Reduce churn, track engagement, and view analytics in an AI-powered dashboard built with AI to fit your team's specific retention workflow.


Customize your customer retention dashboard setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.






Connect usage logs, churn data, and subscription systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different team members tailored access and dashboards, so each role sees just the retention metrics that matter to them.
Give different team members tailored access and dashboards, so each role sees just the retention metrics that matter to them.
Streamline your processes with Softr Workflows. Trigger native notifications based on high churn risk or low engagement to keep operations running smoothly.
Access and update your retention metrics on the go. All customer charts and dashboards are mobile-ready out of the box.
Use Google, email, or SSO logins to give your success team fast, secure access to customer data—no IT tickets needed.
Keep internal customer data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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.

Build your retention dashboard in minutes with AI—no manual setup or complex configurations needed.

Add features like automated alerts, sentiment analysis, or task tracking as your needs evolve—no rebuild needed.

Start with a dashboard, then add client portals or support forms—all in one place, with no extra tools.
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.
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.




A customer retention dashboard is a secure, visual space where your success and account teams can log in to monitor churn risk, renewal dates, and customer health scores. It centralizes all your churn-related data in one place, so you don't have to rely on fragmented spreadsheets or manual reports. This makes it easier to stay organized and proactively respond to at-risk accounts to improve your bottom line.
Softr is the first AI-native platform for building business software. It makes it easy to build a customer retention dashboard that fits the way your success team works. You can describe your metrics to the AI Co-Builder to instantly generate your database, tracking pages, and filtering logic—already connected and secure.
You don't need to code anything. You can start by generating with AI, using a template, or building from scratch. Everything runs on Softr Databases, the native, relational database built into the platform, or you can connect external tools like Airtable, Google Sheets, HubSpot, and Salesforce. You have full control to adjust the layout visually, decide which team members see specific segments, and brand it to match your company. It's quick to get up and running, simple to update, and flexible enough to scale as your customer base grows.
You can include a wide range of features in your customer retention dashboard, depending on what your retention strategy looks like. A great dashboard usually mixes classic reporting blocks with AI-powered intelligence:
- AI-Powered Intelligence – Use Ask AI to let managers query customer trends conversationally, or set up Database AI Agents to summarize call notes into sentiment scores.
- Vibe Coding Blocks – Build complex, custom UI elements—like a custom renewal countdown timer—using the AI Code block to "vibe code" exactly what you need.
- Softr Workflows – Build native automations (like an automatic Slack alert when a health score drops) that trigger notifications or sync data whenever a record is updated.
- Team Portals & Logins – Securely manage access so each account manager only sees their specific portfolio or performance metrics.
- Data Collection – Capture churn feedback with custom forms and file uploads from exit interviews.
- Dashboards & Charts – Visualize churn rates, MRR retention, and cohort analysis with real-time charts and summaries.
- Lists & Advanced Filtering – Display and manage your accounts with searchable tables, kanban boards for renewal stages, and detailed customer record views.
Everything is built using Softr's drag-and-drop blocks, so you can create these features without writing code. If your needs change, it's easy to update the metrics later.
Vibe coding is all about moving fast and using AI to build exactly what you need. You can "vibe code" a customer retention dashboard in Softr by simply describing your requirements—like tracking monthly active users or subscription tiers—to the AI Co-Builder. Softr then generates a production-ready app on top of a stable, secure foundation.
Unlike other tools that just generate raw, fragile code, Softr handles the "boring 80%"—like user authentication, database logic, and permissions—natively. This means you get the speed of vibe coding without the "Day Two" headaches of managing raw code. You describe your churn metrics, Softr builds the dashboard, and it’s ready for your success team instantly.
Yes. You can manage multiple sales regions, customer success teams, or product departments in a single dashboard. Each user only sees the customer segments and data assigned to them, based on their login and role. This is useful for global companies or agencies managing retention for multiple client accounts.
Yes, you can. You don't need to bring your customer logs from somewhere else to start building with Softr. If you're starting from scratch, you can use Softr Databases, which is built into the platform and integrates perfectly with any reporting application you build.
