Metriks is a SaaS analytics and automated-invoicing platform built for B2B subscription businesses. Once your data is in, Metriks gives you live MRR, churn, retention, LTV and revenue dashboards at the customer level — and can take over the recurring invoicing in your accounting system entirely.
This guide walks through the first 10 minutes after you sign up: setting up your company, connecting your first data source, verifying that the numbers look right, and finding your way around the dashboards.
When you first log in, Metriks only asks for two things: CVR number (optional) and company name, plus your acceptance of the Data Processing Agreement. If you enter a CVR, Metriks pulls the company name and registered address from the CVR registry automatically — you don't enter address, postcode or a currency yourself. This is your workspace; everyone you invite later sees the same data here.
You can edit the company name and CVR anytime from Settings → Company. The same page has a Currencies section where you can add custom exchange rates for the currencies you work with — see Updating your currency. (DKK is the reporting currency.)
Metriks needs invoices and customers to compute anything useful. You have two options:
- Connect e-conomic for a live sync — most users do this. Full e-conomic setup guide.
- Upload an Excel file (.xlsx / .xls) or enter lines manually using a custom source — handy if you're still on another accounting system or want to backfill history. Custom source guide.
You can connect both — many teams use a custom source for historical data plus an e-conomic source for live data going forward.
Once the first sync (or upload) finishes, go to the dashboard. Check the obvious sanity points: does MRR match the number you carry in your head? Does the active-customer count look right? If something is off:
- Open Settings → Products and review the list. For each product you can toggle Recurring on (subscription) or off (one-off), and tick Group as 'Other' to bucket miscellaneous items together. One-off services accidentally marked as recurring inflate MRR; missing recurring flags deflate it.
- Visit a few customer detail pages and compare their invoices to what you know. If a customer is missing entirely from the metrics, they're typically on products that aren't flagged as recurring, or they have no booked invoices yet.
- See our Accounting practices for optimal use of Metriks guide for the typical Danish chart-of-accounts and product setup.
The product is organised around six top-level views:
- Overview — the home dashboard with KPI cards for customers, revenue, MRR breakdown and customer acquisition.
- Analytics — deep-dive views for individual metrics: active and churned customers, MRR, ARPC, churn rate, CAC, CLTV and more.
- Customers — searchable list of every customer with status, products, first and latest invoice, churn date, and Monthly Recognized Revenue.
- Invoices — the Automated Invoicing workflow with tabs like Awaiting Approval, Upcoming, Drafts, Error and History. (Requires Automated Invoicing to be enabled on your account.)
- Customer value — a premium view with controls for growth requirement, percentile split and time delta that drive a customer-value bar chart.
- Revenue retention — net and gross revenue retention at the cohort level.
Open the Analytics entry in the sidebar to drop into the stats pages for individual metrics — that's where you'll find the line chart, the period-by-period breakout table, and the controls for time ranges and filters. The Overview cards are read-only; the stats pages are where you go to dig in.
Settings → Team lets you add colleagues via the Add Team Member button. There are three roles: Super Admin (full access including company deletion and user management), Admin (full access except company deletion and user management) and Observer (can view all data but can't make changes). Most teams give the finance lead Admin and everyone else Observer.
- Set up Automated Invoicing — let Metriks generate and send invoices to e-conomic once your data flows reliably.
- Working with the stats page — get more out of the deep-dive metric views.
- Connecting an E-conomic source if you skipped that during setup.
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