Your dashboard inside the CRM, the client portal or the office TV
Turn on an embed and the dashboard gets its own link. Drop it into a Zoho CRM tab, Zoho Books, a client portal or a TV browser. Viewers don't need a login, and the numbers stay live.
Bluefin Logistics
Account · Owner M. Okafor
Northgate Ops Partners for Bluefin Logistics · October retainer
62% of this month's hours are used.
Monthly commitment
40.0 h
Hours used
24.8 h
▴ 6.5 h this week
Projected month end
41.6 h
1.6 h over at this pace
Overage last month
0.0 h
on commitment
Cumulative hours vs. commitment
Timesheets and help desk · synced 12 min ago
One switch, one link
There's nothing to deploy. Change a heading or add a tile in Cerebro and the embedded page shows it on the next load.
- 01
Switch on Embed
Open Share on a custom dashboard and turn on Embed. The dashboard gets a link on embedded.cerebroanalytics.com. - 02
Copy the link
One link per dashboard. It runs the same governed queries as the dashboard in Cerebro. - 03
Paste it where people work
A CRM web tab, an accounting app, a portal iframe or a browser on a wall-mounted TV. Viewers see live numbers without signing in.
One portal template, a link for each client
Northgate Ops Partners sells monthly retainers. Each client wants to see hours used against the commitment and what the team worked on. Northgate built one delivery portal, then cloned it per client with a client filter and sent each one its own link.
Bluefin Logistics opens the link mid-month and sees 62% of the hours used, the projected month end and every task by person. Nobody at Northgate exports a timesheet.
- Clone a dashboard for the next client in one step
- One link per client, switched off when the work ends
- Your colors, logo and section names on the page
Northgate Ops Partners for Bluefin Logistics · October retainer
62% of this month's hours are used.
Monthly commitment
40.0 h
Hours used
24.8 h
▴ 6.5 h this week
Projected month end
41.6 h
1.6 h over at this pace
Overage last month
0.0 h
on commitment
Work log
| Date | Person | Task | Hours |
|---|---|---|---|
| Oct 17 | M. Okafor | CRM pipeline cleanup | 2.5 |
| Oct 16 | R. Lindqvist | Ticket 4411, invoice sync | 1.0 |
| Oct 16 | M. Okafor | Weekly ops review | 1.0 |
| Oct 15 | T. Garza | Quote template build | 3.0 |
Timesheets and help desk · synced 12 min ago
Finance works the backlog where it already works
Brightpath Classroom Systems embedded its open sales order backlog inside Zoho Books. The finance lead sorts by open amount and works down the list without leaving the accounting app.
Add a dashboard action and each row gets a button. Here, Ready to bill hands the order to the team's own billing flow.
Open sales orders
Finance workspace
Brightpath Classroom Systems · Finance
Signed work that hasn't been billed.
Open backlog
$2.84M
▴ 4%
Open orders
131
▾ 6
Partially billed
$812K
Over 90 days
17
▾ 3
Open sales orders
| Order | Customer | Open amount | Age | |
|---|---|---|---|---|
| SO-10482 | Westlake Unified | $118,600 | 64d | Ready to bill |
| SO-10511 | Cedar Valley Schools | $88,250 | 41d | ✓ Sent to billing |
| SO-10530 | Harbor County ISD | $47,300 | 18d | Ready to bill |
| SO-10397 | St. Brendan Academy | $30,950 | 112d | Ready to bill |
Accounting and CRM · synced 8 min ago
A TV board that doesn't need anyone to sign in
Evergreen Vitality Clinic keeps a dark board up in the shipping room: due today, overdue, needs a ship date, international open. The screen is a browser pointed at an embed link, so nobody has to log in each morning and the counts drop as the team packs.
Ask the assistant for a TV layout with big numbers and a dark background, then embed that version.
Evergreen Vitality Clinic · Fulfillment
Dark screen
Clear the board
Due today
14
Overdue
2
Need ship date
6
Intl. open
3
Shipped today: 22 orders, 61 units · live
Paste the link in Slack and it says what it is
Embed links unfurl in Slack and other apps that show link previews, with the dashboard name and date range on a Cerebro card. The preview never shows the numbers, so a link pasted in the wrong channel doesn't leak a chart.
- MO
M. Okafor9:12 AM
October hours are live here: embedded.cerebroanalytics.com/e/bluefin-retainerCerebro Analytics
Bluefin Logistics · October retainer
Oct 1 to Oct 31
Bluefin Logistics · October retainer
Oct 1 to Oct 31
embedded.cerebroanalytics.com/e/bluefin-retainer
Embeds FAQ
Do viewers need a Cerebro account?
No. Anyone with the link sees the live dashboard. Treat the link like a password and share it with the people who should see it.
Is it white-label?
Not fully. The page carries your colors, logo and section names, and a small "Powered by Cerebro Analytics" line sits at the bottom.
Which dashboards can be embedded?
Custom dashboards. If you built a grid dashboard, ask the assistant for a custom layout of the same tiles and embed that.
Can a viewer see our queries or data sources?
No. The embed sends the numbers the page shows. The SQL and the source connections stay in Cerebro.
How do I stop sharing it?
Switch the embed off in the Share dialog and the link stops working everywhere it was pasted.
The rest of the analyst
What customers say
“I've spent most of the day building and reworking our company scorecard and our client dashboards. I've made a lot of progress and learned a lot. Pretty amazing tool.”
“The things we always wanted to do and never could, because they were too time-consuming to build.”
“Cerebro has been super helpful. The data engineering work they've done for a lot of our biggest customers has given them the dashboards of their dreams.”
Peter FullerFounder, The Workflow AcademySend your first client a live link this week
Build the dashboard once, switch on the embed and paste the link wherever your client already works. Free to start.