# Holistics — Business Intelligence & Dashboards

Holistics by Holistics Software Pte Ltd holds a panel rating of 3/5 from 6 AI judges (category median 3/5), as of 2026-11-01. Provenance: Rest of world; sovereignty: not determined.

- Vendor: Holistics Software Pte Ltd (https://www.holistics.io)
- Category: [Business Intelligence & Dashboards](https://whats-best.ai/software/business-intelligence.md)
- Provenance (editorial classification): Rest of world
- Canonical page: https://whats-best.ai/software/business-intelligence/holistics
- Alternatives: https://whats-best.ai/software/business-intelligence/holistics/alternatives ([markdown](https://whats-best.ai/software/business-intelligence/holistics/alternatives.md))
- Data as of: 2026-11-06 · evaluated 2026-11-01 · oldest source captured 2026-11-01

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Holistics Software Pte Ltd
- Headquarters: Not stated on the vendor’s pages as of 1 Nov 2026
- Data hosting: Not stated on the vendor’s pages as of 1 Nov 2026
- Free plan: Not stated on the vendor’s pages as of 1 Nov 2026
- Starting price: “Entry Basic features. $800 /month” (vendor’s words) [S7]

## The panel's verdict

Holistics, from Holistics Software Pte Ltd of Singapore, is a cloud-based BI product whose centre of gravity is a code-based semantic layer: metrics defined once in AML, versioned in Git, reviewed by pull request and synced with dbt. Its strongest criteria are self-service and modelling at 7-8 and sharing and embedding at 7-8 — scheduled delivery to email and Slack, password-protected links for external viewers, and iframe/SDK embedding with single sign-on, row-level security and resale rights. Sovereignty is weakest at 4-5: a Frankfurt region is selectable and raw data stays in your own database, but the contracting entity is a Singapore company and the privacy policy says personal information may additionally be stored in Singapore or the United States. Data connectivity is where the judges genuinely split, 4-7: the SQL warehouse list is deep — Snowflake, BigQuery, PostgreSQL, SQL Server among them — but with no public information on ERP, CRM or generic REST connectors, a 7 or a 4 depends on whether a warehouse already exists.

**Speaks for it:**
- Self-service and modelling scored 7-8, with metrics defined once in a code-based semantic layer, Git version control, pull-request review and dbt integration.
- Sharing and embedding scored 7-8, from scheduled email and Slack delivery to password-protected external links and iframe/SDK embedding with single sign-on and row-level security.
- Governance and portability sits at the bench's tightest range, 7 to 7, with definitions held as plain-text code in the customer's own Git repository.
- Entry and Standard tiers are published at $800/month with 100 reports and the first 10 users and $1000/month with unlimited reports, with additional users at $12.5/month.
- A Frankfurt, Germany region is one of three selectable processing locations, and raw data stays in the customer's own database with only query results cached.

**Held against it:**
- Sovereignty scored 4-5: the contracting entity is Holistics Software Pte Ltd of Singapore and the privacy policy says personal information may additionally be stored in Singapore or the United States.
- We found no public information on connectors for ERP, CRM or accounting systems or on a generic REST connector, and spreadsheets load only through a SQL database.
- Single sign-on sits in an unpriced custom plan, password enforcement on all shareable links in an unpriced Security Compliance Suite, and embedded analytics pricing is on request.
- The product is documented as fully cloud-based, and we found no public information on a self-hosted or on-premise edition.
- Forecasting is stated as not yet available, and we found no public information on anomaly detection.

**Best for:**
- You already run a SQL warehouse or database and want metrics defined once, in code, with Git review before production.
- You are embedding analytics inside your own product and need single sign-on, row-level security, white-label styling and resale rights.
- You share dashboards with external viewers who should not need accounts, behind per-link passwords and per-link data restrictions.

**Avoid if:**
- Your data lives in business applications such as a CRM, ERP or accounting system and no SQL warehouse exists yet.
- You need an EU-only chain: the contracting entity is a Singapore company and the privacy policy says personal information may additionally be stored in Singapore or the United States.
- You require self-hosted or on-premise deployment; the captured pages document a fully cloud-based product.
- You need forecasts built in; forecasting is stated as not yet available.

