Sumboard

Blog

Embedded Analytics Research for SaaS Product Teams

Technical analysis, implementation guidance, and product strategy for teams building customer-facing analytics into SaaS applications.

Showing 116 of 116

Embedded Analytics for EdTech Platforms
Embedded AnalyticsSeptember 11, 20268 min read

Embedded Analytics for EdTech Platforms

In education reporting a permitted aggregate can still identify a student, the threshold that decides it is set by each customer rather than by your product, and hiding one cell is not enough.

Embedded Analytics for Construction Software
Embedded AnalyticsSeptember 8, 20267 min read

Embedded Analytics for Construction Software

Construction platforms break three assumptions embedded analytics usually makes: the tenant is a project, the headline number's denominator is an estimate, and the data arrives after the day it describes.

Embedded Analytics Cross-Filtering: Two Switches, Not One
Embedded AnalyticsSeptember 2, 20268 min read

Embedded Analytics Cross-Filtering: Two Switches, Not One

Setting a relationship to filter in both directions does not make the security filter travel both ways. Microsoft documents that as a separate checkbox with its own default, and it documents separately what a viewer is shown when a report references a row that row-level security has configured. Reading the two together is what changes the decision for anyone whose dashboard sits inside another product.

Chart Types: Which Question, Not Which Chart
Data VisualizationJanuary 22, 20268 min

Chart Types: Which Question, Not Which Chart

The question is not which charts to support but which questions customers need answered. The chart types a customer-facing dashboard actually needs, and the interactions that make them worth embedding.