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Getting started

The essentials you need when you create your Metriks workspace.

Getting started with Metriks

A 10-minute onboarding for new Metriks workspaces: set up your company, connect your first data source, verify the data, and explore your dashboards.

4 min read

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

Setting custom currency exchange rates

How to set custom currency exchange rates in Metriks. When to override the e-conomic defaults, how the modal works, and what to expect after a rate change.

3 min read