Dashboard & Reporting

Build your own small business dashboard

Track KPIs, monitor sales, and manage budgets in an AI-powered dashboard built with AI that you customize to fit your business workflow.

Screenshot of a small business dashboard interface displaying financial charts, sales pipeline lists, task progress bars, and a sidebar navigation menu.
small business dashboard mobile ui
Loved by 1 million+ teams around the globe
Data Management

Unify your business data in real time

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

Explore all data sources
Power

Custom access for every team. Built-in security.

Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.

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Advanced permissions

Give different team members tailored access and dashboards, so each role sees just the metrics and tasks that matter to them.

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User groups

Give different team members tailored access and dashboards, so each role sees just the metrics and tasks that matter to them.

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Automations

Streamline operations with Softr Workflows. Trigger native notifications based on budget changes or task updates to keep the team aligned.

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Works on any device

Check your small business metrics and update tasks on the go. All dashboards are mobile-ready and responsive out of the box.

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Easy, secure logins

Use Google, email, or SSO logins to give your team fast, secure access to business insights—no IT tickets needed.

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Security

Keep sensitive business data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your 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 AI—no manual setup or complex configuration required.

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

Consolidate your stack

Add features like automated alerts, team task lists, or custom charts as your business grows—no rebuild needed.

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

Flexible as you grow

Start with a dashboard, then add team task trackers or budget tools—all in one place, with no extra tools.

How it works

Generate a custom small business 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.

Customer Love

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.

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?
How can I "vibe code" a small business dashboard with Softr?
Can I manage multiple departments or locations in the same small business dashboard?
Can I use Softr if I don't already have my business data in another tool?
Which data sources does Softr support for reporting?
Can I customize the user experience and data permissions?
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 business data in Softr apps?
Is the AI-generated small business dashboard production-ready or just a prototype?
How is Softr different from other no-code dashboard tools?
Can I automate workflows and integrate with other business tools?

Related use cases

Build your small business dashboard. No code.

Describe what you need. Softr's AI builds your custom dashboard in minutes.