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Customer-facing dashboards, built and delivered for you

We build the dashboards your customers, partners or franchisees need and deliver them through EmbedPortal under your brand, with each viewer seeing only their own data.

Request a consultationHow we work
EmbedPortalPower BI EmbeddedTableauQuickSightLookerRow-level security
Sound familiar?

Problems we fix

Customers keep asking for reports by email
Each customer needs its own filtered view
BI licenses for outside users are too expensive
Reports look nothing like your brand
You cannot tell who opens what
Building a portal in-house would take months
Embedded analytics

What we do

01

Dashboard design for customers

Simple, branded dashboards made for people outside your company.

02

Row-level security

One dashboard filtered for every customer or partner.

03

Branded portal

Your logo, colors and domain through EmbedPortal.

04

Logins and SSO

Invite by email or connect your identity provider.

05

Scheduled delivery

PDF and PowerPoint exports on a schedule.

06

Usage tracking

See which customers log in and which reports they use.

How we work

Four steps, no surprises

Discover

A free call to understand your goals, data and tools. You get a written scope and a fixed price.

Design

We agree on metrics and layouts with you before building, so there are no surprises.

Build

Regular updates and working previews, with revisions before sign-off.

Hand off

Documentation and a walkthrough so your team can own what we built.

Results

Recent work and client reviews

Client names are kept private.

Franchise and multi-location

Shop and location dashboards for a POS platform's franchise customers, embedded directly inside the platform.

QuickSightEmbeddingRLS
Wine and spirits importer

Sales and depletion reports shared with suppliers and distributors through a branded portal, without per-user licenses.

Power BIFabricEmbedPortal
★★★★★
Clear communicator, very good at translating complex stuff into terms that could help us distil what we really wanted and what the tech could do for us. Delivered creative workarounds on some of our more complex requirements.
Client-facing data visualization dashboardsVerified client review · Dashboard design
★★★★★
Streamlined our reporting end to end, from pipeline to dashboard. Clarity, speed, and technical depth made the whole thing easy.
End-to-end reportingVerified client review · ETL · Dashboards
Ways to work together

Fixed price or monthly

You get a written scope and price after a free consultation.

Fixed-price projectOne dashboard or a full build, with a set scope, timeline and price agreed upfront.Monthly retainerA block of hours each month for new reports, changes, fixes and questions.Delivered in EmbedPortalShare what we build with customers and partners in a branded portal with unlimited viewers.
FAQ

Embedded analytics questions

What is embedded analytics?

Dashboards shared with people outside your company, inside your product or a branded portal, with each viewer seeing only their own data.

Do we need to build our own portal?

No. We deliver dashboards through EmbedPortal, which includes the portal, logins, branding and access control.

Do outside users need BI licenses?

Not with embedding on capacity. Viewers sign in to EmbedPortal, which has unlimited viewers on every plan.

Which BI tools can you embed?

Power BI, Tableau, QuickSight, Looker, Domo and Metabase, plus HTML files, PDFs and images.

How long until customers can log in?

A first branded portal with one dashboard often takes 2 to 4 weeks. These are estimates.

What does it cost?

Build work is priced as a fixed project. EmbedPortal plans start at $249 a month, billed annually.

Talk to us about embedded analytics

A free consultation. You get a written scope and a fixed price before any work starts.

Request a consultationAll services
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