Sumboard

Embedded analytics: definition

Embedded analytics is the practice of integrating data visualizations and reporting directly inside a software product so users can access insights where they work. Instead of exporting data or switching to a separate BI tool, customers view dashboards, drill into details, and share reports within the product itself.

Core components

Embedded analytics typically includes dashboards, interactive charts, filters, drill-down capabilities, and export options. The key is that these features feel native to your product rather than like a separate tool.

  • Real-time dashboards: Live metrics and KPIs updated as data changes
  • Interactive exploration: Filters, date ranges, and drill-down navigation
  • Scheduled reports: Automated PDF or email delivery on customer schedules
  • Self-service tools: Let users create custom views without technical knowledge

How it differs from internal BI

Internal BI focuses on employees and analysts who understand complex data models. Embedded analytics targets external users—your customers and partners—who need simpler, more focused experiences.

Key differences:

  • Audience: customers vs. internal teams
  • Complexity: simplified vs. full-featured
  • Branding: white-labeled vs. vendor-branded
  • Security: multi-tenant vs. single organization

Implementation approaches

  • Iframe embedding: Quick to implement with strong security boundaries
  • JavaScript SDK: More native feel with deeper customization options
  • API-first/headless: Maximum control over UI and user experience
  • White-label platforms: Pre-built solutions that match your brand

When to use it

Consider embedded analytics when customers frequently ask for reports, export data to external tools, or when competitors showcase in‑product dashboards that influence deals. Strong signals include:

  • Regular requests for "reporting features" or data exports
  • Customers building their own dashboards from your exported data
  • Support time spent creating manual reports
  • Competitive pressure from analytics-enabled products

A good first step is shipping 3-5 high‑value dashboards that answer your customers' most common questions, then expanding based on usage and feedback.