Power BI · Starter kit .zip · 5 files
Sales Dashboard for Power BI
A starter kit for a four-page Power BI sales report: the data model is shaped, 34 measures are written, and the guide takes you through building the pages on your own data.
- Power BI Desktop (free) Yes
- Power BI Desktop for Mac No
- Sample workbook and measures file Yes
- Power BI Service (publish and share) Partly
- Full matrix
Dashboard
Espresso blends: 164.2, top category
| Measure | Q3 2026 | vs last year |
|---|---|---|
| Net revenue | €612,480 | +8.4% |
| Orders | 9,317 | +5.2% |
| Average order | €65.74 | +3.0% |
Data
| OrderLineID | OrderDate | RegionKey | NetRevenue |
|---|---|---|---|
| 10041 | 02/07/2026 | N | 64.20 |
| 10042 | 02/07/2026 | S | 412.00 |
| 10043 | 03/07/2026 | E | 38.90 |
The sample data workbook feeds the model. Point it at your own file.
Read me
- 1Sample data workbook (.xlsx): Seven Excel tables: FactSales (2,000 order lines), DimDate, DimProduct, DimCustomer, DimRegion, DimRep and Targets, plus a README sheet. The company is a made-up Harbour Roast Supply. Use it to build first, then swap in your own.
- 2DAX measures (.dax text file): 34 measures, each with a one-line comment and the number format to give it, and a DimDate table in DAX if you prefer that to the sheet. Written for Power BI Desktop.
- 3Theme (.json): Colours and text styles for the report. Import it under View > Themes > Browse for themes.
- 4Build guide (PDF, 6 pages): Loading the tables, the relationships, marking the date table, pasting the measures, applying the theme, the four pages with the fields to use, and pointing the report at your own data.
- 5Starter kit (.zip): sample data workbook, theme, DAX measures, build guide. For Power BI Desktop (Windows, free). There is no ready-made .pbix or .pbit in this version.
Rendered from the template's own layout with made-up numbers for Harbour Roast Supply, a company that doesn't exist.
What it answers
- How are sales doing this period against the same period last year?
- Which product categories and regions are growing?
- Who are our biggest customers, and how are the reps doing?
- How do I get a proper date table and year-on-year measures without learning DAX this week?
- What should my sales data look like before I load it into Power BI?
What's in the kit
| Sheet | What it does |
|---|---|
| Sample data workbook (.xlsx) | Seven Excel tables: FactSales (2,000 order lines), DimDate, DimProduct, DimCustomer, DimRegion, DimRep and Targets, plus a README sheet. The company is a made-up Harbour Roast Supply. Use it to build first, then swap in your own. |
| DAX measures (.dax text file) | 34 measures, each with a one-line comment and the number format to give it, and a DimDate table in DAX if you prefer that to the sheet. Written for Power BI Desktop. |
| Theme (.json) | Colours and text styles for the report. Import it under View > Themes > Browse for themes. |
| Build guide (PDF, 6 pages) | Loading the tables, the relationships, marking the date table, pasting the measures, applying the theme, the four pages with the fields to use, and pointing the report at your own data. |
| README.txt | What is in the kit and the quick steps. |
| Format | Starter kit (.zip): sample data workbook, theme, DAX measures, build guide. For Power BI Desktop (Windows, free). There is no ready-made .pbix or .pbit in this version. |
Pages the build guide walks you through
- Overview
- The headline measures for the period you pick, set against the same period last year.
- Breakdown
- Revenue and margin by product category and region.
- Reps and customers
- Revenue by rep and by customer, active and new customers.
- Trend
- Revenue over time, with year to date and last year alongside.
Plugging in your own data
Build it once on our sample data so you can see it work. Then point it at yours:
- 1
In Power BI Desktop, choose Get data > Excel workbook, open the sample workbook and tick all seven tables.
- 2
Create the relationships the guide lists, and mark DimDate as the date table.
- 3
Paste the measures from the .dax file, one at a time, then import the theme.
- 4
Build the four pages by following the guide.
