How Commspace makes integrated dashboards easy to manage
Posted On 01/07/2019
What’s the greatest feeling when building & launching a product? For us, it’s to see how our clients are really using it.
And one thing is for sure: our clients are doing amazing stuff with their data. We recently talked to 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 built a clever UI around their dashboard integration. It lets them add, manage & change the dashboards inside their platform with ease.
What is Commspace?
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.
The challenge: how to approach client facing reporting?
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:
Which products generated the most revenue last year?
What % of our monthly turnover is recurring revenue?
What is the average revenue per client for 1 specific adviser or product?
In order to tackle this challenge, they introduced Commspace Analytics, a complete reporting section inside the Commspace platform.
The solution: how Commspace implemented a dashboard integration
In order to add this reporting layer to their platform, Commspace combined third-party tools with in-house development. They used:
Cumul.io as the dashboard layer, fully embedded into their own platform
In-house development of an interface to manage the integrated dashboards
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.
Step 1: build the dashboards in Cumul.io
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:
Editor users: with these accounts, they create new dashboards or make draft changes to existing dashboards that are in production
Production users: these accounts contain only dashboards that are currently live & visible to customers on the platform
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.
Step 2: manage the dashboards in a custom-built admin portal
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:
Add new dashboards to the platform
Delete dashboards from the platform
Specify which clients have access to each dashboard, based on their role, company, office or even custom tags
Define the order of the dashboards in the dropdown
Load dashboards with a specific date filter when opened
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!
Step 3: the reporting section in Commspace
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. 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.
Take your reporting module to the next level
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!