Case Study: Commspace achieves seamless embedded reporting with Cumul.io

How Commspace Makes Integrated Dashboards Easy to Manage

Commspace is a SaaS platform that helps financial advisers track and manage commissions, giving clients a 360° view of fees and revenue across providers, products, and clients. Their challenge was to deliver client-facing reporting that could answer high-level business questions and provide a better overview of commission data inside the platform.

To solve this, Commspace used Cumul.io as the embedded dashboard layer and built a custom admin portal on top of it to manage dashboards, access rules, ordering, and filters. The result was a branded, interactive reporting module that lets users select reports, drill into data, and view dashboards tailored to their permissions, all while keeping production dashboards protected through draft and live setups in Cumul.io.

Commspace

Johan Vosloo

Chief Executive Officer