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Microsoft

Forecasting & Pipeline Analytics in Power BI

Microsoft via edX

Overview

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Sales pipeline analytics requires more than connected data. Decision-makers need accurate forecasts, period-over-period comparisons, and drill-capable dashboards that surface performance at every level of the business. This course takes a practical, end-to-end approach to building that capability in Power BI.

You will connect Power BI to CRM and business data sources, model pipeline relationships, and transform raw data using Power Query. You will then write DAX measures using time-intelligence functions, apply built-in forecasting tools to project future pipeline values, and design interactive dashboards with decomposition trees, waterfall charts, and conditional formatting. The course closes with workspace governance, row-level security, and scheduled refresh configuration to ensure the right data reaches the right audience.

Syllabus

  • Connect Power BI to CRM and business data sources, model relationships across pipeline tables, and apply Power Query transformation techniques to prepare clean, analysis-ready datasets
  • Write DAX measures using time-intelligence functions to calculate period-over-period comparisons, rolling averages, and cumulative revenue metrics
  • Apply Power BI's built-in forecasting and statistical trend analysis to project future pipeline values, identify seasonality, and communicate forecast confidence intervals to business stakeholders
  • Design interactive pipeline dashboards with decomposition trees, waterfall charts, and conditional formatting that allow sales leaders to drill into deal stage, region, and rep-level performance
  • Configure row-level security, scheduled data refresh, and Power BI Service workspace governance to distribute governed analytics without exposing sensitive pipeline data

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