Dashboard & Reporting

Build your own small business dashboard, no code required

Monitor performance, track metrics, and streamline operations with a customizable dashboard tailored to your small business needs.

A user interface dashboard displaying business analytics and performance metrics for small businesses, featuring charts, graphs, and navigation menus.
small business dashboard mobile ui
Loved by 800,000+ teams around the globe
Data Management

Bring all your business data together in real time

Connect spreadsheets, sales tools, and project management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your small business.

Explore all data sources
Power

Custom dashboards for every team. Built-in security.

Empower your small business with tailored dashboards, role-based access, and secure reporting. Set up permissions, groups, and insights—no IT needed.

Advanced permissions

Let each team or department access the data that matters most to them, with personalized dashboards.

User groups

Let each team or department access the data that matters most to them, with personalized dashboards.

Automations

Connect your dashboard with tools like Make, Zapier, or N8N to automate data updates and reporting workflows.

Works on any device

Access your business dashboards and reports from desktop or mobile. All views are mobile-ready by default.

Easy, secure logins

Enable secure access for your team with Google, email, or SSO logins—no IT requests needed.

Security

Protect your business data with SOC2 and GDPR compliance, plus detailed permissions for every report.

AI Magic

Put AI to work for owners

Owners can ask AI for financial insights or metrics and get quick answers—right inside your Softr business dashboard.

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 small business dashboard

Easy, fast setup

Build your small business dashboard in minutes with drag-and-drop blocks and ready templates.

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

Consolidate your stack

Add new reports, data sources, or users as your business changes—no need to start over.

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

Flexible as you grow

Unify key metrics, forms, and team workflows in one dashboard—no switching between tools.

“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
Read Case Study
“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 small business 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
Read Case Study

Frequently asked questions

What is a small business dashboard?
What are the benefits of building a small business dashboard with Softr?
What types of features can I build into my small business dashboard?
Do I need to know how to code to build a small business dashboard in Softr?
Can I manage multiple clients or teams in the same small business 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 small business dashboard in Softr, including using my own branding?
Can I customize the design and layout of my small business dashboard?
How secure is my data in Softr apps?
How much does it cost to build a small business dashboard with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

Build your small business dashboard in minutes

Customize your Dashboard & Reporting quickly, no code needed
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