Segment your data with analytical axes

Optimize your analyses with Fincome's analytical axes. Segment your data for a detailed view of your KPIs and improve decision-making.

Thanks to analytical axes, Fincome allows you to enrich your billing data and your bank data in order to deeply analyze your performance.

By building analytical axes in your Fincome dashboard, you can:

• Enrich your data to add any axis reflecting the operational granularity of tracking your activity

• Filter and break down any KPI according to these newly created axes

• Save any set of filters to use them at any time, for each relevant KPI

How to add analytical axes?

Analytical axes can be created on each object (invoice, invoice line, client, product, plan). Depending on the type of axis you want to create, choose the data type that seems most relevant to you. Note that invoice lines constitute the smallest common denominator.

From the Fincome interface

Go to the "Data"section, select the data type for which you want to create an analytical axis. You can then click the "Add a column"button, and name your axis (e.g.: "Client size", "Industry", "Geography", etc...).

To assign values to your axis, you can then:

• assign a value directly at the level of each line

• select multiple lines using the selection buttons to the left of each line (you can filter your data and then select the filtered lines)

Via Excel import

From the Data tab

You can also import data enrichment files. To do this, go to the "Data"section, select the data type for the axis you want to create and click the "Enrich your data"button. If you use an Excel file as the billing source in Fincome, you can add an additional column to create a custom axis in your dashboard. Attention: this axis will be necessarily attached to the “client” object (and not to an invoice or a product, for example).

From your initial data import (in the case where 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 Client object. You can give it the desired name for the axis, and fill in the values for each of the lines.

Use your analytical axes on your indicators

Once your axes are created and the values assigned, go to the "Analytics"section. You can now filter your indicators and break them down according to the axes you created! When you have one or more active filters, you can save the selection as a segment, which allows you to easily find your favorite filters each time you analyze your performance.

Use cases

Some use cases shared by our users:

• Breakdown of MRR growth by geography to see which segment is the most dynamic

• Analysis of churn by product to see if one offering underperforms compared to others

• Analysis of ARPA by customer category to better understand purchasing behaviors