Dashboard & Reporting

Build a customer retention dashboard in minutes

Visualize key metrics, monitor trends, and enhance customer loyalty with a customizable dashboard tailored to your business needs.

A digital dashboard interface displaying customer retention metrics, charts, and graphs with navigation menus and data visualization elements.
customer retention dashboard mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your retention data together in real time

Connect spreadsheets, CRMs, and support tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for customer insights.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Empower your team to monitor and analyze customer retention. Set up secure logins, user groups, and granular permissions—no IT support required.

Advanced permissions

Provide tailored dashboards for different teams so each role accesses the retention data most relevant to them.

User groups

Provide tailored dashboards for different teams so each role accesses the retention data most relevant to them.

Automations

Connect with reporting tools like Make, Zapier, or N8N to automate updates and notifications on retention trends.

Works on any device

Review customer retention dashboards anywhere. All apps are mobile-ready out of the box.

Easy, secure logins

Use Google, email, or SSO logins to give your team secure, fast access to retention data—no IT help needed.

Security

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

AI Magic

Give marketers an AI assistant

Marketers get instant answers on churn, trends, or insights—AI works right in your retention dashboard, no extra tools needed.

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 retention dashboard

Easy, fast setup

Build your customer retention dashboard in minutes with drag-and-drop blocks—no dev time needed.

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

Consolidate your stack

Add new reports, data sources, or metrics as your retention tracking needs change—no rebuild required.

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

Flexible as you grow

Combine your dashboard with CRM data, forms, or analytics—all in one place, with no extra tools.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
Read Case Study
“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
Read Case Study
“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
Learn More
“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
Read Case Study
“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
Read Case Study
How It Works

Build a fully custom customer retention dashboard in minutes

Connect to your data in seconds

Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.

Customize layout and logic

Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.

Publish and launch

Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
Read Case Study

Frequently asked questions

What is a customer retention dashboard?
What are the benefits of building a customer retention dashboard with Softr?
What types of features can I build into my customer retention dashboard?
Do I need to know how to code to build a customer retention dashboard in Softr?
Can I manage multiple customers or teams in the same customer retention dashboard?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my retention data in another tool?
Can I white-label my customer retention dashboard in Softr, including using my own branding?
Can I customize the design and layout of my customer retention dashboard?
How secure is my data in Softr apps?
How much does it cost to build a customer retention dashboard with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your customer retention dashboard today

Set up your first Dashboard & Reporting with ease
Get started free