Introducing Rules Builder: Cleaner, Smarter Embedded Dashboards for Your Users

If you’re embedding dashboards into your SaaS product, you already know the challenge: sometimes the data doesn’t tell the whole story. Maybe certain regions have no pipeline activity this quarter, maybe a campaign channel isn’t active, or maybe a product module hasn’t been rolled out yet. The result? Your end users see dashboards full of blanks, zeros, or charts that don’t make sense for them. Not only does this create clutter, it can also weaken trust in your product.

That’s exactly why we built Rules Builder in DataBrain. With Rules Builder, you can define simple rules that automatically hide cards when the data isn’t relevant. The dashboards your customers see are always clean, contextual, and focused on what actually matters—no more empty states or visual noise.

How Does It Work?

Think of Rules Builder as a way to set dependencies between dashboard cards.

• You start by choosing a primary card—this is the one that determines whether other charts should be shown.
  
• Next, you define which dependent cards rely on the primary card’s data.
  
• If the primary card has no data, the dependent cards stay hidden.

For example, if “Opportunities in Pipeline” is empty, then “Win Probability” and “Forecasted Revenue” don’t need to show up. Instead of confusing your users with blanks, the dashboard adapts automatically.

This is especially powerful for SaaS businesses further down the funnel—where customers already have active data streams but not always across every region, channel, or feature.

Advanced SaaS Use Cases

Enterprise CRM & Sales Ops

• Scenario: A large account may run pipelines across multiple regions. Some regions will always be more active than others, and certain stages in some regions might have no activity at all.
  
• Without Rules Builder: The dashboard shows every stage for every region, leaving sales leaders to mentally filter through blank stages.
  
• With Rules Builder: Only the stages with active deals are displayed. Sales teams see clean dashboards that highlight where deals exist, making regional comparisons sharper and reducing noise.
  
• Why it matters: Sales leaders can forecast more accurately and focus attention where it’s needed most.
  

Marketing Attribution & Performance Dashboards

• Scenario: A marketing team might run campaigns across several channels, but not all channels are always active.
  
• Without Rules Builder: Inactive ones clutter dashboards with zeros and irrelevant metrics.
  
• With Rules Builder: If “Active Campaigns in Paid Search” is empty, then the associated CTR and CPA charts for that channel don’t appear.
  
• Why it matters: The dashboard highlights only the channels currently driving spend and conversions, helping marketing teams optimize on what’s moving the needle.
  

Product Usage Analytics for Feature Maturity

• Scenario: When SaaS products have multiple modules, customers rarely adopt all modules at the same pace. A mature account might be actively using messaging and payments, but hasn’t rolled out reporting.
  
• Without Rules Builder: Dashboards still display adoption, usage, and error charts for reporting, all showing blanks.
  
• With Rules Builder: Those irrelevant visuals stay hidden until there’s real data.
  
• Why it matters: The dashboard becomes personalized to the modules that matter for that customer, improving clarity and reinforcing trust.
  

Fintech & Payments Deep Dive

• Scenario: Payments platforms often support multiple payment methods—cards, ACH, wallets. But usage isn’t uniform across methods, especially in enterprise accounts.
  
• Without Rules Builder: If a merchant isn’t using ACH, the dashboard floods them with ACH-specific charts that show nothing.
  
• With Rules Builder: Those irrelevant ACH charts disappear, keeping the focus on the methods actually being used.
  
• Why it matters: High-volume merchants get operational clarity and can monitor performance without distraction.
  

Supply Chain & Logistics SaaS

• Scenario: A logistics SaaS might track shipments across multiple hubs or warehouses. In some months, certain hubs may be inactive due to seasonality or closures.
  
• Without Rules Builder: Dashboards that show inactive hubs with empty charts waste space and create confusion.
  
• With Rules Builder: Inactive hubs and their associated metrics disappear from the dashboard.
  
• Why it matters: Managers can zero in on active hubs and identify real bottlenecks, reducing distraction and improving speed of decision-making.
  
  

Across all these scenarios, the impact is the same: dashboards become smarter and more adaptive. They no longer show everything by default—they show only what matters in context. For SaaS teams embedding analytics, this means fewer confused users, fewer “why is this blank?” support questions, and dashboards that feel like a natural, thoughtful part of the product. For end users, it means an experience that grows and adjusts with them, instead of overwhelming them with irrelevant noise.

Rules Builder may seem like a small tweak, but it makes a big difference for mature customers who depend on dashboards to make daily decisions. Cleaner interfaces, contextual insights, and adaptive storytelling all add up to one thing: trust. And when your customers trust your dashboards, they trust your product.