Summit 360

Enterprise analytics for B2B distributors

Every client gets their own view of their data.

Summit 360 connects your ERP to a secure portal where each client sees only their data — real-time KPIs, interactive reports, and distribution insights their teams will actually use.

14 days
Average time to go live
100%
Manufacturer data isolation
99%
Uptime delivered
Summit 360 — Acme Distribution Co.Live
Revenue YTD$24.8M▲ 12.4%
Orders3,842▲ 8.1%
Fill Rate97.2%▲ 2.3%

Built on

The problem

Your clients are flying blind.

Most distributors still send spreadsheets, share generic Power BI links, or ask clients to log into internal systems. There's a better way.

Spreadsheet overload

Monthly exports that are outdated the moment they're sent. No drill-down, no filters, no context, no trust.

Manual exportsLive portal

Data leakage risk

Shared logins mean one client can see another's data. One audit finding can end a partnership permanently.

Shared accessRLS enforced

IT bandwidth drain

Every manufacturer report request goes through your IT team. Custom pulls, one-off extracts, custom dashboards per client — endlessly.

Manual requestsSelf-service portal
The solution

A portal your clients will actually open.

From daily KPIs to deep-dive analytics — Summit 360 gives each client a branded, secure window into their data. No IT tickets. No training manuals.

summit360.com/overview
Revenue YTD$24.8M▲ 12.4%
Orders3,842▲ 8.1%
Active Items247▲ 3.2%
Fill Rate97.2%▲ 2.3%
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Why Summit 360

Built for distributors who take manufacturer relationships seriously.

Every feature is designed around one goal: making your manufacturers feel like they have their own dedicated analytics team.

Talk to our team

Row-Level Security

Power BI RLS ensures each manufacturer sees only their own data — automatic, unforgeable, always on.

ERP Native Sync

Business Central data flows directly into Dataverse. No third-party ETL, no stale snapshots — always current.

White-label Ready

Your brand, your domain. Manufacturers see your company's identity and build loyalty with you, not a software vendor.

Mobile-First

Executives check KPIs on their phones. Summit 360 is engineered for every screen size — no pinch-zoom, no horizontal scroll.

Smart Filters

Date ranges, product categories, geographic regions — drill down to the answer without opening a single IT ticket.

Instant Notifications

Manufacturers get notified when reports drop, shipments move, or thresholds are hit — in-portal or by email.

Enterprise security

Enterprise security that meets your clients' compliance expectations.

Enterprise distribution has zero tolerance for data breaches. Summit 360 inherits Microsoft's enterprise security posture and adds client-level isolation on top of it.

Review our security posture

Microsoft Entra ID

SSO via your existing Azure AD tenant. No password management, no shadow IT, no credential sharing.

Data stays in your tenant

All data lives in your Microsoft Dataverse. It never touches a third-party server or leaves the Microsoft cloud.

RLS at every layer

Row-level security applied at the data layer — not just the UI. Manufacturers cannot query outside their scope.

Full audit trail

Every access, report view, and export is logged and available for compliance review on demand.

The process

Go live in two weeks, not two years.

We handle the technical complexity. You handle the manufacturer relationships.

Business Central
Dataverse

Your Business Central data syncs to Microsoft Dataverse inside your Microsoft 365 tenant. No third-party cloud. No data extraction. Your data never leaves your Microsoft boundary.

Pricing

Simple, transparent pricing.

One platform. Every manufacturer. No per-seat surprises.

Essential

For distributors ready to give their first clients a dedicated data portal.

$1,920/mo

Billed annually. Cancel anytime.

  • Up to 3 client portals
  • Executive KPI dashboards
  • Power BI RLS enforcement
  • Microsoft Entra ID SSO
  • Standard support (business hours)
Get started
Strategic

For enterprise distributors who need unlimited scale and guaranteed SLAs.

Custom

Tailored to your client count, data volume, and support tier.

  • Unlimited client portals
  • All Manufacturer Plus features
  • Custom Power BI report builds
  • Dedicated success manager
  • 99.9% uptime SLA
  • Custom integrations
Talk to sales
FAQ

Questions we always hear.

If your question isn't here, ask us directly.

Ready to start?

Give every client their own view of their data.

Book a 30-minute call. We'll show you exactly what your portal would look like with your data — no commitment, no pressure.