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
• Removing a filter
• Updating 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:

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
• 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
• Currency — is one of, is none of, has all of
• Customer status, Owner, Source — is one of, is none of
• Plan — see plan filters
• Plan at the time of purchase — was one of, was none of
• Region — is one of, is none of, is present, is not present
• String — is, is not, contains, does not contain, is present, is not present, is one of
• Tag — has at least one of, has 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 Add Filter.
2. Select an attribute from the list.
   
3. Next, select an operator from the drop-down.
4. Enter an appropriate value (or range of values) in the field provided.
5. Finally, click Add.
   

Combine filters to narrow down your results. Repeat the previous steps to add more filters until you’ve isolated the data you’re interested in working with.

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.