Working with filters

Filters allow you to view and analyze a subset of your data in ChartMogul. They work with dashboards, charts, maps, cohort analyses, forecasts and customer lists. They’re also core to segmentation.

Here are some example uses of filters in ChartMogul Subscription Analytics and CRM:

  • Tracking the development of MRR for a specific plan (or set of plans) over time
  • Calculating average revenue by account (ARPA) for a particular region
  • Analyzing churn rates by industry segment or vertical
  • Prioritizing your sales activities by identifying leads with open tasks
  • Comparing the average sales cycle length across sales representatives

Here’s what we cover in this article:

How filters work

Filters are like math equations. They define the logic that ChartMogul uses to narrow the focus of your analysis. Each filter consists of an attribute, an operator and a value (or range of values).

Here are a few examples:

Attribute Operator Value(s)
Region is one of Canada
MRR (Current) is less than $100
Subscriber since is within 2022-04-01 to 2022-06-30

Attributes

Attributes are pieces of information or data that ChartMogul stores for each customer in addition to the customer, subscription and billing data it retrieves from an integration.

There are two main types of attributes in ChartMogul:

  1. Standard attributes that complement and extend your subscription data for use with filtering and segmentation.
  2. Custom attributes you create or those ChartMogul may create to store additional data imported from your billing system.

Standard Attributes

ChartMogul offers the following attributes out-of-the-box:

Attribute Description Type
Plan Customer’s current plan Plan
Plan (including all items in subscription set) Customer’s current plan including any other plans in the same subscription set (such as a base plan with add-ons). Learn more. Plan (including all items in subscription set)
Plan at time of purchase Customer’s plan when they initially subscribed Plan at time of purchase
Region Customer's region based on their address Region
MRR (Current) Customer's current MRR Number
MRR at time of purchase Customer’s MRR when they initially subscribed Number
MRR (Current, or at time of cancellation) Customer’s current MRR or their MRR at the time of their most recent cancellation Number
Currency Customer's billing currency Currency
Tags See tags Tag
Source The source the customer is associated with Source
Lead created at When the individual or company became a lead Date
Free trial started at When the customer started their free trial Date
Subscriber since When the customer became a subscriber for the first time Date
Customer since When the individual or company became a customer Date
Cancellation scheduled for The date of a scheduled cancellation Date
Trial to-paid in days Number of days between Free trial started at and Subscriber since Number
Owner The primary salesperson responsible for an opportunity User
Has opportunity Whether or not the customer has an associated opportunity Boolean
Has discount Whether or not the customer currently has a discount Boolean
Has open task Whether or not the customer has an open task Boolean
Subscription quantity Number of seats/licenses the customer is subscribed to Number
# of active subscriptions Number of active subscriptions the customer has Number
Last payment When the customer made their last payment Date
Next payment When the customer is expected to make their next payment Date
Due at When the customer’s next payment is due Date
Renewal at When the customer’s subscription is scheduled to renew Date
Customer status Status of the customer Customer status
Customer Specific customer or customers Customer
MRR expanded When the customer’s MRR last increased Date
MRR contracted When the customer’s MRR last decreased Date
Churned When the customer cancelled their last remaining subscription Date
Reactivated When the customer reactivated a previously cancelled subscription Date
Didn't cancel within N days of purchase Customers who did not cancel within N number of days from their initial purchase n/a
Number of successful payments Number of successful payments the customer has made Number
Average order value Average amount the customer has spent on non-subscription payments Number
Net payments Net payments (successful payments less refunds) the customer has made, including subscription and non-subscription payments Number
# of Contacts The number of contacts the customer has Number
Last active at The most recent date and time when one of the customer’s contacts was active. ChartMogul imports this information from Hubspot or Intercom. Date
Last communication at The date and time of your most recent communication with one of the customer’s contacts (email or logged call). The email must be sent to or from an account synced to ChartMogul. Date
Last email sent to customer at The most recent date and time when you sent an email to one of the customer’s contacts. The email must be sent from an account synced to ChartMogul. Date
Last email received from customer at The most recent date and time when one of the customer’s contacts sent you an email. The email must be sent to an account synced to ChartMogul. Date
Website The URL of the customer’s website. String

Custom Attributes

ChartMogul allows you to create custom attributes to store additional information or data for each customer, such as account manager or industry segment. ChartMogul also creates custom attributes to store additional data imported from certain integrations.

Learn more about custom attributes.

Operators

The operator determines the logic of the filter, i.e., how ChartMogul uses the attribute you’ve selected and the value (or range of values) you’ve entered to limit which data is included in your analysis.

The operators available depend on each attribute’s type:

  • Boolean — is true, is false, is present, is not present, is true or not present, is false or not present
  • Date — is on, is after, is before, is on or after, is on or before, is within, is present, is not present
  • Number — equals, does not equal, is less than, is more than, is less than or equal to, is more than or equal to, is between, is present, is not present
  • Currency, Source — is one of, is none of, has all of
  • Customer, Customer status — is one of, is none of
  • Has discount, Has open task, Has opportunity — is true, is false
  • Owner, Region — is one of, is none of, is present, is not present
  • Plan — see plan filters
  • Plan (including all items in subscription set) — is one of, is none of, has all of, is present, is not present
  • Plan at time of purchase — was one of, was none of
  • String — is, is not, contains, does not contain, is present, is not present, is one of, is none of
  • Tags — is one of, is none of, has all of, is present, is not present

Adding a filter

To add a filter to your dashboard, chart, map, cohort analysis, forecast or customer list:

  1. Click the Apply a filter or saved segment   button.
    Screenshot showing the location of the Apply a filter or saved segment button.
  2. Select an attribute from the list.
    Screenshot of the filter selection drop-down with a list of attributes.
  3. Next, select an operator from the drop-down.
  4. Enter an appropriate value (or range of values) in the field provided.
  5. Finally, click Add.
    Screenshot of the same drop-down with a selected filter: MRR (Current) is less than 100 dollars. The drop-down has two buttons: Cancel and Add.

Combine filters to narrow down your results. Click Add Filter and repeat the previous steps to add more filters until you’ve isolated the data you want.

Screenshot of a segment composed of multiple filters with the Add Filter button highlighted.

Filters remain active across ChartMogul until you remove them.

Updating a filter

  1. Click the filter you’d like to update.
    Screenshot of the filter MRR (Current) is less than 100 dollars visible on the Monthly Recurring Revenue chart.
  2. Adjust the filter’s attribute, operator and/or values.
  3. Click Update.
    Screenshot of the drop-down visible after clicking the filter. It looks the same as the drop-down used to create the filter, but instead of the Add button, it has an Update button.

Removing a filter

  1. Click the filter you’d like to remove.
  2. Click Remove Filter.
    Screenshot of the same drop-down visible after clicking the filter. An arrow points to the Remove Filter option.

Next Steps

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