- 5
To use your own data, change the source in Power Query (Home > Transform data > Data source settings). Keep the table and column names and press Refresh.
What your data has to look like
| Column | What goes in it |
|---|---|
| FactSales: OrderLineID, OrderID, OrderDate | one row per order line; OrderDate is a real date |
| FactSales: ProductKey, CustomerKey, RegionKey, RepKey | keys that match the four dimension tables |
| FactSales: Quantity, UnitPrice, DiscountPct, NetRevenue, CostAmount | numbers; NetRevenue is after discount |
| Targets: MonthStart, RegionKey, RevenueTarget | one row per region per month |
Will it work on your machine?
| App and version | Works? | Notes | |
|---|---|---|---|
| Windows | |||
| Power BI Desktop (free) | Yes | Power BI Desktop is free and runs on Windows only. The kit is built there. | |
| Power BI Service (publish and share) | Partly | Publishing to the Power BI Service and sharing with colleagues needs a Pro or Premium Per User licence from Microsoft. | |
| Mac | |||
| Power BI Desktop for Mac | No | Mac: there's no Power BI Desktop for Mac. Use a Windows virtual machine, or build in the Service if your licence allows. | |
| Any system | |||
| Sample workbook and measures file | Yes | The sample data workbook and the measures file open in anything that reads .xlsx and plain text. | |
- The guide is written for Power BI Desktop. Menu names can move between Microsoft's monthly releases; the steps stay the same.
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
What the licence lets you do
| What you can do | Single | Team |
|---|---|---|
| Who can use the file | You, one named person | Up to 10 named people in the same company |
| Use it in your own business or job | Yes | Yes |
| Send the outputs (charts, PDFs, slides) to anyone, clients included | Yes | Yes |
| Edit anything: formulas, colours, layout, logo | Yes | Yes |
| Pass the file itself to someone else | No | Only inside the team of 10 |
| Resell, upload, rebrand or publish it as a template | No | No |
| Price | €29 | €69 |
More than 10 people? Ask us at office@primedigitallabs.com. Both licences are a one-off price. Nothing renews.
Updates and help
- Bug fixes
- Bug fixes are free for as long as we sell this template. Get the newest version any time with your order number on the download page.
- Support
- Questions go to office@primedigitallabs.com. We usually reply within 2 working days.
- What support covers
- Support covers how the template works and anything that's broken. Rebuilding it around a different data structure is custom work, and we're happy to quote for that.
Probably not for you if
- You want to open a finished report and press Refresh. In this version you build the pages, with the guide.
- You're on a Mac with no Windows machine to hand. Power BI Desktop only runs on Windows.
- Your team doesn't use Power BI. The Excel Sales Performance Dashboard does most of this without a new tool.
Goes well with
- Sample data, fictional
Sales Performance Dashboard
Revenue vs target by region, rep and product.
Excel · .xlsx, no macros6 sheetsWin YesMac YesWeb Partly€39 - Sample data, fictional
Finance Dashboard for Power BI
Kit for a P&L, budget-vs-actual and balance sheet report from a ledger export.
Power BI · Starter kit .zip5 filesWin YesMac NoWeb Partly€45
Questions people ask about this one
Why a kit and not a ready-made file?
Because a Power BI report file has to be built and checked inside Power BI Desktop on Windows, and this version is the parts without it: the data model, the measures, the theme and a guide. Building the pages yourself also means you know how every visual works when someone asks.
Do I need a Power BI Pro licence?
Not to build it. Power BI Desktop is free. You need Pro or Premium Per User to publish it to the Power BI Service and share it with colleagues there.
Can it connect to Shopify, HubSpot or a database?
Power BI can. The guide uses an Excel workbook as the source; swapping it for a CSV folder, a SQL table or a connector is a Power Query change. If you want us to do that part, that's a template tune-up, from €290.
How much DAX do I need to know?
Enough to paste. Each measure in the file has a one-line comment saying what it does and which number format to give it.
Have the measures been tested?
The measures are written for Power BI Desktop but we haven't run them in every setup. If one shows an error in your model, check the table and column names against the guide and tell us.