The CRM KPI Dashboard in Power BI is a ready-to-use solution designed to track and visualize your most critical customer relationship management metrics. With seamless data integration from Excel, this dashboard enables businesses to monitor KPIs, identify trends, and make informed decisions with interactive and user-friendly visuals CRM KPI Dashboard.
Key Features of the CRM KPI Dashboard
Summary Page
- Displays a comprehensive view of KPIs with slicers for Month and KPI Group.
- Includes key performance metrics like Total KPIs Count, MTD Target Met, and MTD Target Missed.
- Provides a detailed table showing KPI data, such as Current Year Actuals, Targets, and Previous Year Comparisons for MTD and YTD.
KPI Trend Page
- Showcases combo charts comparing Actuals, Targets, and Previous Year values for MTD and YTD.
- Interactive slicer allows users to focus on specific KPIs for detailed trend analysis.
KPI Definition Page
- Offers drill-through functionality for accessing KPI formulas and definitions.
- A back button ensures smooth navigation to the main dashboard.
Excel-Based Data Source
- Includes three customizable sheets for Actual Values, Target Values, and KPI Definitions.
- Easily update the dashboard by modifying data in the provided Excel file.
