Searching for the ultimate guide to crmdashboard? You’ve come to the right place. I understand how crucial it is to deliver interactive analytics that empower your sales, marketing, and support teams to make data-driven decisions. That’s why I rely on Explo, a customer-facing analytics solution that seamlessly embeds interactive dashboards right into your CRM dashboard.

Many organizations struggle to build and maintain robust embedded analytics in their CRM interfaces. From lengthy development cycles to security concerns, the hurdles can feel never-ending. I’ve seen Explo streamline this process for teams of all sizes—backed by SOC II, GDPR compliance, and HIPAA certifications—and deliver a polished analytics experience in days, not quarters. Ready to transform your crmdashboard? Get Started with Explo for Fee Today.

What is Explo?

Explo is a customer-facing analytics platform designed to embed interactive dashboards, self-service reporting, and generative AI-driven insights directly into any CRM dashboard. Instead of replicating data or creating complex new data models, Explo connects your existing relational databases or data warehouses, enabling you to deliver a complete analytics experience without adding dev overhead.

With Explo, you can tailor the analytics environment to match your application’s look and feel, ensure robust security, and offer end users the freedom to customize dashboards and reports within guardrails you define.

Explo Overview

Founded with the mission to democratize data access for customer-facing applications, Explo emerged as a response to the growing demand for embedded analytics. From its early days, the team recognized that CRM platforms were ripe for interactive, self-service reporting but often lacked the developer resources to build and maintain these features. Explo’s founders—a blend of data engineers and product experts—set out to create a solution that connects directly to existing databases, bypassing costly ETL pipelines.

Over the years, Explo has grown from a fledgling startup to a trusted analytics partner for companies across industries. Their SOC II Type 2 compliance, GDPR readiness, and HIPAA certification make Explo a secure and reliable choice for both B2B and B2C applications. Today, customers leverage Explo to supercharge their crmdashboard, reduce dev costs, and provide end users with an analytics experience they crave.

Pros and Cons

Pros:

Fast deployment: Deploy embedded analytics in days instead of quarters, thanks to direct database connections and prebuilt components.

Cost-effective: Avoid expensive data replication and custom development—save significantly on both engineering time and infrastructure.

Customization: Style dashboards to match any application using the style configurator, adjusting fonts, colors, borders, and more.

Security & compliance: Benefit from SOC II Type 2 compliance, GDPR readiness, HIPAA certification, and on-prem deployments or region-specific stacks.

Self-service reporting: Empower end users with editable dashboards, ad hoc report building, and GenAI-powered insights.

Scalable support: Gain access to a dedicated support team via Slack channels for quick implementation and ongoing partnership.

Cons:

Initial styling setup can require a learning curve to ensure native alignment with your application’s UI.

Advanced custom visualizations are only available in the Enterprise plan, which may be out of reach for smaller teams.

Features

Explo delivers a robust set of features to enhance your crmdashboard and offer end users an intuitive analytics experience.

Direct Database Connections

Skip data replication. Explo connects directly to all major relational databases and data warehouses.

• Supports Postgres, MySQL, Snowflake, BigQuery, Redshift, and more.
• No additional ETL pipelines needed—real-time analytics at your fingertips.
• Secure connections with role-based access controls.

Flexible Visual Components

Choose from a library of charts, tables, and metrics to craft the ideal dashboard.

• Customizable charts and maps.
• Drag-and-drop layout editor.
• Prebuilt templates for rapid deployment.

Style Configurator

Ensure your embedded analytics feel like an integral part of your CRM platform.

• Adjust fonts, colors, borders, shadows, and more.
• Apply brand themes with a few clicks.
• Maintain a consistent user experience across your application.

Embedding Options

Deliver analytics wherever your users are.

• Inline embed directly in your dashboard UI.
• Share dashboards via secure links or email with PDF/CSV exports.
• White-labeled portals for standalone reporting experiences.

Editable Dashboards

Give users the freedom to tweak dashboards to their unique needs.

• Add or remove widgets.
• Update filters and date ranges.
• Save personalized dashboard views.

Report Builder

Empower end users to explore data with ad hoc reporting.

• Define reusable datasets and metrics.
• Drag-and-drop report creation interface.
• Export or share results instantly.

Explo AI

Leverage generative AI to generate insights on demand.

