Think of Segments as saved advanced filters.
They let you cut and slice your customer base in almost any imaginable way. Customer segments are powerful because they allow you to create multiple health profiles based on segments, use the segment as an overall filter throughout planhat so that you view data only related to that segment as you are moving throughout the different modules in planhat, as well as create triggers for specific segments and so on.
How to create a new segment:
1. Go to the Segments tab at the top menu of your portfolio page:
2. follow the three steps below: