Business Analytics for Research and Advisory FirmsFinuro's business analytics show how your practice is doing: active, new, renewed and expiring clients, revenue across subscriptions, courses, bookings, locked messages and model portfolios, and a ledger of every transaction with invoices you can download by month.  What does business analytics show?The numbers you need to run an advisory business, without exporting to spreadsheets. Client countsActive, new, renewed and subscribed clients, plus those expiring or already expired in the financial year. Revenue and growthRevenue, customer growth (joined compared with expired) and payment history charts. Product analyticsSeparate revenue views for subscriptions, bookings and courses. Transaction ledgerEvery payment, filterable by product, status and amount, with invoices. WHY IT MATTERS Why track the business in Finuro?Revenue spread across gateways and groups is hard to see, and renewals slip through. Spot churn earlyClients expiring this financial year are visible before they lapse. Know what sellsCompare revenue across subscriptions, courses, bookings and other products. Easier accountingDownload a month of invoices at once for your accountant. Failed payments visibleFilter the ledger for failed payments and follow up. How business analytics worksStep 1 Sell through FinuroPayments for every product are recorded automatically. Step 2 Dashboards updateClient and revenue figures update as payments and renewals happen. Step 3 Drill into the ledgerFilter transactions by product, status and amount. Step 4 Export invoicesDownload invoices for a month in one step. |
Who uses business analytics?
Founders of research and advisory firms who want to see growth and churn, analysts who sell several products and want to know which ones earn, and accountants who need invoices without asking for exports.
The main dashboard
The dashboard shows active clients, new clients joined, renewed clients, subscribed clients and the peak number of subscribed clients, alongside clients expiring in the financial year and those already expired. Revenue sits next to two charts: customer growth, comparing clients joined with clients expired, and payment history.
Product analytics
Monetisation
Total revenue, active subscriptions, and new and renewed clients for your subscription business.
Bookings
Booking revenue and number of bookings over time, for consultation-led practices.
Courses
Enrolments and course revenue, so you can see which courses attract learners and which earn.
The transaction ledger
Every payment is listed with its product type (subscription, course, booking, locked message or model portfolio), status and amount. Filter by any of these, open the invoice for a payment, or download all invoices for a month at once. Failed payments are easy to find, so you can follow up with the client.
Finuro compared with gateway dashboards and spreadsheets
| Question | Gateway dashboard | With Finuro |
|---|---|---|
| Who renewed this month? | Payments only, no client status | Renewed clients counted |
| Who expires soon? | Not shown | Expiring in the financial year |
| Revenue by product | Mixed together | Filtered by product type |
| Invoices for the accountant | Separate tool | Monthly bulk download |
Common use cases
Monthly review
Check new, renewed and expired clients and revenue by product at the start of each month.
Renewal campaign
List clients expiring this financial year and send them a renewal offer from the CRM.
Month-end accounting
Download the month's invoices in one file and send them to your accountant.
Chasing failed payments
Filter the ledger for failed payments and contact those clients the same day.
Getting started
- Sell your plans, courses, bookings and locked content through Finuro so every payment is recorded.
- Open the dashboard at the start of each month to review new, renewed and expiring clients.
- Compare revenue across products in the monetisation, booking and course analytics views.
- Filter the transaction ledger for failed payments and follow up with those clients.
- Download the month's invoices in one step for your accountant.
Because every figure comes from payments made in Finuro, the numbers stay accurate without manual exports.
Related Finuro features
- Subscription billing: the payments behind the numbers
- Performance analytics: how your research performs
- CRM for research analysts: act on expiring clients
Frequently asked questionsCommon questions about business analytics in Finuro. Built for SEBI RAs and IAs See your whole practice at a glanceClients, renewals, revenue and invoices in one dashboard, updated as you sell. |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.