Customer lists are saved views of customer groups that are useful to your business. Share saved customer lists with your team or export them for use in other systems.
Customer lists help you group customers, such as:
- Recent conversions
- Past-due subscribers in North America
- Churned customers sorted by net payments
View saved customer lists in the Customers sidebar.
Here’s what we cover in this article:
- Before you begin
- Default saved lists
- Creating and saving customer lists
- Reordering saved lists
- Exporting a customer list
- Updating a customer list
- Deleting a customer list
- Available columns
Before you begin
- Review the permissions for your user role to understand if you can view, create, or manage customer lists.
- Add any custom attributes that are relevant to your business.
- To analyze your customer list or create a customer group, you’ll need to use segmentation. Learn more about working with segmentation.
- Review the default saved customer lists to see if they’re suitable for the needs of your business before creating a customer list.
Default saved lists
ChartMogul offers ten default saved customer lists:
List name | Applied filters |
---|---|
🏆 New customer wins from last 7 days | Customer since is after 7 day ago |
🇺🇸 American customers | Region is one of United States |
🇪🇺 European customers | Region is one of Western Europe Albania Belarus Bosnia And Herzegovina Bulgaria Croatia Czech Republic Estonia Greece Hungary Israel Latvia Lithuania Macedonia Moldova Montenegro Poland Romania Serbia Slovakia Slovenia Ukraine |
📥 Free trials (not yet converted) |
|
🔄 Renewing in <7 days |
|
😢 Churned customers | Customer status is one of Cancelled Subscriber |
🐋 Large customers | MRR (Current) is more than or equal to $1,000 |
👥 Customers with multiple subscriptions | # of active subscriptions is more than 1 |
💸 Discounted customers | Has discount is true |
🚨 Past due customers | Customer status is one of Past-due Subscriber |
If you’re using ChartMogul CRM, you’ll also have access to the following default saved lists:
List name | Applied filters |
---|---|
🆕 My new leads |
|
🚧 My working leads |
|
👍 My qualified leads |
|
👤 My active leads |
|
👥 All active leads | Customer status is one of New Lead Working Lead Qualified Lead |
🆕 All new leads | Customer status is one of New Lead |
🚧 All working leads | Customer status is one of Working Lead |
👍 All qualified leads | Customer status is one of Qualified Lead |
👎 All unqualified leads | Customer status is one of Unqualified Lead |
Creating and saving customer lists
To create and save a customer list:
- Navigate to Customers.
- Make edits to the table:
- Apply filters and segments to create the list.
- To customize the list, add, remove, or reorder columns, or, sort the list.
- Click Save List.
- Name your list. ChartMogul accepts up to 255 Unicode characters, including emojis.
- Choose who can view this list:
- Just me — A list for personal use.
- Users with a CRM seat — Users who have been assigned a ChartMogul CRM seat.
- Entire team — All users, with the exception of Lite users.
- Click Save.
ChartMogul creates your saved customer list and adds it to the Saved Lists sidebar.
Adding or removing columns
Choose from a list of default columns as well as custom attributes.
To add or remove columns:
- Click Edit Columns.
- Select the columns you want to add or remove.
- Click Apply to update the customer list.
Reordering columns
To reorder the table columns, click and hold a column header, then drag it to a new position.
Sorting a list
ChartMogul allows lists to be sorted using only select columns. Review the list of sortable columns.
To sort the table by a specific column, click the column header. Click again to reverse the sorting order.
Here’s an example list of top customers by ARR showing a few select columns:
Reordering saved lists
Drag and drop Saved Lists to change their order. Hover over a customer list, click the hamburger icon, and drag the list to a new position.
Exporting a customer list
ChartMogul gives you the option to export the following datasets to CSV:
- Customers
- Subscriptions
- MRR per customer per month
Learn more about exporting customers, subscriptions, and MRR per customer per month.
Updating a customer list
To update a saved customer list:
- Locate the list you want to update in the Saved Lists sidebar.
- Hover over the list and click the Settings icon.
- Change the list’s name, save option, or availability.
- Click Save to apply your changes.
Deleting a customer list
This action is permanent and cannot be undone. If you delete a customer list shared with your team, it will be deleted for all team members.
To delete a saved customer list:
- Locate the list you want to delete in the Saved Lists sidebar.
- Hover over the list and click the Settings icon.
- Click Delete List.
- Click OK to permanently delete the customer list.
Available columns
Here’s the list of default columns you can include in customer lists. Note that some columns aren’t sortable.
ChartMogul allows you to sort a customer list using custom attributes.
Column name | Description | Sortable? |
---|---|---|
Customer | The customer’s name. Either the company name or the name of the primary contact. | Yes |
Company Name | The name of the customer’s company if the customer is a business and not an individual. | Yes |
Full Name (legacy) | On April 4, 2023 we released ChartMogul CRM, and this field will eventually be phased out. You can now add Contacts (each with their own name) to your customer records. | Yes |
Email (legacy) | On April 4, 2023 we released ChartMogul CRM, and this field will eventually be phased out. You can now add Contacts (each with their own email address) to your customer records. | Yes |
MRR | The customer’s current monthly recurring revenue for active and past due subscriptions. | Yes |
ARR | The customer’s current annual run rate for active and past due subscriptions. | Yes |
Plan | The name of the customer’s plan. “Multiple” means the customer has more than one plan. | Yes |
Billing Cycle | The frequency with which the customer is paying you. “Multiple” means there’s more than one billing cycle associated with this customer. | Yes |
Net Payments | The total amount of successful payments (minus refunds) the customer has made. | Yes |
Subscriber Since | The date when the customer started their first subscription. | Yes |
Customer Status | The customer’s current status, either the lead status assigned by a user or a status ChartMogul assigns based on the customer’s subscription. | Yes |
Currency | The three-letter ISO code of the customer’s currency. “Multiple” means the customer is paying you in more than one currency. | No |
Location | The customer’s location. Depending on your billing system, this can be the customer’s address or location data tied to their payment method. | No |
Country | The customer’s country. Learn more about supported regions. | No |
Tags | Tags added to this customer. | No |
Source Name | The name of the repository within ChartMogul for the customer’s subscription billing data: either a supported billing system or a custom data source. | No |
Lead Created At | The date when the customer showed interest in your product/service. Learn more about tracking leads and trials. | Yes |
Free Trial Started At | The date when the customer started a free trial of your product/service. Learn more about tracking leads and trials. | Yes |
Discount | The discount amount granted to this customer. “Multiple” means that more than one discount is applied. Learn how ChartMogul handles customers with discounts. | No |
Next Payment | The date when the customer is expected to make their next payment. | Yes |
Subscription Quantity | The number of active subscription licenses or seats the customer has. Learn more about the Subscription Quantity chart. | Yes |
Subscription IDs | Unique identifiers of the customer’s subscriptions. “Multiple” means the customer has more than one subscription. | No |
ChartMogul ID | An automatically generated unique ID. This value is permanent and cannot be changed. | Yes |
External IDs | Unique identifiers from your billing system, such as a Billing System ID or Subscriber ID. | No |