12 best KPI software and reporting tools (and how to choose the right one)

Successful businesses consistently monitor and act on performance data. However, if you’re still using spreadsheets to track your metrics, you’re missing insights that could help you grow.

KPI software transforms how you understand and manage your business performance through real-time metrics, visual dashboards and automated reports.

Below, we’ll review 12 of the best KPI software for small businesses and their relevant use cases. These tools are powerful, affordable and simple to use without a dedicated analyst on your team.

How to choose the right KPI software for your business

Many companies rush into buying the flashiest tool with the most features only to find out it’s too complex for daily use.

Here’s what really matters when choosing KPI software that’ll become a valuable part of running your business, not just another monthly expense:

• Ease of use. The best KPI software is the one your team can use every day without constant training. Look for drag-and-drop functionality and clean, intuitive dashboards that help you understand performance at first glance.

• Customization. Good KPI software lets you build custom dashboards that focus solely on metrics that matter to your business. For instance, if you want to track sales KPIs, you’d want to create custom sales dashboards with metrics like revenue, conversion rate and average deal size.

• Integrations. You need KPI software that seamlessly integrates with your existing tech stack. Integrations (especially native ones) make it easy to sync performance data from other tools, such as your CRM, accounting and email marketing platforms and visualize all important metrics in one place.

• Affordability. Look for KPI software that provides all the necessary tools at a price that fits your budget. Free trials can familiarize you with the interface and features before purchasing a monthly or yearly subscription.

• Scalability. Buying KPI software that adapts to your growing needs can save you valuable time and effort, which you could otherwise spend switching platforms once your priorities change. Look for pricing tiers that align with your plans.

The best KPI software for your business will depend on its needs, but the tips above will help you choose one that works.

12 best KPI software and reporting tools in 2025

There are hundreds of KPI software options for varying business needs and budgets. We’ve compiled a list of 12 options.

To help you pick the right tool for your company, we’ve evaluated each KPI software across the following key factors:

• How easy it is to set up and use

• Which tools it connects with

• How it displays and reports data

• What existing users have to say

• Who it’s best for and why

Here are 12 KPI tools to help you track, analyze and optimize your performance and make data-driven decisions.

Best sales KPI software: Pipedrive

Pipedrive is a CRM platform that offers powerful KPI tracking features, especially for businesses focused on sales performance.

Pipedrive automatically transforms complex data on all your activities into clear, actionable metrics in an exportable file.

Your team can monitor sales KPIs that directly impact your bottom line in Pipedrive, such as:

• Deals added, closed or lost

• Average deal value

• Conversion rates

• Team activities and performance

• Revenue forecasts

Track all your metrics through real-time data, interactive dashboards and custom reports.

Pipedrive also connects to 500+ apps to maximize your CRM data.

For example, you can pull data from your accounting or lead generation software or sync your sales data with BI reporting tools to get a more accurate picture of your business performance.

Oliver Lee, Sales Director at Creative Race, says:

Pipedrive’s top KPI software features

Pipedrive contains powerful sales features such as workflow automation and pipeline visualization to track and optimize your entire sales cycle.

The platform also has excellent KPI reporting features, such as:

• Sales dashboards. Pipedrive’s dashboards transform static sales data into interactive charts, graphs and tables. Apply custom filters to visualize performance clearly, track progress and identify winning tactics or bottlenecks in real time.

• Customizable reports: Generate personalized sales, CRM and lead reports with custom fields and metrics relevant to your business goals. Filter and group results and leverage predictive analytics to forecast revenue.

• AI recommendations. Pipedrive’s AI Sales Assistant analyzes your data to predict deal outcomes and aid decision-making. It shows you which opportunities will likely close, tracks team performance and turns sales data into clear action steps.

• Add-ons and integrations. Go beyond basic KPI tracking by integrating with 400+ apps and using built-in Pipedrive add-ons. Connect with BI reporting tools and sync performance data with accounting, marketing and customer service software.

• Project management tools. Launch strategic initiatives by organizing projects and tasks in a Kanban board view. Assign tasks, set deadlines, track progress, share files and keep your team in sync.

Best email marketing KPI software: Campaigns

Campaigns is a Pipedrive add-on that helps you design, send and monitor email marketing campaigns alongside your sales efforts.

By embedding an email marketing tool into your CRM, you can segment leads by sales activity, past interactions or deal stages and personalize your campaigns. You also get a clear picture of how email performance impacts your broader sales KPIs.

Campaign’s email KPI reports show you how your emails perform in real time. They track email marketing metrics like opens, clicks and which messages get the best response.

