Monitor KPIs, analyze trends, and boost results with a customizable dashboard tailored to your sales team's needs and goals.


Customize a sales performance dashboard that matches your team’s workflow. Add only the features you need and adjust as your sales process grows.
Connect spreadsheets, CRMs, and analytics tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales performance.
Give sales managers and team members the right data and tools. Set up secure logins, dashboards, and permissions—no IT or dev work needed.
Provide tailored dashboards for different roles, so sales reps, managers, and execs see only what they need.
Provide tailored dashboards for different roles, so sales reps, managers, and execs see only what they need.
Connect with tools like Make, Zapier, or N8N to automate sales reports and reduce manual updates.
Access and review sales dashboards on any device. All apps are mobile-ready out of the box.
Let your team log in with Google, email, or SSO for quick and secure access to performance dashboards.
Keep sales performance data safe with SOC2 and GDPR compliance, plus fine-tuned access control.
Sales teams get instant answers and insights from dashboard data—AI is built right into your Softr sales portal or app.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Build your sales performance dashboard in minutes with prebuilt blocks and simple drag-and-drop.
Easily add filters, charts, or new data sources as your sales tracking needs expand.
Bring sales dashboards, team reports, and data views together—no need for extra tools or logins.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












A sales performance dashboard is a secure platform where your sales team, managers, or stakeholders can log in to view real-time sales metrics, performance data, targets, and progress updates. It centralizes all your key sales information, so your team doesn’t have to rely on scattered spreadsheets or multiple reports. This makes it easier to stay on top of goals, spot trends, and keep everyone aligned on performance.
Softr makes it simple to build a sales performance dashboard that matches the way your team works. You can connect your existing data—like sales records in Airtable, deal pipelines in HubSpot, or updates in Notion—and create a dashboard where team members can log in, view metrics, track progress, and analyze results, all in one place.
You don’t have to write any code. You can use a template or start from scratch, customize the layout, set permissions for different users, and make sure the dashboard fits your company branding. It’s fast to set up, easy to update, and flexible enough to adapt as your sales processes grow.
You can add a variety of features to your sales performance dashboard, depending on what your team needs. Some popular options include:
\- User logins – so sales reps, managers, and executives can access personalized views
\- Custom dashboards – to display key metrics like revenue, pipeline, conversion rates, or quotas
\- Charts and graphs – to visualize trends, targets, and performance over time
\- Tables and lists – to show deal breakdowns, leads, accounts, or territory assignments
\- Filters and search – to quickly drill into specific teams, products, or time periods
\- Progress bars and KPIs – to track goals and highlight achievements
\- Comments or notes – for team updates or sharing insights
\- Permissions and roles – so each user only sees the data relevant to them
Everything is created using Softr’s no-code, drag-and-drop blocks. And if your sales process changes, it’s easy to update your dashboard at any time.
No coding is needed. You can build your sales performance dashboard entirely with Softr’s visual editor. Everything—layout, data connections, and user permissions—can be customized without writing a single line of code.
Yes. You can manage multiple sales teams or client accounts within the same sales performance dashboard. Each user only sees the performance data and reports assigned to them, based on their login and role. This setup is ideal for organizations managing several sales teams or agencies tracking performance for multiple clients.
Softr supports a wide range of data sources that you can use with your sales performance dashboard. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also pull in data from other sources using the REST API.
You’re not limited to just one data source. You can integrate multiple sources into the same dashboard and display them side by side—so your sales dashboard can pull in performance metrics from both Airtable and HubSpot at once. Most sources support real-time, two-way sync, so any changes in your dashboard or data source stay in sync automatically.
Yes, Softr gives you full control over how users experience your sales performance dashboard. You can customize the layout, navigation, and data visualizations to match your brand and sales processes. Each page or data block can be shown or hidden based on who’s logged in, so every sales manager or team member sees only what’s relevant to them.
You can also set up different user roles, such as sales rep, manager, or admin—and define exactly what each role can view or edit. For example, individual sales reps can see only their own performance data, while managers can access broader team reports. You can also create personalized dashboards by filtering data based on the logged-in user.
This level of customization is especially valuable when managing multiple teams or client accounts within the same sales dashboard. It helps keep the experience clear, secure, and tailored to each user.
Yes, you can. You don’t need to bring your data from somewhere else to start building a sales performance dashboard with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and integrates seamlessly with your dashboard.
If you already have sales data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even use the REST API connector to bring in data from other sources. Either way, you have full control over how your sales data is structured and displayed in your dashboard.
Yes, you can fully white-label your sales performance dashboard in Softr. You can add your company’s logo, brand colors, fonts, and even use your own custom domain to make the dashboard feel like an extension of your organization. You can also remove all Softr branding, so your team and stakeholders only see your brand throughout the dashboard experience.
Absolutely! Softr gives you flexibility to customize both the design and layout of your sales performance dashboard. You can fine-tune colors, fonts, spacing, and the overall page structure to align with your brand. You also have control over how each page is laid out, which blocks to display where, and what different user groups see when they log in.
To visualize your sales data, choose from several dynamic blocks:
\- Table blocks – to show structured sales data, like pipelines, quotas, or deals
\- List or Card blocks – to highlight sales team members, accounts, or key targets
\- Detail View – to show a single sales rep’s performance or a deal overview
\- Forms – for collecting sales updates or feedback
\- Charts – to display sales trends and KPIs
\- Calendar blocks – to display important sales events or review dates
If you need to make changes later, it’s easy to update design and content directly in the visual builder.
Softr is designed with security as a priority. All data in your sales performance dashboard is encrypted both in transit (TLS) and at rest, and your dashboard is hosted on secure, reliable infrastructure. You have full control over who can access specific areas or data within your dashboard through role-based permissions and user management directly from your data source. You can set visibility rules and global restrictions to protect sensitive sales information across your dashboard.
If your dashboard connects to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it only displays it in real time according to your access permissions. You stay in control of all your sales data and decide who can view or modify it.
Softr also adheres to best practices in authentication, access control, and platform monitoring to help keep your sales metrics and insights secure.
You can get started for free. Softr’s Free plan lets you build and publish one sales performance dashboard with up to 10 app users and 2 user groups, and it supports standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your dashboard needs to support more users or advanced features, you can explore Softr’s paid plans: <http://softr.io/pricing>
Softr is purpose-built to help you quickly create professional, user-friendly dashboards—like your sales performance dashboard—without writing code or needing developer support. What sets Softr apart is its speed from idea to live dashboard and how well it connects to your existing data.
While some no-code tools focus on mobile apps (like Glide) or are more developer-centric (like Retool), Softr is designed for non-technical teams who want full control over the dashboard’s layout, user experience, and permissions. You can connect real-time data sources like Airtable, Google Sheets, Softr Databases, or SQL and launch secure, branded dashboards for your team or leadership.
Everything is customizable visually—from the content and design to who sees what. With built-in roles, forms, conditional logic, and API support, you won’t need to piece together multiple tools to deliver a polished sales performance dashboard.
Yes. Softr offers a broad range of integrations so you can connect your sales performance dashboard with the rest of your tools. You can automate data flows using Zapier, Make, or N8N, and sync your dashboard with tools like Slack for notifications or Google Sheets for reporting. Softr also supports REST API and webhooks to enable more advanced automations.
Whether you need to send performance updates to another system, trigger emails based on new sales milestones, or pull in data from other platforms, you can build these workflows into your dashboard—all without writing code.