Segmentation lets you enrich your data and compare your KPIs (MRR, churn, LTV, etc.) across relevant subgroups. But which dimensions should you create and analyze first? Here is a practical guide to help you choose the most useful dimensions.

1. The most common segmentation dimensions

a. Native dimensions (in the case where an integration is used)

These dimensions are automatically available because they come from your billing data. They may nevertheless require some cleaning work (harmonizing product, plan, or country labels) or grouping (e.g. merging several variants under a single category).

• Products: analyze LTV, ARPU, or churn by product to identify the most profitable modules. Example: finding that customers using product X have churn 2× lower than the others.
• Pricing plans: compare the performance of your offers (monthly vs annual, premium vs basic), track churn, or check whether some plans are under-monetized. Example: observing that the Standard monthly plan has higher churn than the Pro Annual, but generates more expansions.
• Geography: available via billing addresses, with the option to group by region. Example: discovering that your North American customers have an ARPU 30% higher than European customers.
• Time cohorts: created automatically according to the acquisition date, they let you track retention, churn, or expansion over time. Example: finding that customers acquired in Q1 2023 have better retention than those acquired in Q3 2023.

b. Dimensions to enrich

These dimensions are not present in your invoices. You can add them in two ways:
From your billing tool, by creating metadata that will automatically come up in Fincome.

1. Directly in Fincome, via the Analytical dimensions feature, where you can enrich your customers, subscriptions, or products with custom attributes.

• Acquisition channels: compare LTV or churn according to the acquisition source. Example: finding that customers from SEO generate an LTV 2× higher than those acquired through SEA.
• Customer size and type: distinguish very small businesses, SMBs, agencies, or enterprise accounts to adjust pricing and offering. Example: discovering that agencies have a lower ARPU but a longer customer lifetime than SMBs.
• Customer lifecycle: categorize your customers according to their stage (new, onboarding, renewal). Example: analyzing whether onboarding customers convert faster when they activate a key feature in the first month.
• Account manager: assign the Sales or CSM in charge, and compare portfolio performance. Example: measuring which CSM has the best retention rate on their customer portfolio.
• Churn reason: understand why your customers leave (price, product, support…), especially crossed with cohorts. Example: identifying that 40% of churns come from poor product adoption, versus 20% related to price.

2. How to use segmentation in Fincome

Once your dimensions are defined, Fincome provides several tools:

• Filters and breakdown: quickly compare your segments.
• Segmented forecast: project your revenue by segment and simulate scenarios.
• Custom reports: align Finance, Marketing, and Product around the same indicators.

3. Concrete business case examples

• Waalaxy: segmentation by channel to optimize the CAC/LTV ratio.
• Crisp: churn analysis by plan to reduce losses.
• Infolegale: adoption of a shared language thanks to segmented KPIs.
• Nodalview: forecasts by segment to plan growth.

4. Conclusion & next steps

Choosing your segmentation dimensions well lets you:

• Identify the most profitable segments.
• Reduce churn by understanding the causes.
• Guide your marketing and product efforts.
• Anticipate the impact of actions on your growth.

Updated on: 03/07/2026