Metric Insights
Metric Insights builds an enterprise BI and AI Portal platform that unifies Tableau, Power BI, Qlik, and 50+ other BI tools, data warehouses, and AI agents into a single governed catalog with conversational AI, targeting large multi-tool BI environments in financial services, healthcare, and consumer goods.
- Company typePrivate
- Founded2012
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Metric Insights does
Metric Insights, Inc. is a San Francisco-based enterprise software company founded in 2012 by Marius Moscovici that builds an Enterprise BI & AI Portal platform addressing BI sprawl in large organizations. The platform is structured in three layers: (1) BI Portal, a governed catalog and engagement layer that integrates BI tools, reporting, and metrics into a single certified asset inventory with unified search, distribution/alerting, and BI license optimization; (2) Custom Apps, an experience layer for designing persona-optimized, branded analytics applications via a no-code builder, React SDK, and white-labeled iOS/Android deployment; and (3) Concierge, an AI layer providing conversational BI access with bring-your-own-LLM support (OpenAI, Anthropic Claude, Google Vertex AI, Azure OpenAI), AI-driven alerting and root cause analysis, and MCP-based integration to Databricks Genie, Snowflake Cortex, and Microsoft Fabric Data Agents. The platform connects to 50+ native data sources spanning Tableau, Power BI, Qlik, Looker, SAP BO, Oracle Analytics, Amazon QuickSight, Snowflake, Databricks, BigQuery, Redshift, Alation, Collibra, Atlan, and Microsoft Purview, and is deployable as managed Cloud SaaS (AWS, Azure, Google Cloud) or self-hosted (private cloud, on-premises, air-gapped) with SOC 2 Type II, HIPAA, and GDPR compliance.
Metric Insights generates revenue primarily through subscription-based licensing of the BI Portal platform, sold via enterprise direct field sales with custom quote-based contracts and typical annual or multi-year terms. The company targets large enterprises with multi-tool BI environments — financial services, healthcare, and consumer goods — where customers have deployed Tableau, Power BI, Qlik, and other BI tools across business units and need a unified, governed front door to consolidate access, enforce governance, drive adoption, and reduce license waste. Named enterprise customers include Coca-Cola Europacific Partners, Mondelēz International, Waste Management, Mount Sinai, and Wellstar, with deployments reaching 3,000+ users at a single financial services customer. Go-to-market combines enterprise field sales with an SDR prospecting function, a content-led demand engine (whitepapers, case studies, webinars, monthly group demos), active conference presence (Gartner, Tableau Conference, Snowflake Summit, Databricks Data + AI Summit, HIMSS), and an implementation partner ecosystem comprising USEReady, Tredence, Accenture, and Hexaware. The company is privately held and venture-backed by First Round Capital, Lerer Hippeau, Work-Bench, Mindset Ventures, Western Technology Investment, and TSVC, with the most recent disclosed financing occurring in February 2017.
Metric Insights firmographics
Firmographics- Name
- Metric Insights
- Legal name
- Metric Insights, Inc.
- Website
- https://metricinsights.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Metric Insights builds an enterprise BI and AI Portal platform that unifies Tableau, Power BI, Qlik, and 50+ other BI tools, data warehouses, and AI agents into a single governed catalog with conversational AI, targeting large multi-tool BI environments in financial services, healthcare, and consumer goods.
- Ownership category
- akta.pro rank
Metric Insights industry classification
Industry- Product category
- Enterprise Business Intelligence Portal Software
- NAICS
- Software Publishers (5132), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Semantic Layer, Metrics Store & Headless BI (HDAEAMAE)
- akta.pro secondary industries
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), Model Serving, Inference & Deployment Platforms (APIs, Edge/On-Prem) (HDAEANAC)
Keywords
Where Metric Insights is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Metric Insights business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Enterprise Software Subscription: The primary revenue stream is subscription-based licensing of the Metric Insights Enterprise BI Portal platform. The platform is sold as a managed cloud SaaS service or as a self-hosted deployment. Pricing is quote-based and negotiated per enterprise contract, with typical annual or multi-year subscription terms.
