Embedded Analytics & Visualizations

Why Embedded Analytics?

Your users want answers, not just data. We build real-time dashboards and analytics modules—fully embedded into your platforms—so clients, customers, and staff can see KPIs, trends, and drill down in context, without switching tools.

Increase engagement, retention, and perceived value with modern, branded analytics built for your product or portal.

Where Embedded Analytics Delivers Value

SaaS Products & Platforms

Let your users track usage, results, or trends—right inside your software.

Example: A SaaS HR platform embeds self-serve dashboards for managers and employees, reducing support tickets and improving client retention.

Client or Customer Portals

Give clients access to real-time reports and interactive charts, tailored for their needs.

Example: A financial services firm embeds live portfolio analytics for each client, driving engagement and upsell opportunities.

Internal Tools & Intranets

Equip teams with instant insight into operations, sales, support, or compliance—no more Excel downloads.

Example: An energy company adds embedded dashboards for operations managers, improving efficiency and visibility.

White-Labeled Analytics for Partners

Offer branded dashboards to partners, franchisees, or resellers—boosting value without building a full BI stack from scratch.

Example: A franchisor provides embedded business dashboards for franchisees, increasing satisfaction and operational alignment.

How Our Embedded Analytics Process Works

Free Pre-Consult (15 min): Share your business goal, target application, and desired analytics experience. We screen for fit and share sample solutions—no pressure.
Discovery Call (30 min): Map KPIs to visuals, review app architecture, discuss embedding options (iframe, API, SDK, etc.), and clarify user needs and security.
NDA & Asset Intake: Sign NDA, collect sample data/schema, branding assets, user roles/permissions, and any current dashboards.
Data Profiling & Requirements: Assess data quality/readiness, confirm key fields and visuals, gather user stories for each role, and inventory required charts or interactivity.
Platform & Architecture Design: Recommend best-fit platform (Power BI, Tableau, Looker, Metabase, D3.js, etc.), map architecture, and design integration with your app/portal.
Mockup & UX Review: Build wireframes or mockups, review with your team, and adjust for branding, layout, and interactivity before full build.
Data Pipeline & Build: Develop ETL/ELT pipeline, build dashboards, and test for speed, freshness, and accuracy.
Embedded Integration & QA: Embed dashboards using your preferred method, configure permissions and SSO, and perform thorough QA.
Validation & User Acceptance: Conduct user testing, refine interactivity, confirm calculations and business logic, and resolve any punchlist items.
Deliverables & Handover: Deliver dashboards, integration docs, admin/user guides, and provide training or walkthroughs as needed.

What You Need to Get Started

Target application, portal, or product with technical contact
Defined business goal for analytics (what action or insight?)
Sample or production data (with access to schema or API)
List of user roles and their access needs
Branding assets (logo, palette, fonts, etc.)
Willingness to sign a mutual NDA (your data and users stay protected)

Not sure if your data or app is “embedding-ready”? Most organizations can start quickly—book a free consult for a readiness check.

Starter Pricing

Pre-consult & Discovery: Free
Typical embedded analytics project: $2,700 – $4,050

Contact us for a custom quote—every integration is tailored to your application, data, and user needs.