Build a qbr preparation tool in minutes
Streamline quarterly business reviews with a customizable tool tailored to your team's needs, enhancing efficiency and insights.
Customize your QBR prep to your needs
Build a QBR preparation tool with only the workflows and views your team needs. Adjust and expand as your quarterly review process evolves—no code needed.
Client account management
Quarterly data collection
Agenda creation and tracking
Task assignment and reminders
QBR document repository
QBR meeting scheduling
Bring all your qbr data together in real time
Connect spreadsheets, project management tools, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your qbr preparation.
Custom access for every team. Built-in security, no dev time.
Equip every team member with access to QBR dashboards and reporting tools. Set permissions and secure logins—no IT help required.
Advanced permissions
Tailor QBR dashboard views and reports for each team or executive, so everyone gets the insights they need.
User groups
Tailor QBR dashboard views and reports for each team or executive, so everyone gets the insights they need.
Automations
Connect to tools like Make, Zapier, or N8N to automate QBR report generation and distribution.
Works on any device
Access and review QBR dashboards on any device, from desktop to mobile, without extra setup.
Easy, secure logins
Enable quick, secure logins for your team with Google, email, or SSO—no IT tickets required.
Security
Keep QBR and performance data safe with SOC2 and GDPR compliance, plus robust access controls.
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Give sales teams an AI helper
AI answers QBR questions and finds insights right in your dashboard, saving sales teams time and keeping prep in one place.
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 QBR dashboard fast with drag-and-drop blocks and ready-made reporting templates.
Consolidate your stack
Add new metrics, charts, or integrations to your QBR workflow as your reporting needs change.
Flexible as you grow
Manage QBR dashboards, reports, and client data—all in one place, no extra tools required.
Build a fully custom QBR prep 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 Dashboard & Reporting tool now