But if you already have retention data in tools like Airtable, Google Sheets, HubSpot, or SQL, you can connect those too. You can also use the REST API connector to bring in usage data from your own product. Either way, you have full control over how your customer data is structured and displayed in your dashboard.
Softr Databases is the recommended native data source. It is built explicitly for business apps, offering high performance and instant triggers—critical for reacting to churn signals in real-time because the data is native to the platform.
If you already have your usage logs elsewhere, Softr also connects to 17+ external data sources. You can connect to Airtable, Google Sheets, HubSpot, BigQuery, and more. You can even integrate multiple data sources into the same app—so your dashboard could pull in financial data from Stripe and contact records from Salesforce at once. Most sources support real-time, two-way sync, so updates to customer status stay in sync automatically.
Yes, Softr gives you full control over how your team experiences the customer retention dashboard. You can customize the layout and navigation to match your internal workflows. Each page or block can be hidden based on who's logged in, so account managers only see their own accounts while executives see high-level retention trends.
You can also set up different user roles—such as Success Manager, Team Lead, or Admin—and define exactly what each role can edit. For example, managers can update health scores, while others can only view the data. You can also create personalized views by filtering data based on the logged-in user.
This level of customization is especially useful when managing sensitive financial data or multi-departmental portfolios. It helps keep the experience clean, secure, and tailored to each team member.
Yes, you can fully white-label your customer retention dashboard in Softr. You can use your own logo, brand colors, fonts, and a custom domain to make the dashboard feel like a native internal tool. You can also remove all Softr branding, so your team members see a consistent brand identity throughout their workflow.
Yes, you can. Softr gives you a lot of flexibility to control both the design and layout of your retention reporting. You can adjust colors to match your brand's data visualization guidelines and set what different managers see when they log in.
To display your churn metrics, you can add different types of blocks:
- Table blocks – to show structured lists of upcoming renewals or at-risk accounts
- List or Card blocks – to highlight customer success stories or recent cancellations
- Detail View – to show one customer's full history and health profile
- Forms – for logging meeting notes or churn reasons
- Charts – to show MRR retention and Net Revenue Retention (NRR)
- Calendar blocks – to display contract end dates or check-in schedules
If your reporting requirements change, it's easy to go back and add new charts or filters right in the visual builder.
Softr is built with security in mind. All customer records are encrypted in transit and at rest, and your dashboard is hosted on secure infrastructure. Softr apps give you full control over who can see sensitive subscription data. You can set up role-based permissions, manage users directly within your data source, and apply visibility rules to protect PII across your entire app.
For dashboards using Softr Databases, your data is stored in a secure environment with SOC 2 Type II compliance. For apps connected to external sources like Snowflake or SQL, Softr doesn't store your sensitive usage data—it just displays it in real time based on your settings. You are always in control of who can view or edit retention metrics.
It is fully production-ready. Unlike many AI tools that just "vibe code"—generating fragile code that is hard to maintain—Softr builds your customer retention dashboard on top of a stable, business-grade foundation.
We handle the "boring 80%" (like authentication, secure hosting, and granular permissions) natively, so you don't have to. This solves the "Day Two" problem of AI: you get the speed of instant generation for your churn reports without the headache of managing raw, unreliable code. Your app is secure, scalable, and ready for your team to use at scale from day one.
Softr is the first AI-native platform for building business software. Unlike pure visualization tools that only show static data, or traditional no-code tools that are difficult to configure, Softr's AI Co-Builder creates functional apps (with logins and workflows) on top of a secure foundation.
What sets it apart is the hybrid advantage: you can use AI to generate your retention database and dashboard in minutes, then use visual controls for precise editing. You get the speed of AI with the reliability of business-grade infrastructure (auth, roles, and hosting) already built-in. It's designed for success teams who want to move from a basic spreadsheet to a professional retention system on day one.
Yes. Softr supports powerful native workflows and a wide range of integrations so you can connect your dashboard to the rest of your stack. You can automate tasks using Softr Workflows, such as sending a gift via Sendoso when a customer renews, or syncing notes to Intercom. Softr also supports REST API and webhooks for advanced retention triggers.
Whether you need to send at-risk alerts to Slack, trigger email sequences in HubSpot based on churn risk, or display contract data from Stripe, you can build it into your dashboard without writing code.
Describe what you need. Softr's AI builds your dashboard in minutes. Get started free—no dev needed.