Working with segmentation

Segmentation in ChartMogul lets you filter and group your subscription data to compare metrics — like MRR, LTV, and churn rate — across different subsets of customers, such as by marketing channel, industry, or plan type.

High-level metrics rarely tell the full story. Segmentation surfaces the patterns underneath — showing you which customer types drive the most revenue, where churn is concentrated, and where growth is accelerating.

Segments can be applied to reports, dashboards, maps, cohort analyses, forecasts, and customer lists, and saved for reuse. 

Here’s what we cover in this article:

• How segmentation is useful
• Working with segments
  • Creating a segment
  • Showing and hiding segments
  • Selecting a segment
  • Comparing segments
  • Stacking segments
  • Duplicating segments
  • Reordering segments
  • Closing segments
  • Deleting segments
  • Using color labels with segments
• Managing saved segments
  • Reordering saved segments
  • Renaming a saved segment
  • Deleting a saved segment

Resources and further reading:

• Introducing Segmentation in ChartMogul
• SaaS Metrics Refresher #9: Segmentation
• Using Deep Customer Segmentation in SaaS
• Find out which animal(s) you’re hunting

Before you begin

Segmentation uses filtering to group customers for analysis. Learn how to work with filters in ChartMogul.

Why Segmentation Matters for Your Metrics

Segmentation lets you go beyond high-level metrics — instead of seeing MRR or churn for all your customers at once, you see it broken down by meaningful groups. For example, analyzing Customer Lifetime Value (LTV — the total revenue you earn from a customer over their lifetime) by marketing channel tells you which channels bring in your best customers, not just any customers.

Segmentation helps you answer questions about your customers, such as:

• Which industry segment generates the highest value customers?
• Which type of customer is most likely to churn?
• In which regions is MRR growing the fastest?

How to Create and Manage Segments

Segments are groups of customers you define that are meaningful to your business and depend on the questions you’re interested in answering.

Creating a segment

To create a segment:

1. Add one or more filters to your dashboard, report, map, cohort analysis, forecast or customer list.
2. Click the :save-report~gray: Save this segment icon.
3. Name your segment and click SAVE.

For example, to create a segment of customers who signed up in the first half of 2025 and have an MRR of $500 or less:

1. Click the :add-filter~gray: Apply a filter or saved segment button.

   

2. Select Subscriber since from the drop-down, the is within operator, set a date range of 2025-01-01 to 2025-06-30 and click ADD.

   

Next, click the :add-item~gray: Add a filter to this segment icon to add a second filter. Select Current MRR and is less than or equal to, type 500 in the field and click ADD.

Adding a filter enables the :save-report~gray: Save this segment icon.

Click the :save-report~gray: Save this segment icon, enter a name for the new segment (e.g., Subscribers < $500 Q1-Q2 2025) and click SAVE.

Showing and hiding segments

Click the :font-invisible~gray: Show segments button to reveal any hidden segments. Once shown, segments stay visible everywhere in the app until you click the button again to hide them.

Selecting a segment

Select a segment you’ve previously saved by clicking the :add-filter~gray: Apply a filter or saved segment button and switching to the Saved Segments tab.

The tab shows the segments you’ve previously saved along with several example segments.

ChartMogul applies the segment you select to your analysis. If you have a larger dataset, it may take a moment for ChartMogul to update the dashboard, report, map, cohort analysis, forecast or customer list you’re working with.

Comparing segments

To compare segments, use the :add-filter~gray: Apply a filter or saved segment drop-down to add new filters or select saved segments.

Use the Compare drop-down to select a value to compare across segments in the Report Data table. Choose from metrics that normally appear as rows in the table for this report type.

Select Show detailed breakdown for each segment to display a full set of metrics for each segment as a separate table.

Your comparison settings are reflected when exporting report data.

Stacking segments

Stacking segments shows you how a larger total breaks down across multiple segments — for example, how overall MRR splits between plan types or regions.

To stack segments:

1. Find a report in ChartMogul you’d like to work with, such as MRR.
2. Next, select or add two or more segments to your report.

3. Now, click the :stack~gray: Stack icon. (This option becomes available once you’ve added at least two segments to the report and the :compare-circle~gray: Compare Segments icon has been selected.)

   
   

4. Click the :relative-percentage~gray: 100% Stack icon to show a 100% stacked chart. You can activate this switch without clicking the :stack~gray: Stack icon first.

   
   

5. Change the graph type and interval to further adjust your report.

   
   

Duplicating segments

Create a copy of a segment by clicking the :duplicate-segment~gray: Duplicate segment icon. Then, edit the segment as needed.

Reordering segments

Hover over the segment to reveal a drag handle. Click and drag the handle to change the order or position of a segment in your report.

Closing segments

Remove a segment from your analysis by clicking the :close-segment~gray: Close segment icon.

Deleting segments

To delete a segment you’ve previously saved, click the :add-filter~gray: Apply a filter or saved segment button and switch to the Saved Segments tab. Hover over the segment and click the :trash-stroke~gray: trashcan icon next to its name. Confirm by clicking OK.

Using color labels with segments

Color makes it easier to compare segments visually. Assign a color by clicking the color tile next to the segment’s name and selecting a color.

Managing saved segments

Go to Settings > Manage > Segments to view and manage saved segments added by you and your team members.

You can also get there from any report, dashboard, or customer list by opening the Apply a filter or saved segment drop-down, switching to Saved Segments, and clicking MANAGE SEGMENTS.

The page lists all saved segments with the following details:

• Name – the segment’s name. Hover to show the filters used in the segment.
• Referenced by – information about any saved reports and customer lists that use the segment. Hover to see the exact reports and customer lists.
• Last updated – the time the segment was last changed.
• Updated by – the team member who last changed the segment.

Reordering saved segments

Hover over a segment to reveal the reorder handle. Click and drag the handle to move the segment up or down the list — a grey indicator line shows where the segment will land when you drop it.

The order you set here is the order in which segments appear when you apply a saved segment elsewhere in ChartMogul.

How to rename a saved segment

To rename a saved segment, click the Rename segment icon on its row. Enter a new Name and click SAVE.

Deleting a saved segment

To delete a saved segment, click the :trash-stroke~gray: Delete segment icon on its row, then click OK to confirm.

Next steps

• Learn about working with reports
• Follow our tutorial on segmenting churn by early product adoption
• Learn how to segment MRR by marketing channel