Navigation and landing page

Organize every dashboard into folders and a searchable home page

Build your portal's menu with folders, dashboards, custom links and uploaded files. Drag to reorder, pick an icon, and choose which groups see each item. Then design a landing page with cards or rows, search and an announcement bar.

The EmbedPortal home page with grouped dashboard sections and quick links, beside a floating navigation editor showing a dashboard being moved into the Sales folder
Folders mix every tool, and the landing page updates as you organize.
Setup

How it works

Most teams finish these steps in under an hour.

  1. Add folders

    Create top-level folders such as Finance, Sales or Operations.

  2. Add links

    Add dashboards from any integration, custom links or uploaded files, and place them in a folder.

  3. Set visibility

    Make an item visible to all groups or only to specific ones.

  4. Design the landing page

    Choose cards or rows, turn on search, add an announcement and footer, and preview.

In the product

What it looks like in EmbedPortal

Navigation screen in EmbedPortal with Finance, Sales and Operations folders and an item menu showing Edit, Clone and Delete
The Navigation editor with folders, links and files.
What you get

Navigation and landing page features

Folders and nesting

Group dashboards the way your customers think about them.

Edit, clone, delete

Manage links quickly from each item's menu.

Group visibility

Show items to all current and future groups, or only some.

Landing page layouts

Cards or rows, with optional row arrows.

Search

Viewers find dashboards by name in seconds.

Announcements

Post a message at the top of the home page.

Why navigation matters

Once you share more than a handful of dashboards, people stop finding them. A clear menu and a home page fix that.

Because navigation is tool agnostic, a folder can hold a Power BI report, a Tableau view and a PDF side by side.

FAQ

Common questions

Can I put dashboards from different BI tools in one menu?

Yes. Folders can mix Power BI, Tableau, QuickSight, Looker, Domo, Metabase, links and files.

Can I hide a dashboard from some customers?

Yes. Each link can be visible to all groups or only to the groups you choose.

Can I customize the portal home page?

Yes. Choose cards or rows, enable search, and add an announcement and footer.

Start embedding

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