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Find guides for sources, billing, and your SaaS metrics — all searchable from one place.

New to Metriks?

Start with the setup guide

Getting started

The essentials you need when you create your Metriks workspace.

3 guides

Sources

Connect accounting systems and other data sources so Metriks gets a complete picture of your revenue.

3 guides

Destinations

Push invoices, data and automations from Metriks into the systems you already use.

1 guide

Analytics

Understand MRR, churn, retention and other SaaS metrics in Metriks.

1 guide

Account & company

Manage your Metriks workspace, your company and your personal account.

3 guides

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How product configuration works

Classify your synced products as recurring or one-off, set subscription length, group miscellaneous items, and configure invoicing defaults — the per-product settings that drive MRR, churn and Automated Invoicing.

5 min read

Managing your team in Metriks

How to invite teammates, choose the right role, change roles later, remove members, and handle pending invitations from Settings → Team management.

5 min read

Account Mapping for Customer Acquisition Cost (CAC)

How to map your E-conomic chart of accounts to marketing and sales costs so Metriks calculates an accurate Customer Acquisition Cost (CAC).

4 min read

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