Sales Kpis Dashboard Spreadsheet Template

Overview

This Sales KPIs Dashboard database consolidates your entire sales operation into a single, structured system. It tracks individual performance by linking three core tables: Users (sales reps and managers), Deals (pipeline data), and Goals (targets and quotas). Instead of manually updating disparate sheets, this template centralizes ownership and value tracking.

The system automatically calculates performance metrics through native relationships. The Deals table tracks stages from "New" to "Won" or "Lost," capturing critical dates and revenue values. The Goals table connects directly to Users to monitor attainment against targets using real-time formulas, giving you an instant view of who is hitting their numbers and which deals are driving revenue.

Why choose a Sales KPIs Dashboard database over spreadsheets

Unlike a static sales kpis dashboard spreadsheet, this database is built on a relational foundation that ensures data integrity and scalability. Spreadsheets often break when you try to link monthly targets to daily deal activities using fragile VLOOKUPs, leading to version control issues and broken formulas. With Softr Databases, your data is structured with enforced types—currency fields stay currency, and dates remain dates—preventing the mixed data errors common in Excel or Google Sheets.

The power of Softr Databases

This database treats every deal, user, and goal as a distinct object rather than a row in a grid. The "Users" table is natively linked to the "Deals" and "Goals" tables, allowing you to pull "Owner name" or "Goal attainment" automatically via lookups and rollups. This structure eliminates the need for complex pivot tables and ensures that when a deal is updated, the change is immediately reflected in the connected goal tracking formulas.

Core features and functionality

The template comes pre-configured to handle complex sales logic. The "Deals" table includes specific fields for tracking deal velocity (Created vs Close date) and pipeline headers like "Deal stage" (e.g., Working, Negotiation, Won). Additionally, you can enable Database AI agents to automatically summarize deal notes or research prospective companies, turning your database into an active sales assistant rather than just a storage archive.

Who is this Sales KPIs Dashboard for

This template is designed for sales teams that need visibility without the complexity of enterprise CRMs.

• Sales Managers: Monitor team performance and quota attainment in real time without pestering reps for updates.
• Sales Representatives: Track their own deals, manage pipelines, and see exactly how close they are to hitting goals.
• Sales Operations: Ensure data accuracy with structured fields and eliminate the manual maintenance of spreadsheet formulas.

How to take it further

Customize the database

You can easily adapt the data structure to match your specific sales process. For example, modify the "Deal stage" select values to mirror your internal terminology, or add a commission percentage field to the "Goals" table to calculate payouts automatically.

Import your existing data

Transitioning from a spreadsheet is seamless. You can perform a bulk CSV import to bring in your current list of deals, contacts, and historical performance data, immediately populating the relational tables to start tracking KPIs instantly.

Build an app on top

While this database organizes your data, the real power lies in building a custom interface builder. You can create a secure portal where sales reps only see their own assigned deals and goals, while managers have a dashboard view of the entire organization. By leveraging native users and permissions, you turn this raw data into a fully functional sales application tailored exactly to how your team works.