Go-to-market motion3 records
Distribution channels1 record
Marketing channels6 records
Metric Insights product offering
Product offeringCore offering
Metric Insights sells an enterprise Business Intelligence Portal platform composed of three core layers: (1) BI Portal — a governed catalog and engagement layer that integrates all BI tools, reports, and metrics into a single certified asset catalog with unified search, distribution, alerting, and access control; (2) Custom Apps — an experience layer for building branded, persona-optimized analytics apps via no-code builder and React SDK; (3) Concierge — a conversational AI layer with bring-your-own-LLM support that lets business users ask questions of live Tableau and Power BI data, with MCP integrations to Databricks Genie, Snowflake Cortex, and Microsoft Fabric. The platform is sold as Cloud SaaS (AWS, Azure, GCP) or self-hosted (private cloud, on-premises, air-gapped).
Product overview
Metric Insights is an enterprise Business Intelligence Portal platform composed of three core layers: BI Portal (governed catalog & engagement), Custom Apps (experience layer), and Concierge (AI layer). The platform integrates all BI tools, reporting, and metrics into a single consolidated catalog with unified search, distribution, alerting, and access control. Custom Apps enables design, branding, and deployment of persona-optimized analytics apps via no-code builder and React SDK. Concierge provides conversational AI access to BI assets with bring-your-own-LLM support, featuring conversational search, AI alerting & analysis, and MCP integrations for Databricks Genie, Snowflake Cortex, and Microsoft Fabric. Deployable as fully managed Cloud SaaS (AWS, Azure, Google Cloud) or Self-Hosted (private cloud, on-premises, air-gapped).
Differentiator
Problem solved
Functional benefit
Brands
- BI Portal: The governed catalog and engagement layer - connects every BI tool, optimizes BI spend, governs and certifies content, and gives users unified search, distribution, and alerting.
- Custom Apps (MI Apps)
- Concierge
Products and services
- BI Portal The foundational governed catalog and engagement layer that integrates all BI tools, reporting, and metrics into a single consolidated catalog of governed and certified assets. Provides unified search, distribution, alerting, license optimization, metadata/glossary, and access control across all connected BI tools. Designed for large enterprises with multi-tool BI environments.
- Custom Apps The experience layer enabling design, branding, building, and deployment of persona-optimized analytics apps and portals. Includes no-code builder, React SDK (Vite/Next.js), private app gallery, and white-labeled web/mobile deployment options for embedding analytics into branded experiences.
- Concierge The AI layer providing conversational, governed access to BI, metrics, documentation, and 'ask your data' agents. Supports bring-your-own-LLM (OpenAI, Anthropic Claude, Google Vertex AI, Azure OpenAI), MCP integrations for Databricks Genie, Snowflake Cortex, and Microsoft Fabric, plus AI alerting & analysis with root cause analysis.
Quantifiable outcome
- Reduce BI license costs by 50%+ through usage analysis, automated provisioning, and license right-sizing
- +6 more outcomes
Companies that use Metric Insights
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles3 records
Metric Insights technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration76 records
AI capability9 records
Feature8 records
Metric Insights partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core.
- USEReadycoreUSEReady is a data and analytics firm that provides the strategies, tools, capability, and capacity that businesses need to turn their data into a competitive advantage. Listed as a capable implementation partner on the Metric Insights Partners page.
- TredencecoreTredence is a global data science solutions provider focused on solving the last mile problem in AI — the gap between insight creation and value realization. Listed as a capable implementation partner on the Metric Insights Partners page.
- AccenturecoreAccenture is a leading global professional services company that helps leading businesses, governments, and other organizations build their digital core, optimize operations, accelerate revenue growth, and enhance citizen services. Listed as a capable implementation partner on the Metric Insights Partners page.
- HexawarecoreHexaware is a global technology and business process services company with 32,536 employees across 54 offices in 28 countries. Helps enterprises with digital transformation. Listed as a capable implementation partner on the Metric Insights Partners page.
- Tableau (Salesforce)coreNative integration with Tableau and Tableau Cloud. Metric Insights connects to Tableau via native APIs to index dashboards, reports, and datasets into the unified catalog, and to enable Concierge AI to query live Tableau data. Key integration partner in the BI tool ecosystem.
