Help center
🇬🇧 EN
🇬🇧 EN
  • ⬅️Back to dashboard
  • Ressources
    • 👋Welcome to our Help Center
    • 📰Articles
      • Fincome vs. Cash Management Tools like Agicap
      • Fincome vs. Billing System Dashboards
      • Fincome, French Alternative to Chartmogul
      • Fincome, French Alternative to Profitwell
    • 📕Glossary
    • ❓FAQ
    • 🔐Data processing and protection
    • 📋Cheat Sheet
  • User guide
    • Connect data sources
      • Import an invoicing file
      • Connecting my Chargebee account
    • Inviting users
      • Managing permissions
    • Segmenting Data with Analytical Axes
    • Revenue forecasts - Create my first scenario
    • Get my CMRR
    • Configure my acquisition expenses
  • Advanced features
    • Connecting subscriptions
    • Invoice discrepancies / overlaps
  • Understanding my figures
    • Recognizing churn
    • Fincome data vs invoicing data
      • Set up the calculation of my MRR and KPIs
Propulsé par GitBook
Sur cette page
  • Taking churn date into account
  • Taking VAT into account
  • Taking discounts into account
  • Taking credit notes into account
  1. Understanding my figures
  2. Fincome data vs invoicing data

Set up the calculation of my MRR and KPIs

Customize your MRR and KPI calculations in Fincome. Adjust settings for churn dates, VAT, discounts, and credit notes to refine your metrics.

PrécédentFincome data vs invoicing data

Dernière mise à jour il y a 8 mois

Fincome gives you great flexibility in calculating your MRR and the KPIs that follow. The various options listed below are all accessible in the "Settings" section of the interface.

Réglages

If you change your settings, the figures will be updated within two hours on average. Any changes to your settings will be saved for future sessions.

Taking churn date into account

You can choose to consider a customer as lost:

  • on the date their subscription ends, in the case of non-renewal (default option)

  • on the date of unsubscription request

In the first case, the customer generates MRR until the end of the subscription term. In the second case, the customer no longer generates MRR on the date of the unsubscribe request, even if the subscription is still running.

This option is only available for Stripe Billing and Chargebee data.

Taking VAT into account

By default, MRR and KPIs are calculated exclusive of VAT. You can, however, opt for a VAT-inclusive calculation by selecting the parameter.

Taking discounts into account

By default, Fincome calculates MRR and KPIs taking discounts into account. If you wish to exclude discounts from the calculation and calculate MRR excluding discounts, you can do so by selecting this parameter.

Taking credit notes into account

By default, Fincome does not take refunds (known as credit notes in billing systems) into account when calculating MRR and KPIs. If you wish to include refunds in the calculation of MRR and KPIs, you can do so by selecting this parameter.

This option is only available for Stripe Billing and Chargebee data.

MRR calculation, KPI calculation, Fincome settings, churn date, VAT inclusion, discount impact, credit notes, Stripe Billing, Chargebee, financial metrics, data customization, subscription metrics, KPI settings, MRR adjustments, VAT calculation, financial analysis, credit note handling, MRR updates, billing adjustments, KPI accuracy.