NGTNext Gen Templates
🎓 Academy
NGTNext Gen Templates
Wishlist Account WhatsApp
Next Gen Templates
Next Gen Templates Your Go-To Hub for Digital Templates & Productivity
Academy · Learn Excel
About Us
Contact Us
YouTube
WhatsApp
Wishlist
Cart 0
Account

Consulting KPI Dashboard in Power BI

Power BI - instant download

Original price was: ₹1,799.00.Current price is: ₹1,199.00.
Details, requirements and demo below
Sale!
Consulting KPI Dashboard in Power BI
Consulting KPI Dashboard in Power BI - Image 2
Consulting KPI Dashboard in Power BI - Image 3
Consulting KPI Dashboard in Power BI - Image 4
Consulting KPI Dashboard in Power BI - Image 5

Consulting KPI Dashboard in Power BI

Original price was: ₹1,799.00.Current price is: ₹1,199.00.

✔️ Complete KPI Tracking System – Monitor MTD, YTD, and CY vs PY instantly.
📊 Smart Summary Page – View total KPIs, targets met/missed, and detailed performance.
🎯 MTD & YTD Icons – Quick red/green indicators for target status.
📈 Trend Analysis Charts – Compare CY, PY, and target values visually.
🧮 Excel-Based Input Sheets – Update KPIs easily without technical knowledge.
🔍 KPI Drill-Through Page – Understand KPI formulas, units, and definitions.
🗂️ Structured KPI Groups – Analyze Finance, Delivery, Client, Operations, and more.
⚙️ Dynamic Filters & Slicers – Explore insights with Month & KPI Group filters.
🚀 Time-Saving Automation – Power BI updates visuals with a click.
💼 Perfect for All Consulting Teams – Strategy, IT, Finance, HR & independent consultants.

Customize this template for your business (optional)

Handled by email: we contact you within 1 business day. One revision round included. What is included

- +
Have your own data? Build a dashboard from your Excel, CSV or Google Sheets file free in Dashboard Studio →

💡 Buy any 2 templates and save 20% automatically at checkout.

Included in All-Access Templates. Get this plus 7,000+ templates for ₹4,999.00 a year. Compare plans →
Pricing country
Prices follow your selected country; checkout uses your billing country.
Excel Pivot Tables & Dashboards: Basic to Advanced courseLaunch offer
🎓 NEXTGENTEMPLATES ACADEMY
Like this dashboard? Learn to build your own.
Excel Pivot Tables & Dashboards: Basic to Advanced

From your first Pivot Table to the Data Model, DAX, Power Query and a one-page KPI dashboard. 11h 51m of video by PK, with practice files, quizzes and a capstone.

$79 $59 one-timeEnroll now →See all courses

The Consulting KPI Dashboard in Power BI is a high-performance, ready-to-use reporting solution designed for consulting firms that want crystal-clear visibility into their KPIs, targets, performance trends, and operational efficiency. Whether you manage strategy, finance, operations, HR, or a full consulting portfolio, this dashboard gives you the power to monitor progress month-by-month and make smarter, faster decisions that drive business growth.

Built on an Excel backend, it offers full flexibility, effortless updates, and enterprise-grade analytics—without requiring advanced technical knowledge. If you want reliable KPI tracking, improved service delivery, and a structured performance monitoring system, this dashboard is exactly what your consulting team needs.

✨ Key Features of the Consulting KPI Dashboard in Power BI

🔹 Unified Performance View

Track all KPIs in one place and instantly view MTD, YTD, CY vs PY trends, target achievements, and performance insights.

🔹 Smart Filters & Slicers

Use the Month and KPI Group slicers to drill into specific categories like Productivity, Delivery, Operations, Finance, or Client Satisfaction.

🔹 Automated Insights

Visual indicators (🔼 green for target met, 🔽 red for target missed) simplify decision-making and highlight where attention is required.

🔹 Detailed KPI Table

View KPI Name, Group, Unit, Type (LTB/UTB), Actual MTD, Target MTD, PY MTD, CY vs PY, Actual YTD, Target YTD, and more.

🔹 Trend Analytics

The KPI Trend Page shows historical patterns, helping you identify performance growth, seasonality, and improvement areas.

🔹 Easy Excel-Based Data Source

Update data using simple Excel sheets—no coding, no complexity.

Consulting KPI Dashboard in Power BI
Consulting KPI Dashboard in Power BI

📦 What’s Inside the Consulting KPI Dashboard in Power BI

Inside the dashboard, you get three structured reporting pages, each designed with consulting workflows in mind:

📍 1. Summary Page

A complete 360° performance snapshot with:

  • Month & KPI Group slicers

  • Total KPI count

  • MTD Target Met & Missed counts

  • Detailed KPI performance table

  • Visual achievement indicators

  • CY vs PY comparison

  • MTD & YTD analysis

📍 2. KPI Trend Page

Two interactive charts that show:

  • CY actuals

  • PY actuals

  • Monthly targets

  • MTD trends

  • YTD trends
    Plus a KPI slicer for deep analysis.

📍 3. KPI Definition Page

Understand every KPI with details like:

  • KPI Name

  • Group

  • Unit

  • Formula

  • Definition

  • Type (UTB / LTB)

📁 Excel Data Source (Included)

  • Input_Actual

  • Input_Target

  • KPI Definition

This makes the dashboard 100% editable, scalable, and easy to maintain.

