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
• Adding a filter
• Updating a filter
• Removing a filter

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:

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.

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.

The Filter level column shows whether a filter applies at the customer or subscription level. Learn more.

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

Filter levels

Filters can apply at the customer or subscription level, which determines which data are included in your reports:

• Customer level – targets entire customers. If a customer matches the filter criteria, all of their subscriptions are included.
• Subscription level – returns only the subscriptions that match the filter criteria. When used with customer reports, a customer is included if any of their subscriptions match the filter.

For some filters, you can choose whether to apply them at the customer or subscription level. When a filter supports both levels, a drop-down appears at the top of the filter panel. Click it to switch between Customer Level and Subscription Level.

Review the standards attributes table to check which levels are available for each filter.

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.

   

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

   

3. If the filter supports it, use the drop-down to choose between Customer Level and Subscription Level. Learn more.
4. Select an operator from the drop-down.
5. Enter an appropriate value (or range of values) in the field provided.
6. Click ADD to apply your filter.

7. 

Combine filters to narrow down your results. Click the plus sign button and repeat the previous steps to add more filters until you’ve isolated the data you want.

By default, ChartMogul connects filters using the AND operator. To switch to OR, hover over the plus sign button and select OR from the dropdown. To change an existing operator, click it and select a new one. ChartMogul automatically adds parentheses where needed to prevent ambiguity.

Updating a filter

1. Click the filter you’d like to update.
2. Adjust the filter’s attribute, operator, and/or values.

3. Click UPDATE.

   

Removing a filter

1. Click the filter you’d like to remove.
2. Click REMOVE FILTER.

Next Steps

• Use filters to segment a chart by region, currency, or plan.
• Create a plan group.