What teams use EmbedPortal for
One portal for sharing dashboards with customers, clients, franchisees, partners and internal teams. Pick the scenario closest to yours.
Give every customer dashboards inside a portal that looks like your product, filtered to their own data, without building an analytics layer from scratch.
Use caseClient reporting portalReplace emailed PDFs and shared logins with one portal where every client signs in and sees live dashboards for their own account, under your brand.
Use caseFranchise and multi-location reportingGive every franchisee, store manager and regional lead the dashboards they need, filtered to their locations, while head office sees the whole network.
Use casePartner and supplier portalsShare sell-through, inventory, scorecards and forecasts with the companies you work with, each limited to their own products, accounts or territories.
Use caseInternal analytics portalBring dashboards from every BI tool your company uses into one place with single sign-on, so each department finds its reports without hunting across tools.
Use caseHealthcare and financial servicesShare dashboards with clinics, branches, advisors and clients when access control and audit trails matter, with your data staying in your own BI tool.
Use case questions
What can EmbedPortal be used for?
Customer-facing analytics in SaaS products, client reporting for agencies, franchise and multi-location reporting, partner and supplier portals, internal department portals, and data-sensitive sharing in healthcare and financial services.
Do I need a different setup for each use case?
No. Every use case uses the same building blocks: organizations and groups, row-level security, branding, SSO and usage analytics.
Not sure which fits?
Book a short walkthrough and we will map it to your setup.