Dashboard & Reporting

Build your own customer health score tracker

Monitor account health and engagement in an AI-powered system built with AI that you customize to fit your success team's workflow.

Screenshot of a customer health score tracker dashboard displaying color-coded health indicators, retention charts, customer usage lists, and navigation menus.
customer health score tracker mobile ui
Loved by 1 million+ teams around the globe
Data Management

Unify your retention data in real time

Connect spreadsheets, CRMs, and engagement tools with real-time sync—or manage metrics in Softr Databases. Create a single source of truth for your customer success team.

Explore all data sources
Power

Custom access for every team. No dev time.

Give each success manager the right tools and data access. Set up secure logins, user groups, and granular permissions—no IT support needed.

Image

Advanced permissions

Give different success managers tailored access and dashboards, so each role sees only the accounts and metrics assigned to them.

Image

User groups

Give different success managers tailored access and dashboards, so each role sees only the accounts and metrics assigned to them.

Image

Automations

Streamline operations with Softr Workflows. Trigger native notifications when health scores drop or when an account is flagged for churn risk.

Image

Works on any device

Access and update your account health metrics on the go. All tracking tools are mobile-ready out of the box for quick updates anywhere.

Image

Easy, secure logins

Use Google, email, or SSO logins to give your success team fast, secure access to account health data—no IT tickets needed.

Image

Security

Keep sensitive customer and retention data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every levels.

Why Softr

Why Softr vs other software

No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

UI screenshot of Softr drag-and-drop dashboard setup for building customer health score tracker

Easy, fast setup

Build your customer health score tracker in minutes with AI—no manual setup or coding needed.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add retention dashboards, churn alerts, or task management as your success processes evolve—no rebuild needed.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Start with health scores, then add success portals and feedback forms—all in one place, with no extra tools.

How it works

Generate a custom customer health score tracker with AI

Co-build with AI

Simply describe what you need. Let Softr handle everything - Interface, database, workflows.

Iterate with AI or visually

Control most critical parts of your app yourself - roles, permissions, security.

Ship the same day

Invite team members or external clients and partners right away. No developer handover.

Customer Love

The go-to platform for business operations

Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.

Frequently asked questions

What is a customer health score tracker?
What are the benefits of building a customer health score tracker with Softr?
What types of features can I build into my customer health score tracker?
How can I "vibe code" a customer health score tracker with Softr?
Can I manage multiple account tiers or regional teams in the same customer health score tracker?
Can I use Softr if I don't already have my telemetry data in another tool?
Which data sources does Softr support for health score tracking?
Can I customize the dashboard experience and permissions for my CSMs?
Can I white-label my customer health score tracker in Softr, including using my own branding?
Can I customize the design and layout of my tracker dashboard?
How secure is my sensitive customer data in Softr apps?
Is the AI-generated health score tracker production-ready or just a prototype?
How is Softr different from other no-code reporting tools?
Can I automate workflows and integrate with other success tools?

Related use cases

Build your customer health score tracker

Describe what you need. Softr's AI builds your health tracking dashboard in minutes.