How It Works

Trace reads from your data platform, and operationalizes "metric trees" to automate analysis work across data, business and executive teams

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Metric
Trees
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Utilize,  
Operate

Modeling the business inputs and outputs via metric trees, Trace streamlines strategic and operational analytics for data consumers

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Business Self-Serves
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Data Team is 10x Productive
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Data
Sources
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Cloud Data Platform
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Metric Trees
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Analytics
Modules
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Business Self-Serves
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Data Team is 10x Productive
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Data
Sources
Cloud Data Platform
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Modeling the business inputs and outputs via metric trees, Trace accelerates the manual, ad-hoc analysis workflows between data and business teams

Step 1

Design
Metric Trees

Start with critical output metrics and decompose them into granular inputs. Or, work your way bottom-up.
OKRs and planning processes are a vital source for this design exercise. Trees are organizational artifacts.
Metric trees can be domain-specific or higher-level, cross-functional in the inputs.
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Step 2

Map
the Metrics

Map the datasets and business logic behind the "nodes" in the metric tree.
Trace uses well-designed configuration files (a light-weight "metrics layer") to power the application.
Trace natively understands the syntax of DBT Metrics, but it is not essential to getting started.
Step 3

Bring Metric Trees To Life

Trace creates and populates the core metric tree artifacts for the organization.
Executives, business leads and data teams can visually align on the ongoing work and the desired outcomes.
Trees are backed by extensive datasets encompassing metrics and rich segmentation.
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Step 4

Utilize and Operate

Tap into a library of built-out algorithms for common metric analysis needs.
Streamline "always-on" analysis and insights for weekly and monthly business reviews.
Shape business strategy and drive consistent operational excellence.
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Frequently Asked Questions

Reach us anytime - we welcome your questions!

What are metric trees?
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Metric trees are models of how business metrics relate to one another. They may look like another dashboard format at first glance, but they’re much more — they’re computable structures that unlock automation of tedious analysis work.

How do I create a metric tree?
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Start with a key outcome metric you care about — like revenue — and break it down layer by layer into the inputs that drive it.
For example: Revenue → Orders → Items per Order → Price per Item; and each of those can be segmented, such as new vs. existing customers or channel. This is a metric tree: a structure that connects outcomes to the inputs behind them.

Why is this framework essential now?
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Data investment has surged. Dashboards have exploded. But, headcount and insights haven't. Dashboards have become swamps — disconnected slices of metrics that obscure how the business actually runs. Organizations need a model, not just more charts. Metric trees provide that missing structure — making analysis computable so insights flow automatically to decision-makers.

What are the benefits of metric trees?
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Metric trees are the missing layer to convert data into business strategy and operational excellence. Metric trees deliver:
Alignment on what drives performance
Automation of repetitive analysis work
Accessibility of insights across teams

Integrates easily with the modern data  stack

Trace augments existing BI/reporting tools with a powerful browser-based design and implementation of metric trees.

and more

Trusted and Loved By

"Trace has been a game changer for our organization. We leverage our financial and operational metric trees regularly to identify the drivers behind metric trends, as well as variances versus budgets in a clear, actionable way. I'm excited to continue working with Trace as we scale."

Marcello Halitzer
Head of Finance,
@Chapter

"I’m a big proponent of metric trees, and Trace is the first tool that brings them to life exactly as I imagined—packed with rich features and functionality. It automates the tedious work and cuts through the noise of metrics in a clear, concise way. Excited to partner with them!"

Maxime Lagresle
Sr. Director of Data
@Veronica Beard

"Trace has become an invaluable tool for us! It allows us to quickly and comprehensively analyze the drivers of our KPIs, running complex analyses with just a few clicks. We’re excited to continue leveraging Trace as they consistently ship new features."

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Peter Muller
Head of Insights
@Capsule
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