Designing Dashboards

5 Factors to Consider When You White Label BI Software

By Michelle Gardner
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When it comes to analytics, a seamless user experience is crucial to success. That’s one reason embedded analytics solutions are so popular compared to standalone business intelligence (BI) tools. Eight-five percent of applications embed some form of analytics (shown in the 2018 State of Embedded Analytics Report).

Why? Because embedded analytics delivers the look and feel of a single application rather than two different products.

Still, simply embedding analytics in your application is not always enough on its own. Application teams need to completely white label BI software to ensure the dashboards and reports are indistinguishable from the rest of their products. This helps companies stay on brand, provide a seamless user experience, and engage users with a completely custom application that keeps them coming back for more.

>> Related: The Definitive Guide to Dashboard Design <<

Consider there 5 factors when you white label BI software:

1. Features

One of the most important ways to create brand consistency within an application is to ensure that white labeled analytics interact with the application’s other features. The ability to kick off a workflow, write back to the database, and export data gives users the feeling that they are simply using the application’s native features – rather than unintegrated analytics from a third party. What’s more, custom analytics that speak to the rest of the application improves the user experience as a whole, increasing analytics adoption and usage rates of your white label BI software.

2. Fonts

Keeping fonts consistent might not sound like that big of a deal until you consider real-world examples. How strange would it look, for instance, if Apple started using script lettering for their logo in half of their stores? Users wouldn’t be certain they were interacting with the same brand they thought they knew so well. This same idea holds true when you white label BI software. Inconsistent fonts are jarring to customers and can make an application look underdeveloped and unprofessional. In dashboard design, the general rule is to use a single font type and no more than three sizes in that type.

3. Color Scheme

Sticking to your brand’s color scheme is important in much the same way that consistent fonts are critical when you white label BI software. When choosing dashboard color schemes, you may initially select all kinds of new colors for your visualizations – but don’t fall into that trap. Using unfamiliar colors can be disruptive to users, and some dashboard colors may carry specific connotations (for example, red means stop, green means go) that go against your original intent. When it comes to dashboard design, always leverage contrast, use color sparingly, and avoid distracting visual effects such as background gradients and shadows.

4. Design

When you white label analytics, it may be tempting to throw all the pretty graphics you can at it. But overdesigning will only distract your users. Understanding that there is a limited amount of space to display analytics can make your design more effective. After all, if you’re unable to show everything, you’ll have to identify what is most important. In some cases, this might mean you have separate tabs for individuals who want to look at a variety of information. Group several types of visualizations on the same screen to show different aspects of the dataset you’re considering.

5. Content

In any dashboard, content should be relevant to your audience. If you’re designing a dashboard for a sales team, for example, don’t include visualizations on marketing campaign channels. Once you define your analytics end users and know what information they need, group related data next to each other. Also be sure to place reasonable limits on the amount of data itself; otherwise, your dashboard may grow distracting and the power of your insights will be lost.

No matter what analytics vendor, platform, or individual components you use to white label BI software, your customers should always know they’re seeing your brand – not the brand of your analytics platform. By providing a seamless user experience, you will increase both your user retention and your brand perception.

Learn more about white labeling BI software in the Art of Dashboard Design: 7 Fundamentals to Master > 


Originally published August 10, 2018

About the Author

Michelle Gardner is the Content Marketing Manager at Logi Analytics. She has over a decade of experience writing and editing content, with a specialty in software and technology.