The Coin & Stamp Dealers Dashboard in Power BI takes the transaction book a numismatic or philatelic business already keeps and turns it into five linked report pages. The sample file ships with 500 transactions covering 941 items, 8 dealers, 7 item categories and 5 regions, and every figure reconciles: $801.9K in sales revenue against $250.7K gross profit reads as 31.3% gross margin on every page that shows it. Built by a Microsoft Certified Professional whose channels reach 300K+ subscribers, it opens in the free Power BI Desktop, needs no Pro licence and no server, and downloads instantly after checkout so you can point it at your own book the same afternoon.
One thing to be clear about before you buy: this is a reporting template, not a valuation service. It does not grade, authenticate, certify or appraise anything, it carries no price guide, catalogue value or market feed, and nothing in it is investment advice. Condition grade, certification status and appraised value are columns you fill in from your own records or your own third-party paperwork; the dashboard only counts, groups and charts what you typed.
Key Features of the Coin & Stamp Dealers Dashboard in Power BI
- Nine pages, five of them analysis. Overview, Revenue & Margin, Inventory & Grading, Dealer Performance and Channel & Customers, plus a Get More Dashboards page, a hidden Details drillthrough bound on ten fields (Dealer, Region, Item Category, Item Type, Condition Grade, Certification, Sales Channel, Customer Type, Payment Method, Order Status) and two 280×360 hover tooltip pages.
- A consistent slicer bar. Every analysis page carries Date Range, Region, Item Type and Sales Channel, then adds the one filter that page is about – Item Category on Overview, Customer Type on Revenue & Margin, Condition Grade on Inventory & Grading, Order Status on Dealer Performance, Certification on Channel & Customers.
- KPI cards with month-on-month deltas and sparklines. Sales Revenue +1.8%, Gross Profit +5.9%, Transactions +3.9%, Days In Inventory -3.9%, Return Rate -3.8% – the arrow colour follows whether the movement is good or bad for that metric, so a falling return rate reads green.
- Inventory ageing that is actually charted. Days In Inventory runs as a month-by-month area chart from 45 down to 38, beside a Fast Moving share of 51.6%, so a slow quarter is visible rather than inferred.
- Three scorecard tables. Condition Grade (5 grades), Dealer (8 dealers) and Customer Type (5 types), each with in-cell data bars and a star rating column.
- Appraised value against sale price. $931.7K appraised value and a 16.2% appraisal upside sit side by side with the revenue actually booked, using only the two numbers you supply.
What’s Inside the Coin & Stamp Dealers Dashboard in Power BI
Page 1 – Coin & Stamp Dealer Overview. Four KPI cards (Sales Revenue, Gross Profit, Transactions, Condition Rating 3.8 out of 5), a Gross Margin panel showing 31.3% against target, and three stat tiles: 8 Active Dealers, 59.4% Completion Rate, 67.8% Certification Rate. Below them, Sales Revenue & Transactions by Month, Sales Revenue by Dealer, Sales Revenue by Item Category and Revenue by Item Type.
Page 2 – Revenue & Margin. Sales Revenue, Gross Profit, Gross Margin, Avg Sale Price ($1.6K) and Profit / Sale ($501), then Sales Revenue vs Gross Margin by Month, Sales Revenue by Quarter, Sales Revenue by Region and Gross Profit by Item Category. Ancient Coins carry $91.4K of the gross profit; First Day Covers carry $5.6K.
Page 3 – Inventory & Grading. Appraised Value, Appraisal Upside, Days In Inventory, Fast Moving and Certified Sales cards, a Days In Inventory by Month area chart, an Appraised Value by Item Category treemap, and the Condition Grade Scorecard – Mint through Good, each with transactions, appraised value, days in inventory, certified share and a star rating.
Page 4 – Dealer Performance. Revenue / Dealer of $100.2K and Completion Rate of 59.4% headline a Sales Revenue & Gross Margin by Dealer combo chart, a Volume vs Margin by Dealer bubble chart that separates busy dealers from profitable ones, and a Dealer Scorecard listing all eight from Ashford & Co ($127.2K) down to Fairmont Stamps ($57.9K).
Page 5 – Channel & Customers. Items Sold (941), Return Rate (7.4%) and Certified Revenue (71.2%) sit above Sales Revenue vs Gross Profit by Channel and Sales Revenue by Customer Type. Online turns over $217.2K for $73.6K profit; Auction turns over $208.0K for $58.3K – close on revenue, a long way apart on margin.
Coin & Stamp Dealers Dashboard in Power BI vs. Tableau vs. Paid Retail Analytics SaaS – Where This Fits
| This Power BI template | Tableau / Qlik build | Paid retail analytics SaaS | |
|---|---|---|---|
| Cost | $17.99 one-off | Licence from ~$75/user/month plus build time | $60-$300/month |
| Platform | Power BI Desktop (free) | Tableau Desktop or Qlik Sense | Browser |
| Setup time | Swap the sample sheet, refresh – under an hour | Days to weeks to design the same five pages | Hours, plus a POS integration |
| Real-time team collaboration | No – file-based, or publish to a Power BI workspace | Via a paid server | Yes |
| Mobile access | Power BI mobile app once published | Via a paid server | Yes |
| Customisable fields | Yes – every visual, colour and measure is editable | Yes | Limited to the vendor’s schema |
| Share with link | After publishing to a workspace | After publishing to a server | Yes |
| Year-1 cost at 5 users | $17.99 | $4,500+ | $720-$3,600 |
| Condition grade and certification as first-class filters | Yes, out of the box | Build them yourself | Rarely – most retail schemas have no grade field |
| Appraised value tracked beside sale price | Yes | Build it yourself | No |
Who This Template Is For – and Who It’s Not For
It fits a coin or stamp dealership with a few thousand transactions a year and a spreadsheet or POS export it can clean up; a multi-branch operation comparing dealer or branch performance; a collectibles shop that sells across auction, online, in-store, trade show and mail order and cannot tell which channel actually pays; and an accountant or analyst who wants a finished Power BI file to adapt rather than a blank canvas.
