Founding Member pricing — locked for your first 12 months. Lock in current rates today. After 12 months, your subscription renews at the then-standard rate; we'll always give you 60 days' notice before any rate change.

Simple, transparent pricing

No analyst required. No setup fee. Start free, upgrade when you're ready.

Starter
$15/mo
1 user included · $4 per additional user

For solo operators and small teams getting started.

Start free trial
5 data sources, any combination of connectors
5 Workspaces
1 automatic refresh per day per source
30 AI credits per user / month
10 alert widgets + 5 forecasting rules
3 scheduled email deliveries + 50 exports / month
2 active public share links (100 views/mo)
Unlimited dashboards · All widget types
Custom roles · Data policies · SSO at every tier
Most popular
Pro
$35/mo
1 user included · $4 per additional user

For growing teams that need fresher data, AI assistance, and broader reporting.

Start free trial
15 data sources
25 Workspaces
Up to 8 automatic refreshes per source per day
75 AI credits per user / month + Ask AI to add a chart
30 alert widgets + 25 forecasting rules
10 scheduled email deliveries (100 recipients each)
250 dashboard exports / month
10 active public share links (1,000 views/mo)
Everything in Starter
Business
$69/mo
1 user included · $4 per additional user

For organizations that need high volume, frequent refresh, agentic AI, and brand-level customization.

Start free trial
40 data sources (expandable with add-ons)
100 Workspaces (expandable with add-ons)
Up to 48 automatic refreshes per source per day
150 AI credits per user / month + Agentic AI (coming soon)
100 alert widgets + 100 forecasting rules
25 scheduled email deliveries (250 recipients each)
1,000 dashboard exports / month
25 active public share links (3,000 views/mo, expandable)
Use your own domain · Audit log (coming soon)
Per-item expansion add-ons
Everything in Pro

Five ways to explore your data

Get from raw data to clear answers however suits you best.

1Pick a template.

Choose from pre-built dashboards for finance, sales, operations, project management, and more. Your data flows in; insights appear.

Every tier.

2Auto-generate from your data.

Our Page Builder scans what you've connected and proposes dashboards tailored to your specific metrics. Review, accept, customize.

Every tier.

3Build from scratch.

Full control: add pages, drag in widgets, configure filters, design exactly what you need.

Every tier.

4Ask AI to add a chart.

Open any dashboard, hit “+ Ask AI to add a chart,” and describe what you want in plain English. “Show me revenue by customer this year.” The AI maps your prompt to your actual data, picks a chart type that fits, and adds it to the page. You review before it saves.

Pro and Business.

5Tell AI to build the whole dashboard.

Agentic AI builds dashboards from your description. “Build a sales-performance dashboard for our western region.” It picks the widgets, configures the filters, applies your branding — and watches for the conditions you described.

Business. Coming soon.

Three flavors of AI in your dashboards

Worth knowing the difference — they cost meaningfully differently.

EVERY TIER

Automatic AI

Help that happens without you asking. AI writes Narrative Summary widgets that describe what your numbers show — trends, changes, what's worth a second look. AI auto-maps spreadsheet columns to the right metrics when you upload. And AI spots variants of the same name (“Acme”, “Acme Co”, “ACME”) and suggests grouping them so your charts roll up cleanly.

PRO + BUSINESS

Interactive AI

Describe a chart in plain English and the AI builds it for you, grounded in your actual data — not a generic template. “Show me revenue by customer this year.” → a real chart, on your dashboard, with your numbers. You review before it saves. A broader conversational question-answering surface is on the roadmap.

BUSINESS · COMING SOON

Agentic AI

AI that takes action on your behalf across multiple steps. “Build me a sales-performance dashboard for our western region” → AI creates pages, picks widget types, configures filters, applies your branding. Or “Watch for unusual patterns in customer churn” → AI continuously analyzes and flags anomalies.

All three consume AI credits from your monthly allotment. Agentic flows use the most credits per task because they involve multiple AI steps, so they're available at the tier with the credit budget to support them.

Account vs Workspace

What you get for the price

One Account holds your subscription, users, and roles. Inside it, you create Workspaces — each with its own data, dashboards, and share links. Every plan below quotes both: Workspaces you can create, and AI / usage caps that apply across the whole Account.

