Customers
The Customers section provides a complete view of your customer base, from leads and trials to active subscribers and past customers. Use this section to explore individual customer records, understand customer journeys, and investigate specific accounts.
Customer list
The main Customers page shows all customers imported from your connected data sources:
Status tabs
Filter customers by their current status using the tabs at the top:
| Status | Description |
|---|---|
| All | All customers regardless of status |
| Leads | Customers who signed up but haven't started a trial or subscription |
| Trials | Customers currently in a trial period |
| Active | Customers with an active paid subscription |
| Past Due | Customers with failed or overdue payments |
| Canceled | Customers who previously subscribed but have since churned |
Customer table
The table displays key information for each customer:
| Column | Description |
|---|---|
| Name | Customer name or company name |
| Primary email address | |
| Status | Current subscription status |
| Created | When the customer record was first created |
| Payment Date | Date of most recent payment |
| MRR | Current monthly recurring revenue |
Click any column header to sort by that column. Click again to reverse the sort order.
Searching and filtering
Search
Use the search box to find customers by:
- Name
- Email address
- Customer ID
The search updates results as you type.
Filters
Apply additional filters to narrow down the customer list:
- Plan - Filter to customers on specific plans
- MRR range - Show customers within an MRR range
- Country - Filter by geographic location
- Created date - Filter by when they became customers
- Data source - Filter by connected billing platform
- Custom variables - Filter by any metadata fields
Multiple filters can be combined for precise segmentation.
Viewing customer details
Click any customer row to open their Customer detail page, where you can see:
- Complete subscription history
- All MRR movements
- Transaction history
- Customer metadata
Use cases
Finding high-value customers
- Sort by MRR (descending) to see your highest-paying customers
- Click through to understand their subscription journey
- Identify patterns that led to their current value
Investigating churn
- Click the Canceled tab to see churned customers
- Sort by Payment Date (descending) to see recent churns
- Click through to understand their history and what may have caused churn
Monitoring trials
- Click the Trials tab to see customers in trial
- Sort by Created to see oldest trials that may need attention
- Filter by plan to focus on specific products
Following up on past-due accounts
- Click the Past Due tab to see customers with payment issues
- Export the list for your support or billing team
- Monitor this list to catch payment failures early
Related pages
- Customer detail - Deep dive into individual customers
- Trials report - Aggregate trial metrics
- Subscribers report - Aggregate subscriber metrics