It does not fit anyone expecting valuations, grading or authentication – the template supplies none of those and never will. It is not a point-of-sale system, an inventory management system or a customer database; it reads a transaction table, it does not write one. It will not connect to your till, your marketplace account or any grading service automatically – you refresh it from a file or a source you configure. And if you need live shared dashboards for a team today, a browser-based SaaS tool is the more honest answer.
How to Use the Coin & Stamp Dealers Dashboard in Power BI
- Unzip the download and open the .pbix file in Power BI Desktop (free from Microsoft).
- Open the included Data workbook and look at the column headings – Date, Dealer, Region, Item Type, Item Category, Condition Grade, Certification, Sales Channel, Customer Type, Payment Method, Order Status, quantity, sale price, cost and appraised value.
- Replace the sample rows with your own, keeping the headings and the data types exactly as they are.
- Hit Refresh. Every card, chart and scorecard recalculates from your book.
- Set the Date Range slicer to your reporting period, then work left to right through Region, Item Type and Sales Channel.
- Right-click any dealer, category or channel and choose Drillthrough > Details to see the underlying transactions.
- Publish to a Power BI workspace if you want it on the mobile app or shared with colleagues.
Real-World Use Cases
Marcus runs a two-branch coin shop. His monthly close used to be a pivot table of revenue by branch. On the Dealer Performance page he sees that his busiest counter, at 95 transactions, earns a 32.7% margin while a quieter one at 49 transactions earns 29.8% – and the bubble chart makes the gap obvious in a glance rather than a spreadsheet scan.
Priya buys and sells classic stamps online and at fairs. The Channel & Customers page tells her Trade Show turns over $137.1K at $44.5K profit while Mail Order turns over $59.6K at $19.1K – so she stops treating the fair circuit as overhead and starts costing it properly.
Devlin’s shop holds stock too long. The Inventory & Grading page shows days-in-inventory peaking at 49 in July before falling to 38 in December, and the Condition Grade Scorecard shows Fine-grade items sitting 45.2 days against 37.5 for Good. He changes what he buys, not how he prices.
Frequently Asked Questions
Does this dashboard grade, authenticate or value my coins and stamps?
No. It contains no price guide, no catalogue values, no market data and no valuation logic, and it is not investment advice. Condition grade, certification status and appraised value are columns you fill in yourself from your own records or your own third-party paperwork. The dashboard reports what you enter and nothing more.
Do I need a Power BI Pro licence?
No. Power BI Desktop is free from Microsoft and opens the file completely. A Pro or Premium licence is only needed if you want to publish the report to a workspace and share it with other people.
Will it connect to my POS, marketplace or auction platform?
Not automatically. It refreshes from the included data file. If your system can export a transaction list with the same columns, you can repoint the query at that export in a few minutes – but there is no built-in connector to any specific platform.
How many transactions can it handle?
The sample carries 500 rows. Power BI’s import engine handles hundreds of thousands comfortably on a normal laptop, so a busy dealership’s several years of history is well within range.
Can I change the colours, the KPIs or add a page?
Yes. Nothing is locked. The theme, every visual, every measure and every page is editable in Power BI Desktop, and you can duplicate an existing page as the starting point for a new one.
Is there an Excel version?
Yes – the Coin & Stamp Dealers Dashboard in Excel is the same subject built as a native Excel workbook, for anyone who would rather stay in a spreadsheet.
Is this the KPI scorecard version?
No. This is the analytical dashboard – five explore-and-filter pages. If you want a month-picker scorecard with traffic lights and target tracking instead, look at the KPI dashboard line, for example the Antique Dealers KPI Dashboard in Power BI.
About the Author
Built by PK – Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels. Every template is hand-built and tested before release.
Explore Related Templates
- Coin & Stamp Dealers Dashboard in Excel – the same dashboard as a native Excel workbook
- Antique Dealers Dashboard in Power BI – the nearest neighbour for a general collectibles shop
- Auction Houses Dashboard in Power BI – lot-level reporting for the auction side of the trade
- NFT Art Marketplaces Dashboard in Power BI – the digital-collectibles equivalent
- Browse the whole Power BI Dashboard category or the wider Power BI template library
Get the Coin & Stamp Dealers Dashboard in Power BI for $17.99 (regular $29.99). Instant download, opens in the free Power BI Desktop, sample data included so you can see it working before you swap in your own.
A full walkthrough of every page is on the blog: Coin & Stamp Dealers Dashboard in Power BI.
Last updated: 20 August 2026
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