Sharing these reports with your sales team and giving them visibility into your marketing campaigns can help them sell better.

For example, sales reps can follow up more effectively with leads who clicked on specific links in your email or tweak sales conversations based on subscriber behavior.

Philip Cantor, Head of Revenue at Orbica, says:

Campaign’s top KPI software features

Campaigns lets you create beautiful, interactive email campaigns aligned with your CRM data using a no-code, drag-and-drop builder. It also offers powerful email KPI tracking and optimization features, such as:

• Real-time email analytics. Track metrics like open rates, click-through rates and delivery success to understand your email performance.

• Customizable reports. Generate campaign-level reports to measure the performance of individual marketing emails and analyze recipient behavior.

• CRM integration. As a Pipedrive add-on, Campaigns plugs directly into your CRM data, making segmenting and nurturing leads easier. Automate follow-ups, send newsletters and run promotions – all while keeping your sales and marketing efforts in sync.

• Contact segmentation. Use built-in filters such as subscription status, send date, unsubscribe date and more to segment leads and personalize your emails.

Best social media KPI software: Reportei

Reportei makes it easy to build marketing reports and KPI dashboards automatically. It pulls data from social media platforms like Instagram, Facebook and LinkedIn, as well as Google Analytics, Google Ads and other sources.

Users can also connect Reportei with Pipedrive to visualize CRM data and sales KPIs alongside marketing metrics, which helps them make better business decisions.

Reportei is a great KPI software for marketers but offers limited customization options compared to other tools in this list.

For example, a Capterra review points out that it has limited customization options, and it may be difficult for agencies or consultants to manage multiple clients using it:

Reportei’s top KPI software features

Reportei is a powerful reporting tool built specifically for marketers. However, it offers several features for tracking KPIs and projects that all teams can use:

• Customizable templates. Use pre-built dashboard and report templates for different scenarios or sales and marketing channels.

• Automated reports. Generate and send reports automatically via email. Set the frequency, analysis period and other controls.

• AI-driven insights. Quickly spot trends in marketing and sales metrics and access personalized recommendations for improving performance.

• Timeline. View project dates, events and major milestones chronologically to understand progress and historical context.

• Goals and alerts. Set specific campaign goals (e.g., reach or engagement targets) and get notified when performance deviates from expectations.

• Social media integration. Connect Reportei to Instagram, Facebook, YouTube, TikTok, X (Twitter) and LinkedIn to automatically pull likes, shares, impressions and other metrics into its dashboard.

Best KPI software for data integration: ClicData

ClicData is a business intelligence platform that helps users visualize data through interactive dashboards.

The platform connects seamlessly to various data sources to track KPIs from different departments or systems in one place.

ClicData is a powerful option for data-driven companies, but some users report a steeper learning curve for beginners.

For example, Capterra reviewer Parth K., explains:

Its higher starting price means it can also be expensive for smaller teams or those with basic reporting needs.

ClicData’s top KPI software features

ClicData offers robust data management tools for storing, prepping, transforming and visualizing data. When it comes to KPI reporting, here are some relevant features to know:

• Interactive dashboards. Use a drag-and-drop interface to create KPI dashboards that users can explore and interact with for deeper insights.

• Multi-channel reports. Aggregate KPIs and metrics from various sources into unified reports for a more holistic view of business performance.

• Predictive analytics. Use statistical models to forecast future trends and performance, such as revenue or sales targets.

• Mobile KPI tracking. The dashboards work well on all mobile devices, so users can check business performance wherever they are.

Best KPI software for dynamic dashboards: Grow

Grow lets users create dynamic KPI dashboards to track performance. Users can switch between different types of charts and graphs to show data more effectively.

The platform automatically updates reports with fresh data, pulling information from multiple sources to keep everything current. Users can also add company branding to make reports look more professional.

Grow is generally user-friendly, but some users have found adding data sources complicated, especially when working with spreadsheets.

Reviewer Todd J. says:

Grow’s top KPI software features

If multiple team members work with data, Grow gives them plenty of tools to personalize each user’s KPI tracking experience. Some of its best features are:

• Dynamic dashboards. Create dashboards that automatically filter and display data based on who’s logged in to the account for personalized insights.

• Automated reports. Set up a schedule to deliver reports to clients or stakeholders in PDF format via email.

• Alternate views. Change chart types of individual metrics to display data differently or switch between chart and table views to scrutinize numbers.

• Native integrations. Connect to popular accounting, marketing, social media and ad platforms, databases and CRMs (including Pipedrive) to import live data.

• Custom branding. Personalize the Grow dashboard by adding the brand logo, colors and favicon, and set up a custom domain and login screen.

