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    • Connect a billing system
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    • Connect and enrich your billing data via the Fincome API
  • Account configuration
    • Framing revenue and MRR – ARR
      • Fincome data vs billing data
      • Manage calculation options
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  • Audit and adjust data
    • Invoice disjunctions / overlaps
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    • Adjust and correct invoice lines
    • Exclude a customer from calculation in Fincome
  • Conduct in-depth analyses
    • Determine relevant analytical axes
    • Segment your data with analytical axes
    • Use filters and breakdowns in Fincome
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    • Time zone management in MRR calculation
  • Creating goals and comparison
    • Create goals and compare your performance in Fincome
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    • Create my first Forecast model
    • Complete a model via Edit mode
  • Understanding the numbers
    • Calculation methodology
      • Calculation of MRR and ARR
      • Calculation of future MRR and future movements
      • Calculation of CMRR and CARR
      • Calculation of GRR and NRR
      • Calculation of LTV
    • MRR vs Revenue recognition
      • Difference between MRR and revenue recognition
      • How revenue recognition, PCA and FAE work
    • MRR – ARR movements
    • Churn recognition
    • Foreign exchange impact (FX)
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Pennylane

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Last updated 1 month ago