🛠️ How to Use the Consulting KPI Dashboard in Power BI

Using the dashboard is extremely simple—no technical background required.

✔️ Step 1: Enter Data in Excel

Update MTD and YTD values in the Actual and Target sheets.

✔️ Step 2: Refresh Power BI

Hit the Refresh button in Power BI to update visuals instantly.

✔️ Step 3: Analyze KPIs

Use slicers, MTD/YTD icons, and charts to analyze performance.

✔️ Step 4: Drill Into Details

Right-click any KPI to open the detailed KPI Definition Page.

✔️ Step 5: Review Trends Monthly

Use the KPI Trend page to monitor growth and forecast results.

🎯 Who Can Benefit from This Consulting KPI Dashboard in Power BI

This dashboard is perfect for:

👨‍💼 Consulting Firms

Track financials, delivery performance, productivity, and client metrics.

🧑‍💻 IT & Technology Consultants

Monitor project efficiency, resource utilization, and service quality.

🏢 Strategy & Business Advisors

Analyze trends, targets, and year-over-year improvements.

🧮 Finance & Operations Consultants

Get complete clarity on performance and operational KPIs.

👤 Independent Consultants

Show clients professional-grade reporting and insights.

🧑‍🏫 Professional Service Providers

Strengthen reporting, improve visibility, and deliver better outcomes.

### Click here to read the detailed blog post

Watch the step-by-step video tutorial:

 

Visit our YouTube channel to learn step-by-step video tutorials

👉 Youtube.com/@PKAnExcelExpert

Compatibility and Requirements

  • Works in Power BI Desktop, which is free to download from Microsoft. Get Power BI Desktop.
  • The data source is an Excel workbook with the Input_Actual, Input_Target and KPI Definition sheets, so you also need Excel to edit your figures.

Frequently Asked Questions

Which pages does the dashboard have?

Three pages: Summary, KPI Trend and KPI Definition.

Where do I enter my data?

In the included Excel file. Add your MTD and YTD figures to the Input_Actual sheet and your goals to the Input_Target sheet, then refresh Power BI.

Can I filter by month or KPI group?

Yes. The Summary page has Month and KPI Group slicers, and the KPI Trend page has a KPI slicer.

Does it compare this year with last year?

Yes. The detailed KPI table shows CY vs PY next to Actual MTD, Target MTD, Actual YTD and Target YTD.

Is there an Excel or Google Sheets version?

Yes. See the Consulting KPI Dashboard in Excel and the Consulting Performance Dashboard in Google Sheets.

Related Consulting Templates

Browse all Power BI KPI dashboards.

Frequently asked questions

What do I need to open it?
Power BI Desktop, which is free from Microsoft (Windows). No Power BI Pro licence is needed to open, edit or refresh the file.
Does it work on Mac?
Power BI Desktop runs on Windows only. On a Mac you can use a Windows virtual machine, or publish the report to the Power BI Service and view it in a browser.
What is in the download?
The .pbix report and the Excel data file that feeds it (newer products also include a PDF user manual).
How do I use my own data?
Paste your data over the sample rows in the Excel file (keep the column headers), then click Home > Refresh in Power BI Desktop. To use a different file, use Transform data to point the source to it.
Do I need Power BI Pro?
Only if you want to publish the report to the Power BI Service and share it online with colleagues. Opening and editing on your PC is free.
Can I edit the visuals?
Yes - every page, visual, measure and colour is editable in Power BI Desktop.
Is it a one-time payment or a subscription?
One-time payment. No subscription, no per-user fees and nothing to renew - the file is yours to keep.
How do I get the file after payment?
Instantly. The download link appears on screen after checkout, is emailed to you, and stays under My Account > Downloads on our website. If the email does not arrive within a few minutes, check your spam or promotions folder.
Is a user manual included?
Most of our newer products include a PDF user manual in the download. If yours does not have one, message us with your order number and we will send it.
Do I get free updates?
Bug fixes are always free - if something does not work as described, we fix it and send you the corrected file. New versions with new features are not included in the price, unless this product's description says otherwise.
Can you customise it for me?
Yes. Small changes to this template (your columns, categories, logo, colours, minor layout) cost the template price plus $40-80 (Rs 3,000-6,000 + GST), quoted once you send your list. A fully custom build is usually $100-200 (Rs 8,000-18,000 + GST) with two revision rounds. Email your requirements to [email protected] or message us on WhatsApp.
Can I use it for my business or my clients?
Yes, for your own personal or internal business use, for as long as you like. Reselling or redistributing the template is not allowed.
What is your refund policy?
Because these are digital downloads, they are non-refundable once delivered - except when the product does not match its description (report it within 48 hours of purchase) or there is a technical problem our team cannot fix within 72 hours. Email [email protected] with your order number.
How do I get help?
Email [email protected] (Mon-Fri, 10 AM-7 PM IST) or message us on WhatsApp +91 80770 90260 (chat only, no calls). Please include your order number.

Still have a question? Click Need help? at the bottom-left to ask our assistant, or message us on WhatsApp.

Application

Power BI

Template Type

KPI Dashboard

Price

Paid

Business Or Department

Operations Management

Reviews

There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.

You may also like…

Related Products

Recently Viewed Products

Consulting KPI Dashboard in Power BIConsulting KPI Dashboard in Power BI
Original price was: ₹1,799.00.Current price is: ₹1,199.00.
- +
Have your own data? Build a dashboard from your Excel, CSV or Google Sheets file free in Dashboard Studio →
Scroll to Top