Best KPI Tracking Software for Small Business of 2025

Geckoboard’s KPI tracking software equips businesses with the tools and resources they need to set proper benchmarks for their business. The platform offers a single-user dashboard that companies can access as part of their KPI tracking portal. It also provides the ability to assign editor permissions to either a single user or multiple people, depending on the plan, and set dashboard viewer permissions for a minimum of 10 viewers per account, also depending on the plan.

Geckoboard’s KPI software integrates with over 90 data sources, provides seamless spreadsheet integration with Google Sheets and Microsoft Excel, and offers real-time data refresh rates for each data source. The platform allows link sharing, widget grouping, data sharing to Slack, television, and via email, as well as access across mobile devices and a user management API. For enhanced security, the platform offers a single-sign-on option, which is solely reserved and included in its Enterprise plan. Under all its plans, Geckoboard allows IP address restriction and the ability to set status indicators and goals across dashboards.

Google’s Looker Studio is a free tool under the Google Workspace umbrella that provides KPI tracking software. Looker Studio allows users to create and track reports based on a variety of pre-made templates that align with Google’s platforms and services, including Google Search Console, Google Ads, and YouTube channels. Users can also build custom reports using its ‘Blank Report’ tooling feature, which allows them to combine and connect all their data sources in one place.

Looker Studio’s data sources serve as pipes that connect a created Looker Studio report to the beginning data. These data sources have an individual, pre-built connector for ease of use and report access. The platform also allows reports to be embedded, so that any generated Looker Studio reports can be displayed on any web page or intranet. Google’s Looker Studio lets users connect to databases, such as BigQuery, MySQL, and PostgreSQL, as well as integrate with other Google tools, including Google Analytics, Google Ads, Google Sheets, Search Console, YouTube, and more.

Smartsheet is ideal for new businesses looking to establish and refine their KPI tracking efforts. The platform provides Gantt, table, board, and calendar view dashboard options, the ability to have an unlimited number of free dashboard viewers or guests, set and configure admin permissions and capabilities, and have either 250 automations per month under its Pro plan or an unlimited amount under its Business, Enterprise, and Advanced Work Management plans.

It also offers various AI-powered tools that can perform multiple functions, such as generating formulas based on plain language prompts, analyzing datasets, and creating, translating, grouping, and providing summaries for data sheets and newly created ones. The platform also features a variety of workflow automation tools to simplify the process, including notification reminders and alerts, the ability to update and approve requests, clear data sheet cells, and move or copy rows within data sheets. It allows users to forward and send notification alerts specifically to Microsoft Teams and Slack. Smartsheet offers its own library of data sheet templates for inspiration, provides export sheet capabilities, and features a file library for storage and better organization, as well as an app for mobile access on iOS and Android devices.

Tableau is ideal for advanced KPI tracking and insights management. The platform offers several plans that come with a variety of tools and features, ranging from data generation and preparedness to account dashboard management tools, and more. The platform allows users to edit and modify data flows with .tfl file names, export data using .tde, .hyper, or .csv files, and create new data flows with .tfl files. Tableau also enables users to schedule, publish, and run these data flows, as well as monitor their performance and overall health thereafter.

With Tableau, businesses can download data summaries, dashboards, or data visualizations in the form of images that can be saved as either .pdf or .png files, and download a full copy of a created dataset. Tableau also features an AI-powered assistance tool, Einstein Copilot, which can analyze datasets in Tableau’s Catalog inventory software, provide automations for repetitive tasks, and more. Tableau also allows users to set and manage access permissions and establish data quality warnings for datasets.

In addition to its project management offerings, Monday.com also provides KPI tracking software as part of its Monday Work Management service. The platform allows users to create personalized dashboards with over 15 widgets. These widgets can extract data in real-time from third-party integrations that the platform is compatible with, as well as from other Monday dashboards.

Monday’s Work Management KPI tracking software also offers a variety of workflow-specific integrations, such as Slack, Outlook, and Microsoft Teams. Its tooling also provides AI-powered leads that can automatically identify trends in data performance and provide tailored feedback and recommendations for data optimization, depending on a business and team’s working style. It also features a ‘no-code customization’ option, allowing users to create in-depth KPI tracking systems without requiring extensive expertise or prior knowledge.

Klipfolio provides a comprehensive suite of tools for in-depth KPI tracking, user management, and data integrations. For all its plans, the platform offers more than 130 data source integrations, PDF report generation, a template gallery featuring pre-made data set dashboard templates, and the ability to add your business’s logo to your Klipfolio user account dashboard portal. The platform also allows an unlimited number of users under all its account plans and sets a maximum number of dashboards that a business can have, depending on the plan.

Klipfolio also lets users generate scheduled reports, set a specific time each day for data sources to refresh, and offers single-sign-on methods under its Team and Team+ plans. Data refresh rates vary by plan and can be refreshed either up to the minute or every 4 hours. To add more dashboards to an account, obtain close-to-real-time data refreshes, access larger data sources, and have a custom domain for a business’s dashboard, these features cost extra and are treated as ‘add-ons’ or ‘top-ups,’ and aren’t all already included in all its plan offerings.

HubSpot’s KPI software enables businesses to track key insights crucial to their operations. The platform allows users to create custom dashboards, measure and track their business’s KPIs against its plans and objectives, and generate charts for enhanced data presentation. The platform features a template library that serves as inspiration for creating data charts in various formats, including bar graphs, line graphs, and pie charts. With HubSpot’s KPI software, businesses can also integrate with the platform’s in-house CRM tool, which provides actionable insights related to customer relationship management.

Users can also set specific permissions for those who can have access to a business’ dashboards and account portal. These security permissions can track and identify who has been assigned as a ‘super admin,’ meaning they have unlimited access to these dashboards, as well as those who have set up two-factor authentication, and any inactive users who haven’t accessed or viewed the dashboards over a specific period of time. HubSpot KPI software also allows businesses to view KPI data sets across various departments and generate reports that are sent automatically to their email.

In addition to its project management offerings, Monday.com also provides KPI tracking software as part of its Monday Work Management service. The platform allows users to create personalized dashboards with over 15 widgets. These widgets can extract data in real-time from third-party integrations that the platform is compatible with, as well as from other Monday dashboards.

Monday’s Work Management KPI tracking software also offers a variety of workflow-specific integrations, such as Slack, Outlook, and Microsoft Teams. Its tooling also provides AI-powered leads that can automatically identify trends in data performance and provide tailored feedback and recommendations for data optimization, depending on a business and team’s working style. It also features a ‘no-code customization’ option, allowing users to create in-depth KPI tracking systems without requiring extensive expertise or prior knowledge.