Sales Analysis Dashboard

To create a Sales Analysis dashboard:

  1. Connect your data source.
  2. Create a new Report in Power BI.
  3. Build out the dashboard according to your KPIs, which should include:
    • Revenue from sales
    • Sales quota achievements
    • Conversion rates
    • Retention rates
  4. Average ticket value
  5. Add your KPIs to the dashboard.
  6. Create a card visualization for every KPI.
  7. Add any required filters or interactive elements.
  8. Click Publish, then Share.

Steps to Design Email Engagement Analytics Dashboard

For an email engagement analysis dashboard:

  1. Collect and review your email marketing data.
  2. Choose the metrics most important for your email analysis reports.
  3. Set up your Power BI tool to engage in email marketing reports.
  4. Connect your data source, which is whichever platform you use for your email marketing campaigns.
  5. Integrate this data into Power BI.
  6. Start with a Basic dashboard.
  7. Design any custom visuals.
  8. Add any required filters, interactive elements, auto-refresh intervals, and slicers.
  9. Click Publish, then Share.

Steps to Design Marketing Campaign Insights Dashboard

To build a marketing campaign insights dashboard:

  1. Import your marketing dataset.
  2. Begin building a Basic dashboard.
  3. Add your chosen KPIs.
  4. Choose relevant charts or graphs to add to the dashboard and report.
  5. Adjust, add, or design any specific visuals or interactive elements.
  6. Click Publish, then you can either Share or Export your dashboard.

Steps to Design an Executive Summary or Financial Performance Dashboard

An Executive Summary dashboard tracks metrics and KPIs at a higher level to provide an understanding of your company’s financial health in real-time.

Think of this dashboard as Mission Control for your financial or accounting teams and for any leadership executives or management personnel you’re responsible for keeping in the loop, which is why our steps here take a little different approach. To create this dashboard, you’ll follow the same general steps as the dashboards above, using the information below at the corresponding step.

Metrics that are important to include in an Executive Summary dashboard include:

  • Rate of revenue growth
  • Current ratio of assets to liabilities
  • Gross profit margin
  • Net profit margin
  • Cash flow
  • Working capital

Visuals that are especially helpful in this dashboard view are:

  • Line charts: Showcases trends in revenue growth or decline, and are easily readable.
  • Bar charts: Visually compares quarters or year-over-year figures.
  • Pie charts: Helps visualize expense spending.
  • Scorecards: Highlights KPI performance against the targets you’ve set.

Since the Executive Summary reviews business performance aspects from a less granular level, its resulting reports are incredibly simple to understand and pinpoint any areas that may require more review.‍

Advanced Techniques for Power BI Dashboard Optimization

Using Power BI to its full capacity can help you gain a deeper understanding of your business’s data, communicate what you see in a digestible way, and make better decisions. Power BI also streamlines workflows and processes, and improves overall organizational efficiency within an all-in-one business platform.

To make the most of your Power BI subscription:

Customize Your Dashboard

You can design your dashboards so they work best for you and others who’ll be accessing the program. You can:

  • Create custom visuals
  • Use optimized filters
  • Create slicers
  • Configure the dashboard to your specific business and industry

Take Advantage of Advanced Data Analytics

Power BI is equipped with:

  • Accessible DAX language
  • Simple data manipulation with Power Query
  • Powerful machine learning capabilities

Integrate Power BI With Your Other Business Solutions

The Power BI Get Data element lets you:

  • Connect to all your data sources
  • Import data from those sources through the use of APIs
  • Use that data within your dashboards for highly attuned reporting
  • Maintain data integrity at all stages

Collaborate with Colleagues and Management

With Power BI, you can:

  • Work on projects with other colleagues
  • Share dashboards or reports using secure access protocols
  • Discover potential issues
  • Jointly create data models or hone queries

Concluding Thoughts

Power BI distinguishes itself among data visualization platforms through a combination of deep integration with Microsoft's ecosystem, cost-effectiveness, and user-friendly interface. Its native connectivity with other Microsoft products like Azure, Excel, and the Office 365 suite allows for a seamless experience. Power BI helps users harness the full potential of their data within a familiar environment, streamlining workflows and enhancing productivity.

Leveraging for Enhanced Power BI Dashboards

To enjoy the full potential of Power BI dashboards, you need access to up-to-date and pertinent data—a significant hurdle in most cases. Power BI provides strong support for a range of commonly used databases, but it could fall short when it comes to integrating cloud-based data sources that aren’t part of the Microsoft suite of products.

Consider a company that wants to enhance its Email Campaign Dashboard—accessing data from platforms such as Pardot or HubSpot is essential. If the Power BI native data source support proves inadequate, you need a specialized cloud-based ETL (Extract, Transform, Load) solution. bridges the gap, facilitating the transfer of data from a wide array of sources. offers a streamlined, code-free method to import data from hundreds of different sources, including several SaaS platforms and databases, into your data warehouse. From there, you can analyze and visually represent that data in Power BI.

Try a 14-day free trial yourself and see if is the answer to your data integration needs. Not really sure of your company’s requirements? Schedule an intro call to speak with one of our integration experts.

Power BI Dashboards FAQs

Why are Power BI dashboards pivotal for modern businesses?

Power BI enables enterprises to harness large volumes of data for strategic decision-making, offering extensive analytics and visualization tools to translate insights into actions.

How flexible and customizable are Power BI dashboards?

Power BI offers a unified interface with numerous customization options, allowing users to create bespoke dashboards and reports including (but not limited to) maps, gauge readings, bubble charts, funnel diagrams, and other options.

You can even allow each user to create their own separate, flexible customizations for dashboards and reports.

Can Power BI dashboards integrate seamlessly with diverse data sources?

Yes, Power BI syncs with a wide range of data sources, including cloud services, databases, data warehouses, spreadsheets, and APIs, providing a comprehensive view of business activities.

Are Power BI dashboards secure for confidential data visualization?

Built on Microsoft Azure's robust security framework, Power BI adheres to global compliance standards and employs encryption, Azure Active Directory integration, row-level security, and comprehensive auditing for data protection.

Recommended Reading: Understanding and Evaluating Cloud-Based ETL Tools