Skip to main content
Use cases
Pricing
Sign inSign inBook a demoBook a demoStart for freeStart for free
View all templates

Portfolio Management Dashboard

This app is a portfolio management dashboard that allows you to manage and analyze your investment data effectively.

Dashboard
Administration
browser header

How this template works

Retool allows you to bring your data to life to make powerful internal tools with both pre-made and custom components.

Learn about how Retool works↗
  1. Click “Try this template” to import this template and create an organization.
  2. Edit your generated application visually by dragging-and-dropping components and writing queries against your pre-populated Retool Database.
  3. Extend this application by connecting to your own database to start building powerful internal tools.

Explore more Dashboard templates

Template thumbnail

Vendor Management Dashboard

This app is a vendor management dashboard that allows you to manage and analyze vendor-related data in a user-friendly interface.

See a live demo ↗
Template thumbnail

Executive Management Dashboard

This executive management dashboard is a data-driven tool that allows you to manage and analyze various aspects of your business through a comprehensive and interactive interface.

See a live demo ↗

Explore more Administration templates

Template thumbnail

HR Compliance Dashboard

This HR compliance dashboard is a tool that allows you to manage and analyze HR-related data to ensure compliance with various regulations and standards.

See a live demo ↗
Template thumbnail

Budget Tracking Dashboard

This app is a financial tool that allows you to monitor and manage your budget by providing a comprehensive view of your income and expenses.

See a live demo ↗

Explore other templates

Template thumbnail

Churn Prediction System

This workflow template allows you to identify accounts with low product activity and no set renewal date on a weekly basis. It retrieves key information such as the account owner, account NPS, ARR, plan name, and customer start date. By sending a Slack message to a designated Churn alerts channel and tagging the account owner, you can proactively address potential churn risks and take appropriate actions to retain valuable customers. Stay on top of customer engagement and retention with this automated churn monitoring solution.

See a live demo ↗
Template thumbnail

Investment Dashboard

This investment dashboard is a tool that allows you to manage and analyze your investments based on a comprehensive dataset.

See a live demo ↗
Template thumbnail

Recruitment Metrics Dashboard

This app is a comprehensive tool that allows you to track, analyze, and visualize recruitment data to optimize your hiring process.

See a live demo ↗
Template thumbnail

REST API Admin Panel

An admin panel for reading from and writing to your customer data, built on a REST API. This app lets you look through customers and take action on your data.

See a live demo ↗
Template thumbnail

User Access Management

This user access management software template helps facilitate the management of user access permissions and roles within a dataset, offering a simplified approach to regulate and track access to sensitive information.

See a live demo ↗
Template thumbnail

Sales Quota Management

This sales quota management app helps you manage and track your sales quotas through an organized dataset, providing insights and progress updates.

See a live demo ↗
Template thumbnail

Visitor Management System

This app is a visitor management system that allows you to manage and analyze visitor data effectively.

See a live demo ↗
Template thumbnail

Order Management System

This customizable and user-friendly order management system template lets you track inventory and manage all of your customer orders. Stay organized, reduce errors, and boost customer satisfaction with a 360 degree view of your product catalog and order history.

See a live demo ↗

Customers using Retool like this

View customer stories↗

“

Retool allows us to deliver a ton of internal apps fast. These apps are critical to the business, but our engineers rarely have time. With Retool, you can go from idea to app instantly. Our operations are significantly more effective.

David Boskovitz

Software Engineer at Kiwi

“

The work our engineers have been able to do with Retool supports our goals, has made meaningful contributions to supporting our customers, and has high ROI from the engineering efforts invested so far.

Jean-Denis Greze

CTO at Plaid

More data sources you can power a Dashboard with

Databases

Postgres logoPostgresMSSQL logoMSSQLBigQuery logoBigQuery

APIs

Google Cloud Storage logoGoogle Cloud StorageFirebase logoFirebaseGraphQL logoGraphQL

Frequently Asked Questions

Retool is a development platform that allows developers to quickly build custom internal tools and dashboards for their businesses. Retool offers a drag-and-drop interface and pre-built components, making it easy to create applications while writing little code.

Retool is used by a variety of businesses, from small startups to large enterprises, across industries such as healthcare, finance, and e-commerce. Retool is particularly useful for businesses that rely heavily on internal tools and dashboards to run their operations, as it allows for the creation of custom applications tailored to their specific needs.

Retool supports a wide range of databases, including MySQL, PostgreSQL, Microsoft SQL Server, Amazon Redshift, and Google BigQuery. Retool also offers integrations with popular APIs and services such as Stripe, Twilio, and Slack, making it easy to incorporate data from these sources into Retool applications. Here is a list of all our different integrations.

Supercharge your business today.

Start building an internal tool or customer portal in under 10 minutes.

Book a demoBook a demo
Platform
AgentsNew
AI primitivesNew
App builder
Mobile apps
Workflows
Database
External apps
Self-hosting
Audience
Enterprise
Startups
Agencies
Resources
Use cases
Integrations
Templates
Utilities
Blog
Reads and reports
Customer stories
Videos
Developers
Documentation
Retool University
Hire a developer
Changelog
Status
Company
About
Careers
Partners
Newsroom
Start for freeStart for freeBook a demoBook a demo
Terms of usePrivacy policySecurityTrust CenterSite map
© Retool 2025
Company
About
Careers
Partners
Newsroom
Start for freeStart for freeBook a demoBook a demo
Terms of usePrivacy policySecurityTrust CenterSite map
© Retool 2025