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Quickstart

Use this guide to set up margin so you can track and analyze user-level unit economics.

Below is the 4-step guide required to get your first profitability dashboard running.

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1. Connect your event data sources (~15 minutes)

Sources: Event Data

Connect your product event data sources

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2. Connect your finance data sources (~10 minutes)

Sources: Finance Data

Connect your finance data sources
We can “Build your first Dashboard” instantly => We can do steps 3 & 4 for you.If you haven’t already opted in and want help getting to first insights in margin, contact us 🚀

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3. Data models: match finances to events (~20 minutes)

Data Modelling

Align your event data with cost and revenue lines

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4. Insights: Analyze your user-level profitability (~10 minutes)

Finally, dig into your unit economics data. Evaluate profitability at the individual user or account level to uncover high-value segments and optimize costs.

Insights: Unit Economics

Explore user-level margin metrics and identify areas for optimization