Product updates summary - 2024

Product updates summary - Q4 2023

Product updates summary - Q3 2023

Product updates summary - Q2 2023 ⬅️ You are here

Product updates summary - Q1 2023

Introduction

April 2023

May 2023

June 2023

Further reading

You can now aggregate time-series widgets ("Trend Charts") in Pages by "fiscal quarter" and "fiscal year"

This uses the setting "Fiscal year starts" within "General Settings"

This is great if you think in terms of fiscal quarters/years rather than calendar quarter/years, as you can make your Trend Charts show your chosen data for greater insights

You can now inline edit or bulk edit the field being used for Grouped View in data tables

This means you can categorise your data quickly into clear groups, and freely edit any property you want to group on

For example, you could set grouping based on a property you want to edit, and get organising - e.g. you could group by Company Owner, and then assign "Unassigned" Companies

You're now free to group on any field, regardless of whether it's dynamic and needs to be editable - such as CSM Score

There is now enhanced functionality for text boxes in Pages (dashboards) - both Canvas and Presentation style - and rich text fields

For further details, see here

Now it's easier to design clear text for titles and instructions etc. in your Pages

Our BigQuery integration is now publicly available, for usage data specifically

Note: this was later expanded to include CRM data too

To read more about our BigQuery integration, see here

If you're storing time-series data in BigQuery, you can now easily sync it into Planhat as User Activities and Custom Metrics

Once in Planhat, you can perform analysis on this data, including in the context of other data types, and act in response to the data

We've added array options in Automations - you can now "add" and "delete" multipicklist values, as well as the previously available "replace"

This functionality is now also available for array properties via the Planhat API

This means instead of always replacing the previous values, you can now classify records (e.g. End Users, Issues and Assets) in a much more versatile way

An example is the stakeholder mapping use case: add a tag to an End User when their usage spikes, or when they get involved in a certain type of conversation, and so on

This can also be super useful for flagging which products a customer has

Text and rich text fields have had additional filter options added: you can now filter on "contains" or "does not contain"

The functionality also extends to advanced search

It is case insensitive

Typical use cases include:

You can now show percentages on Pie and Doughnut Charts (widgets for Pages) - display the % each segment corresponds to

This makes it quicker and easier to gain insights from your data - typically when using these Share Charts it's the relative proportions you want to see

You can now optionally enable colour coding for NPS scoring in your tenant

A Planhat staff member can set this for you

This can be useful to make it clearer to your customers which scores are considered bad/okay/good, to ensure more accurate results

Email Templates now autosave

Comments and logs functionality have been added

Email Templates now have a better user experience, and enable you to be more collaborative

You can now track click and open rates per NPS campaign

This opens up possibilities for you to experiment with language, timing and audience of NPS surveys to fine-tune the process and get optimal engagement from End Users

Group and filter by right-clicking on a column header and then selecting how you would like to group or filter

This means you can very quickly and easy do something like:

In Automations that "Send a Slack message", this can now be a private Slack channel, when previously this had to be a public Slack channel

This means you can send a notification to a private team channel, for example

Workflow email steps (automated emails) can now be sent from any Company or End User field of type "team member", so not just the Account Owner or Account Co-Owner

For example, this could be from the TAM, the Account Executive or the Onboarding Manager

Enhancements have been made to the User list within the Team Module, including adding search functionality

This makes it easier for you, as a Planhat admin, to manage the Users of your Planhat tenant

Rich text fields (distinct from simple text fields) wrap text in cells if the cell contents are wider than the column width, but this historically wasn't entirely practical if there was a lot of text

With this update, the number of lines per cell is limited to 3, with a tooltip showing the full text if you put your mouse over the cell

You can also use the tooltip to edit the cell contents

This makes rich text fields (e.g. used for recording notes) display better in the UI of the overall table, while still being easy to edit

Time-series data (User Activities, Custom Metrics, System Metrics and Calculated Metrics) have moved from the Customer Intelligence Module to the Data Module

This means you can now organise your metrics like you can with other data in the Data Module - e.g. filters, folders, Grouped View, and so on

You can now comment on and react to metrics, for improved collaboration

We have also added enhanced rebuild and export functionality

You can now build filters on the NPS model that refer to End User properties

This works via a new option added in the filter builder: "End User Id"

This enables deeper analysis - for example, you can create a filter to view the NPS from Decision Makers

Archived Tasks now include a link to any Note that was logged when completing the Task

This mainly helps when using Workflows, where you want to look back at completed Tasks and see the associated Notes (logged activities)

Salesforce errors related to the Salesforce integration - both for sending to and fetching from Salesforce - are now displayed in the app, and you can choose to subscribe to related notifications

This enables you to be aware of any Salesforce issues promptly so you can diagnose and resolve them

For more recent product updates, check out our 2023 Q3 log

For previous product updates, see our article on 2023 Q1