Creating Plan Groups

If you have plans that are related in some way, e.g., all monthly plans, it can be useful to group them into a single plan group. This plan group can then be used for filtering, the same way you would filter by individual plans. Below you can see how to create and manage plan groups. Plans can also be grouped using the API.

Here's what we cover in this article:

Before you begin

Creating a plan group

To create a plan group, follow these steps:

  1. Go to any chart and click Add Filter and select Plan as a filter
  2. Click Create Plan Group to create a new plan group
  3. Define a name for the new plan group then select the plans you would like to include in the new group.
  4. Click Save.

Once you have completed these steps you will be able to select your new plan group from the Plans drop-down.

Screencap of creating a new plan group. The user clicks Add Filter, then selects Plan, is one of, and Create Plan Group. Then they select two plans from the list and click Save to save the plan group.

Removing a plan group

To delete a plan group, click the Settings   icon next to a plan group name.

Screenshot of the plan and plan group selection dropdown with a gears icon next to the Startup plan group.

Then click Delete Group.

Screenshot of the Update Plan Group dialog with an arrow pointing to the Delete Group option at the bottom of the dialog.

Renaming a plan group

To rename a plan group, click the Settings   icon next to a plan group name, change the name in the input box, then click Update.

Comparing plan group segments

You can compare plan groups using Segmentation. To compare two plan groups, navigate to a chart and click New Segment.

Screenshot of the Monthly Recurring Revenue chart with an arrow pointing to the New Segment button.

This will add a new segment to the chart. Next, select a plan group for each segment by clicking Add Filter > Plan > is one of and selecting one of the plan groups that will be listed at the top.

Screenshot of the plan and plan group selection dropdown.

Once you have created and selected two plan groups, you can compare them in the chart. In the example below, we can see that the MRR from annual plans is larger than MRR from monthly plans.

Screenshot of the Monthly Recurring Revenue chart comparing two segments: All monthly plans, and All annual plans.

Smart plan groups

We have three smart plan groups which update automatically. These are for monthly, quarterly, and annual plans. This means that if you create any new plans with these durations, they will be included in their corresponding groups automatically.

Screenshot of the plan and plan group selection dropdown showing three smart plan groups: All monthly plans, All quarterly plans, and All annual plans.

These groups will only be displayed if you have any plans with service periods that correspond to them (more on this below). For instance, if you have no quarterly plans, then the group ‘All quarterly plans’ will not be displayed. Smart plan groups cannot be edited or deleted, and are not included in our API responses.

The service period of a plan is determined by interval units and interval counts. Therefore, there are multiple ways of representing plans of different lengths. For instance, a yearly plan could be represented as having a monthly interval that repeats 12 times, a yearly interval that repeats once, and so on.

The combination of interval units and interval numbers for each smart plan group is broken down below.

  • All monthly plans: month × 1; week × 4 – 5, day × 28 – 35
  • All quarterly plans: quarter × 1; month × 3; week × 12 – 14; day × 84 – 98
  • All annual plans: year × 1; quarter × 4; month × 12; week × 52 – 53; day × 364 – 371
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