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price, or the judge found no public information on that criterion.

| Criterion | The Finance Controller | The Managing Director | The Data Analyst | The IT Administrator | The SaaS Product Lead | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Data sources, connectors & refresh | 3/5 | 2/5 | 3.5/5 | 3.5/5 | 3/5 | 3/5 |
| Dashboards, charts & interactivity | 3/5 | 3.5/5 | 3.5/5 | 3/5 | 3.5/5 | 3/5 |
| Self-service analysis & shared metrics | 4/5 | 4/5 | 4/5 | 3.5/5 | 4/5 | 4/5 |
| Sharing, scheduled reports & embedding | 4/5 | 4/5 | 3.5/5 | 4/5 | 4/5 | 4/5 |
| Access control, administration & portability | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| European sovereignty | 2/5 | 2.5/5 | 2/5 | 2.5/5 | 2/5 | 2/5 |
| Pricing transparency | 3/5 | 3/5 | 3/5 | 2.5/5 | 2.5/5 | 3/5 |
| **Weighted verdict** | **3/5** | **3/5** | **3.5/5** | **3/5** | **3.5/5** | **3/5** |

### The judges

- **The Finance Controller** (v1.0): Head of controlling at a 250-person machine builder in Baden-Württemberg. Closes the month from DATEV, the ERP, the CRM and a dozen Excel files that colleagues still mail around, and spends two days a month copying numbers into the management report. Wants the sources connected and refreshed on a schedule, one definition of contribution margin on every page, a report that prints cleanly for the advisory board, and data that stays where the auditors expect it.
- **The Managing Director** (v1.0): Runs a 40-person service company with HubSpot, an online accounting tool, a help desk and a project management app, and no one whose job is data. Wants revenue, pipeline, utilisation and open tickets on one screen in the office and on their phone, set up in an afternoon from ready-made connectors, a weekly summary in the inbox on Monday morning, and a price that does not double when the whole team wants to look.
- **The Data Analyst** (v1.0): The first data hire at a Hamburg e-commerce scale-up, with orders, marketing spend and customer data landing in a PostgreSQL warehouse every night. Answers the same question three times a week because every department computes revenue differently. Wants a SQL editor and a query builder for colleagues, metrics defined once in a model that lives in Git, natural-language questions that show the query they ran, and a way out that does not mean rebuilding every dashboard.
- **The IT Administrator** (v1.0): IT lead at a mid-sized healthcare supplier whose reports touch customer, pricing and employee data. Is asked to approve a BI tool after a department has already started a trial. Reads where extracts and caches are stored, whether the tool reaches the ERP database through a gateway or wants it opened to the internet, whether sales sees only its own region, and whether single sign-on and an audit log come with the plan or behind a sales call. Prefers an edition they can run themselves.
- **The SaaS Product Lead** (v1.0): Product lead at a Vienna software company selling fleet management to 600 business customers, each of whom asks for reports the team keeps building by hand. Wants dashboards embedded in the product under its own brand, every customer seeing only their own rows, customers building their own views without a ticket, and an embedding licence whose cost they can put into the product's price before signing.
- **The Skeptic** (v1.0): Has seen "connect any data source" on a tool with eight connectors and a CSV upload, "self-service" that ends with every department defining revenue its own way, "free viewers" that need a paid licence to open a shared link, and "AI insights" that never show the query. Asks where the extracts are stored, whether dashboards and definitions can be exported in a format another tool reads — and what leaving would cost.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Hosting location | Not determined | — | — |
| Hosting options | Not determined | — | — |
| Open source | Not determined | — | — |
| Data processing agreement | Not determined | — | — |
| Transfer impact assessment | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Audit fee: Audit fee possible based on Holistics' reasonable costs; customer pays its own auditor fees [S11]
- Audit logs: yes [S1]
- Audit rights: yes [S11]
- CCPA role: Holistics acts as CCPA Service Provider; customer is Business [S11]
- Certifications: yes · yes · yes · yes [S3]
- Certifications: yes · yes · yes [S5]
- Data processing purpose limit: Customer data used only to provide ordered services; no advertising or resale [S11]
- Data protection laws scope: EU GDPR, UK GDPR, US CCPA, Swiss FDPA, Singapore PDPA, Australia privacy laws [S11]
- Data storage: no · yes [S15]
- DPA: yes [S1]
- DPA: yes [S4]
- DPA: yes · yes [S10]
- DPA: yes [S18]
- DPA customer DPA acceptance: case-by-case, Enterprise Plans only, may incur additional costs · no [S11]
- DPA last updated: 2026-06-13 [S11]
- DPA reference: DPA Annex 2 · DPA [S13]
- DPA signing URL: https://go.holistics.io/signdpa [S11]
- Encryption google data: yes [S12]
- GDPR: yes [S4]
- GDPR: yes [S9]
- GDPR role: Holistics acts as processor, customer is controller · Holistics is the controller [S10]
- Hosting partners security: Subscription Service hosted by data centre partners with independently validated security programs, listed as sub-processors [S11]
- Policies listed: Data Security · SOC2 Compliance · GDPR Compliance · Privacy Policy · Terms of Service · Support SLA · Responsible Disclosure · Data Processing Agreement [S2]
- Processing records: Holistics maintains records of processing; may share information with Supervisory Authorities if GDPR requires [S11]
- Row column permissions: yes [S1]
- Scc transition date: 2021-10-27 if billing address outside EMEA and EU law applies; otherwise 2021-09-27 [S11]
- Security measures article32: 32 · Annex 2: Security Measures [S10]
- SOC 2: yes [S4]
- SOC 2: yes [S9]
- SOC 2 GDPR: yes · yes [S1]
- SOC 2 GDPR: yes · yes [S18]
- SSO SCIM: yes [S1]
- Temporary cache expiry: Temporary cached query results expire after a minimum of 10 minutes [S11]

