Embedded Analytics Platform for Modern Products

Add a full embedded analytics module to your SaaS application, customer portal, or internal tool in days. Build dashboards in ClicData, embed them anywhere via an iframe or our API, and control security, branding, and per-user data access.

Modern business analytics and finance dashboard interfaces

What is Embedded Analytics?

Embedded analytics means placing dashboards, reports, and data visualizations directly within the application your users already use, rather than sending them to a separate BI tool. Your users get the data they need without switching tabs, signing into another platform, or learning a second interface.

For SaaS companies, that usually means embedding analytics into your product as a value-add feature, a paid module, or a customer-facing portal. For internal teams, it means putting live dashboards inside the operational tools your staff use every day: your CRM, your ERP, your admin console. The result is the same in both cases: insight where decisions happen, not three clicks away.

Embedded Analytics vs. Traditional BI

Traditional BI tools are destinations. Users leave their workflow, log into the BI platform, and explore data there.

Embedded analytics flips that: the dashboard comes to the user, inside the product they already pay for or already work in. Same charts, same data, different point of consumption, and a much higher adoption rate.

Why Embed Analytics Into Your Product

Building an analytics module in-house is expensive, slow, and rarely a competitive differentiator. Embedding ClicData gives you a production-grade reporting layer that ships with your product, scales with your usage, and stays out of your engineering roadmap.

Ship faster

Add a full reporting module to your application in days. Build dashboards in ClicData, generate the embed code, and drop it into your front end. No charting library to maintain, no SQL layer to expose, no design system to invent.

Higher product stikiness

Users who see their data in your product use it more often. Embedded analytics turns reporting from a separate task into part of the workflow, resulting in stronger retention and a clearer ROI story for your customers.

New revenue streams

Package analytics as a premium tier, a paid add-on, or a value-added service for enterprise plans. Embedded dashboards are one of the fastest ways for SaaS products to monetize the data they’re already collecting.

Lower engineering cost

Connectors, data warehousing, transformations, dashboard rendering, scheduling, and exports are already built. Your team focuses on your core product. We focus on the analytics.

Better data security

Per-user filtering, SSO, session tokens, and a hardened data platform behind every embed. You decide who sees what at the user, tenant, or row level without writing a permissions engine.

Embedded Analytics Examples

Embedded analytics looks different depending on who's using it and where. Here's where teams most commonly deploy ClicData embedded dashboards.

ISV and SaaS products

Software vendors embed ClicData dashboards into their products to provide end users with built-in analytics. Often packaged as a premium feature or a separate billable module, the fastest way to turn data your customers already generate into a new revenue stream.

Customer-facing portal

Give every client their own dashboard inside your customer portal. Each user sees only their own data, filtered automatically by their account or organization. Common in agency reporting, vendor portals, and partner programs.

Internal applications

Embed dashboards directly into the tools your team already uses, such as operations consoles, support apps, CRM extensions, and internal admin panels. The data lives where the decisions are made.

Multi-tenant client reporting

Agencies, MSPs, and platforms serving multiple clients use embedded analytics to give each tenant a securely scoped view of their own data within a single shared platform. One dashboard template, hundreds of clients, zero data leakage.

Public dashboards

Surface live data on a public website or marketing page, pricing pages, public metrics, and transparency reports without exposing your BI tool or its underlying database.

Gyrostream Embeds ClicData in Its SaaS Platform

Laptop displaying music streaming analytics dashboard

“We didn't have the capacity to build the analytics module in our portal, so we were looking for a tool that offered both customization and embedding options. ClicData enabled us to scale effectively, enhancing the accuracy and speed of processing royalties and analytics.”

Andy Irvine

CEO & Founder - GYROstream

Gyrostream is a music distribution platform serving 30,000+ artists across Spotify, Apple Music, Amazon, and other streaming services.

As they scaled, the manual process of consolidating royalty data and reporting performance back to artists was breaking down.

Instead of building an analytics module from scratch, the Gyrostream team embedded scalable ClicData dashboards directly into their platform. Their artists now log in to see up-to-date streaming metrics and royalty data, automatically calculated, refreshed, and individually scoped.

Read the full GYROstream story

Built For SaaS-grade Embedding

An embedded analytics platform has to do more than render a chart. It has to authenticate users, filter data by tenant, scale with your traffic, and stay invisible to the end user. Here's what's included.

Flexible embedding

Embed dashboards using a standard iframe today and switch to DIV-based embedding (rolling out soon) for tighter integration when you’re ready.
Paste a few lines of HTML into your application, and the dashboard renders inline, sized and styled to fit.

