Analyze revenue, product, and website metrics

The Metrics area combines CRM revenue data (MRR, ARR, pipeline) with product and website analytics from PostHog — across up to eight toggleable tabs: Overview, Revenue, App, Website, Web App, Replays, Surveys, and Live.

Prerequisites
  • You're signed in and have access to the Metrics area.

Open Metrics

At the top right, you choose the period (7D, 30D, 90D, 6M, 12M) — it applies to every tab at once. The refresh icon next to it reloads data bypassing the internal cache, and the gear icon opens settings.

Analyze Overview and Revenue

Overview summarizes revenue and usage metrics; Revenue digs deeper into the CRM analysis with a pipeline funnel and the full Lead Engine dashboard.

→ Analyze overview and revenue

Use the Lead Engine dashboard

Segments, sources, hygiene metrics, mailbox sync, and the trend of new leads live in the Revenue tab below the pipeline funnel.

→ Understand the Lead Engine dashboard

View product and website numbers

App, Website, and Web App show usage figures from PostHog — App across the whole product, Website and Web App each filtered to their own URL pattern.

→ Product and website analytics

View Replays, Surveys, and Live

Session recordings, survey results, and a live feed of the last five minutes — all three usable only with PostHog.

→ Replays, Surveys, and Live

Set up the analytics integration

For App, Website, Web App, Replays, Surveys, and Live to show any data at all, a PostHog account must be connected under settings. That's also where you set tracked events, URL filters, and which tabs are visible.

→ Set up the analytics integration

All Metrics guides

Frequently asked questions

Do I need an analytics integration to use Metrics?

Not for the pure revenue figures (the Revenue tab, the revenue part of Overview) — those come exclusively from CRM. App, Website, Web App, Replays, Surveys, and Live need a connected PostHog integration; without it, those tabs just show a note linking to settings.

Does the module work with Google Analytics 4 too?

GA4 can be chosen as a provider in settings, but the actual data fetching for it isn't implemented yet. Use PostHog for now.

Does the chosen period apply to every tab?

Yes. The selector at the top right (7D through 12M) affects all eight tabs at once.

How current are the numbers shown?

Responses from PostHog are cached for up to five minutes. The refresh icon at the top right loads fresh data immediately.

Keep reading

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Last reviewed on 2026-09-26