Create a custom deal forecasting tool without code
Predict sales trends, allocate resources, and optimize strategies with a customizable tool tailored to your business forecasting needs
Customize your deal forecasting tool
Build a deal forecasting tool with only the features your sales team needs. Adjust views and workflows easily as your process evolves—no coding required.
Deal pipeline tracking
Revenue forecast dashboard
Add and edit deals
Filter and segment deals
Team collaboration notes
Export and share reports
Unify your deal data in real time
Connect spreadsheets, CRMs, and sales tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your forecasts.
Custom dashboards and secure reporting for every team.
Give each team member or leader access to the right sales dashboards and forecasting tools. Set up secure logins, user groups, and granular permissions—no IT support needed.
Advanced permissions
Provide tailored dashboards for sales reps, managers, or execs, so each role sees the data they need.
User groups
Provide tailored dashboards for sales reps, managers, or execs, so each role sees the data they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate recurring reporting tasks and keep forecasts up to date.
Works on any device
Access and update dashboards on any device. All reporting apps are mobile-ready out of the box.
Easy, secure logins
Enable Google, email, or SSO logins for fast, secure access to your deal forecasting dashboards.
Security
Keep sensitive sales data secure with SOC2 and GDPR compliance, plus fine-tuned access controls.
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Give sales teams an AI assistant
Sales teams can ask AI for deal insights or forecasts—answers appear instantly, right inside your sales dashboard or portal.
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.
Easy, fast setup
Build your deal forecasting dashboard in minutes with drag-and-drop blocks and prebuilt templates.
Consolidate your stack
Easily add new reports, KPIs, or pipeline views as your forecasting needs change—no rebuild needed.
Flexible as you grow
Start with deal tracking, then add dashboards or reporting tools—all in one place, no extra software required.
Build a fully custom deal forecasting tool 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.
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Frequently asked questions
Build your deal forecasting tool effortlessly