Segments

A segment is a saved subset of your team. Selecting one narrows the team dashboard — including the headline numbers — to just those people.

Creating one

1. Scroll to Segments on the team dashboard.

2. Give it a name — “East Region”, “Canadian fund”, “2025 cohort”.

3. Tick the people in this segment.

4. Click Create Segment.

Your segments are listed underneath with a member count, a View button, and Delete.

Two kinds of filter

The Segment dropdown on the team dashboard offers both:

• Supervisor assignments — everyone you supervise is available as a filter automatically. You don’t need to create a segment for it.
• Saved segments — the free-form ones you create here.

Use saved segments for groupings that cut across supervision: by fund, by region, by cohort, by campus.

Segments change the headline numbers too

Selecting a segment recomputes raised, against-target, behind-pace, and lapsed for those people only. That makes it a genuine reporting tool rather than just a filter on the table — it’s how you answer “how is the East Region doing?” in one click.

Who can create them

Leaders — owners and admins. Supervisors can filter by their own assigned members without needing a segment.

Segments only ever narrow what you can see

A segment is resolved through the viewer’s own visible set. A supervisor selecting a segment sees only the intersection of that segment and their own people — so a hand-edited URL can’t widen anyone’s access.

Deleting one

Delete on the segment’s row. It removes the grouping only; nobody is removed from the team.

Keeping them useful

Segments go stale as people join and leave — a new member isn’t automatically in any segment.

Review them when the team changes shape. If a segment’s count doesn’t match what you expect, that’s usually why.