FAQ

Questions product teams ask before they embed analytics

Answers on integration time, build versus buy, tenant isolation, white-label scope, pricing and support. If your implementation question depends on your current data source, send us the setup. Our team is here to help. For deeper reading, see our complete guide to embedded analytics, the complete guide to customer-facing analytics, and build vs buy embedded analytics.

Getting started

Everything you need to know to begin adding customer-facing analytics

What is Sumboard and how does it work?

Sumboard is an embedded analytics platform that helps SaaS companies add customer-facing dashboards to their products. Instead of spending months building analytics from scratch, you embed dashboards and reports that render inside your own front end, under your own theme.

How is this different from traditional BI tools?

Traditional BI tools like Tableau and Power BI are designed for internal analytics. Sumboard is purpose-built for customer-facing analytics - dashboards and reports that you embed directly into your product for your customers to use. We focus on white-label customization and native integration with your existing application.

How quickly can I get customer-facing analytics live?

The integration is small: one endpoint on your backend that signs the token, one call in your front end that renders the dashboard. What actually takes time is deciding what your customers should see and writing the queries behind it. You integrate Sumboard into your product rather than building, and then maintaining, an analytics stack inside it.

What's the difference between building analytics ourselves vs using Sumboard?

Building customer-facing analytics in-house typically takes 6-12 months and requires ongoing maintenance. With Sumboard, you get production-ready embedded analytics in days. We handle the complex infrastructure, performance optimization, and feature development so your team can focus on your core product.

Embedded analytics features

Core capabilities for customer-facing dashboards and reports

How do the white-label dashboards work?

Sumboard dashboards fully inherit your product's branding, colors, and styling. Your customers see analytics that feel completely native to your application. You control the look, feel, and user experience while we handle the underlying analytics infrastructure.

Can customers interact with their data?

Absolutely! Your customers get interactive dashboards with filtering and dynamic data exploration.

What data sources can I connect for customer analytics?

Sumboard connects to PostgreSQL, MySQL, MS SQL Server, MariaDB, MongoDB and REST API sources. The query runs against your own tables at request time, so how fresh a figure is depends on your source and on the cache TTL you set for that dashboard.

Security & compliance

Information about data security, privacy, and compliance standards

How secure is my data with Sumboard?

We use industry-standard encryption in transit. Sumboard queries your data sources rather than copying them, and keeps no copy beyond cached results, which are removed when the TTL you set runs out. We implement role-based access controls and token authentication, and the platform inherits our hosting provider's certifications and standards: ISO 27001, SOC 1 and SOC 2, and GDPR. Our servers are hosted in Europe, on OVH, and we have no access to your data or dashboards unless you share them with us for support.

Can I control who sees what data?

Absolutely! You can filter data by user or customer based on a JWT token you create during the integration process.

Where is my data stored?

Your data remains in your existing systems. Sumboard only queries your data to build the dashboards.

Pricing & implementation

Pricing plans and getting customer-facing analytics into production

How much does it cost vs building analytics in-house?

Building it in-house is rarely blocked by the first dashboard; the cost accumulates afterwards in tenant isolation, permissions, exports, scheduling and the person maintaining all of it. One of our customers, Orbility, put their infrastructure build at three months with us against six to eight in-house. The platform fee is flat and viewers are not counted; the pricing page lists the three plans.

Can I try Sumboard before committing?

Yes! We offer a free trial with full access to embedded analytics features. No credit card required. Our team will help you integrate Sumboard with your product during the trial so you can see exactly how customer-facing dashboards will work for your users.

What happens if I need to scale?

Adding customer users does not move the bill: the fee is flat and viewers are not counted. What the plans differ on is how many embedded dashboards you run and how many scheduled emails go out a month.

Do you offer custom enterprise implementations?

The Enterprise plan covers custom data pipelines, a custom-built data warehouse, custom onboarding and dedicated support. That work is scoped per engagement, so tell us what you run today and we come back with a scope.

Implementation & support

Developer resources and support for embedded analytics integration

How much developer time does integration require?

Two pieces of code. Your backend signs a token with your company secret key; your front end hands that token to the SDK and the dashboard renders into a div. Both are in the documentation, with runnable examples.

What kind of implementation support do you provide?

We offer hands-on integration support including technical consultation, code reviews, and custom integration assistance. Our team helps you architect the best embedded analytics solution for your specific product and customer needs.

Do you provide ongoing technical support?

Support is by email on the entry plan, priority support on Business and dedicated support on Enterprise. We help with integration, query and dashboard questions.

Can you help migrate from our existing analytics solution?

Absolutely! Our professional services team specializes in migrations from custom-built analytics, other embedded platforms, and traditional BI tools. We help you transition smoothly while improving your customer-facing analytics capabilities.

Deliver reporting capabilities 10x faster than building in-house

Customers open reports inside the product they already use, scoped to their account, under your brand.

Sumboard exceeded our expectations with its performance and ease of integration. We've now embedded it into our product line, enabling our customers to access reports through a cloud portal.

George Morosan

George

CTO and CPO at Orbility