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Workflow · Sales and growth · Opening soon

Customer segmentation by revenue

Segment your customers by their last 12 months of revenue. See how many customers and how much revenue sits in each tier.

Early access opens shortly. Check back soon.

Someone typed

“segment customers into tiers by their last 12 months of revenue and show how many customers and how much revenue sits in each tier”

The agent read it as

Segment customers into tiers by their last 12 months of revenue and show how many customers and how much revenue sits in each tier from Stripe customers, Stripe charges and Revenue tier thresholds.

What the agent built

6 steps, each one an ordinary Mammoth step you can open and change.

  1. File
    Stripe customers
    CSV export · 18 rows
  2. File
    Stripe charges
    CSV export · 32 rows
  3. File
    Revenue tier thresholds
    CSV export · 6 rows
  4. Step
    Total paid revenue per customer
    Step 1
  5. Step
    Prepare tier comparison (Revenue tier thresholds)
    Step 4
  6. Join
    Add customer revenue
    18 of 18 paired
  7. Step
    Prepare tier comparison (Stripe customers)
    Step 3
  8. Join
    Bring in tier thresholds
    18 of 18 paired
  9. Step
    Count customers and revenue by tier
    Step 6
  10. Result
    Customer Revenue Tiers
    6 rows
  11. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 6 rows came out, and the join paired 18 of 18 rows; the join paired 18 of 18 rows.

What you get back

The result of that run, the rows to look at first.

Customer Revenue TiersSample data6 rows
TierCustomer countRevenue (USD)
starter2820
grower21,215
builder610,410
accelerator412,190
enterprise318,650
strategic112,900
6 rows in the result. Sample data: illustrative figures, not business results.

How do you segment customers by revenue?

Export your Stripe customers and charges, plus your revenue tier thresholds. Mammoth totals paid revenue per customer, matches each customer to a tier, then shows customer counts and revenue by tier.

How it works

How to use the Customer Revenue Tiers workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Customer Revenue Tiers: questions

What export do I need from Stripe?
Use exports that include your customers and charges data. If you use revenue tiers, also export the threshold table that defines each tier.
What happens if a row does not match a tier?
The workflow leaves it out of the tiered result until you add a rule that matches it. You can review those rows and adjust the thresholds or mapping rules.
How do I change the tier rules?
Edit the threshold values or the matching words in the workflow steps. Then run it again so the new rules apply to the exported rows.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.