Sales KPIs Dashboard Template

Provide sales teams visibility and control over their sales pipeline.

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Overview

This free template lets you build a fully customized no-code dashboard on top of your existing data, giving your team real-time visibility into pipeline performance.

It includes a sample database that shows exactly how to structure your data for this use case, and it also works with any Softr-supported data source (including Airtable, Google Sheets, Notion, HubSpot, monday.com, and more).

Why use this sales KPIs dashboard template

Give your team visibility into the sales pipeline: Help reps stay on top of their metrics, while managers monitor progress toward team goals.
Track real performance, not gut feelings: Surface key KPIs like deal status, value, forecasted revenue, and quota attainment.
Empower self-serve access to dashboards: Each rep gets a personalized view of their data, so they can take ownership without waiting on a manager.
Cut down on status meetings and manual reports: Eliminate spreadsheet chaos with a single source of truth everyone can rely on.

Template features:

Personalized dashboards
Each rep gets a view tailored to their deals, goals, and performance metrics.
Performance tracking
Sales reps track their individual performance, while managers get the bigger picture.
Deal status visibility
Instantly see where each deal stands: by stage, value, owner, estimated close date, and more.
Goal setting and milestones
Track your goals that include goal owner, start and end dates, value, attainment, and more.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this sales dashboard template for?

This template is built for fast-moving sales teams, but it’s flexible enough to support a wide range of use cases:

Startup and SaaS teams: Visualize growth metrics, monthly recurring revenue (MRR), and conversion rates.
Sales leaders: Monitor performance across reps and regions without building reports from scratch.
Revenue ops teams: Build a scalable system for forecasting, pipeline review, and performance analysis.
Agencies and freelancers: Track proposal wins, lead sources, and contract values.
Customer success teams: Use the dashboard to track renewals, upsells, and health scores.

“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 sales KPIs 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 sales KPIs 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 are the most common sales KPIs I can track?
Some popular metrics include deal value, pipeline stage, win/loss rate, forecasted revenue, sales cycle length, quota attainment, and number of closed deals.
Do I need a Softr account to use the template?
Yes, you’ll need a free Softr account to get started. You’ll also need a database to power the dashboards, and this template comes with a sample database you can use!
Can I use this sales dashboard template with a free Softr account?
Absolutely. All core features in this template work with Softr’s free plan. You can always upgrade later for additional customization and integrations.
Can I add my own KPIs and custom filters?
Yes. The template is fully customizable. Add or remove fields, build new dashboard views, and use conditional filters to show the right data to each user.
Duplicate the template into your workspace, then prompt the AI Co-Builder to add a new KPI or metric, or use the visual editor to build it yourself.
Can managers and reps see different views?
Yes. You can set up custom user groups so managers get a bird’s-eye view, while reps only see their own pipeline and targets.
Can I automate alerts based on sales performance?
Yes. Softr Workflows let you trigger automated actions from your sales data. For example, you can notify a manager by email or Slack the moment a rep's goal attainment crosses 100%, so wins get recognized without anyone checking a dashboard.
You can also automate reminders for deals sitting too long in a stage, or notify a rep when a deal they own is marked Won or Lost.