Use Segments to splice and dice your data.
Chelsey Fang
Last updated: 17 April 2025
Segments are filters to show a subset of your customer data, and can be used for both Charts and Reports. In the article, when a Chart is mentioned, the same action can be applied to Reports.
Navigate to your Workspace Data and click "Customer Segments". Segments are separated by Data Source - in the following example, the file upload Data Source has 0 Segments configured, whereas the Salesforce Data Source has a few listed ("B2B" and "Enterprise").
Click "Create Segment". Name your Segment and use the filters to create logic that provides you with the subset of customers you are looking for.
Segments can be applied at the Dashboard level, which gives users an easy way to quickly filter data over multiple charts and reports.
Currently applied segments will be listed to the right of the Dashboard name. Hovering over the Segment name will give you a preview into the formula powering the Segment.
To add a segment to a Dashboard, select the +Add Segment button next to the Dashboard name. This will open up a menu on the right hand side of the page. Select the segment(s) you want applied - if you select multiple, SaaSGrid will select customers that satisfy the conditions of all segments applied.
Customers and contracts that come from other data sources (than the ones that are powering Segments that are applied) will still be included. Create segments to exclude them if necessary.
Segments can be applied across all Metrics on a Chart, or selected for each Metric individually. On the top left of a Chart is the Segment button, which opens the Customer Segment menu.
In the menu, create new Segments or Bulk Apply an existing Segment across all Metrics on a Chart. Select all the Segments that apply. To the right of each Segment, you can edit or delete Segments.
Within the Legend, the funnel icon lists out the Segment applied for each specific metric. Segments can be different per metric, and multiple Segments may be applied to each metric.
If you would like to apply a specific Segment to multiple metrics, use our Bulk Edit Tool. Simply select all the metrics you would like to update and apply the correct Segment. Select "Apply" and all selected metrics should be updated accordingly.