SaaS Dashboard Template

This free template from Softr helps you build a custom SaaS dashboard, fast, no coding required.

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Overview

This free template helps you build a SaaS dashboard for tracking high-level KPIs and managing the core records that power your metrics.

It includes a sample database to show how to structure key SaaS data across a small set of tables, and you can also connect to any Softr-supported source like Airtable, Google Sheets, Notion, HubSpot, monday.com, SQL, Supabase, and more.

Why use this SaaS dashboard template

Monitor the metrics that matter: Give admins and team members a clear view of high-level KPIs without overwhelming them with unnecessary detail.

Centralize core SaaS records: Manage customers, subscriptions, revenue, usage, or other key records in one place.

Control access by role: Let admins create and edit records while team members get secure, read-only access to dashboards and related data.

Template features:

KPI dashboard
Track high-level SaaS metrics in a clean dashboard built for fast visibility and team alignment.
Core record management
Manage the small set of records that power your KPIs, such as customers, subscriptions, revenue, or usage data.
Admin editing controls
Admins can create, edit, and manage records and decide what information appears in the dashboard.
Read-only team access
Team members can view dashboards and related records without changing business-critical data.
Role-based permissions
Control access for admins and team members with secure visibility rules across pages, blocks, and actions.
Record detail pages
Open individual records to review supporting information behind each metric or business area.
Flexible data structure
Use the included sample database or connect your own SaaS data from Softr-supported sources.
Mobile-friendly access
Give your team a responsive dashboard experience that works across desktop, tablet, and mobile.

Who is this SaaS dashboard template for?

This template is built for SaaS teams that need a simple, secure way to track performance metrics and manage the records behind them. It's a great fit for:

SaaS founders and operators: Track key business health metrics and keep core records organized as your company grows.

Customer success teams: View customer, subscription, or usage records alongside high-level performance indicators.

Revenue and growth teams: Monitor revenue, pipeline, activation, or retention trends from one shared dashboard.

Product teams: Give stakeholders visibility into product usage KPIs and the records that support them.

Internal operations teams: Replace scattered spreadsheets with a controlled dashboard and structured record management system.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your saas dashboard template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Bring in your data: Your template comes with a Softr Database already connected and loaded with sample data. From there, replace it with your own data or connect to 17+ external sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks.
3
Customize logic and branding: Describe changes using the AI Co-Builder, or adjust layouts with drag-and-drop blocks. Review user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your saas dashboard is ready! Authentication, permissions, and hosting are already built in. Publish and share the URL with your teammates or clients to start collaborating.

Frequently asked questions

What is a SaaS dashboard?
A SaaS dashboard is a centralized view of key software business metrics, such as revenue, subscriptions, customers, retention, or product usage. It helps teams monitor performance and make decisions without relying on scattered spreadsheets or disconnected reports.
What should a SaaS dashboard include?
A SaaS dashboard should include high-level KPIs, the core records that support those metrics, and clear access controls for different users. This template is designed for simple KPI tracking and record management, with admins able to edit data and team members able to view it.
Can I use this template for customer, subscription, or revenue tracking?
Yes. You can adapt the template to manage a small set of SaaS records, such as customers, subscriptions, revenue, accounts, product usage, or onboarding status, depending on the KPIs you want to track.
How do I edit or customize this template?
Softr offers a Hybrid Advantage for building. You can use the AI Co-Builder to make changes simply by describing what you want, or you can use the visual drag-and-drop editor for precise manual control.
What data sources does this SaaS dashboard integrate with?
Softr includes a native built-in Database and connects to 17+ external data sources, including Airtable, Google Sheets, Notion, HubSpot, monday.com, SQL databases, Supabase, ClickUp, and more. You can also automate business logic with native Softr Workflows or third-party tools like Zapier and Make.
Why build a SaaS dashboard with Softr?
Softr is an AI-native no-code platform for building secure portals, internal tools, CRMs, and operational apps. It supports granular roles and permissions, SOC 2 Type II compliance, SSO, European data hosting, instant Progressive Web Apps, and is trusted by 1 million+ builders and 7,000+ organizations including Google, Netflix, and Stripe.