Plan Groups

Plan Groups let you organize your subscription plans into logical groups for cleaner reporting. Instead of seeing every individual price point, you can group related plans together to analyze performance at a product or tier level.

Why use plan groups?

Billing platforms often create many individual plan records:

• Different billing intervals (monthly, annual)
• Different currencies (USD, EUR, GBP)
• Legacy plans and grandfathered prices
• Regional pricing variations

Without grouping, your reports might show:

Pro Monthly USD
Pro Monthly EUR
Pro Annual USD
Pro Annual EUR
Pro Legacy Monthly
...

With plan groups, you can consolidate these into:

Pro

This makes it easier to answer questions like "How is the Pro tier performing?" without manually aggregating across multiple line items.

Accessing plan groups

Navigate to Settings → Plan Groups to manage your plan organization.

Default behavior

When you connect a data source, GrowPanel automatically creates plan groups based on your billing platform's structure:

This default works well for many businesses, but you can customize it to match how you think about your products.

Plan groups list

The left panel shows all your plan groups:

Click a group to see and manage the plans it contains.

Managing plan groups

Create a new group

1. Click New Plan Group
2. Enter a name for the group
3. Click Create

The new group is created empty. Add plans to it using drag-and-drop or the plan editor.

Rename a group

1. Click the group to select it
2. Click the Edit (pencil) icon
3. Enter the new name
4. Press Enter or click Save

Delete a group

1. Select the group
2. Click Delete
3. Choose what to do with the plans inside:
   • Move to another group
   • Create individual groups for each plan
   • Move to "Ungrouped"

Managing plans within groups

View plans in a group

Click a group to see its plans in the right panel:

Move plans between groups

Drag and drop:

1. Click and hold a plan
2. Drag it to the target group in the left panel
3. Release to move it

Using the plan editor:

1. Click a plan to select it
2. Click Move to...
3. Select the target group

Move multiple plans

1. Hold Shift and click to select multiple plans
2. Drag to the target group, or use Move to...

Ungrouped plans

Plans that haven't been assigned to a group appear in the Ungrouped section:

• New plans from your billing source land here first
• Review ungrouped plans periodically
• Assign them to appropriate groups for cleaner reports

GrowPanel will notify you when new ungrouped plans appear after syncing.

Organize with AI

If you have many plans and aren't sure how to group them, click the Organize with AI button in the top-right corner. GrowPanel will analyze all your plans and suggest logical groupings automatically.

How it works

1. Click Organize with AI in the plan groups header
2. GrowPanel sends your plan names and IDs to an AI model for analysis
3. A modal appears showing the suggested groupings
4. Review the suggestions — each group shows its name and the plans it contains
5. Click Apply suggestions to replace your current plan groups with the AI's recommendation

The AI groups plans by their product or tier name, ignoring differences in currency, billing interval, and price. For example, "Pro Monthly USD", "Pro Yearly EUR", and "Pro Monthly GBP" would all be grouped under "Pro".

What to expect

• Plans that don't clearly fit any group are placed in an "Other" group
• If the AI's suggestions already match your current setup, you'll see a message confirming that
• Every plan is assigned to exactly one group — nothing is left out
• Group names are kept short and descriptive (e.g., "Starter", "Pro", "Enterprise")

Important notes

• Applying replaces all groups — when you click "Apply suggestions", all your existing plan groups are deleted and replaced with the AI's recommendation. Review the suggestions carefully before applying.
• Admin or Owner only — the Organize with AI button is only visible to users with Admin or Owner roles.
• You can always manually adjust the groups after applying, using the standard drag-and-drop and editing tools.

How plan groups affect reports

Plan groups appear throughout GrowPanel:

Viewing individual plans

If you need to see individual plan performance:

1. Use the plan filter to select a specific group
2. Within that view, individual plans may be visible in detail tables
3. Or create single-plan groups for plans you want to track separately

Best practices

Strategy 1: Group by product tier

The most common approach is grouping by pricing tier:

Starter    → Starter Monthly, Starter Annual, Starter EUR...
Pro        → Pro Monthly, Pro Annual, Pro EUR...
Enterprise → Enterprise Monthly, Enterprise Annual...

Benefits:

• Compare tier performance at a glance
• See upgrade/downgrade flow between tiers
• Answer "How is Pro doing?" without manual aggregation

When to use: Single-product companies with clear pricing tiers.

Strategy 2: Group by product line

For multi-product companies:

Product A - Starter
Product A - Pro
Product A - Enterprise
Product B - Basic
Product B - Premium

Benefits:

• Track each product's performance independently
• Understand which product drives growth
• Segment cohorts by product

When to use: Companies with multiple distinct products sold to the same or different audiences.

Strategy 3: Separate legacy and current plans

When you've changed pricing:

Pro (Current)  → Current Pro plans actively sold
Pro (Legacy)   → Grandfathered plans no longer sold

Benefits:

• Track migration progress from old to new pricing
• Understand revenue mix between legacy and current
• Measure ARPA improvements from pricing changes

When to use: After a pricing change when you want to track the transition.

Strategy 4: Separate base plans and add-ons

For usage-based or add-on pricing:

Base Plans    → Core subscription plans
Add-ons       → Optional features, seats, usage
One-time      → Setup fees, services, non-recurring

Benefits:

• Understand recurring base revenue vs variable revenue
• Track add-on attach rates
• Forecast more accurately

When to use: Companies with significant add-on or usage-based revenue.

Strategy 5: Group by customer segment

For different market segments:

SMB Plans       → Self-serve plans
Mid-Market      → Sales-assisted plans
Enterprise      → Custom enterprise deals

Benefits:

• Compare segment performance
• Track different go-to-market motions
• Measure segment-specific metrics (ARPA, churn)

When to use: Companies serving distinct market segments with different plans.

Common mistakes to avoid

Too granular:

Pro Monthly USD
Pro Monthly EUR
Pro Annual USD
Pro Annual EUR

This defeats the purpose of grouping. Consolidate into "Pro" unless you need currency/interval breakdown.

Too aggregated:

All Plans

One giant group provides no insight. At minimum, separate by tier or product.

Inconsistent naming:

starter
Pro Plan
ENTERPRISE tier

Use consistent naming conventions (e.g., all title case, no suffixes).

Forgetting to group new plans: Check the "Ungrouped" section regularly. New plans from your billing source land there and should be organized.

Recommended grouping for common scenarios

Simple SaaS (one product, 3 tiers):

Free / Trial
Starter
Pro
Enterprise

Multi-product SaaS:

[Product A] Starter
[Product A] Pro
[Product B] Basic
[Product B] Pro

Usage-based SaaS:

Platform Fee
Usage - API Calls
Usage - Storage
Add-ons

B2B with segments:

SMB - Self-serve
Mid-Market - Sales
Enterprise - Custom
Professional Services

Syncing with your billing platform

Plan groups are managed in GrowPanel, not in your billing platform:

• New plans from your billing source are added to "Ungrouped"
• Deleted plans are automatically removed from their groups
• Changes to plan names in your billing source are reflected in GrowPanel

Important: Plan group assignments are stored in GrowPanel. If you disconnect and reconnect a data source, you may need to reorganize your groups.

Related pages

• Filters - Filter reports by plan
• Breakdown Reports - Analyze metrics by plan
• Data Sources - Manage billing connections