Custom Traits

Adding custom traits to ProfitWell

You can tag your customers in ProfitWell with custom traits so that you can segment your metrics by them.

For example, you might want to add traits like Marketing Channel, Sales Rep, or NPS Score to see how LTV, Churn and MRR vary across those customer segments.

You can add data to ProfitWell in 3 ways:

  1. CSV Upload
  2. API
  3. Manually on the customer Profile

What if I don't have complete data for my customers?

We know that often times, you might not have complete data on your customers for custom traits. For example, maybe you only started tracking marketing channel a few months ago. There might also be delays between signing on a new customer and assigning them a trait.

To address these situations, ProfitWell automagically extrapolates your trends across unlabeled customers for you.

Example: Let's say you have Gender data for 20% of your customers and half of those customers are labeled "Female." ProfitWell will extrapolate that information and assume that 50% of your overall customer population is Female.

What if some of my custom traits don't apply to all of my customers?

We recognize that some of your custom traits may not apply to all of your customers and extrapolation doesn't make much sense. For example, you have a segment of customers that are enterprise customers and have dedicated account managers. The bulk of your self-serve customers don't have account managers assigned to them.

In these cases, we recommend assigning an N/A trait to these customers.

If customers are unlabeled, ProfitWell will extrapolate existing data onto those customers.

If you have any questions at all, chat in or write to us at product@profitwell.com, we're more than happy to help!


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