How to Embed Sales Dashboards (Iframe) with Dear Lucy

Looking to embed sales dashboards into your own systems or tools?

Dear Lucy supports embeddable dashboards via iframe (embed mode), allowing you to display dashboards inside your internal tools, portals, or customer-facing environments.

What is Embed Mode?

Embed mode allows you to load a Dear Lucy dashboard inside another system using an iframe.

This means your team (or customers) can view live sales dashboards and reports without needing to navigate directly to Dear Lucy.
 

Enabling Embed Mode

Embed mode behavior depends on how you are sharing your dashboards:

Public Dashboards (No Login Required)

If you are embedding a public link, no additional configuration is needed.
You can embed the dashboard directly using the iframe setup described below.

Private Dashboards (Login Required)

If you are embedding Dear Lucy dashboards that require users to log in, embed mode must be enabled separately.

To activate it, please contact the Dear Lucy team and provide:

• The domains where you want Dear Lucy to be embedded (e.g. yourcompany.com)

Embedding will only work from approved domains.

How to Use Embed Mode

To embed a Dear Lucy dashboard, use any dashboard URL and append the following parameter:

?embed=true

Example:

https://demo.dearlucy.co/sales?embed=true

Iframe Setup Examples

Without Sandbox Attribute

<iframe src="https://demo.dearlucy.co/sales?embed=true" style="width: 1024px; height: 768px">
</iframe>

With Sandbox Attribute (Recommended)

If your system supports iframe sandboxing, the following configuration is required:

<iframe sandbox="allow-forms allow-scripts allow-same-origin" src="https://demo.dearlucy.co/sales?embed=true" style="width: 1024px; height: 768px">
</iframe>

With Sandbox + SSO

If you are using SSO, you must also allow popups:

<iframe sandbox="allow-forms allow-scripts allow-same-origin allow-popups" src="https://demo.dearlucy.co/sales?embed=true" style="width: 1024px; height: 768px">
</iframe>

Required Security Settings

Embedding dashboards via iframe depends on browser security settings. Please ensure the following are configured correctly:

Sandbox Attribute

If your iframe includes a sandbox attribute, it must allow:

• allow-forms
• allow-scripts
• allow-same-origin

And additionally (if using SSO):

• allow-popups

If these are not set correctly, Dear Lucy may not function as expected.

Content Security Policy (CSP)

If your system uses a Content Security Policy (CSP), you must allow Dear Lucy in the frame-src directive:

*.dearlucy.co

Without this, the iframe may be blocked by the browser.

How Embed Mode Works

• Any Dear Lucy dashboard can be embedded
• Data is automatically updated
• Dashboards are fully interactive, including filtering and drill-downs
• Access and permissions follow your existing Dear Lucy setup
• Dashboards are displayed inside your system using iframe technology

Common Use Cases

Embed mode is commonly used for:

• Embedding sales dashboards into CRM systems
• Adding reporting to internal tools or intranets
• Giving teams visibility into performance without switching tools
• Creating embedded analytics experiences inside your existing systems

Limitations to Be Aware Of

Embed mode depends on browser and platform security settings.

• Some SaaS platforms restrict iframe configurations
• Missing sandbox permissions may break functionality
• CSP settings may block embedded dashboards

If something isn’t working as expected, these are usually the first things to check.

Need Help?

If you're unsure how to configure embed mode in your environment or run into issues with iframe restrictions, contact the Dear Lucy team — we’re happy to help you get everything working smoothly.