Power BI Embedded Transformation for Beast Insights

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.

1. 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.
2. 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.
3. Client Retention Risk
   • Without modern embedded analytics, Beast Insights risked losing users to competitors offering built-in, self-service dashboards.

SR Analytics partnered with the client to design and implement a robust data analytics and business intelligence (BI) solution. Here’s how we approached the project:

1. Data Integration
   • We extracted data from multiple platforms:
     • Shopify for e-commerce transactions
     • GA4 for website analytics
     • Google Ads and Meta Ads for marketing performance
     • Amazon Vendor Central for vendor-specific sales data
     • Netsuite for financial and inventory management
     • Snowflake for existing data storage
   • All data was consolidated and transformed into a unified structure within a centralized data warehouse in Snowflake.
2. Data Warehouse Implementation
   • Leveraging Snowflake’s scalable cloud-based architecture, we designed a data warehouse to handle the client’s growing data volume.
   • The warehouse included automated data pipelines for real-time updates, ensuring fresh and accurate insights across all operations.
3. Customized BI Dashboards
   • Using industry-leading BI tools, we built dynamic dashboards tailored to the client’s needs. Key features included:
     • Sales Analysis: Real-time sales performance across Shopify and Amazon.
     • Marketing ROI: Cross-channel attribution and campaign performance insights from Google Ads and Meta Ads.
     • Inventory Management: Tracking and forecasting stock levels via Netsuite data.
     • Website Performance: Traffic and conversion rate analysis from GA4.
4. Advanced Analytics and Reporting
   • We implemented advanced analytics models to provide actionable recommendations, such as identifying top-performing products, forecasting demand trends, and optimizing ad spend.
   • Automated reporting workflows ensured stakeholders received timely updates.

• Improved Efficiency: Unified data sources reduced manual effort, allowing the client to focus on strategy rather than data wrangling.
• Enhanced Decision-Making: Comprehensive dashboards provided clear visibility into sales, marketing, and operations.
• Increased Sales: A 15% increase in online sales within six months of implementation.
• Higher Marketing ROI: A 20% improvement in advertising efficiency, resulting in better allocation of marketing budgets.
• Optimized Inventory Management: A 25% reduction in stockouts, leading to improved customer satisfaction and retention.
• Scalability: The Snowflake-based solution was designed to grow with the client, supporting future data and analytics needs.