Track marketing spend and conversion rates in an AI-powered system built with AI to fit your marketing team's reporting workflow.


Customize your campaign roi dashboard setup with the exact views and reporting filters your team needs. Add features as workflows evolve.





Connect your ad platforms, spreadsheets, and marketing CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your budget.
Give each teammate the right stats and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Give different managers tailored access and dashboards, so marketing leads see performance while finance sees spend records.
Give different managers tailored access and dashboards, so marketing leads see performance while finance sees spend records.
Streamline your reporting with Softr Workflows. Trigger native automations for budget alerts or performance updates to keep operations smooth.
Access and update your campaign ROI dashboards on the go. Performance reports and ad-spend trackers are mobile-ready out of the box.
Use Google, email, or SSO logins to give your marketing team fast, secure access to ROI data—no IT tickets needed.
Keep sensitive financial and lead data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every granular level.
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.

Build your campaign roi dashboard in minutes with AI—no manual setup or complex configuration needed.

Add features like budget approvals or stakeholder reports as your marketing workflows evolve—no rebuild needed.

Start with a ROI dashboard, then add lead trackers or client portals—all in one place with no extra tools.
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.
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.




A campaign ROI dashboard is a secure, real-time analytics space where marketing teams and stakeholders can track the financial performance of their marketing initiatives. It centralizes data from various channels—like ad spend, lead conversions, and customer lifetime value—into a single view. This eliminates the need for manual spreadsheet updates or hunting through separate ad platforms, making it easier for marketing managers to prove the value of their spend and optimize budgets effectively.
Softr is the first AI-native platform for building specialized business software like marketing dashboards. It allows you to build a system that fits your specific attribution model and reporting needs. You can describe your marketing KPIs to the AI Co-Builder to instantly generate your data structure, reporting pages, and ROI logic—all fully connected and secure.
You don't need to be a data scientist or developer to build this. You can start with AI, use a reporting template, or build from scratch using Softr Databases or your existing campaign data in Airtable, Google Sheets, or HubSpot. You have full control to visualize your cost-per-acquisition, brand the dashboard for your agency or department, and control exactly which stakeholders see which budget figures. It's built to move as fast as your marketing cycles do.
You can include a wide range of analytical and management features in your campaign ROI dashboard tailored to your marketing stack. A high-performing dashboard usually combines functional data blocks with AI-driven insights:
- AI-Powered Intelligence – Use Ask AI to query your conversion data naturally, or set up Database AI Agents to automatically summarize campaign performance or suggest budget reallocations based on historical trends.
- Vibe Coding Blocks – Create custom visualization widgets—like a multi-touch attribution map—using the AI Code block to build exactly the chart your team needs.
- Softr Workflows – Set up native automations, such as Slack alerts that trigger when a campaign's ROI drops below a certain threshold or when a monthly budget is 90% spent.
- User Permissions & Logins – Securely manage access so account managers only see their specific campaigns while the CMO has a global view of all marketing spend.
- Lead & Spending Tracking – Use custom forms to log offline marketing costs and file uploads for agency invoices.
- Visual Analytics – Monitor your ROAS, CPC, and conversion rates with real-time charts, progress bars, and high-level summaries.
- Campaign Lists – Manage all active initiatives with searchable tables, kanban boards for creative status, and detailed drill-down views for every ad set.
Everything is built using Softr's drag-and-drop mechanics. If your tracking needs evolve, adding a new metric or data source is simple and requires zero code.
Vibe coding is about translating your marketing strategy into a functional tool instantly using AI. You can "vibe code" your dashboard by describing your campaign structure and required KPIs to the AI Co-Builder. Softr then generates a production-ready reporting app with the necessary charts and data connections.
While other tools might require you to maintain complex scripts or fragile API connections, Softr handles the foundational logic—like secure authentication for your team and data integrity—natively. This gives you the speed of rapid AI generation without the risk of your data visualizations breaking. You define the marketing metrics, and Softr builds the dashboard ready for executive review immediately.
Yes. You can manage multiple client accounts or distinct internal marketing teams within a single portal. Using Softr's granular permissions, each user only sees the ROI data and campaign performance metrics relevant to them based on their login. This is perfect for agencies that want to provide each client with a private, branded window into their campaign performance without creating separate apps for everyone.
