Edit customer segmentation

Tailor how customer segmentation works for your business

User permissions: Administration

As an administrator, you can further tailor customer segmentation after you completed the Customer segmentation setup. This gives you greater control and flexibility over which customers are included in calculations and how they are segmented, ensuring the results accurately reflect how you evaluate your customers.

Remove customers

The Remove customers feature allows administrators to exclude specific customers from Insights calculations. When customers are removed, they are excluded before any metrics are calculated. This means they do not contribute to customer counts, revenue totals, segmentation, or any other Insights results.

You may want to use this feature to exclude customers who are closed, inactive, known anomalies or outliers, or otherwise not relevant to your analysis. Removing these customers ensures your customer segmentation reflects only the customers that are meaningful to your business decisions.

1. Click the kebab menu at the end of the configuration bar, and Select Remove customers.

2. Choose the dimension you want to use (for example, Customer Type or Region), or select individual customers.

3. Select the values to exclude.

4. Save your changes.

Selected exclusions appear as labelled tags, making it clear which customers are currently removed.

Edit thresholds sets

Threshold sets allows administrators to define alternative segmentation thresholds for specific customer groups. By default, Customer Segmentation uses a single set of thresholds to determine value bands, such as monetary spend levels. Threshold sets enable different groups, such as customer types, sales reps, or other dimensions, to use customized thresholds that better reflect their typical performance or spend.

This is useful when customer groups have significantly different characteristics. For example, retail customers may require lower spend thresholds than wholesale customers, or new sales reps may manage smaller accounts than experienced reps. Tailored thresholds help ensure segmentation remains meaningful and aligned with your business structure.

To create a threshold set:

1. Click the kebab menu at the end of the configuration bar and select Edit threshold sets.

2. Select Create and enter a name for the threshold set.

3. Choose the filter criteria that will trigger the threshold set, for example Product Type = Specialty.

4. Define the threshold values to apply when those filters are selected.

5. Save your changes.

Threshold sets are applied only when a user selects filters that match the defined criteria. When matched, a notification will appear showing your filters match a threshold set.

The segmentation grid automatically updates to reflect the customized thresholds. If no matching filters are selected, the default thresholds remain in place.