| Starter | Solo operators or small agencies proving the first source-backed reports for up to 5 client workspaces. | Choose Starter when the first proof point matters more than portfolio operations and the team needs core connectors, dashboards, Ask Data, exports, and guided setup. | Move to Growth when weekly reporting needs every current integration or more than 5 client workspaces. |
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| Growth | Agencies running weekly reporting across up to 20 active client workspaces, where source-backed proof is already a recurring deliverable. | Choose Growth when reporting labor is already expensive, recurring, and tied to several client accounts that need the full current source stack. | Move to Scale when connector QA, portfolio reviews, lineage exports, or template standardization become recurring operating needs. |
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| Scale | High-volume agencies, multi-location teams, and portfolio operators that need more repeatability across more clients. | Choose Scale when the source layer needs recurring review, workspace volume is higher, and reports need architecture review instead of one-off cleanup. | Move to Enterprise when rollout is blocked by SSO, procurement, custom retention, private connectors, or implementation governance. |
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| Enterprise | Organizations that need procurement, SSO, custom retention, private connector planning, implementation review, or governed rollout before launch. | Choose Enterprise when security, compliance, private source scope, executive reporting, or implementation planning has to be approved before launch. | Use Enterprise from the beginning when governance is the buying constraint rather than an afterthought. |
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