Add analytical axes

Create analytical axes to enrich your data and refine your analyses. Learn how to easily add new axes from your Fincome interface or import file.

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 of your integrated billing tools (e.g.: Chargebee, Stripe, Sellsy…) or via Fincome API if your internal systems already send this information.

💡 Note: invoice lines are the smallest common denominator for the most detailed analyses.

Before creating your axes, we recommend that you consult the article Determining relevant axes to choose the dimensions most useful for your business.

1- Automatic imports

a. Via the metadata of your integrated billing tools

If you have connected a billing tool to Fincome (e.g.: Chargebee, Stripe, Sellsy, Pennylane…), the custom fields already present in those systems (called custom fields or metadata) can be automatically imported as analytical axes.

Concretely:

• Fincome detects customer, product or subscription metadata during synchronization.

• These fields become available as analytical axes in your analyses (filtering, breakdowns, reporting…).

💡 Example: if your Stripe subscriptions contain a “Region” field, Fincome retrieves it automatically and you can then filter your MRR by region in your dashboards.

b. Via the Fincome API

TheFincome API can be used in two ways depending on your data configuration:

1. To upload your complete billing data (invoices, subscriptions, customers) when you are not using a native connector,

2. Or simply to enrich your existing data with additional fields (metadata, business attributes, tags, etc.), even if your invoices are already synchronized via a connected tool.

In both cases, the attributes you add (for example a “acquisition channel” or “customer type” field) are automatically integrated as analytical axes in Fincome.

🔗 See the article on enriching data via API

c. Via the Hubspot integration

Using a matching key of the objects to enrich between Fincome and Hubspot, the metadata you choose to use can be automatically pulled with our integration.

Here is our integration guide.

2- To add manually

a. From the Fincome interface

1. Go to the Data.

2. Select the type of data concerned (customer, invoice, product, etc.).

3. Click on Add a column.

4. Name your axis (e.g.: Customer size, Industry, Geography…).

5. Enter the values:

   • row by row,

   • or by selecting multiple rows using the checkboxes on the left (you can filter before selecting).

💡 Axes created here are immediately usable in your Analytics reports and charts.

b. Via Excel import

From the Data tab

You can also import data enrichment files. To do this:

1. Go to the "Data"

2. Select the type of data for the axis you want to create

3. Click the button "Enrich your data" and download the template

Once the Excel file is downloaded, you will find the list of the chosen object (for example the list of all customers). To add axes:

1. Add as many columns ascustom axis as you want (one column = one axis)

2. Fill the axis columns with the desired values for each row

Once the file is finalized, save it, then re-import it on the same page used to download it.

Be careful not to touch the "Header" sheet, no manipulation should be done on this sheet

From your initial data import (in case you integrate your billing data via Excel file)

You can also add a column in your data import file. This column will automatically be considered as an analytical axis linked to the Customer object.

Add the values for each of the rows. When you import your data, the added columns will be automatically uploaded as customer analytical axes.

Best practices

• Choose homogeneous values and stable (e.g.: “SME”, “Enterprise account” rather than variable labels).

• Avoid duplicates or different spellings for the same value.

• Update your axes regularly as your segmentation evolves.

And then?

Once your axes are created, you can use them in your analyses to filter, break down and compare your metrics. ➡️ See the article Using analytical axes in your analyses to learn how to put them into practice.