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MetricFlow
Everything below runs in the live demo

The complete capability map

MetricFlow's modules, what each one does, the practical use case it answers, the benefit you bank, and the plan tier where it lives. Descriptions accurately reflect the functionality you can try right now — anything conceptual beyond the current release is explicitly marked.

Analytics core

Performance overview

StarterTry: /demo/overview

The command center: gross volume, net revenue, MRR, active customers, and conversion rate recomputed live against any date range or channel filter. Live-visitor counts, device splits, top countries, and a recent-transactions strip keep context one glance away.

Practical use case
The Monday-morning check before the leadership stand-up.
Customer benefit
One consistent picture replaces four tools and a spreadsheet.
Interactive version lives in the Performance overview module of the live demo — with working filters, sorting, persistence, and status feedback.

Transaction ledger

StarterTry: /demo/transactions

Every order behind the chart: gross, processing fees, refunds, tax, and net on a single row. Search by customer, city, product, or amount; sort on every column; filter by channel, segment, device, and minimum net value; paginate through up to 1,280 rows.

Practical use case
Finance asks about a refund spike — you isolate the rows in seconds.
Customer benefit
Drill-down that answers 'which orders?' without exporting anything.
Interactive version lives in the Transaction ledger module of the live demo — with working filters, sorting, persistence, and status feedback.

Channel attribution & regional performance

StarterTry: /demo/channels

Revenue, orders, share, and estimated conversion rate per channel — online store, paid, partnerships, affiliates, resellers — plus country-level revenue ranking and segment splits in the same view.

Practical use case
Deciding where next quarter's acquisition budget actually goes.
Customer benefit
Budget mix driven by attributable revenue, not channel vanity metrics.
Interactive version lives in the Channel attribution & regional performance module of the live demo — with working filters, sorting, persistence, and status feedback.

Customer behavior

Customer segments & lifecycle book

StarterTry: /demo/customers

A 163-account sample CRM: enterprise to startup segments, Trial → Active → Power user → At risk → Churned lifecycle badges, ARR and seat counts, customer-since dates. Add your own records — they persist in this browser and count into every KPI until you reset them.

Practical use case
Spotting at-risk accounts before renewal emails go out.
Customer benefit
CRUD-grade editing right inside the analytics view.
Interactive version lives in the Customer segments & lifecycle book module of the live demo — with working filters, sorting, persistence, and status feedback.

Conversion funnel analysis

StarterTry: /demo/funnel

Five stages — sessions, product views, trials started, trial engaged, subscribed — with step-to-step continuation rates and overall end-to-end conversion, per device cohort (desktop / mobile / tablet) with a rate table.

Practical use case
Arguing for checkout polish with numbers instead of vibes.
Customer benefit
The exact stage where prospects leak becomes obvious.
Interactive version lives in the Conversion funnel analysis module of the live demo — with working filters, sorting, persistence, and status feedback.

Retention & cohorts

Business+Try: /demo/retention

A monthly cohort survival heat map (with honest 'not yet observed' future cells), net revenue retention trend, churn counts per window, and the newest cohort's survival curve. Starter includes the headline metrics; the full heat map SQL-style view ships with paid tiers.

Practical use case
Showing the board that month-3 survival is trending up.
Customer benefit
Retention stops being a mystery number.
Interactive version lives in the Retention & cohorts module of the live demo — with working filters, sorting, persistence, and status feedback.

Forward-looking (Growth & Business)

Scenario forecasting

GrowthTry: /demo/forecast

An 8-month projection compounding the trailing 90-day net revenue trend at 3% monthly, with Best (+17%) and Conservative (−15%) envelopes. Switch scenarios, read month-8 positions, export the full model to CSV. Business adds segment-level fiscal forecasts.

Practical use case
Quarterly planning and board decks.
Customer benefit
Planning documents the CFO can interrogate.

8-month forecast · month 8

$74,900

Base case scenario — compounding the trailing 90-day trend. Included from the Growth plan.

Reporting & workflow

Saved reports

Starter→10, then unlimitedTry: /demo/reports

Any filtered module view — range, segment, channel — saved under a name from the top bar. Open restores the exact filters via URL; delete removes it after confirmation. Starter keeps 10; Growth and Business keep unlimited.

Practical use case
Your recurring 'weekly commercial review' bookmark.
Customer benefit
Recurring questions become one-click answers.
Interactive version lives in the Saved reports module of the live demo — with working filters, sorting, persistence, and status feedback.

Exports (CSV · PDF · API)

Varies by tierTry: /demo/transactions

Transaction ledger exports as usable CSV with headers and 2-decimal amounts. Growth adds tidy PDF report sessions; Business adds API export and warehouse sync for pipelines. Downloads generate real files from the dataset in your browser.

Practical use case
Handing finance exactly the rows they asked for.
Customer benefit
No more screenshot-and-copy-paste.
Interactive version lives in the Exports (CSV · PDF · API) module of the live demo — with working filters, sorting, persistence, and status feedback.

Threshold alerts & digest automation

Starter (alerts) · Growth (digests)Try: /demo/settings

Define alert rules — MRR above $45,000, conversions below a floor — evaluated against your dataset each session; crossings become notifications in the workspace bell and as toasts. Growth adds scheduled email digests (daily/weekly/monthly) rendered from these same computations.

Practical use case
Knowing the moment MRR crosses the milestone — good or bad.
Customer benefit
Metrics tap you on the shoulder; you stop polling.
Interactive version lives in the Threshold alerts & digest automation module of the live demo — with working filters, sorting, persistence, and status feedback.

Platform

Integrations directory

Gates by tierTry: /demo/integrations

Connect data sources — payments, storefront, CRM, warehouses (Business), support, ads, email. Connect/disconnect flows include realistic latency, toasts, and plan gating: warehouse sync requires Business and explains why.

Practical use case
Seeing exactly how data would flow into MetricFlow.
Customer benefit
Honest plan boundaries, no fake integrations.
Interactive version lives in the Integrations directory module of the live demo — with working filters, sorting, persistence, and status feedback.

Workspace settings & tracking plans

All tiersTry: /demo/settings

Rename the workspace, choose one of six tracking plans (gated by tier), manage alert rules, toggle live-mode metric drift or compact tables, and reset the workspace with a single confirmation dialog.

Practical use case
Making the workspace yours before the walkthrough.
Customer benefit
A workspace that behaves like production software.
Interactive version lives in the Workspace settings & tracking plans module of the live demo — with working filters, sorting, persistence, and status feedback.

How MetricFlow works

  1. 01

    Connect

    Point MetricFlow at billing, storefront, CRM, or warehouse sources in the integrations directory.

  2. 02

    Configure

    Pick a tracking plan and alert thresholds so the workspace reflects what your team watches.

  3. 03

    Decide

    Read live modules, save reports, schedule digests, and export rows when someone asks 'the rows, please'.

Data handling note: every metric is computed on your device. MetricFlow never sends your data to external analytics providers.