Download a sample template app from AppSource

APPLIES TO: ❌ Power BI Desktop ✔️ Power BI service

The Marketing and Sales template app is available from Microsoft AppSource. A template app is a Power BI content type that combines related dashboards and reports. Template apps can have one or more dashboards and one or more reports, all bundled together. You can download the Marketing and Sales template app from Apps in the Power BI service, or by going to AppSource in your browser.

  1. This link takes you to the Sales & Marketing template app in AppSource. Select Get it now.
  2. Microsoft AppSource asks you to Sign in. You can sign up for a free account.
  3. Complete the profile information, then select Continue.
  4. Select Install.

After you install it, you see it in your collection of apps. Here you see it in List view.

Screenshot of Sales & Marketing template app in List view.

You see the app view, with the dashboard and individual report pages in the navigation pane.

App navigation pane

Because you installed it, you can also open the workspace and edit the elements of the template app. Select the Edit pencil icon to open the workspace.

Edit the template app

Now you see the dashboard, report, and dataset from the template app in the list view of the workspace. Here in the workspace, you can edit each of them.

Sales & Marketing workspace

If you want to, you can distribute this template app to anyone in your organization. Select Update app.

Update app button

Complete the Setup tab, including choosing an App theme color.

Select app setup

Complete the Navigation and Permission tabs, then select Update app.

Select Update app to publish it

Read more about installing, updating, and sharing template apps in Power BI.

Next steps

Basic concepts for designers in the Power BI service

Data sources for Power BI

More questions? Try the Power BI Community