This Power BI template leverages your Xero Quote data to give you clear visibility into your entire sales pipeline. It tracks every quote through its lifecycle, showing values by stage, probability of conversion, and overall pipeline health. The template also includes a comprehensive win–loss analysis, helping you identify which quotes convert, which are lost, and the key factors driving outcomes. With real-time insights, you can forecast more accurately, strengthen your sales process, and focus on the opportunities most likely to close.

Click on the screenshots below to test drive the template with Demo Company data in Microsoft Power BI online.

You can download this template in different currency formats: $, £ and €.

Once downloaded, double-click on the PBIT file to open it in Microsoft Power BI Desktop and connect to your Connectorly database.

This template makes use of Quotes.