Your AccountBilled once. One team roster. One set of permissions.BillingPlanCustom domainSSOUsers · Roles · Data PoliciesConfigurable Account-wide OR per-WorkspaceWORKSPACEFinance & opsCash · P&L · budgetQuickBooks · SheetsTeam-only viewWORKSPACESales & marketingPipeline · bookingsHighLevel · ClockifyBoard dashboardWORKSPACEClient — AcmeCustom KPIsOne CSV + manualPublic share linkAccount-levelWorkspace-level — separate data, dashboards & share links in each

Compare features in detail

Pricing

StarterProBusiness
Monthly base (1 user)$15$35$69
Each additional user$4/mo$4/mo$4/mo
Annual base (1 user)$150 — save $30$350 — save $70$690 — save $138
Free trial14 days14 days14 days

Data sources & refreshing

StarterProBusiness
Data sources51540 (expandable)
Workspaces525100 (expandable)
Connector types availableAllAllAll
Connectors include QB / HighLevel / Clockify / Monday / SharePoint / SQL / spreadsheets / manual
Local agent for private SQL databases
Automatic refreshes per source per day1Up to 8Up to 48
Manual refreshAnytime *Anytime *Anytime *
URL-paste connector detection
Per-widget source attribution (from QuickBooks + HighLevel)

Dashboards & widgets

StarterProBusiness
Dashboard pagesUnlimitedUnlimitedUnlimited
Tab system per page
Line / Bar / Area charts
KPI cards
Tables with sorting + conditional formatting
Drilldown panel
Reference lines (target, budget, planned)
Forecast line on charts
Cumulative / rolling mode
Stacked / 100% / grouped bar variants
Pinned filter area
Auto-generated dashboards from synced data
Adaptive — suggests new widgets as your data grows
Starter template library
Page builder wizard

AI

StarterProBusiness
AI credits per user / month3075150
AI credits ceiling per Account / month1501,0003,000
Narrative summary widget
Spreadsheet column auto-mapping
AI suggestions for grouping name variants
Tracking suggestions wizard (curated catalog + AI)
AI-proposed target / budget / planned values
Ask AI to add a chart
Agentic AI features (coming soon)
Budget visibility (X% used this month)
Stop-at-cap option

Monitoring & alerts

StarterProBusiness
Alert widgets1030100 (expandable)
Recipients per alert widget51550
Celebration widgetsIncluded in alert capIncluded in alert capIncluded in alert cap
Threshold types (>, <, between)
Relative thresholds (% of target / budget / prev year)

Reporting, exports & sharing

StarterProBusiness
Dashboard exports per month502501,000
Export formatsPDF · PNG · Google Slides · PowerPoint · ZIPPDF · PNG · Google Slides · PowerPoint · ZIPPDF · PNG · Google Slides · PowerPoint · ZIP
Scheduled email deliveries31025 (expandable)
Recipients per delivery25100250
Delivery frequencyWeekly maxDaily maxDaily max
Active public share links21025 (expandable)
Public-share views / month1001,0003,000 (expandable)
AI widgets render on public sharesDisabled — security + costDisabled — security + costDisabled — security + cost
Password-protected share links (coming soon)
Expiring share links (coming soon)

Forecasting & data shaping

StarterProBusiness
Forecasting rules525100
Pattern detection (suggests rules from your actuals)
Computed metrics (formulas)
Breakdown grouping (virtual categories)
Value normalization (alias mapping)
Granularity rollup (auto-derive weekly / monthly)

Team, access & security

StarterProBusiness
Custom roles
Data policies (row-level access)
Single sign-on (Google / Microsoft / GitHub / SAML)
Self-service join requests
Per-tenant isolated database
Audit log (coming soon)

Branding & customization

StarterProBusiness
Custom logo
Custom colors
Custom group label (Family / Org / Tribe / etc.)
Branded URL on DashboardDriven
Use your own domain (yourdomain.com)
Reseller / white-label (sold as add-on)

Support

StarterProBusiness
In-app help system
Email support

* Manual refresh is available anytime; per-tenant rate limits apply for extreme frequencies (50/day per source).

Add-ons & overage

AI Credit Packs · every tier

Stackable. Includes ~10% discount vs. per-credit overage.

PackExtra credits / moMonthlyAnnual
Credit Pack S+100 / mo$9$90
Credit Pack M+500 / mo$39$390
Credit Pack L+2,000 / mo$149$1,490

Business Expansion · Business tier only

Expand any specific area without changing tier. Stackable.

Add-onMonthlyAnnual
+1 data source$5$50
+10 Workspaces$10$100
+5 alert widgets$5$50
+1 scheduled email delivery$7$70
+5 active share links$3$30
+2,000 public-share views / month$30$300
+10,000 public-share views / month$120$1,200
+50,000 public-share views / month$450$4,500
Per-link faster share refresh (15-min TTL)$5 / link$50 / link

Auto-fallback overage

When you exceed without a pack. Or switch to “Stop at cap” in billing settings — service pauses on AI / exports until next billing cycle.

Rate
AI credits (above tier + pack)$0.10 per credit
Automatic sync fires (above Account monthly ceiling)$0.05 per sync
Dashboard exports (above tier cap)$0.05 per export
Email volume (Business only, above 100K / mo)$0.002 per email
Public-share views above tier capSoft-block by default · opt in per share link at $0.025 / view

Common questions

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