**Data**
- Bi retention days: 180 [S13]
- Cache contents: yes [S9]
- Dbdiagram dbdocs retention: on user request · permanent [S13]
- Deletion request: yes [S12]
- Opt out: yes [S12]
- Raw data storage: no [S9]
- Report export files: AWS S3 · yes · 24 [S9]
- Retention policy request: yes [S12]
- Stored items: yes · yes [S9]

**Hosting**
- API regions: https://eu.holistics.io/api/v2 · https://us.holistics.io/api/v2 · https://secure.holistics.io/api/v2 [S8]
- Bi data centers: US · Europe · Asia · yes [S13]
- Data stores: Singapore · United States [S12]
- Dbdiagram dbdocs data center: Singapore, Asia [S13]
- Global processing: Customer data may be processed globally in Holistics-operated data centre locations; physical data records not stored permanently by application servers [S11]
- Regions: San Francisco · Singapore · Frankfurt, Germany [S9]
- Warehouse support: Snowflake · BigQuery · Postgres · Redshift · Databricks [S18]

**Integrations**
- AI connectors: Claude · ChatGPT · Cursor · MCP · APIs [S1]
- API: yes [S2]
- Auth header: X-Holistics-Key · API key header [S8]
- Cli: yes [S2]
- CSV excel export: dashboard or chart · CSV · Excel [S8]
- Data sources: Snowflake · BigQuery · Databricks · Redshift [S1]
- Database access: yes · yes [S9]
- Dbt: yes [S1]
- Dbt: yes [S18]
- Google drive import: Data Import · /csv · Sheet · Excel [S12]
- Google sheets: yes [S18]
- Google sheets delivery: Scheduled Deliveries · yes [S12]
- Mcp AI agents: Query by metric name over MCP: Claude, Cursor, Slack bots [S18]
- Openapi spec download: YAML · yes [S8]
- Rest API: yes [S18]
- Third party not subprocessors: Customer-enabled third-party integrations (messaging, spreadsheet, source control, data transformation) are not Holistics sub-processors [S11]

**Legal**
- Address: 14 Robinson Road, Far East Finance Building, #08-01A, Singapore 048545 [S12]
- Company: Holistics Software · 2015-2026 [S18]
- Copyright entity: Holistics Software [S4]
- Do not track: no [S12]
- DPA entity: Holistics Software Pte Ltd signs the DPA [S11]
- Entity: Holistics Software [S1]
- Entity: Holistics Software [S6]
- Entity: Holistics Software [S2]
- Entity: Holistics Software Pte Ltd [S12]
- Entity: private company limited by shares · Holistics Software Pte Ltd · Singapore [S13]
- Entity name: Holistics Software [S7]
- Governing law: Singapore · EU: Member State of Customer establishment · CCPA: California, USA [S11]
- Locations: Singapore · Dallas, Texas, United States · Ho Chi Minh, Vietnam [S2]
- Minimum age: 13 [S12]
- Short URL: https://holistics.io/privacy [S12]
- Singapore address: 14 Robinson Rd, Far East Finance Building, #08-01A, Singapore 048545 [S7]
- Trial email restriction: yes [S12]
- Update date: 2026-06-13 [S12]
- US address: 2400 North Henderson Ave, # 1156, Dallas, Texas 75206 [S7]

