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Most SaaS companies don’t go shopping for an embedded analytics platform because it’s fun. They do it because something in their current setup breaks: dashboards take forever to build, client requests pile up faster than the team can answer them, or the tools in place simply can’t keep up with what the product needs to deliver.
Over the past year, we took a closer look at the stories behind deals we won. Different industries, different tech stacks, different pressures: yet the themes that push teams toward a new analytics partner look surprisingly similar. Below is a closer look at what companies tell us right before they switch, and what finally convinces them to move forward.
Speed comes up in almost every conversation. Not a vague promise of “quick deployment,” but real pressure to launch analytics to customers in days, not quarters.
Startups with two people on the engineering team, scale-ups preparing for big product demos, and established players revamping their dashboard modules all say the same thing: they don’t have time to wrestle with rigid BI systems.
Several teams moved to Luzmo after spending too long trying to make other tools fit. Some were fighting Looker Studio’s “one dashboard per client” limitation. Others were trying to stretch Metabase or ThoughtSpot into an embedded product they were never designed to be.
When people tell us the integration was easy enough for a CTO to do solo, and the CEO could build dashboards without any technical help, it becomes clear that speed truly changes the equation.
A recurring theme in our wins is how business users react to the Embedded Dashboard Editor (EDE). These teams wanted flexibility without needing a developer for every edit, tweak, or request from a big customer.
Some of the largest accounts (the kind where dedicated account managers build dashboards for enterprise clients) called out EDE as the moment things “clicked.”
Instead of handing off endless specifications to a technical team, non-technical users could shape dashboards with drag-and-drop simplicity while still having the freedom to get creative.
When non-technical users feel empowered, and when they aren’t limited to a strict templating system, business often accelerates.
On the other side of the table, developers want the opposite of a locked-down BI tool.
They want to extend, customize, and integrate analytics the same way they build the rest of their product: with real control.
Flex SDK, APIs, and the freedom to design beyond standard dashboards show up repeatedly in feedback from teams moving away from Quicksight or Qrvey.
Developers don’t want to hack around limitations or manage visualizations separately for every client. They want a system that adapts to their application, not the other way around.
When the engineering team says they "weren’t limited in what they could build anymore," that sentiment tends to carry the deal across the finish line.
A striking pattern emerges across almost all won deals: teams try to make general-purpose BI platforms work for embedded use cases, and eventually hit a ceiling.
Some are tired of Domo’s performance and constraints. Some outgrow Metabase or Looker Studio as soon as multitenancy comes into the picture.
Others simply need a faster way to deliver dashboards to hundreds of clients without spinning up dedicated dashboards one by one.
Sometimes you hear it in more colorful ways: “fed up with Quicksight,” or “better than Metabase,”.
But the underlying reality is consistent. Companies don’t leave these tools because they dislike them. They leave because their product grows past what those tools were built for.
A growing number of teams aren’t building analytics for internal use anymore. They’re building dashboards for their customers: dealers, merchants, franchise partners, e-commerce sellers, and entire ecosystems.
The pressure is high: dashboards need to look sharp, load fast, and tell a clear story. Several deals hinged on the ability to launch dashboards that looked polished enough to impress new customers at important events. Others needed the visuals to support monetization or to stand out from competitors.
What finally convinced these teams wasn’t just “good charts,” but the ability to turn analytics into a product… something they could package, scale, and sell.
Buried in the details of many wins is a simple truth: people buy from teams they trust.
You see it in comments where our team is credited for “actively unblocking” issues. In deals that moved ahead thanks to a strong champion. In stories where the POC felt effortless because validation happened quickly and communication stayed clear.
When someone tells you they chose your platform because you moved fast, answered everything, or simply took the time to understand what they were trying to build… it’s a differentiator.
Even in cases where the technology wins on its own merits, partnership pushes it across the line.
A small but growing pattern in recent wins involves AI-driven capabilities. Flex’s advanced customization and Luzmo IQ’s ability to surface insights or support sales demos often show up as “pleasant surprises” during evaluation.
Teams experimenting with AI for research and discovery phases find these features particularly appealing.
They aren’t buying analytics for AI, but AI is making their analytics vision easier to execute.
Every team arrives with different problems, but they all point to the same desire: a modern analytics layer that helps them move faster, look sharper, and scale without burning time they don’t have.
But they all stay for the same reason: the combination of product strength and a team that acts like a partner instead of a vendor.
If your team is exploring a new path for customer-facing analytics, or you’re starting to feel the limits of your current setup, Luzmo can help you move faster with less friction.
See how it works in practice → book a short demo with our team.
Build your first embedded data product now. Talk to our product experts for a guided demo or get your hands dirty with a free 10-day trial.