Planhat

An overview of the Customer Intelligence module, used for designing dashboards, building health scores, viewing product analytics and more.

Customer Intelligence Overview

Everything you need to know about Planhat's Health Profiles

How the health score is calculated in Planhat

Tips and guidelines on selecting the impact of your health score factors.

Creating a customer health score can be a bit overwhelming. So, here are a few examples to help you get started creating yours.

The Bubble Room enables you to compare and contrast different metrics in real time to gain greater insight into your portfolio.

Everything you need to know about the People Report

Everything you need to know about the Portfolio Report

Everything you need to know about the Workflows Report

Everything you need to know about chart types in Pages

Helping you find the right data when building dashboards

Quick tips to help navigate some of the important details when building Pages in Customer Intelligence or on Company Profiles.

Compare how different segments perform on a metric over time

Tips on how to use the KPI widget in Pages

An overview of the different share charts, incl. pie, doughnut, gauge and radar charts

An overview of the different table charts, incl. static table, live data table, metric table, matrix chart, top list and top bar.

Deep dive into two trend charts: cohort charts and time-series charts

Learn how to display your data in a clear and engaging way

How to share Pages with your colleagues via emailed PDFs, either as one-off or recurring

How to use Pages in Planhat to create beautiful dashboards and presentations.

How to use your customer data in Planhat to explain patterns in customer success and tell and share stories internally and externally