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Power BI template

Power BI Claims Dashboard Starter Template

A Power BI starter pack with sample claims data, dashboard page structure, recommended visuals, DAX measures, and data-quality checks for claims analytics.

Download sample CSVDownload Power BI blueprintUse in workflowAll templates

Who it is for

Claims analysts, brokers, BI developers, insurance operations teams, and risk managers building claims dashboards.

Best use cases

  • Claims dashboard prototyping
  • Loss run analytics
  • Reserve pressure review
  • Frequency and severity reporting
  • Power BI training dataset

Related workflow

Used in: Claims and Loss Run Review Workflow

Use this starter pack after claims data has been structured and validated for review.

Feeds into tools

Claims Analytics Dashboard
Prototype the same claims views in-browser before building in Power BI.
Graphic Walker
Explore fields and charts before committing to a dashboard layout.

Template fields and structure

The starter structure is designed to work in Excel, Google Sheets, Power BI, insurer portals, internal trackers, or client-facing documents.

claim_referencepolicy_referenceline_of_businessloss_datereported_datestatuscountryregioncause_of_losspaidreserveincurred

Copyable CSV / spreadsheet structure

claim_reference,policy_reference,line_of_business,loss_date,reported_date,status,country,region,cause_of_loss,paid,reserve,incurred
CLM-1001,EL-2026-009,Employers Liability,2026-02-04,2026-02-08,Open,UK,North West,Slip and fall,9000,16000,25000

Example filled row

Use the example as a quality benchmark for how specific each row should be before the file is used in a workflow or tool.

claim_referencepolicy_referenceline_of_businessloss_datereported_datestatuscountryregioncause_of_losspaidreserveincurred
CLM-1001EL-2026-009Employers Liability2026-02-042026-02-08OpenUKNorth WestSlip and fall90001600025000

How to use it

  1. Load the sample CSV into Power BI Desktop as a table named Claims.
  2. Create the DAX measures from the blueprint.
  3. Build the suggested pages for overview, frequency and severity, reserve pressure, and loss drivers.
  4. Replace the sample data with your approved claims extract when ready.

What a completed version should prove

OKThe dataset supports overview, frequency, severity, reserve pressure, and loss-driver pages.
OKDate, status, cause, paid, reserve, and incurred definitions are documented before building measures.
OKThe dashboard can explain where claims cost is coming from and what needs investigation.

Common mistakes to avoid

!Building visuals before cleaning status, date, and financial definitions.
!Using incurred totals without checking whether paid plus reserve equals incurred.
!Creating too many charts without a clear claims decision or meeting purpose.

Use this with

Related guides

Frequently asked questions

Is this a .pbit file?

No. It is a starter pack with sample data and a build blueprint. A true .pbit should be authored and tested in Power BI Desktop.

Can I use my own claims data?

Yes. Map your columns to the recommended fields and check paid, reserve, incurred, status, and date definitions before comparing results.