Heads up — this is our advanced setup.
Most teams won’t need this. But if you’re working with usage- or credit-based billing, this is where the magic happens.
Atlas combines billing, usage data, and provisioning to provide a modern cockpit for product monetization. Our documentation is intended to be approachable and comprehensive, if something is not clear, or documentation is missing, please contact us.
Atlas accepts first and third party usage data to create a baseline of understanding of what users are doing in your application. Once eventing is configured, non technical resources can configure billable metrics entitlements and subscription plans for customers.
Entitlements can act as feature flags or directly integrate with existing feature flagging systems to allow basic provisioning and access gating.
Billable metrics can be turned into invoices based on configuration and delivered directly to your payment gateway for seamless collection.
Finally, our configuration CRM gateway allows you to bi-drectionally sync data to and from systems of record to ensure all data is in sync.
Here are some important terms to know as you navigate Atlas.
Atlas Entitlements are static capabilities or features that help define what the customer receives by purchasing a plan.
Entitlements can also be used for non-software-specific contractual items, e.g. professional support hours or consulting.
To create an entitlement, go to the entitlements page, and press the “Create entitlement” button.
Like billable metrics, entitlements can be tied to specific events. However, this is optional and is only used to represent overall usage. If you want to bill based on usage, use a billable metric.
If you choose to tie an entitlement to an event, you’ll be able to view low, medium, and high usage statistics.
Usage is helpful at determining which capabilities may be in the wrong plan, are under or over monetized, or should be deprecated.
Every entitlement auto-generates an entitlement_key
that is returned via API and can be used in provisioning or feature flagging.
Billable Metrics are designed for usage, action, and outcome-based pricing scenarios.
To create a new billable metric, go to the billable metric page and ‘Create metric’.
To create a billable metric, you must have matching events flowing into Atlas.
In the “Create metric” modal, you’ll populate a Name and Description, choose if you want to show this metric on invoice, and build the query that matches this billable metric to a specific event type.
This UI allows non-technical resources to build and change billable metrics without reliance on engineering resources.
You can either use the UI rule builder or, for power users, you can write direct SQL using the Advanced SQL editor.
In either case, you can use the Run button to quickly check if events exist for your given query.
Atlas Plans represent a collection of entitlements and billable metrics that a customer can purchase or subscribe to.
Entitlements and Billable Metrics must be created before you can add them to a Plan.
To create a Plan, go to plans page, and press the Create plan button.
Give the plan a Name, Description, Currency and Payment Terms, then press Save. You now have an empty plan ready to be populated.
The newly-created Plan will go into a ‘Draft’ state. This is to ensure changes can be made to the Plan without fear of the Plan being subscribed to by a customer.
Your newly created plan can be populated with entitlements and metrics by clicking the Add button on either.
When adding an entitlement or billable metric you’ll be asked to populate Billing Cadence, Price Type, and Price.
There are three main ways to create customers in Atlas:
To manually add a new customer, go to the customer page and select Add customer. Only the Name and Email fields are required.
Once a customer is created they can be linked to any available plan manually or via our SDK.
Clicking on a customer brings you to the customer detail page, which allows you to view and customize any active plan, and view and edit invoice details.
Atlas supports multiple price types in order to support complex billing scenarios.
Each of these models ensures you can align pricing with the value your customers receive, offering both flexibility and precision in billing.