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.

Contents

1. Creating a plan group
2. Removing plan groups 
3. Renaming a plan group 
4. Comparing plan group segments

 

Creating a plan group

To create a plan group follow these steps:

1. Go to any chart and click on 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 next to a plan group name.

Then click on DELETE GROUP

 

Renaming a plan group

To rename a plan group, click the cog icon next to 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 on 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 growing rapidly while the MRR from monthly plans stopped growing.