Sales Kpis Dashboard Database Template

Your Sales KPIs Dashboard at a glance

Track revenue goals and deal pipelines without merging multiple spreadsheets. This template gives you a clear, real-time view of individual and team performance.

It connects Users, Deals, and Goals in structured tables. When a rep updates a deal stage to "Won," their goal attainment updates automatically without manual calculation.

Why managing sales KPIs in Excel breaks down

Sales teams move fast, but spreadsheets often result in version control issues and broken formulas when multiple reps update them.

What a structured database changes

Spreadsheets rely on fragile links between tabs that break when rows are sorted or moved. In a proper database, every deal is permanently linked to an owner and a goal using native relationships.

You never have to copy-paste names or worry about broken VLOOKUPs again. Softr Databases ensure your sales data stays connected and clean, no matter how much your pipeline grows.

What you can do with this template

Automatically calculate percentage attainment per rep based on live deal values. No more refresh buttons or manual formula dragging.

Filter pipelines by stage, owner, or close date instantly. You get accurate forecasts without spending hours cleaning data before a weekly meeting.

Who is this Sales KPIs Dashboard database for

This template is designed for sales teams who need better visibility without the complexity of an enterprise CRM.

• Sales Managers: Monitor team quotas and identify stuck deals immediately.
• Sales Representatives: Track personal progress against goals and manage active pipelines.
• Sales Operations: Maintain clean data with specific field types like currency and dates.

How to take it further

Customize the database

Add fields for specific KPIs like "calls made" or "demos booked" to track activity alongside revenue. You can easily modify the "Deal stage" options to match your specific sales cycle steps.

Import your existing data

Don't start from scratch. Upload your existing Excel trackers or export data from your current CRM via CSV to populate your tables instantly.

Build a full app around it

Turn this database into a secure team portal using the interface builder. Reps can log in to update their own deals while managers see the full rolled-up view.

With granular users and permissions, you ensure that sensitive commission data or strategic goals are only visible to the right people.