Advanced Filters

Build precise customer segments by stacking filter rules with AND/OR logic — sequentially evaluated, so each rule narrows the result of the previous one.

What you can filter on

• Manual tags and system tags
• RFM segment (Champions, Loyal, At Risk, Hibernating, …)
• Churn risk band
• Predicted CLV range
• Lifetime spend, order count, last-order date
• Marketing opt-in status (SMS, email)
• Default pickup location or delivery distance

AND vs OR

Switch each rule between AND (further restricts the set) and OR (adds more customers in). Rules are evaluated top-down, so the order matters — drag to reorder.