- Microsoft Power BIcoreNative integration with Microsoft Power BI (Cloud and Report Server) and SSRS. Metric Insights connects to Power BI semantic models via native APIs, enabling Concierge AI to ask questions of live Power BI data. Deep Microsoft ecosystem integration includes Azure AD/Entra ID, SharePoint, Teams, Purview, Fabric, and Azure OpenAI.
- Qlik (Qlik Sense / QlikView)coreNative integration with Qlik Sense, Qlik Sense Cloud, and QlikView. Metric Insights indexes Qlik dashboards and reports into the unified catalog, making them discoverable alongside other BI tools in the governed portal.
- SnowflakecoreNative integration with Snowflake and Snowflake Cortex (AI/ask-your-data). Metric Insights connects to Snowflake as a cloud data warehouse and supports Snowflake Cortex AI agents via MCP integration, allowing Concierge AI to route queries to Snowflake's built-in AI capabilities.
- DatabrickscoreNative integration with Databricks and Databricks Genie (AI/ask-your-data). Metric Insights connects to Databricks as a cloud data warehouse and lakehouse platform, with MCP integration to Databricks Genie for AI-powered data querying.
- AlationcoreNative integration with Alation data catalog. Metric Insights pulls governance metadata — lineage, certification, data classification, and business glossary terms — from Alation directly into the BI Portal user experience, bridging the gap between data catalog governance and business user consumption.
- CollibracoreNative integration with Collibra data catalog. Metric Insights pulls governance metadata from Collibra directly into the BI Portal, enabling consistent governance signals across data and analytics assets.
- AtlancoreNative integration with Atlan data catalog. Metric Insights connects to Atlan to ingest governance metadata and business glossary terms, enriching the BI Portal catalog with data governance context.
- Microsoft (Azure AD/Entra ID, SharePoint, Teams, Purview, Fabric, Azure OpenAI)coreDeep Microsoft ecosystem integration spanning identity management (Azure AD/Entra ID), collaboration (SharePoint, Teams), data catalog (Microsoft Purview), AI (Microsoft Fabric with Data Agent, Azure OpenAI), and BI (Power BI, SSRS). Enables SSO, content distribution to Teams, and AI querying across the Microsoft data estate.
- SlackcoreNative integration with Slack for BI Portal content distribution and Concierge AI access. Reports, alerts, and KPI notifications can be burst to Slack channels. Business users can interact with BI Concierge directly from Slack for conversational BI discovery.
- Google (BigQuery, Looker Studio, Google Workspace)coreNative integration with Google BigQuery (cloud data warehouse), Looker Studio (BI), and Google Workspace (Sheets, Drive, Calendar). Metric Insights indexes Looker Studio reports into the unified catalog and connects to BigQuery for data warehouse access.
- Amazon (Redshift, QuickSight, S3)coreNative integration with Amazon Redshift (cloud data warehouse), Amazon QuickSight (BI tool), and Amazon S3 (file storage). Metric Insights can index QuickSight dashboards and connect to Redshift and S3 as data sources.
- Epic Systems (Healthcare)coreNative integration with Epic Hyperdrive (healthcare data platform). Metric Insights connects to Epic clinical reporting systems, enabling healthcare organizations to unify clinical reports and enterprise BI in one governed portal. Case study customer: Mount Sinai.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Metric Insights competitors and assessment
Company assessmentDirect peers
- Cube: Cube is a semantic layer / metrics store purpose-built to sit between BI tools and data warehouses — directly comparable to Metric Insights' BI Portal and Concierge positioning as a tool-agnostic metrics and governed-query layer.
- dbt Labs: dbt Labs offers the dbt Semantic Layer for governed metrics, which competes head-on with Metric Insights' catalog of certified metrics. Both target the same buyer (data/analytics leaders) trying to standardize metrics across BI tools.
- Alation: Alation is a leading enterprise data catalog that provides governance, lineage, and business glossary capabilities that Metric Insights surfaces in its BI Portal. Both target large enterprises with multi-tool BI estates and a need to bridge catalog metadata to BI consumption.
