Use case

Customer-facing analytics for your SaaS product

Give every customer dashboards inside a portal that looks like your product, filtered to their own data, without building an analytics layer from scratch.

Sound familiar?

Problems this solves

Customers ask for reports your team builds by hand
Engineering does not want to build an analytics layer
Each customer must only see their own data
Per-viewer BI licenses do not fit hundreds of customers
Dashboards look like a different product
No one knows which customers use the reports
How EmbedPortal helps

What you get

One dashboard, every customer

Build a dashboard once in your BI tool. Row-level security passes each customer's ID at load time, so every account sees only its rows.

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Your brand, your domain

Your logo, colors and a domain such as insights.yourproduct.com, with emails sent from your own address.

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An organization per customer

Each customer gets its own organization with groups, roles and branding, managed from one account.

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Single sign-on

Customers sign in with SAML SSO or an email invite. Auto-logout and session controls are built in.

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Usage you can act on

See which customers log in and which dashboards they open, and keep an audit log of every view and export.

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Flat pricing

Plans are priced by plan, not by viewer, so adding customers does not add BI seats.

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Setup

Get started in four steps

Connect your BI tool

Add Power BI, Tableau, QuickSight, Looker, Domo or Metabase under Integrations.

Map the customer field

Choose the field that separates customer data, such as account ID, and add it as an RLS key.

Create organizations

Add one organization per customer, with its own branding and groups.

Invite users

Invite customer users by email or connect their identity provider.

FAQ

Common questions

What is customer-facing analytics?

Dashboards and reports a company shares with its own customers, usually inside its product or a branded portal, with each customer limited to their own data.

Do we need to rebuild our dashboards for each customer?

No. Build the dashboard once. Row-level security filters it per customer every time it loads.

Can we put the portal on our own domain?

Yes. Professional and Enterprise plans support a custom domain with SSL, your logo and colors.

Do customers need BI tool licenses?

No. Customers sign in to your portal, not to the BI tool. For Power BI, reports run on your Fabric or Power BI Embedded capacity.

Which BI tools can we use?

Power BI, Tableau, Amazon QuickSight, Looker, Domo and Metabase, plus custom web apps, HTML files and PDFs.

See it with your own dashboards

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

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