Workspace Data Setup Hub
Connect sources, backfill history, map metadata, and unlock formulas without digging through technical menus.
6/6
Setup Progress
Connection, imports, metadata, formulas, access1
Active Stripe Accounts
1 source connections feeding live dashboards4
Recent Imports
Latest data uploads visible to reports3
Formula Presets
10 metadata fields allowedOperator Checklist
OnboardingConnect payment data
Stripe should be connected before relying on live dashboards.
Backfill history
CSV uploads fill gaps, migrate legacy data, and unlock older reporting windows.
Map metadata
Canonical metadata makes segments, formulas, and custom reports reliable.
Prepare formulas, lineage, and access
Aliases, canonical products, presets, and API access turn raw data into stable product analytics.
Alert Panel
ActionSetup looks healthy
Core data paths are in place. You can focus on Risk, Cash, Tax, and Retention workflows.
Source Connections
SourceConnect credentials, refresh permissions, or check sync health before using live source-backed reporting.
Connected
1
Missing Metadata Keys
0
Preview of the accounts currently visible to live sync:
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activeDnoise Payments EUEUR · 2026-03-26T08:15:00Z
Uploads and Backfill
HistoryUpload CSV data for migration, backfill, or non-Stripe operational fields that should flow into reporting.
| Type | Status | Rows | Imported |
|---|---|---|---|
| customers | completed | 0 | Snapshot seed |
| payments | completed | 0 | Snapshot seed |
| subscriptions | completed | 0 | Snapshot seed |
Metadata Control
CanonicalMap raw source fields into canonical business fields before you rely on filtering, segmentation, and formula autofill.
- Active mappings 12
- Unknown raw keys 0
- Formula-safe metadata fields 10
Product Lineage
CanonicalDefine canonical products, alternate names, and lineage edges so cross-product retention can work across Stripe and uploaded data.
- Canonical products 7
- Product aliases 11
- Manual lineage edges 6
- Field aliases 9
Manage canonical products, aliases, and manual lineage without leaving the admin.
Canonical product preview
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FinOps CorePlatform
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Signal IntelligenceAnalytics
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ScaleEnterprise
Lineage edge preview
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starter → finops-coreUpgrade
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finops-core → signal-intelligenceCross Sell
Where Setup Pays Off
ValueThese modules get materially better once your data and mappings are in place.