Exclude a customer from calculation in Fincome
Can a customer be deleted from Fincome?
It is not possible to permanently delete a customer from Fincome, because the platform retains a complete history of data to ensure consistency of calculations and analyses. However, you can neutralize their impact on your metrics by reducing the amounts of their invoice lines to zero.
This amounts to indicating that this customer no longer generates recurring revenue nor recognized revenue, without altering the overall history of your billing.
Steps to stop taking a customer into account
Go to the Data → Invoice lines.
Search for the exact name of the customer in the search bar.
Select all invoice lines associated with that customer.
Click on Edit selection.
Replace the amount excluding tax after discount as well as the discounts with 0 the discounts in case you do not include them in your indicators, so they would otherwise be added to the amount excluding tax after discount)
Save your changes.
Result in Fincome
Once these steps are completed:
the customer no longer contributes to the MRR,
they no longer appear in the Revenue Recognition,
and they no longer impact any analyses related to recurring revenue (GRR, NRR, LTV, etc.).
The history of their invoices remains accessible in your data (but will be at an amount of 0).
Best practices
Keep an internal record of the reason for the exclusion (test customer, duplicate, internal customer…). You can for this add a dedicated analytical dimension (e.g.
Customer Type = Internal) and filter these values in your analyses.If you want to hide these customers from all analytical views, you can then filter by that dimension and save the corresponding segment (see the article Using filters and breakdown in Fincome ).
To avoid neutralizing an active customer by mistake, check that they have no active subscription before modifying their lines.
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