Plan groups
One name for the same plan sold through several sources.
Sell "Pro" on Stripe, pro_monthly on Google Play and com.app.pro on the App Store? A plan group makes them one plan in every report, filter, saved segment, Ask answer and Show the math.
Grouping only changes labels, in memory. Totals never change and the ledger is never rewritten. Inside a group, rows still name the plan each provider sent.
Making groups
Owners and admins manage groups in Settings › Plans:
- By hand: pick plans and name the group.
- Matches by name: RevGlance proposes plans with matching names, without AI. Accept the ones you agree with.
- Suggest groups: AI suggests groups from plan names, providers, intervals and currencies only (no prices, customers or counts). RevGlance checks each suggestion and you accept or set aside each one. A run uses one Ask question.
Every change is kept with who made it and when.

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