We’ve seen SaaS companies do amazing stuff with the data their platform is generating. One of them is Johan Vosloo, CEO at Commspace, who showed us how they use dashboards embedded in their platform.
And it’s simply jaw-dropping.
In the video below, Commspace explains how they use Cumul.io to integrate dashboards in their platform, and how they built a clever UI on top of it to add, manage & change the dashboards inside their platform with ease.
Commspace is a SaaS platform for financial advisers to easily track and manage their commissions.
Clients get a 360° view on their commissions and fees per provider, per product or per client over time. In addition, you can easily set up rules for commission sharing and splitting in the platform.
The platform helps financial advisers to fully automate the process of commissions. And to finally get a better insight into their commission management.
One of Commspace’s challenges was to give their clients a “big picture” view on their commission data. This reporting should easily answer questions such as:
In order to tackle this challenge, they introduced Commspace Analytics, a complete reporting section inside the Commspace platform.
In order to add this reporting layer to their platform, Commspace combined third-party tools with in-house development. They used:
In their tutorial video, you can see in detail how they manage the reporting component of their platform. Now let’s run through this together step by step.
In order to create reports for the platform, Commspace uses the intuitive Cumul.io dashboard editor. In Cumul.io, they use 2 different user accounts:
As a result, the dashboards in production are much better protected. Commspace makes ongoing changes in draft. Hence, changes are only visible to the end-customer when pushed into production. This ensures the best customer experience.
Commspace chose to work with different accounts to ensure solid protection. In addition, you can also use dashboard versioning to protect in-production dashboards. This allows you to publish a live version of your dashboard, and still make edits in the dashboard interface without your changes being reflected in production.
Commspace has made it super simple to expose a new Cumul.io dashboard in their platform. In particular, they built a dashboard management section on top of the integration. It lets you do a number of things:
This means they don’t have to implement or change things directly in the code. As a result, they can now manage & handle their integrated dashboards with just a few clicks!
To create this interface, Commspace uses the Cumul.io Integration API. With the API, you can make a deeper integration with your own web application possible. For example, allow to communication between your dashboards and application, or reuse the data a user selected somewhere else in your application to trigger an action.
The result of combining easy dashboarding with a clever UI? A stunning reporting section for all of Commspace’s clients.
To begin with, clients simply select the report they want to show. Subsequently, this triggers the right dashboard to load in the app thanks to a multi-tenant setup. Although the dashboards are built in Cumul.io, they are styled to integrate seamlessly within the Commspace branding.
Moreover, Commspace users can filter these report views to include or exclude certain offices. The dashboards are also fully interactive. So, they can further drill down on a specific time period or any other measure.
How Commspace implemented Cumul.io simply blew us away! What are your thoughts?
Are you looking to take your dashboard integration to the next level? Then this is the perfect source of inspiration to start looking 🙌.
We’re happy to help you with any questions. Simply drop us a line, and we’ll get in touch!