Yes, you can. You don't need an existing data warehouse to start tracking ROI with Softr. If you are starting fresh, you can use Softr Databases to log spend, track leads, and calculate returns directly within the platform.
However, if your campaign data already lives in tools like Google Sheets for budgets, HubSpot for leads, or Airtable for creative assets, you can connect those seamlessly. Softr also offers a REST API to pull in data from other ad platforms. You have full flexibility over how your marketing data is organized and visualized.
Softr Databases is the recommended native source for campaign ROI dashboards. It provides high performance and instant automation triggers, ensuring your ROI calculations update the second new data is entered.
If you prefer to keep your data in external marketing tools, Softr connects to over 17 sources including Airtable, Google Sheets, HubSpot, SmartSuite, and BigQuery. You can even combine sources—for example, pulling your ad spend from a Google Sheet and your revenue from HubSpot—to calculate a comprehensive ROI in one unified dashboard view.
Yes, Softr provides total control over the reporting experience. You can tailor the navigation and layout to prioritize the KPIs that matter most to your business. Every chart or data table can be shown or hidden based on the user's role, ensuring sensitive financial data is only accessible to authorized personnel.
You can define roles like 'Media Buyer,' 'Marketing Manager,' or 'External Client' and set specific visibility rules. For instance, a Media Buyer might have permission to edit campaign spend, while a Client can only view read-only charts of their performance. This keeps your ROI data clean, secure, and relevant to every stakeholder.
Yes, you can fully white-label your dashboard. Add your agency logo, brand colors, and professional fonts, and host it on your own custom domain (e.g., reports.youragency.com). You can remove all Softr branding so your clients or executives experience a seamless, professional reporting tool that looks like it was built entirely in-house.
Yes, you can. Softr offers extensive flexibility to design a dashboard that makes complex data easy to understand. You can adjust the visual theme to match your brand and arrange reporting blocks to follow your preferred data story.
To visualize your ROI, you can utilize diverse block types:
- Table blocks – to list specific campaign names, costs, and conversion counts.
- List or Card blocks – to highlight top-performing creative assets or high-value campaigns.
- Detail View – to dive deep into the performance of a single marketing channel.
- Forms – to manually input budget adjustments or campaign notes.
- Charts – to visualize ROI trends over time or spend distribution across channels.
- Calendar blocks – to track campaign launch dates and seasonal promotions.
You can update these layouts at any time using the visual editor as your reporting requirements grow.
Softr is built to protect sensitive business data. All marketing and financial information is encrypted in transit (TLS) and at rest. You have total control over data access through role-based permissions and visibility rules that prevent unauthorized viewing of sensitive ROI figures.
For dashboards using Softr Databases, your data is stored in a secure, SOC 2 Type II compliant environment in Germany. If you connect external sources like HubSpot or BigQuery, Softr simply displays that data in real-time according to your settings without storing a duplicate copy. This architecture ensures you remain in complete control of your campaign intelligence at all times.
It is absolutely production-ready. While some AI tools produce "disposable" code prototypes, Softr builds your dashboard on a robust, business-grade infrastructure.
The platform handles the essential security layers—like user authentication and secure data syncing—natively. This means your dashboard isn't just a mock-up; it's a secure, scalable tool that your marketing department can use to manage high-stakes budgets from day one without worrying about technical instability.
Softr is the first AI-native platform designed for custom business software. Unlike traditional BI tools that can be overly complex for non-technical users, or simple "vibe coding" tools that create unmaintainable code, Softr's AI Co-Builder generates functional apps on a secure foundation.
You get a unique hybrid advantage: the speed of AI to generate your ROI logic and initial charts, combined with the precision of a drag-and-drop editor for brand customization. It allows marketing teams to move from a data concept to a live, secure reporting portal in minutes rather than weeks.
Yes. Softr supports native workflows and deep integrations to connect your ROI dashboard to your entire marketing stack. You can automate tasks like sending weekly ROI summaries to email or triggering a notification in Discord when a campaign reaches its goal. Softr also integrates with Stripe for revenue tracking and supports webhooks for advanced connectivity with ad platforms. You can build a fully automated data pipeline that reflects your real-time marketing performance without any manual coding.
Describe what you need. Softr's AI builds your custom dashboard and reporting system in under 30 minutes.