Executive Revenue Performance Dashboard

This interactive dashboard delivers a comprehensive view of sales performance, revenue trends, and market opportunities across products, sectors, and accounts. Designed for executives and sales leaders, this dashboard delivers actionable insights to improve conversion rates, grow recurring revenue, optimize product mix, and recover lost opportunities. It enables quick navigation from high-level KPIs to detailed account, agent, or product analysis — all in one place.

Data Source: CRM🚀 + Sales📊 + Opportunities🔖

CRM Dashboard

DAX Measure Documentation

SUM(sales_pipeline[close_value])

This measure calculates the total revenue by summing the `close_value` column in the `sales_pipeline` table, representing the total value of all closed deals.

AVERAGE(sales_pipeline[close_value])

This measure calculates the average value of deals by averaging the `close_value` column, providing a quick insight into the typical size of a transaction.

DIVIDE([Deals Won], [Total Deals])

This measure calculates the win rate by dividing the number of deals won by the total number of deals. It's a key performance indicator for sales effectiveness.

COUNTROWS(FILTER(sales_pipeline, sales_pipeline[deal_stage] = "Won"))

This measure counts the number of rows in the `sales_pipeline` table where the `deal_stage` is equal to "Won", giving the total count of successful deals.

COUNTROWS(FILTER(sales_pipeline, sales_pipeline[deal_stage] = "Won" || sales_pipeline[deal_stage] = "Lost"))

This measure counts all deals that have either been won or lost, providing a count of all concluded deals in the pipeline.

CALCULATE([Win Rate %], ALLEXCEPT(sales_pipeline, sales_pipeline[sales_agent]))

This measure calculates the win rate specifically for the sales agent being evaluated. The `ALLEXCEPT` function ensures that the calculation is only filtered by the current agent, ignoring other filters on the page.