**Pricing**
- Bank transfer option: yes · annual billing plans exceeding a minimum subscription amount [S13]
- Billing in advance: credit card · in advance [S13]
- Billing periods: yes · 2 months off [S7]
- Credit card not stored: third-party billing agents · no [S13]
- Data centers: US · EU · APAC [S7]
- Early termination no refund: no [S13]
- Enterprise custom: yes [S6]
- Entry addons: 12.5 · 100 [S7]
- Entry features: 100 · 10 [S7]
- Entry price: 800 · USD [S7]
- Fees nonrefundable: yes [S13]
- Free services liability cap: USD · 500 [S13]
- Free trial: yes · 14 [S6]
- Holistics estimate: 9000 · 800 [S19]
- Holistics model: Feature tier, priced by number of users and features, transparent pricing [S19]
- Late penalty: 1.5 [S13]
- Lightdash estimate: 9600 [S19]
- Lightdash model: 2400 · 800 [S19]
- Looker estimate: Vendr · 83665 · 1770000 [S19]
- Looker model: Standard · Advanced · Elite · 66600 [S19]
- Metabase estimate: 1200 [S19]
- Metabase model: yes · 10 · 5 · 500 · 85 [S19]
- No dark billing: yes [S7]
- Publicity opt out: https://go.holistics.io/logo-opt-out · yes [S13]
- Refund on termination for cause: yes [S13]
- Renewal adjustment notice days: 30 [S13]
- Scs plan enforce password: Enforcing password on all Shareable Links is SCS-plan-only [S20]
- Standard features: unlimited · 10 [S7]
- Standard price: 1000 · USD · yes [S7]
- Taxes exclusive: yes [S13]
- Thoughtspot estimate: Vendr · 140000 · 15000 [S19]
- Thoughtspot model: data rows and permission groups · 25M rows & 5 groups · 1250 [S19]
- Unlimited users pricing: yes [S7]
- Unlimited viewers: contact sales · yes [S5]

**Product**
- Admin role: Admin has all privileges of other roles, can manage users, data sources, billing, and impersonate other users [S22]
- AI analysis: yes · no [S12]
- AI analytics: Natural-language AI analytics answered from governed metric definitions [S1]
- AI assisted self service: AI-guided insights and recommendations for self-service [S2]
- AI block: yes [S16]
- AI byok: yes [S13]
- AI chatbot: natural-language access to analytics without building pipelines, models, or infrastructure [S5]
- AI clarifying questions: yes [S1]
- AI copilot: built-in Copilot, plus Claude Code and Cursor [S18]
- AI dashboard summary: yes [S1]
- AI features: AI features for exploring data, generating analytics code, summaries and descriptions [S13]
- AI insights: AI-assisted dashboard generation with prompts [S4]
- AI natural language: Holistics AI: natural language question to chart, grounded in semantic model [S3]
- AI no training on customer data: no [S13]
- AI permission: yes · no · yes · yes · Access Holistics AI [S22]
- AI permission enforcement: yes · yes [S22]
- AI subprocessor no training: no [S11]
- Amendment notification: .in-app notification · email (if opted in) [S13]
- Aml language features: functions (Func), inheritance (extend), reusable packs (Partial), constants & conditionals, modules & namespaces [S18]
- Analyses as settings: period-over-period comparison · trend and reference lines · percent of total · moving calculations [S3]
- Analyst role: Analyst can create & edit reports, dashboards, data models and datasets on shared data sources; cannot manage users or connect new data sources [S22]
- Analytics as code: Models, metrics, and dashboards defined as code in AML [S1]
- Analytics as code git dbt: Code-based semantic layer, Git versioned, dbt connected [S3]
- API latest version: v2 [S8]
- API mcp webhook: yes · yes [S8]
- API purpose: Integrate Holistics into your own workflow: retrieve data, manage schedules, trigger jobs, and provision users. [S8]
- API v1 status: yes · yes · no [S8]
- API work in progress: yes [S8]
- Aql: AQL query language with composable metrics [S1]
- Aql: yes [S18]
- Aql metrics: composable reusable metrics via AQL [S2]
- Ascode dashboard: yes [S2]
- Ascode data modeling: yes [S2]

**Subprocessors**
- Liability limitation: DPA liability aggregated with Terms under its Limitation of Liability section [S11]

**Support**
- Access logging: yes · yes [S12]
- Bi response time: within 2 business days for standard non-critical issues [S13]
- Bi uptime target: 99.5 [S13]
- Channels: Email · Slack · in-app chat · community forum [S7]
- Dbdiagram dbdocs uptime target: 99.5 [S13]
- Enforce password contact: Feature enabled by contacting support@holistics.io [S20]
- Free services channels: community pages [S13]
- Hands on: White-glove hands-on support [S1]
- Hours: 18:00 · 09:00 · GMT+8 [S12]
- Impersonation: yes · yes [S13]
- Privacy email: privacy@holistics.io [S12]
- Release notes roadmap: release notes · public roadmap · yes [S2]
- SLA: yes [S6]
- SLA: yes [S18]
- SLA doc: yes [S1]
- Support SLA: yes [S4]
- Uptime monitoring service: yes [S4]
- White glove: yes [S5]

269 more facts on the canonical page: https://whats-best.ai/software/business-intelligence/holistics

## Questions

### Is Holistics European?

No. whats-best.ai classifies Holistics as Rest of world.

