Embed, govern, and automate Power BI across every tenant
Proceptio PowerCRM puts embedded analytics, automated dataset refresh, scheduled report subscriptions, row-level security, and per-tenant access control in one platform, on a secure multi-tenant SaaS foundation.
Embedded report viewer: per-tenant workspace, on-demand refresh and export, fullscreen, and favorites.
Power BI, embedded and governed
Everything you need to deliver analytics to every tenant, under control.
Embedded reports & dashboards
Surface Power BI reports and dashboards inside the app, with each tenant mapped to its own workspace so it only ever sees its own data.
- In-app embedded report viewer with fullscreen mode
- On-demand export to file
- Per-tenant workspace mapping
- Report favorites for quick access
Automated refresh & scheduled delivery
Keep datasets current on a schedule, and deliver reports to inboxes automatically, with a full record of every refresh and every send.
- Schedule dataset refreshes, view full refresh history
- Trigger a manual refresh from the report view
- Email subscriptions on a schedule, in a chosen file format
- Delivery logging for every subscription
Governance, security & access control
Decide exactly who sees what. Grant reports by user or by role, map Row-Level Security roles, and keep Power BI capacity costs in check.
- Row-Level Security (RLS) role management
- Grant report access by individual user or by role
- Capacity management: automatic suspend and resume to control cost
- Auto-resume ahead of scheduled refreshes
Operational visibility
See who viewed and exported what, catch refresh and capacity issues early, and know the state of your Power BI capacity at a glance.
- Usage logs across tenants, users, and reports
- Error logs for failed refreshes and deliveries
- Capacity logs with suspend and resume status
- Every log filterable
Multi-tenant SaaS foundation
PowerCRM is a full multi-tenant application framework, so the analytics layer sits on real SaaS plumbing: tenants, editions, billing, and a complete identity and audit story.
- Tenant management, editions, subscription and billing with invoices
- Users, roles, granular permissions, organization units
- Audit logs, multi-language, light and dark theming
- Webhooks for downstream automation
A complete SaaS foundation
The enterprise plumbing under the analytics, built in.
Editions & billing
Editions, subscriptions, and invoicing out of the box.
Roles & permissions
Granular permissions, roles, and organization units.
Audit logs
A full audit trail of who did what, and when.
Multi-language
Localize the platform for every tenant and user.
Light & dark theming
Per-user themes across the whole application.
Webhooks
Push events to downstream systems on change.
Microsoft Teams
Push notifications into Teams channels.
ServiceNow
Connect tickets and workflows.
ETL on Hangfire
Data pipelines on background jobs.
GraphQL API
Query the platform programmatically.
Xamarin mobile
Native mobile apps for the platform.
