This Power BI template provides executive teams with an immediate, plug-and-play solution for monitoring key revenue KPIs: Sales Growth %, CAC (Customer Adquisition Cost), and ARPU (Average Revenue Per User).
Designed for direct connection to your CSV data files (customers, sales, marketing spend), it automatically generates insights without a complex setup. Full visual customization, including theme colors and logo, is also available for seamless brand alignment.
When you download the template you will get the Power Bi Template file (.pbit) that you will use to create your own dashboard, as well as sample data in case you want to create some test report, before creating the production version.
HOW TO USE THE TEMPLATE
Follow the steps below to begin using the dashboard with your own data.
- Configure Data Source Folder
To ensure the template connects correctly to your data, it’s crucial to set up your data folder structure precisely as follows:
1.1 Create a Main Data Folder: First, designate a single, main folder on your computer that will contain all your business performance data. For example, you might create a folder like C:\YourBusinessData\.
1.2 Organize Subfolders: Inside this main data folder, you must create three specific subfolders. Each subfolder will house the corresponding data files:
- Customers
- Sales
- MarketingSpend
1.3 Place Your CSV Files:
Now, place your respective .csv files into their correct subfolders. The template is designed to automatically detect and combine all CSV files within each of these three subfolders.
Important File Naming and Content Format:
To ensure proper recognition and handling, especially for monthly data, your CSV files should follow a consistent naming convention. We recommend a format that includes the data type and the month/year.
For sales data: Files should start with Sales_ followed by the year and month. Example File Names:
- Sales_202401.csv
- Sales_202402.csv
- Sales_202312.csv
For customers and marketingspend data: Files can follow a similar [DataType]_YYYYMM.csv pattern or simply be named Customers_YYYYMM.csv and MarketingSpend_YYYYMM.csv respectively. The key is to have distinct files for each period if your data is split monthly.
Example File Names:
- Customers_202401.csv
- MarketingSpend_202401.csv
Data Structure (Columns within CSVs):
Each CSV file within its respective subfolder must contain the expected column headers and data types for the template to function correctly. While the template can dynamically adapt to minor variations, ensuring consistent column names across all your monthly files is critical.
- Sales folder CSVs (e.g., Sales_202401.csv):
Expected Columns: InvoiceID (numerical), Date (date format e.g., YYYY/MM/DD), SalesAmount (numerical/decimal).
Example CSV Content:
InvoiceID,Date,SalesAmount
1001,2024/01/05,150.75
1002,2024/01/10,230.00
- Customers folder CSVs (e.g., Customers_202401.csv):
Expected Columns: CustomerID (text), JoinDate (date format e.g., YYYY/MM/DD), EndDate (date format e.g., YYYY/MM/DD, or blank if still active).
Example CSV Content:
CustomerID,JoinDate,EndDate
CUST0001,2024-01-29,
CUST0018,2024-03-09,2024-04-12
- MarketingSpend folder CSVs (e.g., MarketingSpend_202401.csv):
Expected Columns: Date (date format e.g. M/D/YYYY), Spend (numerical/decimal).
Example CSV Content:
Date,Spend
2024-03-01,11949
By following this precise folder structure and file format, your Power BI template will seamlessly load and process your data.
- Opening and Connecting the Template
Once your data folders and CSV files are correctly set up, you can proceed to open the Power BI template and connect your data.
2.1 Open the Template: Locate the downloaded Power BI template file and open it.
2.2 Enter Your Data Folder Path: Upon opening the template, a pop-up window titled “Business Performance Overview” (as seen in the example image) will appear. This window contains a field labeled “Filefolder”.
In this “Filefolder” field, you must enter the full and exact path to your main data folder (the one you created in Step 1.1, e.g., C:\YourBusinessData). This is the root folder containing the Customers, Sales, and MarketingSpend subfolders.
2.3 Load Data: After entering the folder path, click the “Load” button. Power BI will then begin processing the data from the specified folder and its subfolders, applying the necessary transformations and loading it into the dashboard.
Once the data load is complete, your Power BI dashboard will populate your own business performance metrics.
UNDERSTANDING THE DASHBOARD
The report consists of two main pages:
- Business Performance Overview
This page provides an executive summary of key financial and customer metrics, including:
KPI Cards: Displays snapshot values for:
- Sales ($)
- Marketing Spend
- CAC (Customer Acquisition Cost)
- ARPU (Average Revenue Per User)
- Active Customers
- Sales Growth %: This KPI shows the percentage change in total sales relative to the previous period. The “previous period” dynamically adjusts based on your slicer selections: if only “Year” is selected, it compares to the previous year; if “Quarter” or “Month” is filtered, it compares to the previous quarter or month, respectively.
Trend Charts: Visualizes trends for:
- Sales vs Marketing Spend
- ARPU vs CAC
Monthly Sales Growth % bar chart: A bar chart with conditional coloring to highlight monthly growth.
Slicers: Interactive filters by Year, Quarter, and Month to refine data.
2. KPI Definitions
A table that defines each KPI and how it is calculated.
CUSTOMIZING COLORS AND LOGO
This template offers full visual customization, allowing you to align it with your company’s branding by changing the color palette and replacing the logo.
- Customizing Colors with a Theme JSON File
Power BI allows you to apply a custom theme using a JSON file, which defines the color palette for your visuals and overall report.
To apply a custom theme:
- In Power BI Desktop, go to View > Themes > Browse for themes.
- Select your .json file with color definitions.
- Power BI will apply these settings across your dashboard.
Below is a sample JSON structure. Save this text as a .json file (e.g., MyCustomTheme.json):
{
“name”: “Revenue Custom Theme”,
“dataColors”: [
“#002a3e”,
“#3FE3CF”,
“#00BC8A”,
“#0E94FF”
],
“foreground”: “#121212”,
“background”: “#FFFFFF”,
“foregroundNeutralSecondary”: “#6C6966”,
“backgroundLight”: “#E5E0DA”,
“foregroundNeutralTertiary”: “#ABA7A2”,
“backgroundNeutral”: “#C6C2BE”,
“tableAccent”: “#4E9466”
}
How to Change Primary Colors to Match Your Brand:
- dataColors: Modify these hexadecimal codes for chart palettes.
- background and foreground: Adjust for overall report background and text colors.
- tableAccent: Controls table highlight colors.
4. Changing the Company Logo
The template dynamically loads your company logo. To change it:
- Prepare Your Logo File: Ensure your logo is in a common image format (e.g., .png, .jpg).
- Name the Logo File: The image file must be named Logo.png (or Logo.jpg, etc.).
- Place the Logo in the Main Data Folder: This Logo file must be placed directly within your main data folder (where your customers, sales, and marketingspend subfolders are located).
- Image Size Considerations: For optimal performance, keep logo image files light. If the image is too large, Power BI might cut it off or experience performance issues. It’s best to use an image that is not too heavy; otherwise, you’ll need to compress it.
- Refresh the Data: After placing the new Logo file, go to the Home tab in Power BI Desktop and click the Refresh button. Your new logo will then appear.
By following these steps, you can fully customize the visual appearance of your Power BI dashboard to reflect your company’s unique brand.
Once all these steps are completed, your report will be ready for publication to the Power BI service or for continued management and exploration directly from Power BI Desktop.
Need More Customization or Direct System Integration?
This template provides a robust foundation for monitoring your business performance. However, if you require further customization, advanced features, or direct integration with your existing business systems (beyond CSV files), our team is ready to assist you.
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