Customer Intelligence is where you go to gain insights into your data, using a range of pre-built reports, data overlays and customisable dashboards.

There are 4 sections to Customer Intelligence:

Here you can experiment with different health scores and create health scores that target any cohort of customer using any data in Planhat.

Once created Health Scores become part of your time-series data in Planhat (more on that later) and are immediately available on Company Profiles, in the Data Module, in Pages and as part of all Automations.

Find out more here:

How to create Health profiles

How Health is calculated

Bubble Room is designed as a more action based and tactical way of analyzing patterns in your customer portfolio. We all love a dashboard but sometimes they struggle to convey the operational impact of data, so Bubble Room is built from the Customer view up, enabling you to see the impact of data on Customers.

Use Bubble Room to compare and contrast your portfolio, or filters within it, against different metrics, and to quickly isolate outliers and take action.

Find out more here:

Using the Bubble Room

System reports are a range of useful and filterable pre-built reports to provide key insight to your portfolio and work. System reports cover Portfolio, End Users, Workflows, Conversations and NPS.

You can use the search bar at the top of each report to filter by customer cohort, owner or any other variable. These reports are not the deepest reports, but provide good insight into many of the big metrics that matter.

Find out more about the different system reports:

Portfolio, People, Workflows

Pages are blank slates on which you can draw with your data to create dashboards, presentations, dynamic reports and much more.

It's hard to summarise everything you can build in a Page, but in short, you add Elements to a Page and Elements can be:

Find out more here:

Pages - Overview

Building and designing Pages

Pages Quick Wins