Embedded Analytics Platform

★★★★★

Your analytics portal.
Branded. Secure.
Live in a day.

Connect Power BI, Tableau, QuickSight, or Metabase and ship a white-labeled analytics portal to your customers in hours — with custom domains, group-based access, row-level security, and AI chat built in.

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EmbedPortal – Organizational Performance

🔒 analytics.yourcompany.com/organizational-performance

Your Company

Overview

Performance Metrics

Efficiency Analysis

Activity Distribution

User Analytics

Revenue Reports

Resource Allocation

Pipeline Flow

Organizational Performance Dashboard

Comprehensive business performance analytics

Data Last Updated: March 28, 2026

Health Score

↑ 7.9% vs previous

Total Revenue (USD)

487.3

↑ 19.3% vs previous

Active Users

156.2

↑ 15.9% vs previous

Satisfaction Score (%)

87%

↑ 3.6% improvement

Operational Uptime (%)

99.7%

↑ 0.3% vs previous

Performance vs. Target

Current achievement rate

82%

Target: 100%

Revenue or Output Trend

12-month performance with trend line

Monthly Revenue

Trend Line

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Distribution of Activity by Category

Service breakdown

Cloud Services (18%)

Professional (20%)

Consulting (12%)

Support (10%)

Training (10%)

Operational Efficiency Trend

Monthly efficiency score (lower is better)

Poor (>80%)

Fair (60-80%)

Good (45-60%)

Excellent (<45%)

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Top Performing Segments

Revenue by segment

Enterprise Solutions

186

Cloud Services

158

Professional Services

145

Support & Maintenance

112

Consulting

Quarterly Performance Comparison

Revenue and profit by quarter

Revenue

Profit

Q1 2024

Q2 2024

Q3 2024

Q4 2024

Process Pipeline Flow

Conversion stages from leads to advocacy

Leads 156.2K

Qualified Leads 128.5K

Proposals Sent 98.8K

Negotiations 70.2K

Contracts Signed 54.8K

Active Customers 42.1K

Renewals 32.8K

Upsells 23.4K

Why You Need to Cobrowse it ?

Fix issues faster with real-time guidance.

Cut customer frustration by showing, not telling.

Stay secure without full screen sharing.

Boost conversions on forms and checkouts.

Scale easily across teams and enterprises.

Book a demo to see how Cobrowse reduces resolution time by 40%.

Book a Demo

For Customers

Seamless, Stress-Free Support Experiences

Cobrowse lets customers securely share their browser in real time—no downloads needed—driving faster resolutions and smoother experiences.

Faster Resolution

No Technical Barriers

Improved Trust

Higher Satisfaction

For Agents

Empowered Agents, Better Productivity

Cobrowse gives agents real-time visibility to guide and resolve issues quickly, boosting efficiency and customer outcomes.

Higher First Call Resolution (FCR)

Reduced Average Handle Time

Less Burnout

Improved Training & Onboarding

Why Customers Love to Cobrowse It

See how real teams use Cobrowse.it to guide customers, solve problems faster, and create experiences that build trust.

4.9

★★★★★

for Ease of use and Enterprise Reliability

4.7

★★★★★

We needed a solution that could scale securely across thousands of agents, and Cobrowse.it delivered. It’s fast, reliable, and fully compliant with our enterprise standards.

James Alvarez

Director of IT Operations

4.9

★★★★★

Cobrowse.it is so intuitive that our agents were up and running in minutes. The zero-download setup made adoption seamless across our entire team.

Sarah Mitchell

Customer Experience Manager

Where Can You Cobrowse it ?

Cobrowse.it adapts to any industry where customers need guidance online. From banking to retail, healthcare to insurance, see how teams use cobrowsing to simplify journeys and deliver faster, more secure support.

1. Customer Support Teams

Resolve issues faster with real-time, guided support.

Reduce call handling times by up to 50%.

Increase first-call resolution with visual guidance.

Improve CSAT by making support effortless.

2. Financial Services

Securely guide clients through digital transactions.

Walk customers through loan, account, or payment forms.

Protect sensitive data with masked fields.

Ensure compliance with SOC2, GDPR, and HIPAA.

3. E-Commerce & Retail

Boost conversions with guided shopping experiences.

Help customers complete purchases without cart abandonment.

Provide real-time support during checkout.

Upsell by guiding users to the right products.

4. Insurance & Healthcare

Simplify claims and patient portal experiences.

Assist with policy forms or medical intake steps.

Reduce errors by walking users through each field.

Speed up resolution and strengthen customer trust.

FAQs

What is cobrowsing and how does it work?

Cobrowsing (collaborative browsing) lets your support team see and guide a customer’s browser in real time. Unlike screen share, cobrowsing is secure, requires no downloads, and works instantly in the browser.

How is cobrowsing different from screen sharing or desktop sharing?

Cobrowsing shares only the active browser tab, not the entire screen or desktop. This means sensitive data (like emails, notifications, or other apps) stays private, while agents can securely guide customers through forms, checkouts, or transactions.

Is cobrowsing secure?

Yes. Cobrowse.it uses enterprise-grade encryption, role-based permissions, and data masking to ensure sensitive information is never exposed. It’s built to meet compliance standards such as GDPR, HIPAA, and SOC2.

Do customers need to install anything to use Cobrowse.it?

No downloads or plugins are required. Customers simply click a link or accept an invite, and the cobrowse session starts instantly in their browser.

What industries benefit most from cobrowsing?

Cobrowsing is widely used in customer support, financial services, insurance, e-commerce, and healthcare — anywhere customers need help completing forms, transactions, or online purchases.

Can cobrowsing scale for enterprise teams?

Yes. Cobrowse.it is built to support teams from a handful of agents to thousands, with integrations for CRM and contact center platforms like Genesys, Salesforce, and Zendesk.

Does Cobrowse.it require adding custom code to my website?

Cobrowse.it offers two deployment options:

• JavaScript Snippet: Add a lightweight JS code to your site to track and connect with visitors or logged-in users.
• Proxy-Based Cobrowsing: No code installation required — sessions run securely through our proxy, making setup fast and frictionless.

Learn, Grow and Cobrowse It

Helpful guides and stories on making customer support faster, safer, and more personal.

Customer Support

Your analytics portal.
Branded. Secure.
Live in a day.

Organizational Performance Dashboard