Use analytical axes in your analyses

Use your analytical axes to segment your key indicators and refine your analyses in Fincome. Learn to filter, break down and save your segments for finer reading.

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 adapt 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 your performance between different customer segments, products or markets,

• Save your favorite filters to reuse them in your future analyses.

💡 Before going further, make sure you have configured your axes. If you haven't done so yet, see the article Add analytical axes.

1- Filter your metrics and save custom segments

Filters allow you to restrict the analysis to a specific subset of your data (for example, your European customers or your monthly subscriptions).

➤ Apply a filter

1. Go to the Analytics section of Fincome then choose the metric you want to analyze.

2. Click on Filter above the chart (funnel-shaped icon).

3. Select the desired analytical axis (e.g.: Industry, Customer size).

4. Choose one or more values to include or exclude.

5. Your charts and tables automatically update according to the applied filter.

➤ Combine or compare multiple filters of the same type

Fincome lets you play with two filter logics:

• Combine multiple values within a single filter :

  • Example: if you add a filter Country = France + Belgium,

  • You will get a single curve combining the data from both countries (France and Belgium),

  • It's as if you had selected multiple values in the same field.

• Create multiple separate filters on the same axis :

  • Example: if you create a filter Country = France and another filter Country = Belgium,

  • You will get two distinct curves on the chart: one for France, the other for Belgium,

  • This allows you to visually compare two sub-groups on the same metric.

💡 In summary: multiple values within a single filter → one single aggregated curve; multiple filters of the same type → differentiated curves.

➤ Save your filters as a custom segment

Once your filters are configured, you can save this combination to reuse it at any time:

1. Apply the desired filters.

2. Click on Save the segment.

3. Give your segment a clear name (e.g.: Enterprise Clients – Europe).

4. Then find it in one click in the list of your saved segments.

2- Break down your KPIs by analytical axis

The breakdown (or breakdown) allows you to distribute a metric according to the values of an analytical axis, to visualize its distribution.

1. Click on Break down next to the filter.

2. Select an axis (e.g.: Product, Acquisition channel, Region).

3. Fincome then displays the KPI distribution according to that axis (for example: MRR by product).

💡 Unlike the filter, the breakdown does not exclude any data: it compares the sub-categories of the same set.

➤ Difference between filtering and breaking down

Action	Objective	Effect on the data
Filter	Restrict the analysis to a specific scope	Excludes all other data
Break down	Visualize the distribution of a metric	Displays all the data, segmented by the values of an axis

💡 Good practice: filter first to define your analysis scope, then break down to compare within that scope.

➤ Limits of the breakdown

• Only one breakdown can be applied at a time.

• You cannot break down data that is already aggregated (for example MRR movements already broken down).

• If you have already broken down data, you must reset the breakdown before choosing a new one.

3- Combine filters and breakdown

The functions Filter and Break down are not mutually exclusive: you can combine them to deepen your analyses. The best practice is to:

1. Filter first your dataset to define the scope,

2. Then break down a metric within that scope.

Example: Filter your dashboard to the cohort of customers acquired in Q1 2024, then break down the churn of that cohort by product type. You will thus obtain the distribution of churn product by product within that cohort.

💡 It is not possible to nest multiple successive breakdowns, but you can chain several filters before breaking down.

Concrete use cases

Some examples of analyses possible with your analytical axes:

• Break down MRR growth by geography to identify the most dynamic areas.

• Analyze churn by product to spot underperforming offerings.

• Compare ARPA by customer category to understand buying behaviors.

• Measure retention by acquisition channel to adjust your marketing strategy.

• The HR company Octime made full use of filters and cohort breakdown in Fincome to structure its SaaS growth. By analyzing its key metrics by time cohorts, the team was able to track the evolution of MRR, retention and customer expansion according to acquisition date.

  Result: Octime identified the most performing cohorts, optimized its pricing and improved collaboration between Finance and Product teams.

  🔗 Read the full case study: Structuring the growth of an HR SaaS – Octime x Fincome