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Resources
Connections and integrations
- Connect a billing system
- Connect and enrich your billing data via the Fincome API
Account configuration
Audit and adjust the data
Conducting in-depth analyses
Creating goals and comparison
- Create goals and compare your performance in Fincome
Creating custom reports
- Create and share your report
Forecast generation
- Create my first Forecast model
- Complete a model via Edit mode
Understanding the numbers

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Analyze his customer portfolio
Analyze his upsell

Resources
📹Tutorial videos

Analysis tool for CSMs

Analyze his customer portfolio

Analyze his upsell

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Last updated 14 days ago