Segments


Segments are saved filter combinations that you can reuse across GrowPanel. Instead of setting the same four or five filters every time you want to look at "Enterprise customers in Europe on annual plans", you save that combination once as a segment and apply it with a single click — on any report or customer list.

Segments can be used in two ways: as a filter to narrow a report to one group of customers, or as a grouping dimension to compare multiple groups side-by-side.


What is a segment?

A segment is just a named bundle of filter values. For example:

  • Enterpriseplan = Enterprise
  • UK monthlyregion = United Kingdom, billing frequency = monthly
  • EU annualregion = Europe, billing frequency = yearly
  • High-touch accountscompany size = 501-1000, industry = Finance

Any filter that's available in GrowPanel — standard filters like plan, region, billing frequency, payment method, or your own custom variables from Stripe metadata — can be part of a segment.


Creating a segment

You can create a segment from any page that has filters:

  1. Set the filters you want to save (for example, region = United Kingdom and billing frequency = monthly)
  2. Click Add filter and open the Segment panel
  3. Click Save filters as segment at the bottom of the list
  4. Give it a name (e.g. "UK monthly") and save

The segment is now available on every report and customer list across your account.

Segments are account-wide — anyone on your team can use them. Creating, renaming, and deleting segments requires Admin or Owner role. Read-only users can apply segments but not modify them.

Renaming and deleting

Hover over a segment in the segment panel to reveal the pencil (rename) and trash (delete) icons. If your filters have changed since you created the segment, the edit dialog gives you the option to Add current filters to segment, merging whatever filters you have set now into the saved definition.


Using segments as a filter

The most common use: apply a segment as a one-click filter.

  1. Click Add filterSegment
  2. Tick the segment you want to apply

The report reloads showing only that group of customers. This is identical in effect to manually setting each individual filter, but much faster and less error-prone.

Example: keep an eye on your enterprise tier

Save a segment called "Enterprise" with plan = Enterprise. Then, on any day:

  • Open MRR and apply the Enterprise segment → see MRR for just your enterprise customers
  • Switch to Churn → see enterprise churn
  • Switch to Customer lifetime → see enterprise LTV
  • Switch to Customers → see the list of enterprise accounts

No need to re-set the filter on each page — the segment is there as a filter option across all reports and customer lists.


Using segments as a grouping (breakdown)

Segments really shine when you want to compare groups side-by-side. In the group-by dropdown at the top of most reports, choose Segment to produce one line (or bar, or row) per segment in your account.

Example: Enterprise vs. non-Enterprise

Create two segments:

  • Enterpriseplan = Enterprise
  • SMBplan = Starter, Pro

On the MRR report, group by Segment. The chart now shows two lines: Enterprise MRR and SMB MRR, side by side. Want to know if enterprise is growing faster than SMB? The answer is right there.

Example: compare regional markets

Create a segment for each market you care about:

  • North Americaregion = North America
  • Europeregion = Europe
  • APACregion = APAC

Group the Subscribers or NRR report by Segment to see how the three regions compare on a single chart.

Example: product-led vs. sales-led

If you use Stripe metadata to tag the acquisition motion on each customer, you can create:

  • Self-servecustom_motion = self_serve
  • Sales-ledcustom_motion = sales

Group any revenue or retention report by Segment to see whether the sales-led motion actually produces the retention and expansion you expected.


Where segments are available

Segments work across all reports and customer lists in GrowPanel — MRR, ARR, churn, cohorts, cashflow, LTV, customer list, and so on — both as a filter and (where grouping is supported) as a breakdown dimension.

Segments are also available via the REST API — pass segment=<id> or breakdown=segment to any endpoint that accepts filters, and use the /data/segments endpoints to list, create, or update segments programmatically.


Troubleshooting and tips

Some filters may not apply everywhere

A few pages in GrowPanel don't support the full set of filters. Specifically, plan and billing frequency filters aren't available on the customers list, the leads and trials reports, or the customer concentration report. These pages work with a slightly different slice of your data and don't use plan/billing information directly.

If a segment includes a filter that a given page doesn't support, that filter is silently ignored on that page. The segment still works — it just filters on the fields the page does support. For example, a segment region = UK AND plan = Pro will filter the customer list by region only; the plan part has no effect there.

Combining segments with additional filters

You can add more filters on top of an active segment, or add filters while grouping by segment. GrowPanel combines them with AND semantics — each filter narrows the result set further:

  • Segment "UK monthly" (region = UK, billing freq = monthly) + filter currency = GBP → UK monthly customers billing in GBP
  • Segment "Europe" (region = Europe) + filter region = UK → UK only (UK is inside Europe, so the intersection is UK)
  • Segment "UK monthly" + filter billing freq = yearly → zero results (the two billing frequencies don't overlap)

This is the same behaviour as stacking any two filters in GrowPanel: adding a filter never expands the result, it only narrows. If you're seeing empty charts after applying a segment plus extra filters, check whether the two are asking for mutually exclusive things.