Power BI Embedded Transformation for Beast Insights
Industry
Payment processing
Function
Operations, Finance
Technology
Location
United States
Company Overview
Beast Insights is a SaaS analytics platform designed for subscription-based businesses. It helps operators monitor sales performance, profitability, retention, and traffic quality in real time. While the platform had rich data sources, it needed embedded analytics that were visually compelling, secure, and scalable to match the expectations of modern SaaS users.
The Challenges
- Fragmented Data Experience
- Users had to navigate multiple tools and exports to track performance.
- No single pane of glass for executives, finance, and operations teams.
- Scalability & Performance Issues
- Legacy reporting slowed down as customer base and data volumes grew.
- High latency when visualizing multi-dimensional data like campaign ROI, rebills, and chargebacks.
- Client Retention Risk
- Without modern embedded analytics, Beast Insights risked losing users to competitors offering built-in, self-service dashboards.
SR Analytics Solution
SR Analytics partnered with Beast Insights to embed Power BI dashboards directly into their SaaS platform, creating a seamless analytics layer.
Key elements:
- Unified Data Model
Integrated sales, rebill, refund, and campaign-level data into a governed Power BI semantic model. - Embedded SaaS Dashboards
- Sales Dashboard (see SaaS-sales.pdf): Campaign-wise sales, AOV tracking, traffic quality breakdown, and rebill vs. straight sales.
- Profitability Dashboard (see SaaS – profitability.pdf): Full P&L-style breakdown including refunds, chargebacks, CPA costs, and gross margin trends.
- Retention Dashboard (see SaaS – retention.pdf): Cycle-by-cycle subscription retention visualization with campaign/product benchmarking.
- Executive Snapshot (see SaaS-dashboard.pdf): Gross revenue, approval rates, disputes, card health metrics, and cashflow view.
- Seamless Integration
Used Power BI Embedded APIs with secure row-level security (RLS) for multi-tenant access — ensuring every Beast Insights client sees only their own data. - Scalable Architecture
Deployed dashboards on Azure SQL + Power BI Embedded capacity, supporting high concurrency with minimal load times.
Impact
- Improved Platform Stickiness
- Embedded analytics made Beast Insights the single source of truth for operators.
- Clients no longer exported data to Excel/Sheets, increasing daily active usage.
- Revenue Growth
- Value-added analytics allowed Beast Insights to monetize dashboards as a premium feature, boosting ARPU.
- Operational Efficiency
- Automated reporting cut 80% of manual reporting work, freeing up the internal team to focus on product innovation.
- Customer Retention
- Advanced cohort retention dashboards gave clients actionable churn insights, leading to 5–10% higher customer retention rates across several SaaS operators.