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:

• Creating a plan group
• Removing plan groups 
• Renaming a plan group 
• Comparing plan group segments
• Smart plan groups

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 menu.

Removing plan groups 

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

Then click DELETE GROUP

Renaming a plan group

To rename a plan group, click the cog 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.

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

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. 

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 of these durations, then these will then be included in their corresponding groups. 

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