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The underlying view: exploring the detail behind a figure

Summary. In Fincome, most charts and tables in the Analytics and Revenue sections are clickable. Clicking a point, a bar or a figure opens the underlying view: the list of everything that makes up that figure (customers, invoice lines, subscriptions).


Open the underlying view


Click a point on a curve, a bar of a chart or a value in the table below the chart. The underlying view opens on top of the page, with a title giving the type of items listed and the period, for example Recurring invoice lines (Churn - Aug 26).


To close it, click the cross at the top right: you're back on your chart with the same filters.


What you find there


The content adapts to the chart, the selected metric, the period and the filters applied. Most of the time you'll find the customer, the period dates, MRR and ARR, the plan, the quantity, the subscription and the source invoice.


From this view you can:


  • search for a customer or an item with the Search field;
  • narrow the list with More filters;
  • sort by clicking a column name;
  • choose the number of rows displayed per page (selector on the right);
  • download the list with the download icon next to the number of results;
  • open a customer page by clicking the customer's name or email.


Invoice lines or subscription items


Depending on the figure analyzed, the view lists two types of items:


  • Invoice lines: revenue already billed. This covers past periods, and current periods that Fincome extends as long as no end date is known.
  • Subscription items: future revenue, contractually committed but not yet billed.


Some charts show both, in two separate sections. Most of the time you get a single list.


The Renewals case


In Analytics > Retention > Renewals, the view depends on the part of the bar you click:


  • Renewed or Churn: the invoice lines that came due during the month. The Renewal column shows for each line whether it was renewed or churned.
  • Upcoming renewals (hatched part): the subscription items to renew, with their Secured period end, meaning the date up to which revenue is already billed or committed.


Good to know: for upcoming renewals, the underlying view shows MRR, even when the chart is set to ARR. To get ARR, multiply MRR by 12. A fix is in progress.


Churn in Renewals is read line by line: a line that isn't billed again appears as churn even if the customer keeps paying for their other lines (see Analyze renewals).


FAQ


Why does a line appear as a projection into the future?
Because an invoice is in progress over the period and no end date has been filled in: Fincome extends the line over the following periods. As soon as the end date is known (cancellation in your billing tool or manual edit), the projection stops.


The total of the underlying view doesn't match the chart figure.
Check that you're comparing the same metric: some views show MRR, ARR and the contributing amount at the same time. Also check that the list isn't paginated: the number of results shown at the top covers all pages.


I can't open the customer page from the underlying view.
Access to customer pages depends on your permissions. If your access is limited to some reports or charts, ask an administrator of your account to check your rights (see Manage roles).



Updated on: 25/09/2026

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