Manage analytical dimensions

Organize and keep your analysis segments up to date by managing your analytical dimensions from Data → Custom 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 with it (e.g.: list of acquisition channels, regions, account managers). This allows you to check the consistency of your data and identify possible errors or duplicates.

Edit or enrich an axis

Add new values to an existing axis (for example a new product or a new region). Each new value will be immediately available in your filters, breakdowns and reports.

Delete a specific value

If a value is no longer used (e.g.: an obsolete channel or a discontinued product), you can delete it without removing the entire axis. The associated rows will then be considered as “not provided” on that axis.

Delete a complete axis

If an axis is no longer useful, you can delete it entirely. This action permanently removes the axis from your analyses and reports.

3. Best practices for managing your axes

• Regularly check your analytical axes to ensure the consistency of your segments.

• Standardize names (capitalization, accents, spelling) to avoid visual duplicates.

• Clean up obsolete axes after an organizational change (merging channels, product overhaul…).

• Involve your teams (Finance, Sales, Ops) in defining the axes used to ensure a shared interpretation of the metrics.

4. Impact on Fincome analyses

Analytical axes created or modified are immediately available in:

• the filters and breakdowns of the Analytics,

• the custom reports,

• the cohort views or renewals.

They are thus at the heart of all your Fincome analyses and ensure a relevant and aligned interpretation of your performance.