Sales Metrics Dashboard Builder

Interactive dashboard building — describe the metrics you need, get formatted charts and tables from Fabric data.

Build an agent that queries your Fabric workspace for sales data via a data agent, runs calculations in code interpreter, and delivers formatted charts, tables, and summary statistics. It works interactively: it clarifies metric definitions (is "revenue" bookings, ARR, or recognized?), confirms dimensions and time ranges, then runs a four-step pipeline — discovery, extraction, computation, formatting. Upload a CSV alongside Fabric data to enrich the analysis.

This is an interactive requirements → multi-step data pipeline pattern using markdown-header prompt structure. The agent clarifies before building — a focused batch of questions about metrics, dimensions, granularity, and filters — which avoids the classic data-agent failure of computing the wrong metric confidently. Separating data discovery (what's available) from extraction (what's needed) makes it reliable on unfamiliar datasets. Calculations and any charts run in code, so the output is a draft to review.

This pattern applies anywhere an agent clarifies analytical requirements through conversation, then runs a multi-step data pipeline. Common scenarios for this pattern:

• Marketing-funnel analysis from warehouse data
• Operational KPI dashboards from live sources
• Customer-cohort analysis for product teams
• Inventory-turnover and demand reporting
• Revenue-recognition and billing reconciliation

This manifest uses: data agent, code interpreter

How to build multi-turn agents using markdown headers prompt structure for dashboard / tables output.

This agent manifest is sample code subject to Azure's licensing terms for Distributable Code under the Universal License Terms for Online Services .

IMPORTANT! This manifest is for educational and experimentation purposes. Resulting agents are not production ready. Review all provided resources and carefully test agent behavior in the context of your use case. Agents you create may be subject to legal and regulatory requirements, may require licenses, or may not be suitable for all industries, scenarios, or use cases. By using any manifest, you are acknowledging that resulting agents and other output are solely your responsibility, and that you will comply with all applicable laws, regulations, and relevant safety standards, terms of service, and codes of conduct. Learn more .