Best KPI software for TV dashboards: Geckoboard

Geckoboard lets users build TV-ready custom dashboards by dragging and dropping elements such as data visualizations, KPIs and targets.

It’s built for businesses that need to move quickly. Users can cycle through different dashboards automatically and get alerts about important changes.

Geckoboard connects to other tools (e.g., Pipedrive) to sync performance data from different areas, like sales, marketing and customer service.

On the downside, user reviews show Geckoboard’s integrations can be tricky to set up due to a technical process and lack of documentation.

Capterra reviewer Mizanur Rahman M. explains:

Some users also feel the integrations offer limited functionality.

Geckoboard’s top KPI software features

Geckoboard might sound like a simple tool for connecting dashboards to your TV. It also comes with several features for tracking and sharing KPIs, such as:

• Drag-and-drop builder. Easily build custom dashboards that look good with elements that snap to size. Users can move, resize or group visualizations.

• TV dashboards. Use built-in tools to display and manage dashboards remotely on large screens, such as monitors and TVs.

• Snapshots and reports. Automatically share reports or dashboard snapshots with team members via Slack or email regularly.

• KPI notifications. Get instant KPI alerts via Slack or with status indicators when a specific metric drops or when the team hits sales targets.

• Dashboard loops. Cycle between multiple KPI dashboards (e.g., marketing, sales or customer service dashboards) automatically.

Best KPI software for revenue attribution: HockeyStack

HockeyStack helps users understand how customers interact with the business. It shows who prospects are and how they move through the funnel by visualizing their entire journey.

HockeyStack is ideal for businesses looking to improve their customer acquisition and retention. The platform also offers powerful KPI dashboards, connectors and AI tools for uncovering insights and generating granular reports.

Unfortunately, HockeyStack only works on desktops. It doesn’t have a mobile app, so users can’t track their KPIs and metrics on the go.

HockeyStack’s top KPI software features

HockeyStack is a powerful retention platform that does more than just build KPI reports. For businesses interested in digging deep into their analytics to optimize specific touchpoints, here are some relevant HockeyStack features:

• Custom dashboards. Create personalized, no-code dashboards to monitor specific KPIs and metrics relevant to the business.

• Multi-touch attribution. Analyze the impact of each customer interaction across multiple channels on conversions and revenue.

• AI text-to-report. Ask Odin (HockeyStack’s AI assistant) to create reports based on specific insights or questions quickly.

• Buyer journeys. Visualize every touchpoint, track activity at each one and match it to revenue to understand and optimize the customer journey.

• CRM sync. HockeyStack’s Pipedrive integration shows users how their leads turn into customers and what they do after buying. Track who makes the buying decisions, how long sales take and which customers stay engaged with the product.

Best free KPI software: Google Analytics

Google Analytics is a free KPI software that lets users see what’s happening on their website in real time and create custom dashboards to monitor their most important metrics.

It’s especially good at showing how visitors become customers by tracking their journey through a site. Users get a complete picture of their marketing metrics since it works with other Google tools like Ads and Search Console.

Google Analytics is a free option, but it can be difficult for a newbie to install and use. Finding the right information can be time-consuming, as they need to dig deep into layers of data.

A TrustRadius review by Hash Moody, CEO at Azoora, also points out that GA offers too many advanced features for small (or non-technical) teams who are often looking for a straightforward KPI tracking solution:

Google Analytics’ top KPI software features

Google Analytics might be a free KPI software, but don’t take it lightly. Like other Google products, it’s a powerful tool for tracking website activity, conversions and other metrics. Here are some of the best Google Analytics features for KPI reporting:

• Real-time reporting. Track user activity on the site to get instant insights into performance.

• Customizable dashboards. Create tailored dashboards that display key metrics and visualizations relevant to the current focus.

• Conversion tracking and goals. Track specific user actions (e.g., form submissions or purchases) to analyze the effectiveness of a website and marketing efforts.

• Integration with other Google products. Seamlessly connect with Google Ads, Search Console and more to consolidate business data and streamline workflows.

Best KPI software for business intelligence: Tableau

Tableau helps users create detailed visualizations and explore data dynamically without needing advanced technical skills. Features like forecasting and AI insights allow users to quickly uncover trends in performance data.

Tableau is popular with enterprises, but it can be expensive for startups that want to purchase multiple viewing licenses or use additional features for exploring data.

G2 reviewer Disha M. says:

Tableau’s top KPI software features

Tableau is often considered the industry standard for complex visualizations and advanced data analytics. Teams of all sizes use the tool to explore trends, forecast outcomes and present data clearly. Here are some top Tableau features for KPI reporting:

• Interactive dashboards. Create dynamic dashboards with advanced filters, drill-downs and responsive visualizations.