• Natural language queries convert to charts and graphs.
• Built-in prompts for common analytical tasks.
• Continuous AI model improvements based on usage patterns.

Explo Pricing

Explo offers flexible pricing plans designed to scale with your business and embedded analytics needs.

Launch (Free)

Price: $0

Ideal for startups and proof-of-concept deployments.

• Unlimited internal dashboards
• Unlimited creators and viewers
• AI-powered dashboard builder
• CSV, PDF exports, and share links

Growth ($795+/mo)

Price: starts at $795 per month

Perfect for growing teams embedding analytics for external customers. Get Started with Explo for Fee Today.

• 3 embedded dashboard templates included
• 25 customer groups
• Custom styling support
• Dedicated growth support channels

Pro ($2,195+/mo)

Price: starts at $2,195 per month

Designed for high-volume integrations and advanced needs.

• Unlimited embedded templates
• White-labeled dashboards and share links
• Add-ons: Data Share, Report Builder AI
• Priority implementation support

Enterprise (Custom)

Price: Custom quotes available

Enterprise-grade features and services for large-scale deployments.

• Custom visualizations and features
• Dedicated Slack support channels
• SAML SSO and advanced security controls
• On-prem and region-specific stacks

Explo Is Best For

Whether you’re a startup or a global enterprise, Explo can elevate your crmdashboard and empower your users with interactive analytics.

SaaS Companies

SaaS providers can embed Explo to offer analytics as a core feature, reducing churn and driving upsells.

Enterprise Organizations

Large companies benefit from Explo’s security certifications, custom deployments, and dedicated support for mission-critical analytics.

Agencies & Consultancies

Consultancies can use Explo to quickly stand up white-labeled dashboards for multiple clients without complex integration work.

Growth-Stage Startups

Startups can start on the free plan, validate embedded analytics use cases, then seamlessly scale to Growth or Pro as they expand.

Benefits of Using Explo

• Accelerated time to value: Get embedded analytics running in days, not months.
• Reduced development costs: No need to build and maintain custom dashboards from scratch.
• Enhanced user engagement: Interactive, self-service reporting leads to better adoption and stickiness.
• Brand consistency: Style dashboards to perfectly match your CRM user interface.
• Scalable security: Leverage enterprise-grade compliance and access controls.
• AI-driven insights: Let users query data in natural language and receive charts instantly.

Customer Support

Explo prides itself on offering unparalleled support throughout the entire implementation and beyond. From initial setup calls to ongoing optimization sessions, you’ll have a dedicated support channel on Slack to address any questions or challenges promptly. Your success is their priority, and response times are measured in minutes, not days.

In addition to real-time support, Explo’s customer success team provides best practices, architecture reviews, and optimization tips to ensure you’re getting the most out of your embedded analytics. Whether you need help configuring security, styling your dashboards, or scaling to new use cases, Explo has you covered.

External Reviews and Ratings

Most users rave about how quickly they can go from concept to live analytics. Common praises include the intuitive interface, deep customization options, and the speed of deployment. One user on G2 said, “Explo transformed our CRM dashboard in under a week, and our customers couldn’t be happier with the interactive reports.”

On the flip side, a few users mention a learning curve when mastering the style configurator and advanced features. However, Explo’s support team actively addresses these concerns through detailed guides, live workshops, and direct assistance, turning potential drawbacks into opportunities for enhanced success.

Educational Resources and Community

To help you maximize your Explo experience, the platform offers an extensive library of educational materials. Dive into the Explo blog for best practices on designing embedded dashboards, watch step-by-step tutorials on their video portal, or attend live webinars hosted by product experts. The community forum brings together developers and data analysts sharing tips, templates, and innovative use cases.

Whether you’re just getting started or looking to unlock advanced features, Explo’s knowledge base, interactive workshops, and active Slack community ensure you have the support and inspiration you need at every stage.

Conclusion

Embedding powerful analytics into your crmdashboard doesn’t have to be a months-long engineering project. With Explo’s direct database connections, flexible styling, self-service reporting, and AI-powered insights, you can deliver an exceptional analytics experience to your users in days. Transform your CRM platform, increase user engagement, and drive smarter decisions with Explo. Ready to see it in action? Get Started with Explo for Fee Today.