• Manage roles

  Fincome allows you to configure roles and access for each invited user in your workspace. This lets you precisely define who can access which chart or data table. This is particularly useful if: You want to invite members of your team to view only part of the data: the MRR and its growth for the Sales team, for example You want certain data (salaries, cash balance) not to be accessible to all collaborators invited to the platform You want to use Fincome as a data room to give potential inFew readers

• Invite users

  Would you like to invite members of your team, external stakeholders, or your investors to Fincome? You can do this in a few clicks directly from our interface. From the owner account interface or an administrator account, go to the "Settings" "Users" section. A menu listing the users who already have access to your Fincome space will appear. You can add a new user bFew readers

• Manage calculation options

  1. Recognition of churn Objective: Determine the exact moment when Fincome removes the MRR of a subscription after a cancellation. Options: At the time of cancellation request : the MRR is removed immediately after the termination request. Ideal for a forward-looking view of committed MRR. At the effective cancellation : the MRR is removed on the actual cut-off date (immediate or scheduled). At the end of the last billed period (default) : the MRR is kept until thFew readers

• Users and roles

  Invite usersManage rolesFew readers

• Revenue and MRR – ARR scoping

  Why perform a reconciliation? This allows you to compare your internal data (sales, billing, MRR from the ERP, etc.) with Fincome data, in order to identify where differences come from. The goal is to ensure that variations are justified (for example a discount applied, a one-off invoice, a period shift...) and not the result of an integration or configuration error. By regularly reconciling your revenue and your MRR/ARR, you gain confidence in Fincome data and can explain differences to youFew readers

• Fincome data vs billing data

  Tracking MRR is essential for subscription-based businesses, particularly to assess the health of your company on a regular basis. Calculating MRR may seem simple and can be easily accessible on platforms like Stripe or Chargebee; however, it is a metric that requires a lot of precision to be reliable and useful, which is the whole point of the Fincome solution. Differences between the MRR figures from your billing system and those from Fincome can exist. These variations are explained by howFew readers

• Set up my acquisition costs

  What is CAC? The Customer Acquisition Cost (CAC) corresponds to the total of marketing and sales expenses incurred to acquire a new customer, divided by the number of new customers acquired over the period. Formula used by Fincome: CAC = (Marketing + sales expenses over the period) / (Number of new customers over the period) By default, the calculation period is 3 rolling months, which helps smooth out monthly spending variations. Since your expense data does not come automatFew readers

• Required step: data scoping

  Revenue and MRR – ARR scopingFincome data vs billing dataManage calculation optionsFew readers