Sales Kpis Dashboard Database Template

Your Sales KPIs Dashboard at a glance

This template gives you immediate visibility into your sales pipeline, helping you track revenue against targets without manual calculations. It consolidates deal stages, values, and ownership into a single source of truth for the entire team.

The database connects Deals directly to Users and Goals, automatically calculating attainment percentages via formulas so you always know exactly where every rep stands. You can easily spot bottlenecks in the pipeline and measure performance against defined quotas.

Why managing sales KPIs in spreadsheets breaks down

Relying on spreadsheets for sales tracking often leads to broken formulas, conflicting file versions, and data that becomes obsolete the moment it represents a complex pipeline.

What a structured database changes

A structured database ensures data integrity by enforcing specific column types, meaning currency values never get mixed with text comments or dates.

Instead of fragile VLOOKUPs that break when rows move, Softr Databases use native connections to link reps to their specific deals and goals instantly.

This structure allows you to scale your sales operations without fearing that one accidental deletion will ruin your entire forecasting model.

What you can do with this template

You can automatically calculate goal attainment percentages across different months without manually updating complex pivot tables.

With Database AI agents, you could even automate backend tasks like enriching new deal records with public company data to save your reps time.

Who is this Sales KPIs Dashboard database for

• Sales Managers: Track team quotas and forecast revenue accurately without chasing down individual spreadsheets.
• Sales Representatives: Monitor personal progress against goals and manage deal stages in a clean interface.
• Operations Leaders: Standardize sales reporting data and ensure pipeline integrity across the organization.

How to take it further

Customize the database

You can easily adapt the Deal Stage select field to match your specific sales process or add new fields for lead sources. Softr Databases let you modify field types and options instantly to fit your workflow.

Import your existing data

If your current sales data lives in CSV files or other tools, you can import it directly into this template. This allows you to migrate your history and start tracking KPIs immediately.

Build a full app around it

When you are ready to share this with your team, use the interface builder to create a secure sales portal. You can build visual dashboards that display metrics differently for managers and reps.

By setting up users and permissions, you can ensure sales reps only see and edit their own deals while managers retain a full view of the organization's performance.