### Where does Holistics store data?

Not stated on the vendor’s pages as of 1 Nov 2026.

### Does Holistics have a free plan?

Not stated on the vendor’s pages as of 1 Nov 2026.

### What are the best alternatives to Holistics?

As of 1 Nov 2026, the panel rates [Metabase (3.5/5)](https://whats-best.ai/software/business-intelligence/metabase), [Preset (Apache Superset) (3.5/5)](https://whats-best.ai/software/business-intelligence/preset) and [Luzmo (3/5)](https://whats-best.ai/software/business-intelligence/luzmo) highest among the other 15 Business Intelligence & Dashboards products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [Luzmo](https://whats-best.ai/software/business-intelligence/luzmo) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Holistics alternatives](https://whats-best.ai/software/business-intelligence/holistics/alternatives).

## What this page leaves out

- 12 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 6 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 compliance facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 hosting fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 4 sovereignty dimensions could not be confirmed on the vendor’s own pages and are shown as unknown.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor homepage: https://www.holistics.io/ (checked 2026-11-01)
- [S2] Features page: https://www.holistics.io/features/ (checked 2026-11-01)
- [S3] Features page (self-service BI): https://www.holistics.io/self-service-bi/ (checked 2026-11-01)
- [S4] Features page (dashboards): https://www.holistics.io/product/canvas-dashboard/ (checked 2026-11-01)
- [S5] Features page (embedded analytics): https://www.holistics.io/embedded-analytics/ (checked 2026-11-01)
- [S6] Integrations page: https://www.holistics.io/integrations/ (checked 2026-11-01)
- [S7] Pricing page: https://www.holistics.io/pricing/ (checked 2026-11-01)
- [S8] API documentation: https://docs.holistics.io/api (checked 2026-11-01)
- [S9] Security / trust page: https://docs.holistics.io/docs/security-compliance/data-security (checked 2026-11-01)
- [S10] GDPR page: https://docs.holistics.io/legal/gdpr (checked 2026-11-01)
- [S11] Data processing agreement (dpa): https://docs.holistics.io/legal/dpa (checked 2026-11-01)
- [S12] Privacy policy: https://docs.holistics.io/legal/privacy-policy (checked 2026-11-01)
- [S13] Terms of service: https://docs.holistics.io/legal/terms (checked 2026-11-01)
- [S14] Data sources, connectors & refresh — found from sitemap: https://docs.holistics.io/docs/connect/databases-supported (checked 2026-11-01)
- [S15] Data sources, connectors & refresh — found from sitemap: https://docs.holistics.io/docs/connect/ (checked 2026-11-01)
- [S16] Dashboards, charts & interactivity — found from sitemap: https://www.holistics.io/features/dashboards/ (checked 2026-11-01)
- [S17] Dashboards, charts & interactivity — found from sitemap: https://docs.holistics.io/docs/cross-filtering (checked 2026-11-01)
- [S18] Self-service analysis & shared metrics — found from sitemap: https://www.holistics.io/semantic-layer/ (checked 2026-11-01)
- [S19] Self-service analysis & shared metrics — found from sitemap: https://www.holistics.io/bi-tools/self-service/ (checked 2026-11-01)
- [S20] Sharing, scheduled reports & embedding — found from sitemap: https://www.holistics.io/features/shareable-links-sharing-data-externally/ (checked 2026-11-01)
- [S21] Sharing, scheduled reports & embedding — found from sitemap: https://docs.holistics.io/docs/delivery/slack-schedules (checked 2026-11-01)
- [S22] Access control, administration & portability — found from sitemap: https://docs.holistics.io/docs/admin/user-roles (checked 2026-11-01)
- [S23] Access control, administration & portability — found from sitemap: https://docs.holistics.io/docs/authentication/sso/ (checked 2026-11-01)

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Cite as: whats-best.ai, "Holistics — Business Intelligence & Dashboards", AI panel analysis, as of 2026-11-06. https://whats-best.ai/software/business-intelligence/holistics

Corrections: https://whats-best.ai/correct/1264?target=page