Used For

• +**Your marketing team pings data analysts 20 times a day for basic KPIs** → They drag-and-drop their own cohort charts and revenue funnels
• +**You're manually emailing the same 15 reports every Monday morning** → Automated Slack alerts and scheduled emails run themselves
• +**Each customer wants their own dashboard but you can't afford per-viewer licensing** → Unlimited embedded viewers with multi-tenant data isolation
• +Git version control for metrics - when someone changes "monthly recurring revenue" definition, it updates everywhere automatically
• +AI query builder for non-SQL users - type "show me churn by signup month" and it figures out the joins

Best For

• >Your data analyst is drowning in daily dashboard requests and threatening to quit
• >SaaS company needs customer dashboards embedded without Tableau's per-user wallet drain
• >You have 1-2 SQL-savvy people but everyone else just wants to click and see charts

Not For

• -Solo founders or tiny teams under 10 people — you're paying $100+/month for features a Google Sheet could handle
• -Companies wanting zero-code everything — someone needs to model your data relationships in SQL first
• -Pure enterprise teams with 5+ data engineers — lacks the deep customization flexibility you probably need

Pairs With

• *dbt (handles the heavy data transformations before Holistics makes it pretty)
• *Snowflake (or PostgreSQL - where your actual data lives and Holistics connects to pull from)
• *Slack (where those automated KPI alerts actually show up to annoy your team)
• *React (if you're embedding dashboards into your SaaS product using their SDK)
• *Git (for version controlling your metric definitions like actual code)
• *Zapier (to trigger actions when dashboard metrics hit certain thresholds)

The Catch

• !The "intuitive" marketing hits reality when non-technical users spend 2-3 weeks learning the semantic modeling
• !Costs escalate fast with embedded "workers" and extra user licenses — that $100 starter becomes $500+ real quick
• !Cloud-only with no self-hosting option, so you're locked into their infrastructure and pricing forever

Bottom Line

Frees your data team from the endless "can you pull this number?" requests, but setup requires more SQL than they admit.