Sales KPIs Dashboard Template

Sales
Dashboard

Provide sales teams visibility and control over their sales pipeline.

sales kpi dashboard template cover image

Why create a sales KPIs dashboard with Softr?


This template lets you build a custom sales KPIs dashboard on top of your Airtable data, so you can give your team better visibility into the sales pipeline. The Sales KPIs Dashboard template provides sales teams visibility and full control over their sales pipeline, answering such questions as:


  • Are we bringing new deals to the pipeline?
  • What closed deals are worth?
  • What's the forecasted sales for next quarter?
  • Are sales team members hitting their quota?


Each sales rep has access to individual performance metrics and data, while the sales manager gets the overall team performance overview.

What can I do with this sales KPIs dashboard template?

The main purpose of this template is to make it easier for your team to access data. Here are the workflows it supports:

Personalized dashboard

Each user has his/her own dashboard with relevant metrics visualized through charts.

See performance metrics

Sales reps track their individual performance, while managers get the bigger picture.

See deal status

Track deal value, stage, estimated close date, owner, and other parameters.

Track goals

Track your goals that include goal owner, start and end dates, value, attainment, and more.

Responsive design

A fully responsive design, allowing each user to access the dashboard from any device.

shenal harakh

“Softr enables us to build apps 10x faster than with custom code and at a much lower cost. That allows us to be an agile organization, test business concepts quickly, and keep our costs low without compromising quality.”

Erik Sandsmark, Founder and Chief Design Officer, Graphiq

How the sales KPIs dashboard template works


To start using this template, all you need to do is:



  • Click Use template
  • Sign up or log in to your Softr account (it’s free, no credit card required!)
  • Connect your data source (Airtable)
  • Map your data to pre-set fields and pages to replace mock data
  • Set up user groups and permissions
  • Test each workflow, integrating with other tools as needed (e.g. Zapier, Make, Stripe)
  • Publish and share the URL with your team


For a more detailed overview, check out our tutorial:

oliver smith

"Softr provided us with a unique combination of robust data management and feature creation tools combined with easy-to-edit content modules.”

Oliver Thomas, Maker Digital Systems Architect, MIT

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Frequently asked questions

While the KPIs you track can vary depending on your business needs, here are some common metrics to consider: - Annual Contract Value (ACV) - Customer Lifetime Value (CLV) - New leads in pipeline - Average age of leads in pipeline - Conversion rate - Rep retention - Average rep ramp time - Referrals - Customer retention While this template provides a specific set of KPIs, it can be easily customized to include more indicators.

As soon as you click the Use the template button, you'll be immediately taken to Softr studio and can start working on the template. If you don't have a Softr account, you'll be prompted to register first (a Free account will work just fine).

All the Softr templates are completely free of charge and can be used with any of the Softr subscription plans. However, Free and Starter plans have a limitation on the number of application users, so you might need to consider a higher subscription plan if you need to have full Memberships access.

Build a custom sales KPIs dashboard today

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