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  • Connections and integrations
    • Connect a billing system
    • Connect and enrich your billing data via the Fincome API
    • Enrich your data with HubSpot
  • Account configuration
    • Mandatory step: data framing
    • Users and roles
    • Configure my acquisition costs
    • Add / change a payment method on Fincome
  • Data audit and adjustment
    • Invoice disjunctions / overlaps
    • Connect subscriptions
    • Adjust and correct invoice lines
    • Exclude a customer from calculation in Fincome
    • Merge customers
    • Data exports from Fincome
  • 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
    • Create a report
    • The different blocks of a report
    • Organize and edit the blocks of a report
    • Save a chart from analytics
    • Share a report
    • Display mode and customization
  • Generating forecasts
    • Create my first Forecast model
    • Complete a model via Edit mode
  • Understanding the numbers
    • Calculation methodology
    • MRR vs Revenue recognition
    • MRR – ARR movements
    • Recognition of churn
    • Impact of exchange rates (FX)
    • Impact of time zones on MRR calculation
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Last updated 3 months ago