Working with filters

Filters allow you to view and analyze a subset of your data in ChartMogul. They work with dashboards, charts, maps, cohort analyses, forecasts and customer lists. They’re also core to segmentation.

Here are some example uses of filters in ChartMogul Subscription Analytics and CRM:

  • Tracking the development of MRR for a specific plan (or set of plans) over time
  • Calculating average revenue by account (ARPA) for a particular region
  • Analyzing churn rates by industry segment or vertical
  • Prioritizing your sales activities by identifying leads with open tasks
  • Comparing the average sales cycle length across sales representatives

Here’s what we cover in this article:

How filters work

Filters are like math equations. They define the logic that ChartMogul uses to narrow the focus of your analysis. Each filter consists of an attribute, an operator and a value (or range of values).

Here are a few examples:

Attribute Operator Value(s)
Region is one of Canada
MRR (Current) is less than $100
Subscriber since          is within 2022-04-01 to 2022-06-30

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 an integration.

There are two main types of attributes in ChartMogul:

  1. Standard attributes that complement and extend your subscription data for use with filtering and segmentation.
  2. Custom attributes you create or those ChartMogul may create to store additional data imported from your billing system.

Review our comprehensive resource on ChartMogul filters and their behaviors.

Standard attributes

ChartMogul offers the following attributes out of the box.

Click an attribute name in the table below to open a page with its detailed description. Note that the table includes some new filters that aren’t available to all customers yet.

Attribute Type
Plan Plan
Plan (including all items in subscriptions set) Plan (including all items in subscriptions set)
Plan (at subscription start) Plan (at subscription start)
Plan during trial Plan during trial
Trial-to-paid in days Number
Plan (at time of first purchase) Plan (at time of first purchase)
Region Region
MRR (Current) Number
MRR (Current, or at time of cancellation) Number
MRR at time of purchase Number
Lead created at Date
Free trial started at Date
Trial-to-conversion in days Number
Currency Currency
Tags Tag
Source Source
Has discount Boolean
Paid subscription quantity Number
Paid subscription quantity before churn Number
Last payment Date
Next payment Date
Net payments Number
Past due date Date
Renewal date Date
MRR expanded Date
MRR contracted Date
Churned Date
Reactivated Date
Number of successful payments Number
Customer since Date
Paid subscriber since Date
Subscriber since Date
Cancellation scheduled for Date
Customer status Customer status
Has opportunity Boolean
Customer Customer
Owner User
# of active subscriptions Number
Average order value Number
Has open task Boolean
Didn’t cancel within N days of purchase Number
Last active at Date
Last communication at Date
Last email sent to customer at Date
Last email received from customer at Date
Website String
# of contacts Number

New filters

On October 2, 2025, we introduced new filters and are making them gradually available to all customers:

  • Plan (during trial) — Customer’s plan during their trial.
  • Plan (at subscription start) — Customer’s plan at the start of their free or paid subscription. Unlike Plan (at time of first purchase), the filter isn’t fixed to the customer’s first subscription purchase.
  • Trial-to-conversion in days — Number of days between trial start and the start of a paid or free subscription.
  • Subscriber since — Date when the customer became a free or paid subscriber for the first time.

The filters are part of an update that improves subscription and trial handling. Other changes include a new “trial” line item type and improvements to the Subscriptions and Subscription History tables on customer records.

Custom attributes

ChartMogul allows you to create custom attributes to store additional information or data for each customer, such as account manager or industry segment. ChartMogul also creates custom attributes to store additional data imported from certain integrations.

Learn more about custom attributes.

Operators

The operator determines the logic of the filter, i.e., how ChartMogul uses the attribute you’ve selected and the value (or range of values) you’ve entered to limit which data is included in your analysis.

The operators available depend on each attribute’s type:

  • Boolean — is true, is false, is present, is not present, is true or not present, is false or not present
  • Date — is on, is after, is before, is on or after, is on or before, is within, is present, is not present
  • Number — equals, does not equal, is less than, is more than, is less than or equal to, is more than or equal to, is between, is present, is not present
  • Currency, Source — is one of, is none of, has all of
  • Customer, Customer status — is one of, is none of
  • Has discount, Has open task, Has opportunity — is true, is false
  • Owner, Region — is one of, is none of, is present, is not present
  • Plan — see plan filters
  • Plan (during trial), Plan (at subscription start) — was one of, was none of, was any plan
  • Plan (including all items in subscription set) — is one of, is none of, has all of, is present, is not present
  • Plan (at time of first purchase) — was one of, was none of
  • String — is, is not, contains, does not contain, is present, is not present, is one of, is none of
  • Tags — is one of, is none of, has all of, is present, is not present

Adding a filter

To add a filter to your dashboard, chart, map, cohort analysis, forecast or customer list:

  1. Click the Apply a filter or saved segment button.

    Screenshot showing the location of the Apply a filter or saved segment button.

  2. Select an attribute from the list. Hover over an attribute to see its detailed description. Click CHANGE FILTER to change your selection.

    Screenshot of the filter selection drop-down with a list of attributes and a side panel displaying attribute descriptions.

  3. Select an operator from the drop-down.
  4. Enter an appropriate value (or range of values) in the field provided.

  5. Click ADD to apply your filter.

    Screenshot of the same drop-down with a selected filter: MRR (Current) is less than 100 dollars. The drop-down has two buttons: Cancel and Add.

Combine filters to narrow down your results. Click the Add a filter to this segment button and repeat the previous steps to add more filters until you’ve isolated the data you want.

Screenshot of a segment composed of multiple filters with the Add a filter to this segment button highlighted.

Filters remain active across ChartMogul until you remove them.

Updating a filter

  1. Click the filter you’d like to update.

    Screenshot of the filter MRR (Current) is less than 100 dollars visible on the Monthly Recurring Revenue chart.

  2. Adjust the filter’s attribute, operator and/or values.

  3. Click UPDATE.

    Screenshot of the drop-down visible after clicking the filter. It looks the same as the drop-down used to create the filter, but instead of the Add button, it has an Update button. There’s an option next to the buttons saying, Remove Filter.

Removing a filter

  1. Click the filter you’d like to remove.

  2. Click REMOVE FILTER.

    Screenshot of the same drop-down visible after clicking the filter. An arrow points to the Remove Filter option.

Next Steps

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