Onboarding Data
Contents
Data architecture overview
Data used by Onboarding Specialists comes from three main sources:
Billing Postgres admin panel view
- Customer account, subscription, and invoice type data
- Usage reports and consumption metrics
- Revenue amortization calculations
- Billing forecast / spike calculations
Production Postgres admin panel view (US)
- Organizations and projects configuration
- User accounts and permissions
- Product settings and feature flags
- Warehouse tables, pipeline source/destination info
ClickHouse
- Event and person data for all teams (projects)
- person to distinct_id mappings
Query capabilities
Metabase queries production databases directly but cannot combine Postgres and ClickHouse in a single query
PostHog analytics limited to Team 2 data, but can query across databases in a single query
Cross-organization analysis requires Metabase for customer event analysis, including:
- Library usage breakdowns
- Event volume metrics
- Implementation diagnostics
Key data tables
For onboarding analysis, these tables provide essential data:
| Table | Purpose | Key fields |
|---|---|---|
invoice_with_annual | Billing data with revenue amortization | Revenue (mrr), billing period, type (annual, completed, upcoming, etc) |
posthog_organization | Org-level configurations | Settings, feature access, creation date |
posthog_project | Project/team settings | Project configuration, team members |
billing_spike | Usage anomaly detection | Spike timestamps, magnitude, affected metrics |