Metrics

Use this page when you need to create, configure, sync, or troubleshoot metrics in Custory. For the generic definition of metrics and how they relate to touchpoints, insights, opportunities, and solutions, read Items.

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What you can configure

A metric can stay manual or pull live values from PostHog or Stripe. Metric setup can include:

• metric type
• unit
• baseline
• current value
• target
• direction
• evaluation period
• live data source
• linked opportunities or solutions

Use Baseline, Target, and Direction to make the decision clear. Use live sync when the current value already exists in 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. Add screenshot of metric cards in grid view here

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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.
• Broken - the metric is unreliable, stale, disconnected, or not usable.

Click a card to open the full metric record, configure the source, run sync, or review linked items.

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Create 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 Metric type, Unit, Baseline, Current, Target, and Direction.
5. Open Details -> Data source if the metric should stay connected to PostHog or Stripe.
6. Save it and link it to the opportunity or solution it supports.

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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Configure the data source

Open a metric item, then go to the Details tab and find Data source. From there you can:

• choose a provider
• configure the measure and evaluation logic
• save the source
• run Sync now
• remove the connection when the metric should go back to manual values

Connected sources currently support Count and % metrics. Metric data sources use the metric’s evaluation period. Available periods are daily, weekly, monthly, quarterly, and yearly. The current value uses the latest complete period, so a monthly metric shows the latest complete month instead of a partial in-progress month.

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PostHog options

Use PostHog when product behavior should drive the metric. Configure:

• Measure - event count, unique users, or event ratio for percentage metrics
• Event - the PostHog event that represents the outcome
• Numerator and denominator event - for ratio-based percentage metrics
• Ratio basis - events or unique users
• Calculation - total, average, median, or peak
• Period - inherited from the metric’s evaluation window

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Stripe options

Use Stripe when commercial movement should drive the metric. Available Stripe measures include:

• canceled subscriptions
• new subscriptions
• net subscription delta
• payment failures
• refunds
• subscriber churn rate

Stripe payment failure and refund event metrics support 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. Add screenshot of the metric data source panel here

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Goals and thresholds

Use these fields to make the chart readable:

• 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

Connected metric cards update from their saved source configuration. Use Sync now when you have just changed setup or want to check the latest value immediately. The displayed current value uses the latest complete evaluation period. This avoids showing a partial in-progress period as if it were final.

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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 currently align best with Count and %.
• Payment-failure and refund metrics do not support quarterly or yearly evaluation periods.
• Quarterly and yearly Stripe evaluation works best with subscription measures.
• A connected source updates the value and chart, but the team still needs to set target and direction.
• A metric with no source is still usable, but the current value must be maintained manually.

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Troubleshooting

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Next step

Read PostHog and Stripe for integration setup. Read Item details and fields for the broader item detail reference.