Market Research KPI Dashboard in Power BI

If you’re struggling to make sense of scattered KPIs, shifting trends, and missed targets in your market research, you’re not alone. But now, there’s a better way. Introducing the Market Research KPI Dashboard in Power BI — a dynamic and professional-grade dashboard that transforms your raw market data into clear, actionable insights. ⚙️📈

Perfect for analysts, marketing teams, and decision-makers, this dashboard integrates seamlessly with Excel to give you real-time visibility into how your marketing KPIs are performing — both this month and year-over-year.

🛠️ Key Features of Market Research KPI Dashboard in Power BI

📌 Summary Page – Instant Overview of Your KPIs

• 🔄 Month & KPI Group Slicers – Filter insights effortlessly

• 📋 KPI Cards – Display total KPIs, targets met, and missed

• 🧮 Detailed KPI Table – Includes KPI Number, Group, Unit, Type (LTB or UTB), Actual vs. Target (MTD/YTD), and performance icons (▲▼)

📊 KPI Trend Page – Visualize KPI Movements Over Time

• 📈 Combo Charts – Track current year, previous year, and target trends

• 🔍 KPI Selector – Analyze individual KPIs across time for deeper understanding

📚 KPI Definition Page – Know What Every KPI Means

• 🧠 A hidden drill-through page showing:

  • KPI Formula

  • Unit

  • Group

  • Description

  • Type (LTB or UTB)
    Just click the KPI and navigate back effortlessly.

📂 What’s Inside the Market Research KPI Dashboard Package?

• ✅ A Power BI file (.pbix) with 3 detailed pages: Summary, Trend, and Definitions

• ✅ A connected Excel file with 3 sheets:

  • Input_Actual – Input actual MTD/YTD numbers

  • Input_Target – Define KPI targets

  • KPI_Definition – Store all KPI formulas, units, and categories

• ✅ Visual performance indicators (green/red arrows)

• ✅ Built-in slicers for dynamic filtering

• ✅ Combo charts for side-by-side year comparisons

• ✅ Automatic % calculations for Actual vs. Target

Whether you’re running weekly reports or conducting quarterly reviews, this setup is built to scale.

🧑‍💻 How to Use the Market Research KPI Dashboard in Power BI

1. 🧾 Open the Excel file and input your actual and target numbers

2. 📥 Load the data into Power BI (pre-linked, so just refresh)

3. 🎯 Use slicers to filter by month or KPI group

4. 📊 Analyze KPI cards, performance tables, and charts

5. 🔁 Drill into KPI details using the definition page

6. 💡 Identify gaps and wins in your market research with one glance

It’s plug-and-play! No coding or Power BI expertise needed.

🎯 Who Can Benefit from This Dashboard?

• 🧑‍💼 Marketing Analysts – Evaluate campaign ROI and lead performance

• 📊 Business Leaders – Get big-picture insight without digging through spreadsheets

• 🕵️‍♂️ Market Researchers – Track key metrics across timelines

• 🏢 Startups & Corporates – Scalable for both small teams and enterprise use

• 📆 Agencies – Showcase client performance in visually appealing dashboards

• 📣 Brand Managers – Monitor reach, engagement, and awareness KPIs

This dashboard speaks data in the language decision-makers understand.

🔗 Click here to read the Detailed blog post

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