Plan filters
Plan filters in ChartMogul let you segment your analysis by the plans customers are on—filtering by current plan, all plans in a subscription set, or the plan a customer had at the time of purchase. They work across dashboards, reports, maps, forecasts, and customer lists.
Plan filters don't work correctly with cohort analyses. A cohort analysis groups customers by when they first subscribed and tracks their behavior over time. When you filter by plan, ChartMogul doesn't recognize plan switches. This can produce inaccurate results in the cohort table.
For context on plan filters, read our guide on how filters work in ChartMogul.
ChartMogul offers three types of plan filters:
Additional plan filters
On October 2, 2025, we introduced new plan filters. We're rolling them out gradually to all customers. Learn more about the new filters.
The filters are part of an update that improves subscription and trial handling. Other changes include a new “trial” line item type and improvements to the Subscriptions and Subscription History tables on customer records.
Review our comprehensive resource on ChartMogul filters and their behaviors.
How to Filter by Current Plan
Use this filter to focus on customers’ current plan(s).
Available operators:
- is one of
- is none of
- has all of
Depending on the operator you choose, the Plan filter works on either customers or plans. Here’s an overview of each operator along with an example phrase to help you make sense of it:
| Operator | Filters | Phrase |
|---|---|---|
| is one of | Subscriptions | "I’d like to limit my analysis to the following plan(s)…" |
| is none of | Subscriptions | "I’d like to limit my analysis to subscriptions that currently don’t include one or more of the following plan(s)…" |
| has all of | Customers | "I'd like to limit my analysis to customers who had all of the following plans (either at the same time or not)…" |
How the "is one of" operator works
Most filters determine which customers are included (or not). An important exception is the Plan > is one of filter, which filters based on the subscription plan.
The is one of operator filters subscriptions by the plan or plan group (a named collection of plans you can manage in ChartMogul) you select.
For example, the MRR report displays your normalized (amortized) monthly subscription revenue over time. Using the is one of operator allows you to calculate and see total MRR generated by a given plan (or plan group). Read about how this filter affects how ChartMogul classifies and breaks down MRR movements.
When using the is one of operator on a customer list, ChartMogul shows all customers who currently have the plan (or had it at the time they canceled).
How the "is none of" operator works
The is none of operator excludes subscriptions that don't currently have the plan or plan group you select. It returns data only for customers who aren't currently subscribed to that plan or plan group.
How the "has all of" operator works
The has all of operator returns data for customers who have had every plan you select — even if they weren't on all those plans at the same time.
How to Filter by Plan Including Add-Ons
Use this filter to focus on customers' current plan(s) including any other plans in the same subscription set — a group of plans billed together, such as a base plan with add-ons. Learn more about subscriptions with multiple components.
Available operators:
- is one of
- is none of
- has all of
- is present
- is not present
Plan vs. Plan (including all items in subscription set)
Imagine you offer two subscription plans: Basic and Pro. Both Basic and Pro subscribers can buy a Premium Support add-on.
You want to see how much MRR you get from Basic subscriptions including the Premium Support add-on.
When you use the Plan > is one of > Basic + Premium Support filter on the MRR report, ChartMogul shows the MRR from Basic subscriptions and Premium Support subscriptions associated with both the Basic and Pro plans.
Use the Plan (including all items in subscription set) > is one of > Basic filter to show the combined MRR from Basic subscriptions and Premium Support subscriptions that are add-ons to the Basic plan. ChartMogul excludes the MRR from Premium Support subscriptions associated with the Pro plan.
How to Filter by Plan at Time of Purchase
Use this filter to focus on the plan(s) customers had when they first subscribed — regardless of later cancellations or plan switches.
Available operators:
- was one of
- was none of