Managing customer data across multiple systems can be messy—names don’t match, records don’t align, and consolidating it all is a manual headache. That’s why we’ve launched Customer Merging in SaaSGrid: a powerful feature designed to help teams unify customer records across data sources with speed, accuracy, and control. Learn about how to get started with merging here.
With Customer Merging, you can now link customer records from different systems into a single, unified customer profile. Whether display names vary slightly or customer IDs don’t align, SaaSGrid helps you make sense of it all.
Navigate to Workspace Data → Configure → Customer Merging to access both Merged and Unmerged Customers. Easily identify which records are already aligned across systems, and where there’s still work to do. Use filters like data source, merge type (Automatic, Manual, Not Merged), or customer count to quickly drill down.
Leverage rule-based merging to automate the work. Select your data sources, define relationships (One-to-One or One-to-Many), and choose the metadata field to match on—like Customer ID, Name, or Email Domain. SaaSGrid continuously applies these rules to new data as it comes in, so your system stays clean without the upkeep.
And with full control over each rule, you’re always in charge of how your data is merged.
Need to merge customers by hand? Select any two or more records and click Merge Selected Customers. It’s fast, straightforward, and always reversible. Merged something by mistake? Hit Split to instantly revert the customer record to its original sources.
Customer Segments just got a major upgrade in SaaSGrid—faster, smarter, and easier to use. With a refreshed UI, improved dashboard integration, and bulk editing tools, filtering your data takes seconds, not minutes. Plus, new logic previews let you instantly see how each segment shapes your dashboards. Learn about how to get started with segments here.
Head to Workspace Data → Customer Segments to get started. Segments are now neatly grouped by data source, so you can quickly spot what’s configured where.
Click Create Segment, name it, and define your filters using any metadata field—channel, industry, or any of your custom fields. You now have a more intuitive builder to set up filters that match the subset of customers you’re targeting.
Save time with the Bulk Edit Tool. Select all relevant metrics and apply a Segment in one step. It’s a fast, scalable way to keep your dashboards aligned.
Apply Segments at the dashboard level to filter multiple charts and reports at once. Click +Add Segment next to the dashboard name, select the Segments you need, and SaaSGrid will apply them across all reports on the dashboard, showing only customers that meet all selected criteria.
Hover over an applied Segment to see the logic behind it. Customers from other data sources are still included by default—create exclusion Segments if you want to narrow it down.
Lenses let every user in SaaSGrid filter dashboards and charts to view exactly the data they care about—without affecting what others see. Whether it’s narrowing in by region, rep, or segment, Lenses offer a flexible way to personalize dashboards without changing the underlying setup for your team. Learn more about making a Lens here.
To create a Lens, open any dashboard and click the three-dot menu in the top-right corner. Select Configure Lens, choose the Model and Attribute(s) you want to filter by, and specify the data source if needed. Add multiple attributes with + Add Attribute, and click Apply when you’re done. Once set, the Lens appears at the top of the dashboard and filters all charts and reports in one go.
Each user’s Lens is unique to them—your filters won’t affect anyone else. Viewers can only adjust attributes that have been enabled by Admins or Editors, keeping dashboards clean and focused for the broader team. And with dropdowns right in the Lens bar, switching between filtered views is seamless.
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