Working with filters

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:

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 your billing system.

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:

Attribute Description Type
Plan Customer’s current plan Plan
Plan at time of purchase Customer’s plan when they initially subscribed Plan
Region Customer's region based on their address Region
MRR (Current) Customer's current MRR Number
MRR (Current, or at time of cancellation) Customer’s current MRR or their MRR at the time of their most recent cancellation Number
Currency Customer's billing currency Currency
Tags See tags Tag
Source The source the customer is associated with Source
Lead created at When the individual or company became a lead Date
Free trial started at When the customer started their free trial Date
Subscriber since When the customer became a subscriber for the first time Date
Trial to-paid in days Number of days between Free trial started at and Subscriber since Number
Customer since When the individual or company became a customer Date
Owner The primary salesperson responsible for an opportunity User
Has opportunity Whether or not the customer has an associated opportunity Boolean
Has discount Whether or not the customer currently has a discount Boolean
Subscription quantity Number of seats/licenses the customer is subscribed to Number
# of active subscriptions Number of active subscriptions the customer has Number
Last payment When the customer made their last payment Date
Next payment When the customer is expected to make their next payment Date
Customer status Status of the customer Customer status
MRR expanded When the customer’s MRR last increased Date
MRR contracted When the customer’s MRR last decreased Date
Churned When the customer cancelled their last remaining subscription Date
Reactivated When the customer reactivated a previously cancelled subscription Date
Didn't cancel within N days of purchase Customers who did not cancel within N number of days from their initial purchase n/a
Number of successful payments Number of successful payments the customer has made Number
Average order value Average amount the customer has spent on non-subscription payments Number
Net payments Net payments (successful payments less refunds) the customer has made, including subscription and non-subscription payments Number

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 billing systems.

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, 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:

  1. Click Add Filter.
  2. Select an attribute from the list.
    Screenshot of the filter selection drop-down with a list of attributes.
  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.
    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. Repeat the previous steps to add more filters until you’ve isolated the data you’re interested in working with.

Screenshot of a segment composed of multiple filters: Plan is one of All monthly plans, Region is one of Americas or East Asia, Customer since is after the first of January 2021, and Has discount is false.

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.

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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