Quick Start Guide

Create Your Aim Account

1. Visit app.aimmetrics.ai
2. Click Sign Up or Join Beta
3. Enter your email and create a password
4. Verify your email address
5. Complete the onboarding questionnaire (optional but recommended)

Connect Your First Integration

Choose one of these popular integrations to get started:

For Marketing/Product Teams:

• Google Analytics - Track website metrics (10-15 min)
• Amplitude - Product analytics (5-10 min)

For Sales Teams:

• Salesforce - CRM data (15-20 min)
• HubSpot - Marketing & sales hub (10-15 min)

For Finance Teams:

• Stripe - Payment data (5-10 min)
• QuickBooks - Accounting data (10-15 min)

For Data Teams:

• Snowflake - Data warehouse (20-30 min)
• BigQuery - Google Cloud data (15-20 min)

Click on any integration above for detailed setup instructions.

Create Your First Metric

Once your integration is connected:

1. Navigate to Metrics in the sidebar

2. Click Create Metric

3. Choose your data source (the integration you just connected)

4. Select the metric type:

   • Direct Metric - Pull a single value (e.g., Monthly Revenue)
   • Calculated Metric - Combine multiple metrics (e.g., Conversion Rate)
   • Custom Query - Write a custom query for advanced use cases

5. Configure your metric:

   • Name: Give it a clear, descriptive name
   • Description: Explain what it measures and why it matters
   • Unit: Select the appropriate unit (%, $, count, etc.)
   • Owner: Assign an owner responsible for the metric
   • Refresh Cadence: Choose how often to update (real-time, hourly, daily, etc.)

6. Click Create and your metric will start syncing!

Set Up Your Dashboard

Visualize your metrics on a dashboard:

1. Navigate to Dashboard in the sidebar

2. Click + Add Widget

3. Choose a widget type:

   • Metric Card - Display a single metric value
   • Line Chart - Show trends over time
   • Bar Chart - Compare multiple metrics
   • Table - Display detailed data

4. Select your metric and customize:

   • Time range (last 7 days, 30 days, 90 days, etc.)
   • Comparison (vs. previous period, vs. goal)
   • Formatting (colors, labels, precision)

5. Click Add to Dashboard