Analyze your KPIs
Analyze your cohortsAnalyze renewalsAnalyze your metrics continuously with Rolling WindowFew readersAnalyze your cohorts
In Fincome, cohort analysis allows you to track the evolution of a group of customers acquired during the same period, in order to assess their retention, expansion or attrition over time. In other words, you can group your customers by acquisition date (for example, by month or quarter) and observe how their metrics evolve after X months of product use. This approach helps identify retention and growth trends for each customer generation.
In Fincome, a cohort therefore corresponds to a groupFew readersAnalyze your metrics continuously with Rolling Window
The Rolling Window offers you an alternative reading mode for your metrics: acontinuous analysis, over the last X days or X months, instead of a month-by-month segmented view. Ideal for analyzing your momentum, detecting trend inflections and neutralizing calendar-related edge effects.
What is a Rolling Window?
A Rolling Window (or sliding window) consists of calculating a KPI over the last X days or the last X months, updating that window continuously.
Some possible examplesFew readersUse analytical dimensions in your analyses
Why use analytical axes?
Why use analytical axes?
The analytical axes allow you to enrich your billing data in order to analyze your performance from different angles. Thanks to them, you can tailor your analyses to the reality of your business — by customer, product, region, acquisition channel or any other business dimension.
By using analytical axes in Fincome, you can:
Filter and break down your KPIs (MRR, churn, NRR, ARPA, etc.) according to custom dimensions,
Compare yFew readersAnalyze renewals
Analyzing subscription renewals is essential for recurring-revenue businesses. It provides visibility into upcoming due dates and allows anticipating churn risks (customer cancellations) or, conversely, expansion opportunities (upsell/cross-sell). Fincome’s Renewals section offers a clear view of the portion of MRR/ARR that will be renewed over a given period, calculated automatically. This lets you accurately forecast your future revenue, spot renewal opportunities at a glance, and reduce churnFew readersDetermine the relevant analytical dimensions
Segmentation allows you to enrich your data and compare your KPIs (MRR, churn, LTV, etc.) by relevant subgroups. But which axes should you create and analyze first? Here is a practical guide to help you choose the most useful dimensions.
1. The most common segmentation axes
a. Native axes (when an integration is used)
These axes are automatically available because they come from your billing data. They may, however, require some cleaning (harmonizing product, plan, or country laFew readersSegment your data with analytical dimensions
Determine the relevant analytical dimensionsAdd analytical dimensions Use analytical dimensions in your analyses (/help-center/en/conducting-in-depth-analyses/segment-your-data-with-analytical-dimensions/use-analytical-dimensions-in-your-analyFew readersAdd analytical dimensions
The analytical axes allow you to segment your data according to custom dimensions: customer size, industry, acquisition channel, geography, etc. They can be created on each Fincome object: invoice, invoice line, customer, product or plan.
Two management modes are possible:
Manual addition from Fincome or your Excel files: ideal for occasional or low-volume axes that you can update over time.
Automated addition : axes can also be automatically pulled from the metadata ofFew readersManage analytical dimensions
1. Where to find your analytical axes
All your axes are grouped in Data → Custom axes. You will find the complete list of your segments there, sorted by object:
Customers
Subscriptions
Invoices
Invoice lines
Products / pricing plans
Each axis displays:
its name,
its type (text, list, number…),
and the number of values currently associated.
2. Actions available on your axes
View existing values
Click on an axis to display all the values associated wFew readers