Use Groupings to get more granular breakdowns in your Charts.
Chelsey Fang
Last updated: 6 March 2025
Groupings break down Metrics by an Attribute, providing an additional layer of information to Charts. With Groupings you can easily perform analysis like ARR by region, open invoices by billing frequency, or bookings by sales rep.
To configure a Grouping, select a metric (or multiple) and open the "Groupings" dropdown.
Then select a Object Model, the attribute you'd like to group on, and the maximum number of unique groupings you want created (for example, selecting 8 "Total Values" will show the top 7 values for the Attribute with the rest bucketed as "Other").
Different Data Sources have different Attribute types you can group on.
Model Type | Applicable Data Sources |
Customer | CRMs, Stripe, Spreadsheets |
Subscription | Stripe |
Product Version | Stripe |
Contract | CRMs |
Line Items | CRMs |
If there is an attribute that you would like to group on that doesn't exist in the dropdown, you can index that new field within your Data Source settings or by clicking the help text above the Attribute dropdown.
In addition to Attributes automatically created by Integrations, you can always add more Attributes through the last tab of our Spreadsheet Template or append new Attributes to an integration.
Pie Charts show each group as a percent of the whole for a specific period. 100% Stacked Bar Charts show how the distribution between groups changes over time.
