Change filter options

Who can use this feature?

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

  1. Create a segment trigger when a customer engagement score declines by more than 50% in the last 14 days.
  2. Generate a report of newly upgraded customers in the last 90 days.
  3. 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.
  4. 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.

  1. Within a segment, campaign, SuccessPlay, or other segmentation engine, click to add a filter.
  2. Choose a custom metric or system attribute that tracks change.
  3. 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

  4. 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

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