Lead_Pbi
Track Lead Providers
₹5000.00
Leads Tracking Dashboard
A professional Power BI Leads Tracking Dashboard designed to help businesses manage, monitor, and analyze their sales leads in one place.
Key Features:
📊 Total Leads & Lead Performance KPIs
👤 Salesperson-wise Lead Tracking
📅 Follow-up tracking with FU1, FU2 & FU3 dates
🔄 Lead Status and Conversion Tracking
⭐ Lead Score and Lead Trend analysis
📈 Lead Source & Channel analysis
🗺️ Location-wise lead analysis
🛍️ Product-wise lead tracking
💰 Booking Amount monitoring
⏱️ Lead Age analysis
🔍 Interactive filters and slicers
📱 Professional Power BI dashboard interface
Business Benefits:
Helps sales teams identify pending follow-ups, monitor salesperson performance, prioritize high-value leads, track conversions, and make faster data-driven decisions.
Included: Power BI dashboard + Excel-based data input template + user instructions.
Dashboard Type: Microsoft Power BI Dashboard
Data Source: Microsoft Excel
Suitable For: Sales Teams, SMEs, Manufacturers, Distributors & Service Businesses
What You Receive:
Power BI Dashboard (.pbix)
Excel Data Entry Template
User Guide / Setup Instructions
Requirements:
Windows PC/Laptop
Microsoft Power BI Desktop
Microsoft Excel
How It Works:
Enter or update lead information in the Excel file and refresh the Power BI dashboard to view the latest data and sales insights.
Important:
This is a ready-to-use dashboard template. Customers can customize the Excel data and Power BI visuals according to their business requirements. Microsoft Power BI Desktop is required to open and refresh the .pbix dashboard.