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Use this page as a reference for metric fields, live data sources, card states, sync behavior, and provider limits. For the generic definition of metrics and how they relate to touchpoints, insights, opportunities, and solutions, read Items.

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What a metric can include

Metrics can stay manual or pull a live current value from PostHog or Stripe.

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Metric cards

Metric items have dedicated cards in grid view. Each card shows:
  • the metric title
  • a chart for the recent trend
  • a goal line when a target is set
Open grid view on the Metrics tab in a journey or in Building blocks to scan metrics visually instead of reading fields row by row.

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Card states

A metric card tells you what still needs setup:
  • No source - the metric is not connected yet.
  • Waiting for first sync - the source is configured, but the chart appears after the first sync completes.
If the card already has synced points, it shows the chart instead of an empty state.

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Create and configure a metric

  1. Open the opportunity or solution you want to measure.
  2. Click Add item and choose Metric.
  3. Name the metric clearly.
  4. Set the fields you need, especially Unit, Current, Target, Direction, and Period.
  5. Open Details -> Data source if the metric should stay connected to PostHog or Stripe.
  6. Save the source if you want live sync, or keep the metric manual if you do not.
You can also create the metric in Building blocks and attach it to the right journey step later. This is useful when one metric should appear across multiple journeys.

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Data source behavior

Open a metric item, then go to the Details tab and find Data source. From there you can:
  • choose PostHog or Stripe
  • choose the connected project or account when more than one active integration exists
  • set the measure and calculation
  • save the source
  • run Sync now
  • remove the source and return the metric to manual maintenance
Connected sources currently support only Count and % metrics. The data source inherits the metric’s evaluation period. Available periods are Daily, Weekly, Monthly, Quarterly, and Yearly. Saving a data source also triggers a sync. The synced current value uses the latest complete period, not the current partial period.

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Calculation and period rules

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PostHog source options

Use PostHog when product behavior should drive the metric. If the metric unit is %, PostHog source setup narrows to Event ratio.

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Stripe source options

Use Stripe when commercial movement should drive the metric. Stripe payment-failure and refund metrics support only Daily, Weekly, and Monthly periods. Use subscription metrics such as New subscriptions, Canceled subscriptions, Net subscription delta, or Subscriber churn rate when you need Quarterly or Yearly evaluation.

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Multiple projects or accounts

If the workspace has more than one active integration for a provider, choose the right Project or account before saving. If PostHog or Stripe is not connected yet, use Connect PostHog or Connect Stripe to open Manage Integrations for the current workspace.

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Manual values and targets

Use these fields to make the metric readable even before live sync exists:
  • Baseline is where the team started.
  • Current is the latest known value.
  • Target is where the team wants the metric to land.
  • Direction tells the team whether higher or lower is better.
When a source is connected, treat the chart and synced value as the live current reading. Keep target and direction filled in so the team knows what counts as progress.

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Sync behavior

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Permissions

Your workspace role controls whether you can create metrics, edit fields, connect data sources, or remove a source. If you can see a metric but cannot change the source, ask a workspace owner or editor to update the integration or metric configuration.

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Limitations

Keep these limits in mind:
  • Live data sources support only Count and % units.
  • Stripe Payment failures and Refunds do not support Quarterly or Yearly periods.
  • A connected source updates the current value and chart, but the team still sets the target and direction.
  • A metric with no source is still usable, but you maintain the current value manually.

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Troubleshooting

Open the metric details and configure a PostHog or Stripe source, or keep the metric manual and maintain the current value yourself.
Run Sync now from the data source panel. If the chart still does not appear, confirm the provider, project or account, event or Stripe measure, and period compatibility.
Check whether the source is still connected and whether the current period is complete. Custory does not use an in-progress period as the displayed current value.