Dashboard & Reporting

Build a sales performance dashboard in minutes

Monitor KPIs, analyze trends, and boost results with a customizable dashboard tailored to your sales team's needs and goals.

Sales performance dashboard user interface displaying charts, graphs, and key metrics for tracking sales data and trends.
sales performance dashboard mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your sales data in real time

Connect spreadsheets, CRMs, and analytics tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your sales performance.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Give sales managers and team members the right data and tools. Set up secure logins, dashboards, and permissions—no IT or dev work needed.

Advanced permissions

Provide tailored dashboards for different roles, so sales reps, managers, and execs see only what they need.

User groups

Provide tailored dashboards for different roles, so sales reps, managers, and execs see only what they need.

Automations

Connect with tools like Make, Zapier, or N8N to automate sales reports and reduce manual updates.

Works on any device

Access and review sales dashboards on any device. All apps are mobile-ready out of the box.

Easy, secure logins

Let your team log in with Google, email, or SSO for quick and secure access to performance dashboards.

Security

Keep sales performance data safe with SOC2 and GDPR compliance, plus fine-tuned access control.

AI Magic

AI Assistant for Sales Teams

Sales teams get instant answers and insights from dashboard data—AI is built right into your Softr sales portal or app.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building sales performance dashboard

Easy, fast setup

Build your sales performance dashboard in minutes with prebuilt blocks and simple drag-and-drop.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add filters, charts, or new data sources as your sales tracking needs expand.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Bring sales dashboards, team reports, and data views together—no need for extra tools or logins.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom sales 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is a sales performance dashboard?
What are the benefits of building a sales performance dashboard with Softr?
What types of features can I build into my sales performance dashboard?
Do I need to know how to code to build a sales performance dashboard in Softr?
Can I manage multiple clients or teams in the same sales performance dashboard?
Which data sources does Softr support?
Can I customize the user experience and permissions?
Can I use Softr if I don’t already have my data in another tool?
Can I white-label my sales performance dashboard in Softr, including using my own branding?
Can I customize the design and layout of my sales performance dashboard?
How secure is my data in Softr apps?
How much does it cost to build a sales performance dashboard with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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