Running Yurbi as a service, Embedded Analytics

Yurbi Agency Implementation, White-Label Analytics Deployment

Learn how to deploy Yurbi as a white-label analytics engine for your clients, configure multi-tenant data isolation at the query layer, and build a recurring revenue stream by embedding dashboards into client products. This course covers server setup, database connection routing, API integration, and strategies for positioning self-service reporting as a premium client feature.

Open the decision record for Yurbi

What does running Yurbi for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor pricing is tiered; lowest published plan price is Not published in the extracted data. The agency must confirm the entry-tier vendor cost directly with Yurbi before modeling service economics.
Time to first value
Not published
Payback
Not modeled
Guided implementation
16 hours

Is Yurbi worth running as a client service?

Yurbi provides white-label embedded analytics with strong multi-tenant security and self-hosted deployment, making it viable for ISVs and SaaS teams. However, the vendor's tiered pricing and effective time-to-value are not published in the extracted data, so the agency must obtain those inputs before modeling service economics.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Read-only database connection to SQL Server, PostgreSQL, MySQL, Oracle, or ODBC
  • Yurbi embed URL and session token generation capability
  • App Shield tenant isolation policy configuration
  • Server infrastructure for self-hosted deployment (on-prem or air-gapped)
  • Full API access for programmatic control

People and inputs

  • Technical staff to configure database connections and tenant policies
  • Understanding of multi-tenant security enforcement at the query layer
  • Ability to brand dashboards with client logo, colors, domain, and login page
  • Capacity to manage scheduled report delivery as PDF or Excel

Included with the course

7 working documents for delivering this service.

  • Yurbi Deployment Checklist: Windows and Linux Server Setupchecklist
  • Multi-Tenant Data Isolation Configuration Templatetemplate
  • White-Label Embedding SOP: iframe and API Integrationsop
  • Database Connection Routing Worksheet for Per-Tenant Accessworksheet
  • Yurbi Pricing Tier Comparison and Client Packaging Guideguide
  • Scheduled Report Delivery Setup: PDF and Excel Automationsop
  • API Provisioning Playbook: Automating Dashboard Creation at Scaleguide

Listed by name. These documents are not yet published as individual downloads.