Self-Serve Analytics Customers Actually Use
Client Product-led B2B companyTimeline 8 weeksTeam 3 devs (2 backend-heavy)
60% less ad-hoc reporting for CS
RLS aligned to org membership
Embeds under 2s p95
The challenge
Ad-hoc SQL and one-off reports did not scale; customers wanted embedded insight without a BI license tax.
Our approach
Step-by-step how we scoped, built, and shipped the work—together with the client team.
Security model
RLS and entitlements first; charts second.
Product UX
Saved views, export, and scheduled email for heavy users.
Tech stack
Key features built
Row-level security
Queries never leak across tenants.
Embeds
Customer-facing and partner-safe charts.
Exports
CSV and scheduled email.
API
Token-scoped for automation teams.
Admin
Feature flags and usage.
Observability
Query cost and error budgets.
Timeline
Milestones from kickoff to launch and handover.
Weeks 1–2
Spec
Model and RLS design.
Weeks 3–6
Build
Dashboards, API, and exports.
Week 8
GA
Launch with beta accounts.
The results
Adoption
CS and customers adopted saved views, reducing one-off data requests.
“The embed story finally matches our product permissions.”
Next steps
Semantic layer and dbt for governed metrics.
Ready to achieve similar results?
Share your product goals and timeline—we can map a plan that fits your team and delivery window.