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Microfinance KPI Dashboard in Power BI

Power BI - instant download

Original price was: ₹1,799.00.Current price is: ₹1,199.00.
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Microfinance KPI Dashboard in Power BI
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Microfinance KPI Dashboard in Power BI

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

Track, visualize, and improve microfinance performance using this ready-to-use Power BI dashboard—Excel-powered, no coding required!

✨ Key Features:

📊 Summary Page – Instant view of MTD/YTD KPI health
📈 Trend Page – Visualize monthly and yearly performance
📘 Drill-Through Definitions – Understand every KPI clearly
🗂️ Excel Integration – Update data in just 3 sheets
🔁 One-Click Refresh – Update Power BI in seconds
🎯 Target vs Actual Analysis – Spot gaps quickly
🧮 Performance Icons – Up/down arrows for KPI trends
🧠 Beginner-Friendly – Built for non-technical teams
📥 Fully Editable – Add or remove KPIs anytime
🏦 Ideal for MFIs – Built for credit tracking, outreach, and risk management

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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

In today’s data-driven financial world, microfinance institutions (MFIs) must make every decision count. Whether you’re managing portfolio health, tracking repayment rates, or evaluating risk exposure, you need actionable data at your fingertips. That’s why we created the Microfinance KPI Dashboard in Power BI—a powerful, ready-to-use solution for performance tracking and strategic execution. 💡📈

Built for microfinance professionals—from credit officers to CXOs—this dashboard delivers clarity, accuracy, and control, using dynamic visuals and Excel-driven data updates. It empowers your team to make faster decisions and monitor what matters most—without writing a single line of code.

✨ Key Features of the Microfinance KPI Dashboard

📍 Summary Page – Your Central Command

Microfinance KPI Dashboard
Microfinance KPI Dashboard

Everything you need at a glance:

  • 🔽 Slicers for Month and KPI Group

  • 📊 KPI Summary Cards:

    • Total KPIs Tracked

    • KPIs Meeting Targets

    • KPIs Missing Targets

  • 🧾 Interactive Table with:

    • KPI Name, Group, Type (UTB/LTB)

    • MTD & YTD Actuals vs Target

    • Previous Year Comparison

    • Visual Arrows (⬆️⬇️) showing performance at a glance

📈 KPI Trend Page – Track the Journey Over Time

Dive deeper with visual trend tracking:

  • 📉 Combo Charts for MTD and YTD

  • 🔄 Compare Current Year vs Previous Year vs Target

  • 🎯 Filter by individual KPI using the slicer

This page is ideal for identifying consistent performers or red-flag trends.

📘 KPI Definition Page – Understand Every Metric

Right-click any KPI in the summary table to drill through:

  • 📌 View Formula, Unit, Full Definition, and Performance Type

  • 🔙 Click back to return instantly

No guesswork—everyone on your team knows exactly what’s being measured and why.

📂 Excel-Powered Data Source for Seamless Updates

No need for complicated integrations. Just update 3 Excel sheets monthly:

  1. Input_Actual Sheet – Add MTD/YTD actuals for each KPI

  2. Input_Target Sheet – Define monthly goals by KPI

  3. KPI Definition Sheet – Maintain KPI metadata: name, unit, formula, type (UTB/LTB)

🔁 One refresh in Power BI updates the entire dashboard—instantly.

🧠 How to Use the Product

  1. 📥 Download the Power BI and Excel files

  2. 📊 Open Power BI Desktop and load the dashboard

  3. 🧾 Update the Excel sheets monthly with Actuals, Targets, and Definitions

  4. 🔄 Click “Refresh” in Power BI

  5. 📈 Use slicers to filter views by Month or KPI Group

  6. 🔍 Analyze insights, identify gaps, and adjust your strategy accordingly

No technical background required—just basic Excel and Power BI knowledge.

👥 Who Can Benefit from This Dashboard?

  • 🧑‍💼 Microfinance Managers – Monitor overall institutional performance

  • 📞 Credit Officers – Track disbursements, collections, and repayment KPIs

  • 📊 Data Analysts – Analyze monthly trends and risk indicators

  • 📋 Field Coordinators – Monitor outreach metrics in real-time

  • 💼 Executives & Board Members – Gain quick insight into institutional health

Whether you’re managing 10 KPIs or 100, this dashboard scales to meet your needs.

🔗 Click here to read the Detailed blog post

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

 

Watch the step-by-step video tutorial:

Compatibility and Requirements

  • Works in Power BI Desktop, which is free. Microsoft explains how to get it in Get Power BI Desktop.
  • The data comes from an Excel file with three sheets: Input_Actual, Input_Target and KPI Definition.

Frequently Asked Questions

Which pages does the dashboard have?

Three pages: Summary, KPI Trend and KPI Definition.

How do I update the dashboard?

Enter your MTD and YTD actuals in the Input_Actual sheet and your monthly goals in the Input_Target sheet. Then click Refresh in Power BI.

Can I see what each KPI means?

Yes. Right-click a KPI in the Summary table to drill through to the KPI Definition page. It shows the formula, unit, definition and performance type (UTB or LTB).

Can I compare this year with last year and the target?

Yes. The KPI Trend page has combo charts for MTD and YTD that compare the current year, the previous year and the target. You can filter them to one KPI with the slicer.

Is there an Excel or Google Sheets version?

Yes. See the Microfinance KPI Dashboard in Excel and the Microfinance KPI Dashboard in Google Sheets.

Related Microfinance 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

Finance

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