Working with segmentation

Segmentation helps you gain deeper insights into your data to measure, understand, and grow your SaaS business.

Users can use segmentation in ChartMogul to analyze subscription data without needing a background in business intelligence (BI), SQL knowledge, or direct access to data.

Here’s what we cover in this article:

Resources and further reading:

Blog Introducing Segmentation in ChartMogul

Blog SaaS Metrics Refresher #9: Segmentation

Blog Using Deep Customer Segmentation in SaaS

Blog 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.

How segmentation is useful

Segmentation is vital to growing subscription revenue because it allows for deeper insights than high-level metrics. For example, the insights you gain from analyzing Customer Lifetime Value (LTV) by marketing channel are likely to be more actionable than LTV for all your subscriptions.

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?

Working with 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, chart, map, cohort analysis, forecast, or customer list.
  2. Click Save Segment.
  3. Name your segment and click Save.

For example, to create a segment of customers who signed up in the first half of 2022 and have an MRR of less than $100:

  1. Click Add Filter.
  2. Select Subscriber since from the drop-down, the is within operator, set a date range of 2022-01-01 to 2022-06-30, and click Add.

Next, add a second filter. Select Current MRR and is less than, type 100 in the field, and click Add.

After adding the second filter, you’ll see two additional options: Save Segment and Remove Filters.

Click Save Segment, enter a name for the new segment (e.g., Subscribers < $100 Q1-Q2 2022), and click Save.

Selecting a segment

Select a segment you’ve previously saved by clicking the drop-down icon next to New Segment located just before (above) the dashboard, chart, map, cohort analysis, forecast, or customer list you’re working with.

The drop-down shows the segments you’ve previously saved along with several example segments we’ve added for you.

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, chart, map, cohort analysis, forecast, or customer list you’re working with.

Editing segments

After selecting a segment, click Edit to adjust the filters you previously defined. Then, click Save.

Comparing segments

Comparing segments is only available with charts.

Compare segments by clicking the drop-down icon next to New Segment and selecting the segments from the list.

For example, let's say you’d like to compare customers with MRR greater than $100 to those with MRR less than $100. In the chart, we see that, towards the end of the period, most MRR comes from accounts with more than $100 in MRR.

Stacking segments

Stacking segments is only available with charts.

Stacking segments helps you visualize the combined contribution of multiple segments, which allows you to see how a larger total is made up of smaller parts.

To stack segments:

  1. Find a chart in ChartMogul you’d like to work with, such as MRR.
  2. Next, select or add two or more segments to your chart.
  3. Now, click the Stack icon. (This option becomes available once you’ve added at least two segments to the chart and the Compare Segments icon has been selected.)

Duplicating segments

Create a copy of a segment by clicking the Duplicate segment   icon. Then, edit the segment as needed.

Reordering segments

Reordering segments only impacts charts.

Hold and drag the Reorder segment icon   to change the order or position of a segment in your chart.

Closing segments

Remove a segment from your analysis by clicking the Close segment icon .

Deleting segments

Delete a segment you’ve previously saved by clicking the drop-down icon next to New Segment, finding the segment, and clicking the X icon following its name.

Using color labels with segments

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


Was this article helpful?

We’re sorry to hear that. Would you like to share more feedback?

Thanks for your feedback!