Build a revenue forecasting dashboard in minutes
Analyze trends, predict outcomes, and optimize strategies with a customizable dashboard tailored to your business needs.
Customize your dashboard around your process
Build a revenue forecasting dashboard tailored to your team. Add only the features and views you need, and adapt as your workflows evolve.
Input and track sales data
Customizable reporting periods
Pipeline and opportunity tracking
Visualize revenue trends
Collaborative notes and comments
Export and share forecasts
Unify your revenue data in real time
Connect spreadsheets, sales tools, and financial systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your forecasts.
Custom access for every team. Built-in security, no dev time.
Give your team secure access to real-time revenue forecasts and reports. Set up user groups and permissions—no IT help required.
Advanced permissions
Give sales, finance, and leadership teams tailored access to forecasting dashboards and insights.
User groups
Give sales, finance, and leadership teams tailored access to forecasting dashboards and insights.
Automations
Connect your dashboard with tools like Make, Zapier, or N8N to automate report distribution and updates.
Works on any device
Review forecasts and update dashboards on desktop or mobile. Every app is mobile-ready out of the box.
Easy, secure logins
Enable team members to log in securely with Google, email, or SSO—no IT tickets or delays.
Security
Keep sensitive revenue data safe with SOC2 and GDPR compliance, plus detailed access controls.
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An AI assistant for finance teams
Finance teams can ask AI about forecasts, trends, or drivers—getting clear answers right inside your dashboard with 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.
Easy, fast setup
Launch your revenue forecasting dashboard fast with drag-and-drop blocks and prebuilt charts.
Consolidate your stack
Add new data sources, metrics, or reports as your forecasting needs change—no rebuild needed.
Flexible as you grow
Combine your dashboards, reports, and data sources in one place—no extra tools or logins required.
Build a fully custom revenue forecasting 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.
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Frequently asked questions
Build your revenue forecasting dashboard today