Who can use this feature?
- Refer to user licenses for limitations
- Available on all plans
Some Totango attributes include a "change" filter to help you take action when values or thresholds change.
- Custom metrics: Compare % change within last x days
- Utilization and usage metrics*: Compare values and % change within the last x days
- Lifecycles: Compare durations of values and change between statuses and/or completion within last x days
- Contract Status: Compare change between statuses within all date options
*Totango provides reserved metrics in the Usage and Utilization dimensions (see segmentation data points). Several of the metrics in these dimensions offer change data in segment columns for visibility; however, the following metrics additionally provide options for filtering by change:
- Active days (7d) (Avg)
- Active users
- DAU/WAU
- WAU/MAU
- Engagement
- License utilization
- License utilization (7d) (Avg)
- Purchased license consumption
Suggested uses
- Create a segment trigger when a customer engagement score declines by more than 50% in the last 14 days.
- Generate a report of newly upgraded customers in the last 90 days.
- Send a campaign to customers whose license utilization drops by 90% in 2 weeks, which could be an indicator that your customer may be moving to a competitor.
- Export the segment for action outside of Totango.
Use change filters
The following example uses an example from a reserved Utilization metric. % Change is calculated using the following formula: ( Current Value - Previous Value ) / Previous Value.
- Within a segment, campaign, SuccessPlay, or other segmentation engine, click to add a filter.
- Choose a custom metric or system attribute that tracks change.
- Specify the threshold and time period to query.
-
Threshold:
- +: Increased by specified value (or more)
- -: Decreased by specified value (or more)
- +-: Changed in between specified value (e.g., -90% or +90%, including no change.
-
Time period:
- Yesterday
- In the last 3, 7, 14, 30, 90 days
-
Threshold:
- Click Apply Filter to view the matching records.
“1000%” represents a huge percent change increase, for example, if the active users changed from 1 to 200. “-” represents the percent change from 0 to any number greater than 0, mostly common in onboarding accounts. Since this case is unique, a tooltip to explain this case will appear in the application