• AI-powered insights. Tableau’s integration with Einstein Discovery lets users access recommendations and predictions directly within their visualizations.

• Predictive modeling. Forecast performance and identify future trends to set realistic targets and plan for growth.

• Embedded analytics. Incorporate KPI dashboards and visualizations into websites and apps.

Best KPI software for Microsoft users: Power BI

Microsoft’s Power BI is an affordable yet powerful KPI software that integrates seamlessly with other Microsoft products, such as Excel, Teams and Azure.

The tool is packed with advanced data analysis features. It helps businesses of all sizes understand their performance better through interactive dashboards and AI insights.

Users can also check their KPI reports on mobile and track performance on the move.

Power BI is an advanced analytics platform, but users have expressed frustration with its slow and clunky interface, which can often worsen as they connect more data sources.

Reviewer Graeme C., explains:

Power BI’s top KPI software features

Power BI is a good option for users familiar with Excel sheets who want to seamlessly transition to data visualization and AI-powered analysis within the Microsoft ecosystem. Here are some of the software’s best KPI reporting features:

• Interactive KPI dashboards. Create dashboards with drag-and-drop tools, drill into data, apply filters and customize visualizations to see key metrics clearly.

• Integration with data sources. Connect to 100+ data sources, such as SQL, Excel and Azure, for seamless and unified reporting across an organization.

• Mobile-optimized reports. Use Android, iOS and Windows apps to view dashboards and reports on the go. Mobile users can also enable push notifications to stay updated with important data changes.

• AI data analysis. Use built-in AI tools to automatically detect patterns, generate predictive models and ask questions about data in natural language.

Best KPI software for beginners: Databox

Databox simplifies KPI tracking with ready-made dashboard templates and a drag-and-drop interface. Non-technical users can quickly set up dashboards and start monitoring key metrics.

The platform offers predefined metrics and native integrations that let users instantly visualize performance in specific business areas. Users also get benchmarks and actionable insights for each metric to improve their data analysis.

Databox is user-friendly but has limited customizability compared to other tools. Its free plan can be restrictive, especially for businesses that need to track KPIs from multiple sources.

Reviewer Mizanur Rahman M., says:

Databox’s top KPI software features

Small businesses just getting started with data visualization often turn to Databox, due to its no-fuss, beginner-friendly tools for building dashboards and reports.

Here are the top Databox features for monitoring business performance:

• Custom KPI dashboards. Drag and drop metrics, switch between visualizations easily and customize the dashboard’s design to match company branding.

• Pre-built metrics library. Quickly create visualizations by browsing through a searchable library of predefined metrics from 100+ integrations.

• Scorecards and alerts. Set up automated scorecards to receive regular updates on critical metrics and get notified when changes occur.

• Performance forecasts. Use predictive analytics to forecast performance between 1 and 24 months. Users can also get a score to see how reliable their forecasts are.

Best KPI software for custom visualizations: Klipfolio

Klipfolio is a powerful KPI management software that helps businesses monitor and optimize performance in real time. It offers two main products: Klips and PowerMetrics.

Klips lets small businesses build and share customizable KPI dashboards with charts, tables and other visualizations.

PowerMetrics is ideal for bigger companies with large datasets, offering advanced features like semantic layers, data warehousing and cloud APIs.

Klipfolio has many useful features. However, speed can sometimes be an issue, such as when loading dashboards with custom filters or connecting to multiple data sources.

Reviewer Kiersten N., a software engineer, explains:

Klipfolio’s top KPI software features

Two separate products tailored to unique business needs means Klipfolio offers some great features for managing metrics and reporting on KPIs. Here are some of its best features:

• Custom KPI dashboards. Design personalized dashboards that display key performance indicators in real time.

• Metric management. Browse and access all metrics through a catalog with a scorecard view that quickly shows users how each metric is performing.

• Advanced customization. Use HTML, CSS and JavaScript to create unique visualizations and modify dashboards beyond standard templates.

• Automated reports. Share dashboards and reports with stakeholders as PDFs or images via email on a set schedule.

Final thoughts

As a leader, you must stay updated with your company’s performance.

KPI tracking software helps you visualize metrics from different areas of your business, keeping you in the loop and allowing you to make quick, informed decisions.

There are many options, but Pipedrive is one of the best KPI dashboard software for small and growing businesses.

Along with interactive dashboards, customizable reports and predictive analytics, you get a fully functional CRM that lets you instantly act on your insights.

Sign up for a free Pipedrive trial or learn more about our insights and reporting features.