Segmentation in ChartMogul helps you gain deeper insights into your data to measure, understand, and grow your subscription business. With Segmentation, your:

• marketing teams can pinpoint which campaigns generate the most revenue,
• sales managers can identify top-performing customer segments with the highest customer lifetime value (LTV), and
• success teams are better able to understand and prevent churn.

Segmentation works using a combination of attributes, tags, and filters. When combined, these help you explore your subscription data in more detail than ever before.

Here’s what we cover in this article:

• Understanding the Building Blocks
• Attributes
• Tags
• Filters
• Working with Segments
• Creating
• Saving
• Selecting
• Editing
• Comparing
• Stacking
• Using color labels

Be sure to check out these additional resources on segmentation:

• Introducing Segmentation in ChartMogul
• SaaS Metrics Refresher #9: Segmentation
• Using Deep Customer Segmentation in SaaS

Understanding the Building Blocks

First, let’s look at the Segmentation’s building blocks: attributes, tags, and filters.

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 your billing system.

There are several types of attributes in ChartMogul:

• Internal attributes defined by ChartMogul
• Metadata imported from your billing system (such as the customer metadata imported from Stripe and Chargebee)
• Custom attributes you add manually
• Custom attributes you add via the Enrichment API

Learn more about custom attributes and how to add them to customers.

Tags

Tags are a type of custom attribute you can add to customers. Read more about tags.

ChartMogul lets you add an unlimited number of tags to customers, which you can then use to filter and segment customers.

For example, tag customers by the features they’ve requested, then prioritize features by comparing their impact on MRR. Similarly, you can tag customers at risk of churning and combine this with MRR metrics to drive churn mitigation efforts.

Tag customers directly in ChartMogul or through our Enrichment API.

Filters

Filters allow you to view and analyze a subset of your subscription and transaction data. For example, you can:

• Analyze churn rates for customers who joined during a specific period
• Calculate average revenue by account for a particular region
• Compare MRR between plans

Most filters determine which customers are included in the chart. An important exception is the Plan is one of filter, which filters based on the subscription plan. Learn more about plan filters.

Logical Operators

Logical operators help you define your filter and determine which data ChartMogul includes or excludes from your metrics.

Depending on the data type of the attribute you've selected, ChartMogul presents the following operators:

• Numeric — equal to, not equal to, less than, greater than, equal to or less than, equal to or more than
• Date — on, after, before, on or after, on or before, between, is present, is present, is not present
• Tag — has at least one of, has none of, has all of, is present, is not present
• String — is, is not, contains, does not contain, is present, is not present
• Boolean — is true, is false

Working with Segments

Now that you understand the building blocks, let’s look at how Segmentation works in ChartMogul.

Creating segments

Segments are a combination of one or more filters that you use to slice your data.

To create a segment, click Add Filter. Then select an attribute you’d like to filter by and one of the available logical operators.

Narrow the focus of your segment by clicking Add Filter and repeating the steps above.

Saving segments

If you often filter by the same attribute(s), saving segments can be a timesaver. Here’s how:

1. Create an initial segment by adding one or more desired filters
2. Click Save Segment
3. Name your segment and click Save

For example, let's say you’d like to create a segment of customers who signed up in Q1 2021 and have an MRR of less than $100. To do this, select the Customer since attribute and set a date range of 2021-04-01 to 2021-06-30, and click Add.

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

Alt: Screenshot of the MRR (Current) filter being applied as described here

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, and click Save.

Once you’ve saved your segment, you can use it again in the future.

Selecting a segment

Select a segment you’ve previously saved by clicking the dropdown icon next to New Segment. The dropdown shows the segments you’ve previously saved along with several example segments we’ve added for you. (You can delete these by clicking the X in the Saved Segments dropdown).

ChartMogul applies the segment you select to your customer data. If you have a larger dataset, it may take a moment for ChartMogul to update the chart.

Editing a segment

After selecting a segment, click Edit to adjust the filters you had previously set and then click Save.

Alt: Screenshot showing an existing segment with the location of the Edit link highlighted

Comparing segments

To compare segments, select a saved segment from Saved segments or create a new one. Then click Compare with saved segments and select another segment for comparison.

In the following example, we compare customers with MRR greater than $100 to customers with MRR less than $100. In the graph, we see that, towards the end of the period, most MRR comes from accounts with more than $100 in MRR.

Stacking segments

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

Here’s how to stack segments:

1. Find a chart in ChartMogul you’d like to work with, such as MRR
2. Select a saved segment or apply a filter to the chart
3. Next, select another saved segment or click New Segment to add another segment to the chart
   
4. Click the Stack icon to stack the segments. (This option becomes available after you’ve added at least two segments to the chart.)
   

Using color labels

Color makes it easier to compare segments visually. Click the small patch of color next to the name of your segment, then pick a color.