Filter and resegment customers

Find customers, apply filters, and resegment your data to focus your analysis.

After viewing segment details, refine your analysis to focus on specific areas of your business.

Find a customer

Use the search box to quickly find and select a customer by name. The search supports partial matches within company names, so you do not need to enter the full name.

As you type, a dropdown appears with up to ten matching suggestions. Click a customer in the list to open its detailed view in the relevant segment.

Filter customers

Filter by a dimension, such as Territory, Sales Rep, or Product, to narrow your focus to a specific area. For example, if you are a sales rep, you can filter to focus on your customers and see where to spend your time, who to call, and where to grow.

When you apply a filter, Phocas does not recalculate the segmentation. Instead, it removes customers who do not match the dimension filter criteria from the segmentation chart. The remaining customers stay in their originally assigned segments.

Filter and resegment customers

For example, suppose you are analyzing your customer segmentation chart and are interested in a particular customer type, Retail.

1. Click the Filter button in the configuration bar.

2. Select the required dimension from the list. In this example, it is Customer Type.

3. Select the required dimension entities. In this example, it is only the Retail customers.

4. Click Apply. The segmentation counts in the chart update to reflect your filter. A filter tag appears in the configuration bar to show the dimension and number of entities used for the filter.

   You can close the filter panel at any time by clicking the Close button, or by clicking outside the panel on the left side.

5. (Optional) Add more filters to refine the data. When you apply two or more filters, the overall filter behaves as an and condition. Continuing with this example, suppose you are interested only in the Retail customers in the UK region.

   1. Click Add dimension.

   2. Select the other dimension and entities. In this example, it is Country > UK.

   3. Click Apply. The segmentation counts in the chart update again to reflect the additional filter. A second filter tag appears in the configuration bar.

   In this example, there are now:

   • 89 retail customers in the UK, responsible for over $3.6 million in sales across the year.

   • 9 at-risk customers.

Resegment customers

By default, customer segmentation is calculated using the dimension defined in the database setup. Use resegmentation to apply a different dimension, such as region, product, or branch, and recalculate the segments based on that filtered data. This helps you understand how customer behavior and segment classifications change across different areas.

When you resegment, Phocas first applies the selected filter to narrow the customer set, then recalculates the segmentation using only the filtered data. This means the segment classifications are updated based on the smaller data set, so the number and composition of customers in each segment might change.

See the Filter and resegment customers video above to learn more about resegmenting your customer set.

1. Click the Resegment button in the configuration bar.

2. Select the required dimension from the list, for example, Country.

3. Select the required dimension entities, for example, only the US.

4. Click Apply. The segmentation is recalculated and the chart updates to reflect your selections. A filter tag appears in the configuration bar to show the dimension and number of entities used for the resegmentation.

   You can close the resegment panel at any time by clicking the Close button, or by clicking outside the panel on the left side.

In the example below, you start with 370 Champions in the overall segmentation. When you resegment by Country > US, Phocas recalculates the segmentation using only US sales transactions. This changes the totals and customer classifications. As a result:

• The number of Champions becomes 99.

• A customer with 100% sales in the US remains in their original segment, such as Champion.

• A customer who was originally a Champion but has only 20% of their sales in the US and 80% in the UK might now move to a different segment, for example, from Champion to Loyalist.