Use filters and breakdown in Fincome

Learn how to leverage the full potential of filters and breakdowns to finely analyze your data in Fincome.

Fincome offers analytical segmentation features that allow you to analyze your metrics (MRR, ARR, churn, expansion, etc.) in more detail. By using analytical axes, whether provided by default or custom-created, you can filter and break down any metric to get a detailed view of your performance. These analytical axes are dimensions that can be assigned to your customers, subscriptions, or transactions. (To learn more about creating and using analytical axes, you can read this article ).

1. Filter

The filter allows you to restrict the analysis to a specific subset of your data by applying criteria. Concretely, filtering a KPI means showing only the data that meets certain conditions (for example, seeing only the MRR generated by a certain customer category or over a given period). You can access this function via the “Filter” button in the Fincome Analytics interface, represented by a filter (funnel) icon. By clicking it, you open a menu that allows you to add one or more filter criteria.

The available criteria correspond to the default or enriched analytical axes in your Fincome workspace. You can choose any relevant axis (for example a customer, product, subscription field, etc.), then select one or more values of that axis to filter on. It is possible to combine multiple filters simultaneously to further refine the analysis (the filters then act cumulatively).

Saving custom segments

After configuring a set of filters, Fincome allows you to save that selection as a custom segment. This is a saved data segment that you can name and reuse later.

For example, you could create a “US Customers” segment filtering customers located in the United States, or a “Monthly Subscriptions 2024” segment for monthly subscriptions started in 2024.

When you have one or more active filters, you can save the selection as a segment so you can easily retrieve your favorite filters for each future analysis. These saved segments then appear in the Filter menu and can be activated with one click, saving you time on recurring analyses.

Practical case

The HR company Octime fully leveraged the filtering and cohort breakdown features in Fincome to structure its SaaS growth. By analyzing its key indicators by temporal cohorts, the team was able to track the evolution of MRR, retention and customer expansion according to acquisition date. This allowed them to identify the highest-performing growth dynamics and adapt their product and commercial strategy.

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

2. Break down

The Breakdown function (or Breakdown in English) allows you to allocate a metric according to the values of an analytical axis. Instead of getting a single filtered total, the breakdown will display a distribution of the metric across different categories. In practice, this is done via the “Break down” button accessible in the Analytics interface, next to the Filter button. By clicking Break down, you can select an analytical axis by which to split your data. The selected KPI will then be displayed by value of the chosen axis.

Difference between breaking down and filtering

Unlike the filter which limits the analysis to a chosen criterion, the breakdown does not exclude any data but segments the display into several subcategories. The breakdown therefore provides a comparative view to identify differences in behavior or performance between multiple segments of the same dimension.

Limits of the breakdown

It is important to note that you cannot break down data that has already been aggregated or segmented beforehand. Fincome allows only one layer of breakdown at a time.

For example, if a metric is calculated globally without underlying detail (e.g., a global Revenue Recognition figure across all plans), the Break down button will be inactive because there is no additional dimension available to break down that total.

Similarly, for some analyses already segmented (such as a cohort analysis that already presents temporal groups), it is not possible to add an additional breakdown. In these cases, the system will indicate that the breakdown is not available for the given data.

3. Filter and break down

The Filter and Break down functions do not exclude each other. You can absolutely combine them to deepen your analyses. The best practice is generally to apply a filter first to isolate the dataset that interests you, then use a breakdown within that filtered set.

For example: you can filter your dashboard on a specific cohort (e.g., customers acquired in Q1 2024), then break down the churn of that cohort by product type. You will thus obtain the churn of the Q1 2024 cohort broken down product by product, which makes it possible to identify on which product churn is highest within that cohort.

Finally, note that it is not possible to nest multiple successive levels of breakdown. In other words, you cannot re-break down data that has already been broken down by a first axis. If you have already applied a breakdown, you must reset it (via the Reset button associated) before choosing a new one. However, it is possible to modify or chain filters without limitation (multiple different filters can apply simultaneously before breaking down). Adopt a progressive approach: filter to define the scope, then break down to compare within that scope.