Account mapping tells Metriks which accounts in your E-conomic chart of accounts contain the costs of acquiring new customers. We use those mapped accounts to calculate your Customer Acquisition Cost (CAC) and downstream metrics like CLTV/CAC.
This guide explains what to map, where to do it in Metriks, and how to avoid the most common pitfalls.
Open Settings → Sources, click your E-conomic source, then click the settings gear and switch to the Account Mapping (CAC) tab.
Customer Acquisition Cost answers a simple question: "How much did we spend to win one new customer?" Metriks computes it as the total marketing and sales cost in a period divided by the number of new customers acquired in the same period. The "marketing and sales cost" half of that equation is what account mapping controls — you pick which E-conomic accounts feed into it.
Map any account that holds spend whose purpose is to bring in new customers. Typical examples:
- Advertising and paid media — Google Ads, Meta Ads, LinkedIn Ads, programmatic spend.
- Marketing tools and subscriptions — CRM, marketing automation, analytics platforms, SEO tooling.
- Sales team compensation — base salary and commissions for SDRs and account executives whose role is to close new business. Customer success / account management compensation should generally stay unmapped — it serves existing customers, not acquisition.
- Sales travel and entertainment — flights, hotels and meals tied to prospect meetings.
- Events and sponsorships — booths, conference passes, sponsorship fees.
- Agencies and freelancers — outsourced marketing, design, content, PR.
Don't map:
- General overhead — rent, office supplies, accounting fees, legal — even if they indirectly support growth. CAC measures acquisition spend, not total cost of running the business.
- Cost of goods sold (COGS) — hosting, third-party APIs, support staff. Those belong to gross margin, not CAC.
- R&D and product development — engineering salaries, product tools.
If you have a single account that mixes acquisition and non-acquisition spend (for example, "Marketing — all costs"), you have two options. Either split the account in E-conomic into more specific ones, or accept that CAC will be slightly overstated. Splitting in E-conomic is usually the right answer for SaaS companies that want accurate unit economics.
- Open Settings → Sources and click the row for your E-conomic source.
- Click the settings gear in the top-right corner of the page to open Source Settings.
- Switch to the Account Mapping (CAC) tab.
- Use the search field to find accounts by name or number. The chips next to the search show how many accounts are visible vs. total, and how many are currently mapped.
- Tick each account that contains marketing or sales spend. The row highlights when selected. Clicking anywhere on the row toggles it — you can also use Tab to focus the list and Space or Enter to toggle.
- Click Save changes. Metriks recalculates CAC the next time the dashboards refresh — usually within a minute.
The Mapped filter chip narrows the list to only the accounts you've selected — useful for reviewing your current setup. The deselect filtered icon next to the chips clears every mapped account in the current view, in case you want to redo the mapping from scratch.
The chart of accounts isn't static — and neither should your mapping be. Revisit it whenever:
- You add a new marketing channel. A new ad platform usually gets a new account in E-conomic. Make sure it ends up mapped here.
- You restructure your sales team. If you split account-executive comp from customer-success comp, the new accounts need mapping decisions.
- Your CAC looks wrong. A surprisingly low CAC often means an acquisition account isn't mapped. A surprisingly high CAC often means an overhead or COGS account got mapped by accident.
We recommend a quarterly review as part of your normal close.
The accounts list supports full keyboard interaction:
- Tab — move focus into the list (first row).
- Down / Up — move focus between rows.
- Home / End — jump to the first / last row.
- Space or Enter — toggle the focused account.
Each row is announced to screen readers with its number, name and selected state.
No. Account mapping only affects the cost half of CAC. Revenue metrics (MRR, ARR, churn, retention) are derived from invoices and product classification, not from mapped accounts. See the E-conomic source guide for how those work.
The Account Mapping (CAC) tab is disabled until your source is connected — Metriks needs to read your chart of accounts before it can show them here. Connect the source first via the Connect Now button at the top of the Source Settings dialog.
No, account mapping is a single workspace-level setting. Anyone with read access to the company sees the same CAC. Only administrators can change the mapping.
Metriks pulls accounts from the same E-conomic agreement your source is connected to. If an account is missing, check that it exists in E-conomic under that agreement, and click the search field's clear button to reset any active filter. If the list is still incomplete, trigger a sync from the General Settings tab and reload the dialog.
- E-conomic source guide — full walkthrough of connecting and syncing an E-conomic agreement.
- Accounting practices for Metriks — companion guide on the Danish chart of accounts and typical CAC inputs.
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