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BI Sample: Opportunity Analysis Report

Our interactive Opportunity Analysis Report is a powerful tool for monitoring sales opportunities and revenue performance.
November 11, 2024 by
BI Sample: Opportunity Analysis Report
Rubi Works LLC, Luka Bajic

A real Power BI sales pipeline dashboard — clickable.

This BI sample is a working Opportunity Analysis Report built in Power BI. It's a demonstration of how we structure sales-intelligence dashboards for B2B operators who need real-time visibility into pipeline health, revenue trends, and geographic performance.

What this is

An interactive Power BI report you can click through — filter by time range, drill into stages, and see the data model behind a modern sales dashboard.

What the report covers.

Revenue insights Tracks total revenue and pipeline progression with breakdowns by deal size and time period (trailing 3, 6, 9, 12 months). Real-time revenue performance monitoring against target.
Opportunity analysis Counts and distributes opportunities across every sales stage — from Lead through Qualified, Proposal, Negotiation, and Closed. See where deals are stalling.
Geographic segmentation Map-based view of pipeline and revenue by territory, region, or state. Useful for partner program analysis and sales coverage planning.
Size categorization Segments opportunities into Small, Medium, and Large buckets so leadership can see deal-mix trends at a glance.

Who this is for.

  • VP Sales who need pipeline visibility without waiting for Monday's forecast meeting
  • RevOps teams building dashboards for executive review
  • Partner program managers tracking engagement across geographic segments
  • Founder/CEOs who want a one-page truth about the top of the funnel

What it helps you do.

  • Track partner engagement and geographic distribution patterns
  • Analyze opportunity pipeline health and conversion rates across stages
  • Support strategic decision-making with data-driven sales insights
  • Identify bottlenecks where deals get stuck

See the live report.

Part of our BI showcase series — see related samples for financial dashboards, project performance, and labor forecasting.

Let's put this to work for your team.

Book a 30-minute call. We'll walk through your current stack and show you exactly how we'd approach your situation.