Build your revenue forecasting dashboard, no code
Track sales trends, monitor pipelines, and view growth insights in an AI-powered dashboard built with AI to fit your finance workflow.
Tailor your dashboard to your needs
Customize your revenue forecasting dashboard with the exact charts and views your team needs. Add features as goals evolve—no code required.
Interactive sales projections
AI-powered growth insights
Pipeline stage monitoring
Historical data comparison
Budget and goal tracking
Automated performance alerts
Unify your financial data in real time
Connect sales pipelines, transaction logs, and billing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each teammate the right data and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give sales managers and executives tailored dashboards, so each role sees just the revenue metrics and pipeline stages they need.
User groups
Give sales managers and executives tailored dashboards, so each role sees just the revenue metrics and pipeline stages they need.
Automations
Streamline your reporting with Softr Workflows. Trigger native notifications or alerts when revenue targets are met or data changes.
Works on any device
Access your financial insights and forecasts on the go. All revenue dashboards are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your finance team fast, secure access to forecasting data—no IT tickets needed.
Security
Keep sensitive revenue and financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 revenue forecasting dashboard in minutes with AI—no manual configuration or setup needed.
Consolidate your stack
Add features like budget tracking, specific filtered views, or goal alerts as your financial needs evolve.
Flexible as you grow
Start with a forecasting tool, then add investor portals or performance forms—all in one place.
Generate a fully custom revenue forecasting dashboard
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.
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.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your revenue forecasting dashboard now
Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev needed.