Use case

Analytics portals for partners, distributors and suppliers

Share sell-through, inventory, scorecards and forecasts with the companies you work with, each limited to their own products, accounts or territories.

Sound familiar?

Problems this solves

Partners ask for the same data every week
Spreadsheets go out of date as soon as they are sent
Partners must not see each other's numbers
Guest accounts in the BI tool are hard to manage
Partner users come and go
There is no record of who downloaded what
How EmbedPortal helps

What you get

Filter by partner

Pass partner ID, product line or territory as RLS values so each partner sees only their slice.

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Partner organizations

Each partner gets its own organization, users and groups, separate from internal teams.

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Exports with filters applied

Partners can export to PDF, Excel or CSV, and every export respects their filters.

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Audit trail

Every login, view and export is recorded, so you can answer who saw what.

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SSO for larger partners

Connect a partner's identity provider with SAML so their own staff list controls access.

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Any BI tool

Share Power BI, Tableau, QuickSight, Looker, Domo or Metabase dashboards side by side.

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Setup

Get started in four steps

Connect your BI tool

Add the dashboards you already use internally.

Add partner keys

Use partner, supplier or territory IDs as RLS keys.

Create partner organizations

Set up one organization per partner with its own branding if needed.

Invite partner users

Invite by email or connect the partner's SSO.

FAQ

Common questions

What is a supplier or partner analytics portal?

A secure portal where a company shares dashboards with distributors, resellers or suppliers, each limited to their own products, accounts or territories.

Can partners download data?

Yes, if you allow it. Exports to PDF, PowerPoint, Excel and CSV respect each partner's row-level security.

Can a partner use their own login?

Yes. Connect their identity provider with SAML SSO, or invite their users by email.

Is there a record of partner activity?

Yes. Logins, views, exports and admin changes are recorded in the activity log.

See it with your own dashboards

14-day free trial. Unlimited viewers on every plan.

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