Segments

Find out which kind of customer is worth the most to you. Group your contacts by a tag or by a custom field and compare, over the same period, how many arrived against how much money you won from them.

How it groups

Pick the report's axis in the selector:

• Tag: groups by the contacts' tags.
• A contact custom field of the list or yes/no type: groups by its values.

Wrap does not offer text, number or date fields: they would give one group per value.

Contacts with no value on that axis fall into a no tag or no value group. Read it as one more group: on its own it already tells you something.

What it shows per group

Compare three figures in every group:

• New contacts created in the period.
• Won deals closed in the period.
• Won revenue in the period.

A group can bring many contacts and little money, or the reverse. Read them together before you draw a conclusion.