How to Use Metadata Analytics in Chartsy
Metadata Analytics lets you analyze your Stripe and Paddle data by the custom fields and attributes you've already been adding - acquisition source, plan type, company size, coupon code, or any other metadata attached to your customers and subscriptions. No additional setup required.
What Is Metadata Analytics?
Stripe and Paddle both allow you to attach custom metadata fields to customers, subscriptions, and invoices. Many SaaS teams use these fields to track things like acquisition channel, company size, sales rep, industry, or trial source.
Chartsy automatically reads and indexes all metadata fields present in your account during sync. Once indexed, any metadata field becomes a filter and group-by dimension inside ChartsyAI - so you can ask questions like:
- "Show me MRR by acquisition source"
- "What is churn rate by company size?"
- "Which customer segment has the highest LTV?"
- "Show revenue by sales rep for the last quarter"
- "Do customers who used a discount code at signup churn faster?"
What Metadata Does Chartsy Index?
Chartsy indexes metadata from the following record types in your Stripe or Paddle account:
| Record type | Common metadata examples | Supported |
|---|---|---|
| Customer metadata | acquisition_source, company_size, industry, sales_rep | Yes |
| Subscription metadata | plan_type, trial_source, coupon_code, contract_length | Yes |
| Invoice metadata | invoice_type, billing_period, discount_applied | Yes |
Chartsy indexes all metadata fields it finds - there is no pre-defined list. Whatever fields you have set up in your Stripe or Paddle account will be available automatically.
How to Query by Metadata
No special configuration is needed. Once your account is connected and synced, you can reference any of your metadata fields directly in a ChartsyAI query using plain English.
Query formula
Show [metric] by [metadata field name] [time period]
Examples
- "Show MRR by acquisition_source for the last 12 months"
- "Show churn rate by company_size this year"
- "Show LTV by industry, sorted highest to lowest"
- "Show new subscriptions by sales_rep by month for Q1"
- "Show revenue by plan_type for customers who used a discount code"
Use the exact field name as it appears in your Stripe or Paddle metadata. If you are not sure of the field name, you can ask ChartsyAI: "What metadata fields do I have on my customers?"
Do I Need to Set Up Metadata in Chartsy?
No. Metadata Analytics works automatically with the metadata that already exists in your Stripe or Paddle account. Chartsy reads and indexes it during your initial sync and keeps it up to date with every subsequent sync.
If you add new metadata fields to your Stripe or Paddle records in the future, they will become available in ChartsyAI after the next sync - no action required on your part.
Saving Metadata-Based Reports
Any chart built using a metadata filter or group-by can be saved to your dashboard. It will update automatically with each sync, so your key segments are always current without any manual work.
