Build your own sales performance dashboard
Track revenue, monitor rep metrics, and forecast growth in an AI-powered system built with AI to fit your sales team's workflow.
Tailor your dashboard to your needs
Customize your sales performance dashboard with the exact charts and metrics your team needs. Add features as goals evolve—no code needed.
Real-time revenue visualization
Sales pipeline stage tracking
Individual rep performance metrics
AI-powered sales forecasts
Automated regional reporting
Win-loss ratio analysis
Unify your sales data in real time
Connect CRM data, spreadsheets, and lead sources with real-time sync—or manage everything in Softr Databases. Create one single source of truth for your business.
Custom access for every team. Built-in security.
Give each sales leader the right views and metrics. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different managers and reps tailored dashboards, so each role sees just the metrics and pipeline data they need to hit their targets.
User groups
Give different managers and reps tailored dashboards, so each role sees just the metrics and pipeline data they need to hit their targets.
Automations
Streamline your reporting with Softr Workflows. Trigger native notifications or status updates automatically when sales goals are met or changed.
Works on any device
Access and update your sales performance metrics on the go. All dashboards are mobile-ready out of the box for teams in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your sales team fast, secure access to their performance data—no IT tickets needed.
Security
Keep internal sales data safe with SOC2 and GDPR compliance, plus fine-tuned access control to ensure data privacy 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 sales performance dashboard in minutes with AI—no manual configuration or dev time needed.
Consolidate your stack
Add features like win-loss analysis, regional reports, or forecasting as your sales process evolves.
Flexible as you grow
Start with a performance dashboard, then add a CRM, lead forms, or deal trackers—all in one place.
Generate a sales performance dashboard with AI
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 sales performance dashboard
Go from idea to a live dashboard in under an hour. Build and customize your reporting without code.