SSO and authentication

Single Sign-On integration with your identity provider keeps embedded dashboards behind the same login your users already trust. Use session tokens, Live Link sessions, or user credentials depending on how tightly you want to scope access from least to most restrictive.

Full API control

A REST API to generate links dynamically, refresh data on demand, swap menus based on user permissions, and pass parameters into dashboards from your application.

The API is how you turn a static embed into a live, personalized analytics experience.

Per-user data filtering

Pass parameters directly into the dashboard at load time user ID, account ID, tenant ID, region, and the data filters accordingly.

Multi-tenant SaaS products use this to ensure every customer sees only their own rows in a single shared dashboard template.

Customization & branding

Style the dashboard to match your application’s look and feel. Configure toolbars, hide menus, set themes, and control which controls are visible to the end user. The embed should feel like a native part of your product.

Performance at scale

An in-memory engine, scheduled refreshes, and on-demand API-triggered refreshes keep dashboards fast even with large data volumes and high concurrent user counts.

Learn more about ClicData’s performance.

Embed your Dashboard in Four Steps

Going from a finished dashboard in ClicData to a live embed in your application is a four-step process. Most teams complete it in an afternoon.

1 Publish Dashboards

In ClicData, open your dashboard's properties and enable the Live Link. Set the dimensions, configure the toolbars, and decide whether to enable web tracking and meta tags. The dashboard is now ready to be served via an embed URL.

2 Set Security

Decide how the embed authenticates. From most to least restrictive: SSO (recommended for production), session tokens, Live Link sessions, user credentials, password-protected, and finally public access (use only for non-sensitive data). For SaaS deployments, generate session links dynamically through our API as part of your application's login flow.

3 Insert Embed Code

Drop the iframe code into your application, portal, or website where the dashboard should appear:

width="100%"
height="600"
frameborder="0">
</iframe>

Use our API to dynamically swap dashboards based on the logged-in user, change menu visibility by role, or refresh data on demand.

4 Test and go live

Test the embed across the devices, browsers, and screen sizes your users actually use. For more advanced setups, dynamic dashboard switching, multi-tenant filtering, and custom toolbars can be combined with Live Link Sessions and our API to control everything from your application's backend.

→ More integration details and code samples in our developer documentation.

Security and compliance built in

Embedded analytics is only as good as the data layer behind it. ClicData runs on a hardened, audited platform with the controls SaaS buyers expect on day one of procurement.

Digital padlock over server room background

Per-user and per-tenant data filtering

enforce row-level security at the dashboard level so each end user only sees the data they’re entitled to.

SSO with your identity provider

SAML and OAuth-compatible single sign-on so embedded dashboards inherit your application’s auth.

Encrypted in transit and at rest

TLS in transit, encryption at rest across the data warehouse.

Fully compliant

hosting, certifications, and posture detailed in our Trust Center.

Audit logs and access controls

full visibility into who accessed what, when.

More on our Security & Compliance policies

100+ Dashboard Templates
to Start From

Pick a template, rebind your data, and embed. Our dashboard gallery includes ready-to-use templates for sales, marketing, finance, customer success, restaurants, hospitality, healthcare, and more, useful as a starting point or as inspiration when you're designing dashboards for your own users.

See all dashboard examples

Questions?

Maybe the answer is here and if not then simply reach out to us.

Is White Label included in all plans?

No. White Label is a feature that removes all mentions of ClicData, allows you to customize the login page, the menu header and more including changing the domain and the email, making the application appear that it is 100% yours. It is a paid option on all plans.

Are there restrictions to what I can do with White Label?

Yes. You can use White Label as long as it is not for reselling and directly competing with ClicData in any geography. Other than that you can use it for your customers, teams and partners in any way you wish.

Can I embed dashboards, reports and binders in any application?

Yes as long as the application, web site or portal can embed an IFRAME or an external URL.

Are there any additional costs for embedding dashboards, reports or binders?

No. ClicData does not impose limits on the number of dashboards and the number of users or user sessions. However please note that if you want to secure the access to dashboards you may need additional user licenses to ensure the data is filtered for the user accessing the specific dashboard. Please reach out to us if you have any questions.

Roll Out Embedded Analytics Now

Connect your data, build a dashboard, embed it in your application, and we can help. Start with a free trial, or book a 30-minute technical walkthrough with our team to map your use case.

Book your demo Get Started for Free