Usage and plan limits
See what your plan includes and how much of it is in use, what happens at a limit, and when Owners and Admins hear about it.
Your plan sets how many members, connections and exports your organization can use. Settings, Usage shows each limit, how much of it is in use, and the last 12 months of it.
Opening Usage takes See usage and limits. Owners and Admins have it; Builders, Analysts and Viewers don't see the page. The Plan panel in Settings, General names your plan and links here.
The Plan panel
At the top of Usage, the Plan panel's badge names your plan. Below it, it shows your subscription's terms once Halo has set them:
Subscription: its status and term.
Renews, Term ends or Trial ends: the date that matters next.
Account manager: who to ask, or Halo support if you don't have one assigned.
Features
Badges name the features your plan includes: Halo Data, Halo CMS, Halo CRM, No Halo badge, Custom domain, Marketplace data, Enterprise SSO and Halo AI.
Limits
Each limit that counts use has a meter and a chart of the last 12 months.
| Limit | What counts |
|---|---|
| Seats | Members and pending invitations, except Viewers and External guests. Suspended members keep theirs, and a Viewer with a product role that edits, such as Editor in Halo CMS, takes one |
| Viewers and External guests | Members and pending invitations with either role. They take no seat, and have their own limit |
| Connections | Connections to your databases. Uploaded files count toward storage instead, and connections in the Trash don't count |
| Data alerts | Alerts people in your organization have made, except stopped ones |
| Storage (GB) | Images, extracts and uploaded files, in GB of 10⁹ bytes |
| Exports per day | Data exports today |
| AI credits per month | What Halo AI has used this month. See AI credits and limits |
| Custom domains | Your own addresses on websites, from when they're added, including ones still being connected and ones on websites in the Trash |
| Websites | Websites in Halo CMS, except those in the Trash |
| Directory listings | Listings in Halo CRM's directory, except archived ones and those in the Trash |
The meter shows the amount used now, such as "22 of 25": the same figure Halo checks when you add something. The bar turns to a warning color at 80% and to danger at the cap. A limit with no cap reads "unlimited", and one your plan doesn't include reads "none included".
Your plan also sets how big one query, upload or API call can be: the query time limit, rows per query, connections Halo holds open to each source, uploaded file size, rows per uploaded table, API requests per minute for each key, and API rows per day for each person. Nothing adds up toward these, so Usage doesn't list them. Your account manager can tell you yours.
Days and months count in your organization's time zone, from the Calendar panel in Settings, General.
The last 12 months
Under each meter, a bar for each month shows how much was used:
Seats, storage, connections and the like: the month's highest.
AI credits: the month's total.
Exports: the month's days added up, though the limit is per day.
The dashed line is your plan's cap, drawn when use comes within a quarter of it. A month near the cap turns to a warning color, and one at it to danger. The chart says the busiest month; point at a month to see its numbers. A month before Halo kept your usage is left empty.
Halo keeps each month's figures every few hours, so the current month's bar for exports and AI credits can trail the meter by a few hours.
Activity
Below the limits, two charts show use your plan doesn't limit:
Queries run: every query Halo ran for your organization each month, from charts, reports, exports, alerts and the API.
Marketplace data packages: how many Marketplace data packages you subscribed to.
What happens at a limit
Halo refuses the next thing that would go past a limit, and says what's full. What you already have keeps working.
| Limit | What stops | What to do |
|---|---|---|
| Seats | New invitations and giving someone a role that takes a seat | Free a seat by removing someone, revoking an invitation or making someone a Viewer |
| Viewers and External guests | New invitations, new External guests and making someone a Viewer | Remove someone or revoke an invitation |
| Connections | New connections, and restoring one from the Trash | Delete one you don't need |
| Storage | New images, extracts and uploads | Delete images or uploaded tables, or turn off extracts you don't need |
| Data alerts | New data alerts | Delete an alert you don't need |
| Exports per day | New exports | Try again tomorrow |
| AI credits per month | New questions to Halo AI, unless you pay as you go | Wait for the month to turn, or ask for more |
| Websites | New websites, and restoring one from the Trash | Delete one you don't need |
| Directory listings | New listings, bringing an archived one back, and restoring one from the Trash unless it's archived | Archive or delete listings you don't need |
| Custom domains | New custom domains | Remove one you don't need. One on a website in the Trash counts until you restore the website and remove it, or the website is gone for good |
| Uploaded file size or rows | That upload | Split the file, or save only the sheet you need |
Images and uploaded tables in the Trash count toward storage until they're gone for good, so deleting one for good frees its space sooner.
A query past the row limit shows its first rows and says so: "Showing the first 100,000 rows, the most your plan returns from one query." A query past the time limit stops with "The source took too long to answer. Narrow the date range or filters and try again." See Extracts and caching for ways to make queries faster.
Notices at 80% and 100%
Owners and Admins hear about limits before they run out, for seats, Viewers and External guests, connections, data alerts, storage, exports, AI credits, custom domains, websites and directory listings.
| When | Notice | Email by default |
|---|---|---|
| At 80% | "You've used 80% of your seats" | Off |
| At 100% | "You've used all your seats" | On |
Each appears in the notification center and links to this page. Each one comes once per limit in a period. A limit that counts a day or a month, like exports and AI credits, can tell you again in the next one. Other limits, like seats, can tell you again the next calendar month. If a limit goes straight from under 80% to full, you get only the 100% notice.
If you move to a plan that doesn't include something you still have, like custom domains, what you have keeps working and the 100% notice says "Your plan doesn't include custom domains".
Halo's team hears when you reach a limit too.
A plan with one website doesn't email about it, since having your website is all of that limit. The notice still appears in the notification center.
Each person chooses their own email. In Account, under Notifications, the Plan group has Email when your organization nears a plan limit and Email when your organization uses all of a plan limit. See Jobs and notifications.
Ask for more
Your Halo account manager can change your plan or a single limit. To ask:
In Settings, Usage, select Ask for more.
Under More of, pick the limit. The one closest to full is picked for you.
Say how much more you need and what for, then select Send to Halo.
It goes to Halo's team as a request in Contact Halo, about Plan or billing, with your plan and how much of the limit is in use. Halo's team sees it in their support inbox and on your organization's page. The answer comes back in Contact Halo and by email.
Notices about a limit link to the Usage page.