Dashboard & Reporting

Build your own win loss analysis tracker, no code required

Analyze sales outcomes, identify trends, and optimize strategies with a customizable tracker tailored to your team's workflow and goals.

Get started free Start with a template

Screenshot of a user interface dashboard displaying win-loss analysis metrics, including charts, graphs, and summary statistics for tracking sales performance.

Loved by 800,000+ teams around the globe

Flexibility

Customize your tracker around your process

Build a win loss analysis tracker with only the features and views your team needs. Adjust and add as your workflow changes—no code required.

UI screenshot of deal entry and tracking

UI screenshot of reason collection forms

UI screenshot of report and dashboard views

UI screenshot of team member assignments

UI screenshot of filtering and searching deals

UI screenshot of export and share insights

Data Management

Unify your win loss data in real time

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

Explore all data sources

Power

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

Give your team secure dashboards for tracking win/loss data. Set up tailored access, views, and permissions—no IT support needed.

Advanced permissions

Let sales reps, managers, and analysts have dashboards tailored to their needs, so each sees just their relevant data.

User groups

Let sales reps, managers, and analysts have dashboards tailored to their needs, so each sees just their relevant data.

Automations

Connect with tools like Make or Zapier to automate data imports, status updates, or notifications for your analysis process.

Works on any device

View and update win/loss dashboards on any device. All apps are mobile-ready from the start.

Easy, secure logins

Enable fast, secure logins with Google, email, or SSO—making access easy for every team member.

Security

Keep sensitive sales and performance data protected with SOC2 and GDPR compliance, plus strong access controls.

AI Magic

An AI assistant for sales teams

Sales teams can ask AI about win/loss trends, insights, or deal data—all answered instantly within your Softr 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 win loss analysis tracker

Easy, fast setup

Build your win loss analysis tracker in minutes with drag-and-drop blocks and ready-made templates.

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

Consolidate your stack

Add new reports, data sources, or custom dashboards as your analysis needs change—no rebuild needed.

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

Flexible as you grow

Track sales insights, dashboards, and reports all in one place, no extra tools or logins required.

“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

Read Case Study

“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

Learn More

“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

Read Case Study

“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

Read Case Study

How It Works

Build a fully custom win loss analysis tracker 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.”