Abstract

Analytics dashboards are a well-known Catch-22 in the B2B SaaS world. Everyone agrees they’re important, yet seldom deemed not important enough to make it to the engineering roadmap.

Despite the visibility and value analytics can offer, they remain too cumbersome to implement. Ultimately, the question becomes: do they justify the engineering investment?

At Strada, we’ve resolved this Catch-22 by enabling SQL execution directly in the browser. This approach drastically reduces the cost of building analytics pages and empowers users to create ad-hoc dashboards on their own!

All important analytics

Analytics is crucial for understanding and improving any business. For B2B SaaS providers, sometimes, it is vital to justify their existence in the customer’s software suite.

Greater visibility into the system’s operational data can turn any user into a power user. Get them hooked, and keep coming back for more. As a result, the feedback loop strengthens and product development becomes more value-driven.

However, implementing analytics dashboards remain challenging for engineering teams…

Analytics is crucial, but…

Building high-quality analytics dashboards comes with several daunting engineering challenges:

1. Filtering data

Before you can display useful analytics, the first step is filtering the right data. In B2B applications, filters can range from simple selectors like you’d find on an e-commerce site:

…to highly dynamic configurations, like those in a CRM:

As applications grow, building and maintaining these filters requires significant ongoing engineering effort. And yet, customers still run into frustrations:

• “The filters aren’t flexible enough.”

• “I can’t drill down to the exact data I need.”

• “The filtering system feels too complex to use.”

As a result, the effort to support robust filtering often balloons - adding cost and complexity to analytics dashboards.

2. Aggregating data

Aggregation follows filtering. Basic performance metrics often rely on simple calculations like minimum, maximum, or average. However, in practice, aggregation logic can quickly grow complex - especially when measuring key aspects of business operations.

In the insurance domain, for example, common aggregated metrics include:

• Loss Ratio: Claims Paid / Premiums Earned

• Renewal Rate: Percentage of policyholders who renew coverage

• Premium Growth Rate: ((This Period’s Premium − Last Period’s Premium) / Last Period’s Premium) × 100

Keeping up with the growing demand to track and analyze a wide range of metrics is an ongoing and resource-intensive challenge for engineering teams.

3. Flexibility

Every B2B customer has slightly different requirements and priorities. What one values may not matter to another. Satisfying a wide range of requests using few charts your engineering team can build is a moonshot!

An elegant solution

What if there was a silver bullet that can be used to filter, and aggregate data. Also, it’ll be amazing if it can be exposed to the end user so they can have all the flexibility they want.

Well there is one such silver bullet - SQL

SELECT 
  state,
  AVG(premium_amount) AS avg_premium -- Aggregator
FROM 
  policies
WHERE 
  premium_amount > 500 -- Filter
GROUP BY 
  state

SQL is not only powerful and expressive, it’s also widely known. And thanks to modern language models, generating it programmatically has never been easier, making adoption much smoother.

So what is the secret sauce?

Strada is a voice AI provider. Our customers include insurance carriers, MGAs (Managing General Agents), and brokers. They care deeply about measuring the performance of calls made and received by our voice AI agents.

On the analytics page, we:

1. Fetch calls data using a REST API from our server. The data has information on caller details, call summary, call transcripts, and tools used by the AI agent.

2. Spin up a Postgres database in the browser using pglite, and insert all the calls data in the database.

3. Provide a user interface that lets users write SQL queries directly against the in-browser database and visualize the result using charts.

Using our custom analytics builder, customers have created powerful dashboards on their own. Some prominent examples:

Benefits of this approach

A key advantage of this approach is its cost-effectiveness. Once the initial engineering work is done, users can create their own charts without requiring further engineering effort.

Business leaders who deeply understand their own operations, can explore data more directly and ask sharper, more relevant questions. By removing engineering from the chart-building process, this approach creates a more seamless and engaging experience.

As a result, businesses extract more value from your product. They gain clearer visibility into how the product drives outcomes, which in turn strengthens the product development feedback loop.

It’s been a tough stretch for carrier and MGA distribution teams. Budgets are tight, quotas keep climbing, and VPs we talk to keep saying: “We’ve got to grow submissions with fewer reps. It feels impossible.”

We've noticed three core problems:

• Slow speed‑to‑lead. New agent inquiries sit for hours.

• Time wasted on unqualified prospects. Reps chase agencies that aren’t a fit.

• Low mindshare post-appointment. Email campaigns are not cutting it in a crowded market.

Introducing Agent Engagement Suite

Today, Strada is introducing three use cases in its phone AI platform to transform the agent experience:

1. Appoint - watch calendars fill themselves. Outbound assistants reach out on your behalf to set meetings, so reps stay focused on closing.

2. Qualify - reach every inquiry in under a minute. The moment a form is submitted, AI calls, learns about the agency, then routes promising prospects to your team.

3. Engage - stay top of mind. Keep your best agents engaged with renewal reminders, program announcements, webinar invitations, and quick check-ins.

Why It Works

• Fast start. Go live in as little as a week.

• Natural conversations. Emotion, pace, and "ums", like a human would.

• Smart retries. Call sequences to dial at the best times and boost connection rates.

• Flexible reporting. Understand your contact rate, disqualification reasons, and conversion in detail.

Get Early Access

Agent Engagement Suite is now available to carriers and MGAs. If improving your agency experience is a priority, reach out to our team.

👉 Request a demo here