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.

Watch a video about using segmentation in ChartMogul:

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 $500:

  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.
    Screenshot showing the selection of the Subscriber since attribute with the date range as described here

Next, add a second filter. Select Current MRR and is less than, type 500 in the field, and click Add.
Screenshot of the MRR (Current) filter being applied as described here

Adding a filter enables two additional options: Save Segment and Remove Filters.

Screenshot of the created segment with the options to save the segment or remove filters

Click Save Segment, enter a name for the new segment (e.g., Subscribers < $500 Q1-Q2 2022), and click Save.

Screenshot showing the Save Segment window with the Name field

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.

Screenshot showing the saved segments drop-down menu

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.

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

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 $500 to those with MRR less than $500. In the chart, we see that, towards the end of the period, most MRR comes from accounts with more than $500 in MRR.

Screenshot of the Monthly Recurring Revenue chart displaying the two segments we describe here

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.
    Screenshot showing the list of saved segments

  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.)
    Screenshot showing the location of the Stack icon and a stacked chart.
  4. Click the 100% Stack icon to show a 100% stacked chart. You can activate this switch without clicking the Stack icon first.
    Screenshot showing the location of the 100% Stack icon and a 100% stacked chart.
  5. Change the graph type and interval to further adjust your chart.
    Screenshot of the user switching between the line and bar graph and trying different intervals: day, week, month, quarter, and year.

Duplicating segments

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

Screenshot of a segment with the Duplicate segment icon highlighted

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.

Screenshot of a segment with the Reorder segment icon highlighted

Closing segments

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

Screenshot of a segment with the Close segment icon highlighted

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.

Screenshot showing the saved segments drop-down menu

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.

Screenshot of the color selection window for segments

 

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