Filters allow you to view and analyze a subset of your subscription data in ChartMogul. They work with the dashboard, charts, maps, cohort analyses, forecasts, and customer lists. They’re also core to segmentation.
For example, with filters, you can:
- Track the development of MRR for a specific plan (or set of plans) over time
- Calculate average revenue by account (ARPA) for a particular region
- Analyze churn rates by industry segment or vertical
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:
||is one of||Canada|
||is less than||$100|
||is within||2022-04-01 to 2022-06-30|
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 your billing system.
There are two main types of attributes in ChartMogul:
- Standard attributes that complement and extend your subscription data for use with filtering and segmentation.
- Custom attributes you create, or those ChartMogul may create to store additional data imported from your billing system.
ChartMogul offers the following attributes out-of-the-box:
||Customer’s current plan||Plan|
||Customer’s plan when they initially subscribed||Plan|
||Customer's region based on their address||Region|
||Customer's current MRR||Number|
||Customer’s current MRR or their MRR at the time of their most recent cancellation||Number|
||Customer's billing currency||Currency|
||The source the customer is associated with||Source|
||When the individual or company became a lead||Date|
||When the customer started their free trial||Date|
||When the customer became a subscriber for the first time||Date|
||Number of days between
||When the individual or company became a customer||Date|
||The primary salesperson responsible for an opportunity||User|
||Whether or not the customer has an associated opportunity||Boolean|
||Whether or not the customer currently has a discount||Boolean|
||Number of seats/licenses the customer is subscribed to||Number|
||Number of active subscriptions the customer has||Number|
||When the customer made their last payment||Date|
||When the customer is expected to make their next payment||Date|
||Status of the customer||Customer status|
||When the customer’s MRR last increased||Date|
||When the customer’s MRR last decreased||Date|
||When the customer cancelled their last remaining subscription||Date|
||When the customer reactivated a previously cancelled subscription||Date|
||Customers who did not cancel within N number of days from their initial purchase||n/a|
||Number of successful payments the customer has made||Number|
||Average amount the customer has spent on non-subscription payments||Number|
||Net payments (successful payments less refunds) the customer has made, including subscription and non-subscription payments||Number|
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 billing systems.
Learn more about custom attributes.
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, Source — is one of, is none of
- Plan — see plan filters
- Region — is one of, is none of, is present, is not present
- 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:
- Click Add Filter.
- Select an attribute from the list.
- Next, select an operator from the drop-down.
- Enter an appropriate value (or range of values) in the field provided.
- Finally, click Add.
Add an additional filter by repeating the previous steps until you’ve isolated the data you’re interested in working with.
Updating a filter
- Click the filter you’d like to update.
- Adjust the filter’s attribute, operator, and/or values.
- Click Update.
Removing a filter
- Click the filter you’d like to remove.
- Click Remove Filter.