Embedded Analytics Consultancy Services
Put data at your customers' fingertips
Embed dashboards and reports inside your SaaS application, so every customer sees their own data in your product and branding. The hard part is doing it for many customers at once, keeping each one isolated and trusted as you grow.

More than a chart in a page
Adding a single chart to a page is easy. The real work begins when you need to give every one of your paying customers their own analytics, where each customer sees only their own data, trusts that the numbers are right, and the whole thing stays fast and affordable as you go from ten customers to a thousand. That is a question of isolation, trust and scale, not of drawing the chart.
When it is done well, analytics stops being a support burden and becomes part of the product. Customers answer their own questions inside your application instead of raising tickets for another export, your team stops hand-building reports on request, and the analytics itself becomes a reason customers choose you and stay. The distinction between a chart bolted onto a page and governed, multi-tenant analytics built as a feature runs through everything that follows.
Your customers should never feel they have left your application to look at their data. Using the embed for your customers model, reports render inside your own interface, in your branding, so the analytics looks and feels like a native part of the product. Because your app authenticates on each customer's behalf, they do not need a Microsoft account or any licence of their own, which keeps the experience simple for them and the commercials simple for you.
What are your challenges?
The symptoms are familiar to most product teams. Customers keep asking for reporting that your engineers build by hand, and that backlog of one-off requests quietly steals time from the core product roadmap. Home-grown charts that were fine at launch can no longer keep up with what customers now expect, yet rebuilding them properly never quite reaches the top of the list.
Underneath it all sits a worry that does not go away, the fear that one customer might somehow see another customer's data. There is also the question of cost, because it is hard to commit to embedding analytics when you cannot predict what it will cost to run as you grow from a handful of customers to many. Left unaddressed, analytics ends up treated as a cost to be managed rather than a feature customers would happily pay more for.
"Every report your team hand-builds on request is product roadmap you didn't ship."
How can PTR help?
Embedded analytics is a design problem about isolation, trust, performance and cost, not simply a component you drop into the page. We start from what your customers need to see and how your product is divided between them, then design the data model beneath it, the way analytics is embedded, the security that keeps each customer's data separate, and the capacity that lets it all scale. The result is delivered as a feature of your product, in your branding, that your customers never leave the app to use.
The pattern we use for software products is Microsoft's embed for your customers approach, where your application authenticates on each customer's behalf so they need no Microsoft account and no licence of their own. Your app asks for a report, a service principal issues a token scoped to that single customer, and the report renders inside your interface showing only that customer's data.
What you get
The outcome is analytics your customers trust and actually use, without leaving your product. Your engineers get their time back from the bespoke-report treadmill and spend it on the roadmap instead. You gain a security model you can stand behind in a customer's due-diligence review, and a capability that helps you win new customers and keep the ones you have. Analytics moves from a cost you manage to a feature that earns its place in the product.
"Analytics your customers trust, inside your product, as a feature that scales."
Where do you start?
Our typical engagement works from your customers' needs back to the platform, so the solution stays grounded in what your product actually has to deliver.
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