SOC-ready row-level security, built in

One workspace. Endless client portals.

Layer a branded, access-code-gated portal on top of the Power BI workspace you already run — every client scoped to their own rows, automatically.

Acme Corp Portal
Live
MRR
$182K
Active users
4,910
Renewed
New
Churned
Open Deals
86
Win Rate
58%
Won
Negotiation
Proposal
This Quarter
$182K
Last Quarter
$156K
Side-by-side comparison
How it works

From workspace to client login in three steps

No new infrastructure to stand up — EmbedInsight sits on top of the Power BI workspace you already have.

1

Connect your workspace

Point EmbedInsight at your existing Power BI workspace — reports, datasets, and roles come in as-is.

2

Generate a client token

Create an opaque access token per client or Company/BU. No Power BI license, no shared password.

3

Share the portal link

Send the link or embed it on your own site. Clients sign in with the code — done.

Explore the platform

Everything your clients need, right inside the portal

Click through the tabs below — this is a live, interactive preview of what your clients actually see and do.

Drop-in embed script

One script tag turns any page into a live, authenticated report viewer — no iframe wrangling, no SDK setup.

<script src="https://cdn.embedinsight.com/embed.js"
  data-token="acme-corp-3f9a"></script>
• 200 OK — portal mounted in 340ms

Side-by-side view

Clients pin two reports, regions, or time periods next to each other for instant comparison.

This Quarter$182K
Last Quarter$156K

Personalized reporting

Every client can rearrange, resize, and pin the KPIs that matter to them — their layout, saved automatically.

Revenue
$182K
Pipeline
318 deals
Churn
2.1%
Add widget

Discussion

Clients ask questions right on the report — no more "reply-all" email threads about last week's numbers.

JM
Why did West region dip in Q3?
You
Late renewals — flagged, following up this week.

Notes

Pin context directly to a chart so the "why" behind a number never gets lost.

"Q3 dip due to late renewals — flagged by J. Michaels."
Pinned to West Region chart

Export

Clients export exactly what they're looking at — click a format below to try it.

Schedule

Set it once — reports land in the right inbox automatically, every time. Toggle a delivery on or off.

Every Monday, 8:00 AM
Sent to finance@acme.com
1st of each month
Sent to leadership@acme.com

Opaque access tokens

Share a link, never a Power BI license. Revoke instantly, any time.

Row-level security

Every client only ever sees their own rows — enforced server-side.

Fully white-labeled

Your logo, your colors, your domain. No EmbedInsight branding.

AI Q&A built in

Clients ask questions in plain English, right inside the report.

Drop-in embed script

One script tag turns any page into a live, authenticated report viewer.

Full audit trail

Every login, view, and export logged — ready for your next compliance review.

7+
portal features built in
70%
avg. licensing savings
<30min
to first live portal
99.95%
uptime SLA

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