Plan Filters

There’s a known issue when using plan filters with any of our cohort analyses. When filtering by plan, the analysis doesn’t recognize plan switches and, as such, the metrics presented in the cohort table may not be accurate.

This issue does not affect how plan filters work with the dashboard, charts, maps, forecasts, or customer lists.

On April 9, 2024 we updated how the plan filter works on the customer list, limiting it to customers who are currently subscribed to the plan (or were subscribed to the plan at the time they canceled). Previously, ChartMogul included any customer who’s ever been subscribed to that plan. To revert your account to the previous behavior, contact support.

For context on plan filters, read our guide on how filters work in ChartMogul.

In ChartMogul, you can filter using the Plan filter with one of three operators:

  • is one of
  • is none of
  • has all of

Depending on the operator you choose, the Plan filter works on either customers or plans. Here’s an overview of each operator along with an example phrase to help you make sense of it:

Operator Filters Phrase
is one of Subscriptions “I’d like to limit my analysis to the following plan(s)…”
is none of Customers “I’d like to limit my analysis to customers who are not currently subscribed to one or more of the following plan(s)…”
has all of Customers “I'd like to limit my analysis to customers who had all of the following plans (either at the same time or not)…”

is one of

Most filters determine which customers are included (or not). An important exception is the Plan > is one of filter, which filters based on the subscription plan.

The is one of operator filters subscriptions by the plan or plan group you select.

For example, the MRR chart displays your normalized (amortized) monthly subscription revenue over time. Using the is one of operator allows you to calculate and see total MRR generated by a given plan (or plan group). Read about how this filter affects how ChartMogul classifies and breaks down MRR movements.

When using the is one of operator on a customer list, ChartMogul shows all customers who currently have the plan (or had it at the time they canceled).

is none of

Using the is none of operator with charts displays customers who have never had the plan or a plan belonging to the plan group you select.

The is none of operator returns data for customers who do not currently have the plan or a plan belonging to the plan group you select.

has all of

The has all of operator returns data for customers who have had all of the plan(s) you select — regardless of whether or not the customer had all of the plans at the same time.

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