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gbarr12345
Post Patron
Post Patron

Power BI Measures to help Sales teams analyse data

Hi everyone,

 

I'm just wondering if you would know of any good power BI DAX measures that would be good to help a sales team analyse data?

 

Something a little more advanced if possible?

 

If so, would you be able to provide me with some sample measures and I can try them out?

 

Thank you so much in advance.

1 ACCEPTED SOLUTION
Ritaf1983
Super User
Super User

Hi @gbarr12345 
Although I don't believe in learning something through formulas and think that formulas should come after a true understanding of the specific team's business processes, I'll attach some links to guides on sales team metrics that might give you some direction:

https://www.youtube.com/watch?v=eZ-389ufAEI

https://www.sqlbi.com/articles/finding-products-without-sales-by-using-dax/

https://www.youtube.com/watch?v=hgkTOpe3hFc

https://aplinnovation.ca/blogs/power-bi-playbook/3-dax-measures-ytd-previous-total

https://giulio.dk/dax-revenue-cost-and-profit/

https://www.youtube.com/watch?v=NH_cK5DMtss

https://www.youtube.com/watch?v=WdOiYJyRcmk

https://www.youtube.com/watch?v=ReNO_a6SApg

End-to-end projects :

https://www.youtube.com/watch?v=mo3jaS7LdaQ

https://www.youtube.com/watch?v=r2V0vFSOvjw

Good luck

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

 

 

View solution in original post

3 REPLIES 3
Ritaf1983
Super User
Super User

Hi @gbarr12345 
Although I don't believe in learning something through formulas and think that formulas should come after a true understanding of the specific team's business processes, I'll attach some links to guides on sales team metrics that might give you some direction:

https://www.youtube.com/watch?v=eZ-389ufAEI

https://www.sqlbi.com/articles/finding-products-without-sales-by-using-dax/

https://www.youtube.com/watch?v=hgkTOpe3hFc

https://aplinnovation.ca/blogs/power-bi-playbook/3-dax-measures-ytd-previous-total

https://giulio.dk/dax-revenue-cost-and-profit/

https://www.youtube.com/watch?v=NH_cK5DMtss

https://www.youtube.com/watch?v=WdOiYJyRcmk

https://www.youtube.com/watch?v=ReNO_a6SApg

End-to-end projects :

https://www.youtube.com/watch?v=mo3jaS7LdaQ

https://www.youtube.com/watch?v=r2V0vFSOvjw

Good luck

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

 

 

Thank you very much for all of those resources Rita! Much appreciated!

Happy to help, Goodluck again 🙂

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