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.
ChartMogul offers three types of plan filters:
Plan
Use this filter to focus on customers’ current plan(s).
Available 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 | Subscriptions | “I’d like to limit my analysis to subscriptions that currently don’t include 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
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 excludes subscriptions that do not currently have the selected plan or a plan belonging to the plan group you select.
The is none of operator returns data for customers who are not currently subscribed to 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.
Plan (including all items in subscription set)
Use this filter to focus on customers’ current plan(s) including any other plans in the same subscription set. For example, a base plan with add-ons. Learn more about subscriptions with multiple components.
Available operators:
- is one of
- is none of
- has all of
- is present
- is not present
Plan vs. Plan (including all items in subscription set)
Imagine you offer two subscription plans: Basic and Pro. Both Basic and Pro subscribers can buy a Premium Support add-on.
You want to see how much MRR you get from Basic subscriptions including the Premium Support add-on.
When you use the Plan > is one of > Basic + Premium Support filter on the MRR chart, ChartMogul shows the MRR from Basic subscriptions and Premium Support subscriptions associated with both the Basic and Pro plans.
Use the Plan (including all items in subscription set) > is one of > Basic filter to show the combined MRR from Basic subscriptions and Premium Support subscriptions that are add-ons to the Basic plan. ChartMogul excludes the MRR from Premium Support subscriptions associated with the Pro plan.
Plan at time of purchase
Use this filter to focus on the plan(s) that customers had when they initially subscribed, irrespective of later cancellations or plan switches.
Available operators:
- was one of
- was none of