Sales V/S Campaigns App

Sales vs Campaigns – Power BI App Overview

In today’s competitive sales environment, it’s not enough to know what’s being sold—you need to know why.

Our Power BI app connects marketing campaigns directly to sales performance, offering the strategic insight needed to:

Allocate marketing resources wisely

Measure campaign effectiveness

Maximize ROI through data-backed decisions

By aligning campaign activity with leads, sales, and revenue, this app empowers marketing and sales teams to operate in sync, while giving leadership a clear view of what’s driving growth.

⚙️ Technical Framework

The dashboard runs on a structured Excel dataset designed to capture and evaluate marketing efforts over time.

Key Components

Data Source:

Manually curated Excel sheets logging campaign activity, spend, lead generation, and attributed sales.

Data Preparation:

Handled in Power Query to clean, align timelines, and normalize inputs.

Data Model Dimensions:

Time (Month, Quarter, Year)

Campaign Name

Campaign Status

Sales Figures

Lead Generation

Revenue

Customer Type (New / Existing)

🧩 This model is scalable—ready for integration with CRMs, marketing tools, and ad spend platforms.

🧭 Interactive Filters

Use filters to dive deeper into performance metrics:

Month / Quarter / Year: Spot seasonal trends and performance spikes.

Campaign Name: Analyze which campaigns influenced leads, sales, and customer acquisition.

Region (Optional): Compare campaign success across geographies for location-specific strategy refinement.

🎯 These filters support both macro-level views and micro-level insights.

📊 Dashboard Highlights

🔸 Campaign Activity Timeline (Table)

Month-wise campaign records show overlaps, density, and rollout patterns—ideal for correlating activity with performance surges.

🔸 Revenue Trend Over Time (Line Graph)

Visualize revenue over months/quarters to assess how campaign timing aligns with income growth and seasonal outcomes.

🔸 Leads, Sales & New Customers (Combo Chart)

Track how leads, sales closures, and new customer acquisition evolved together—assess funnel efficiency across time.

🔸 Campaign Spend vs Revenue (Stacked Chart)

Compare marketing expenditure vs. generated revenue to evaluate ROI and guide future budgeting decisions.

💼 Custom Solutions for Your Business

At Dhyey Consulting Services Pvt. Ltd., we build tailored Power BI dashboards that transform your campaign and sales data into interactive, strategic tools.

We help you:

Create dashboards from spreadsheets or CRM exports

Customize visualizations to match your marketing KPIs

Uncover insights that drive conversions and revenue growth

This Power BI app transforms sales data into strategic clarity—making it easier than ever to guide teams, refine tactics, and amplify results.