Turn payment/subscription data into durable revenue models. Read modeling-warehouse-foundations first for
the view-vs-dbt decision, the view-* workflow, and convertCurrency(); this skill is the revenue-specific
layer on top. Metric definitions live in
references/revenue-metric-definitions.md; copy-paste recipes in
references/posthog/ and references/dbt/.
Step 1 — find where revenue lives
Revenue reaches PostHog two ways; both feed the same managed revenue views:
- A payment platform as a warehouse source — Stripe today (Chargebee/Polar/RevenueCat coming). Best when
the business runs on a billing platform. Connect via
setting-up-a-data-warehouse-source. - Custom revenue events — you send events (e.g.
purchase_completed) with a revenue property. Best when there's no supported platform or you already track revenue in-product.
If neither exists yet, use suggesting-data-imports to recommend a source. In dbt, the equivalent is
staging whichever billing tables landed in the warehouse.
Step 2 — model on the managed views, not raw tables
PostHog auto-generates a curated set of views per source. Do not re-derive revenue from raw Stripe tables — the managed views already handle deferred-revenue recognition, currency, and a stable schema.
Each source gets its own views. There is no cross-source view. Names depend on the source type:
- Warehouse source:
<source>.<prefix>.<kind>_revenue_view, for examplestripe.prod.mrr_revenue_view. The<prefix>.part is absent when the source has no prefix. - Custom revenue events:
revenue_analytics.events.<event_name>.<kind>_events_revenue_view, where every non-alphanumeric character in the event name becomes_.
<kind> is one of the managed views in the table below. Discover the exact names. Do not search for
revenue_analytics, because it does not match warehouse source views:
SELECT table_name FROM system.information_schema.tables
WHERE position(table_name, 'revenue_view') > 0 ORDER BY table_name
If this returns nothing, the project has no revenue source configured yet. Check the governed mrr metric
(metric-list) or discover warehouse billing tables, and read their columns before modeling. Do not guess
view names.
| Managed view | Grain | Use for |
|---|---|---|
revenue_item (start here) |
1 / invoice line item | Gross revenue, monthly recurring revenue, revenue by product/customer/period. Implements deferred revenue + currency. |
mrr |
1 / (customer, subscription) | Live snapshot of current MRR — not a time series. |
customer |
1 / customer | dim_customer: email, country, cohort, metadata. |
subscription |
1 / subscription | Subscription state for churn/expansion logic. |
charge |
1 / charge | Raw charges; prefer revenue_item unless you specifically need charges. |
product |
1 / product | Product dimension. |
Key revenue_item columns: amount (already converted to the project base currency), currency (that
base currency), original_amount / original_currency (as charged), is_recurring, customer_id,
subscription_id, product_id, group_0_key…group_4_key (B2B account keys), timestamp.
Rules before you model (revenue gotchas)
- MRR is empty without a subscription config. For event-based revenue, MRR only populates when a subscription property is configured. Empty MRR + populated gross revenue is expected behaviour, not a bug — say so instead of "fixing" it.
- The
mrrmanaged view is a current snapshot, not history ("MRR at the current time"). For MRR over time, sum recurringamountper month fromrevenue_item(see the recipe), or materialize a monthly snapshot of themrrview on a schedule. amountis already in base currency. Use it directly for reporting. Only callconvertCurrency(original_currency, 'XXX', original_amount, timestamp)when you need a different target currency, or when working from raw events.- Link revenue to people via metadata. Person/group-level revenue needs
posthog_person_distinct_idmetadata on the Stripe customer (or the person join). Without it, revenue is customer-level only. - Don't build on the Revenue dashboard — it's being retired (~2026-06-30). Model against the managed revenue views and the person/group revenue properties.
- Exclude test accounts. Confirm
filter_test_accountsbehaviour so QA/internal charges don't inflate revenue.
Step 3 — build the model
PostHog: write the HogQL (alias every column), view-create, verify with view-get, then
view-materialize the expensive monthly rollups (a daily sync_frequency is usually right for revenue).
Recipes: references/posthog/ — mrr_and_arr.sql, gross_revenue_by_month.sql,
revenue_by_customer.sql.
dbt: stage the billing source → fct_revenue_item, fct_mrr, dim_customer marts with tests.
Recipes: references/dbt/. Note dbt has no convertCurrency() — supply a rate seed.
Then register the model (references/governance.md in foundations): annotate columns and, if MRR/ARR is a
headline number, propose it to the semantic layer.
File map
| File | Read when |
|---|---|
references/revenue-metric-definitions.md |
Precise definitions: MRR, ARR, gross, new/expansion/contraction/churn, ARPU, LTV. |
references/posthog/ |
HogQL view recipes on the managed views. |
references/dbt/ |
dbt staging + fct_*/dim_* marts + schema.yml tests. |
Companions
modeling-warehouse-foundations (mechanics), setting-up-a-data-warehouse-source +
suggesting-data-imports (get Stripe/revenue data in), modeling-dimension-tables (currency/plan
dimensions), querying-posthog-data (HogQL + the semantic-layer metric check).