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Resources
Connections and integrations
Account configuration
Data audit and adjustment
Conducting in-depth analyses
- Segment your data with analytical axes
- Analyze your KPIs
Creating goals and comparison
- Create goals and compare your performance in Fincome
Creating custom reports
Generating forecasts
- Create my first Forecast model
- Complete a model via Edit mode
Understanding the numbers

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Resources
📹Fincome Academy

Analysis tool for CSMs

Analyze his client portfolio

Analyze his upsell

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Last updated 3 months ago

Analyze his client portfolio
Analyze his upsell