One data model. Four ways to run on it.
Connect your sources once — dashboards, forecasting, reporting and alerting all read from the same live definitions.
Every revenue number, one screen — live, not last week's export.
- 40+ prebuilt revenue widgets
- Drag-and-drop layout, per-team views
- Drill from chart to row-level data
Forecast from actual deal motion, not gut-feel stage weights.
- Stage-conversion and velocity tracking
- Slippage and pushed-deal detection
- Rep- and segment-level forecasts
Board-ready reporting that builds itself on your schedule.
- Scheduled email + Slack digests
- Cohort, retention & NRR breakdowns
- One-click export to PDF/CSV
Know the moment a metric moves — not at the Monday standup.
- Threshold + anomaly detection
- Routed to Slack, email or webhook
- Per-metric ownership and escalation
Live in an afternoon
Median time-to-first-dashboard: 54 minConnect
OAuth into your CRM, billing and warehouse. Basis pulls schema and history automatically — no ETL to write.
Model
Pick from 40+ metric definitions or write your own. Currencies, fiscal calendars and segments are handled once, centrally.
Run
Dashboards stay live, digests ship on schedule, alerts fire on motion. Definitions change in one place, everywhere at once.
Every capability, by module
The same data model underneath — each module exposes it differently.
12 native integrations
Connect once; Basis keeps the joins, currencies and definitions in sync from then on.
- SalesforceCRM
- HubSpotCRM
- StripeBilling
- ChargebeeBilling
- NetSuiteERP
- QuickBooksAccounting
- SnowflakeWarehouse
- BigQueryWarehouse
- PostgresDatabase
- SlackMessaging
- LookerBI
- SegmentCDP
Security, on the record
Row-level data stays in your systems; everything we cache is encrypted and auditable.
- SOC 2 Type II
- Audited annually
- GDPR
- DPA available
- ISO 27001
- Certified
- SSO / SAML
- Okta, Entra, Google
- Encryption
- AES-256 at rest, TLS 1.3
- Uptime
- 99.99% trailing 12 mo
One source of truth by Friday
Connect two sources, invite the team, retire the spreadsheet. Free for 14 days, no card required.