Deal Flow Dashboard

This Power BI dashboard turns sample deal-flow data into a pipeline view for sales and revenue conversations. It is designed to show where opportunities come from, how they move, and where attention is needed.

_{A Power BI dashboard showing how deals progress through sales stages}

Download Power BI Dashboard

What's In The Dashboard

I included a few views to make the pipeline easy to scan:

1. The Numbers: Headline measures include total sales, number of active deals, average deal size, and pipeline velocity.
2. Sales Channels: A breakdown of where deals are coming from, including enterprise, marketing, and partner channels.
3. Pipeline Stages: Shows how many deals sit in each stage, from initial leads through to closed deals.
4. Monthly View: Plots sales and opportunities over time to make trend changes easier to spot.
5. Deal Sizes: A simple deal-size breakdown helps show whether the pipeline is concentrated in larger opportunities or spread across smaller ones.

Professional Use

Although this uses sample data, the dashboard pattern maps to a common executive BI need: translating raw CRM data into a clear view of pipeline health, channel performance, and deal-stage friction.