- Collibra: Collibra is an enterprise data intelligence/catalog platform that provides lineage, governance, and a business glossary — directly comparable to the governance and metadata layer of Metric Insights' BI Portal, and a partner as well as a competitor.
- Atlan: Atlan is a modern data catalog with active metadata, collaboration, and AI features. It overlaps with Metric Insights' metadata, glossary, and governance layer and is increasingly positioned as a unified control plane for analytics assets — a comparable peer and integration partner.
- ThoughtSpot: ThoughtSpot is an AI-powered analytics platform with natural-language search and embedded analytics. Its AI Analyst and Spotter features compete with Metric Insights' Concierge conversational BI layer for the same enterprise buyer.
- Sigma Computing: Sigma is a cloud-native BI platform that combines spreadsheet UX with warehouse-native queries. It is a listed Metric Insights integration partner and a competing BI consumption layer for enterprises choosing between a unified front-end and a new BI tool.
- Mode Analytics: Mode combines BI, notebooks, and data science workflows with a metrics layer. It overlaps with Metric Insights' analytics-portal and Concierge positioning for data-driven enterprises that need governed self-service on top of cloud data warehouses.
Broad incumbents
- Domo: Domo is an end-to-end cloud BI and data app platform that includes its own catalog, alerting, and now AI features. It is a broader incumbent offering overlapping functionality (governed BI, distribution, mobile) that Metric Insights provides as a tool-agnostic front door.
- Tableau (Salesforce): Tableau is a leading BI platform and a deep Metric Insights integration partner. Salesforce/Tableau's own catalog (Tableau Catalog), Pulse, and Einstein/Tableau GPT features increasingly encroach on the BI portal and conversational AI space Metric Insights occupies.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Metric Insights social profiles
Digital presenceMetric Insights compliance and trust
Trust signalCompliance3 records
Metric Insights financial estimates
Financial estimateRevenue estimate
Valuation estimate
Metric Insights leadership team
Management profileNumber of profiles
Profiles2 records
Metric Insights funding detail
Funding detailFunding overview
Funding rounds5 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Metric Insights M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Metric Insights
What does Metric Insights do?
Metric Insights sells an enterprise Business Intelligence Portal platform composed of three core layers: (1) BI Portal — a governed catalog and engagement layer that integrates all BI tools, reports, and metrics into a single certified asset catalog with unified search, distribution, alerting, and access control; (2) Custom Apps — an experience layer for building branded, persona-optimized analytics apps via no-code builder and React SDK; (3) Concierge — a conversational AI layer with bring-your-own-LLM support that lets business users ask questions of live Tableau and Power BI data, with MCP integrations to Databricks Genie, Snowflake Cortex, and Microsoft Fabric. The platform is sold as Cloud SaaS (AWS, Azure, GCP) or self-hosted (private cloud, on-premises, air-gapped).
Is Metric Insights a public or private company?
Metric Insights is a private company. It is classified as venture growth investor backed and is currently operating.
When was Metric Insights founded?
Metric Insights was founded in 2012. It employs 11 to 50 people.
Where is Metric Insights based?
Metric Insights is headquartered in San Francisco, United States, in the North America region.
How does Metric Insights make money?
One revenue line is on record: enterprise Software Subscription.
Who are Metric Insights's main competitors?
Direct peers on record are Cube, dbt Labs, Alation, Collibra, Atlan, ThoughtSpot, Sigma Computing and Mode Analytics. Broad incumbents are Domo and Tableau (Salesforce).
Does Metric Insights have an API?
Yes. Metric Insights provides a React SDK for building high-performance analytics apps with a modern React toolchain (Vite/Next.js), AI-assisted dev tooling, a component library, and REST APIs. The platform also supports MCP (Model Context Protocol) integrations for connecting Concierge to Databricks Genie, Snowflake Cortex, Microsoft Fabric, and any MCP server. Developer documentation is at help.metricinsights.com.
What industry is Metric Insights in?
Metric Insights's product category is Enterprise Business Intelligence Portal Software. Its primary akta.pro industry code is HDAEAMAE, Semantic Layer, Metrics Store & Headless BI, with a secondary code of HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs). Its NAICS code is 5132 and its SIC code is 7372.