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Partners stay engaged when they can see how they are doing. Embedding a dashboard in a portal experience gives them a curated view scoped to their own data, so they get insight without you pulling numbers for them.

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What you’ll build

A portal experience that shows partners a dashboard.

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Before you start

1

Confirm reporting is on your plan

Reporting is a plan feature, and plans cap how many saved reports and dashboards you get. If you hit the cap or see an upgrade prompt, check what your plan includes at introw.io/pricing.
2

Build the dashboard

Create the dashboard you want to share first.

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Watch it

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Steps

1

Open the experience

Go to the Experience builder and open the portal experience you want partners to see.
Open the portal experience partners receive.
2

Add a Dashboard embed section

Add a Dashboard embed section to a stage. This is the section type that surfaces an Introw dashboard, scoped to the viewing partner.
This section type surfaces an Introw dashboard, scoped to each partner.
3

Pick the dashboard

Select the dashboard to surface. Only saved dashboards are available.
Choose a saved dashboard; each partner sees only their own scoped data.
4

Publish

Publish the experience so partners see the dashboard.

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Verify it worked

Open the portal as a partner and confirm the dashboard shows their scoped data.

Build a dashboard

Create the dashboard.

Show a partner dashboard in the portal

Use partner-scoped analytics.

Implementation reference

Full configuration options.