In this video, you’ll learn how to build a Company Sales Agent Performance Dashboard in Microsoft Power BI from scratch. This dashboard tracks key performance indicators (KPIs) such as:
✅ Total Calls & Calls Connected
✅ Deals Closed & Deal Value (USD)
✅ Agent-wise Sales Performance
✅ Call Drop Rate by Quarter
✅ Average Call Duration by Month
✅ Goal vs Actual Performance with Variance Indicators
Get the Dataset here: https://github.com/slidescope/data/blob/master/Company%20Sales%20Agent%20Performance.xlsx
We’ll cover step-by-step instructions:
- Importing and preparing data
- Creating DAX measures for KPIs
- Designing visuals (cards, charts, tables, slicers)
- Applying conditional formatting & icons
- Building a professional dashboard layout
- Publishing and sharing in Power BI Service
Whether you’re a beginner or an advanced Power BI user, this tutorial will help you design an interactive, professional sales dashboard for performance tracking and decision-making.
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