The status of a customer (which you can see displayed on the portfolio list view as a column) is automatically calculated by Planhat based off of subscription data. 

Here are the statuses in Planhat and how they are determined: 

  • Prospect = there are no historical or future license for the account (in other words there is no subscription data for that account) 

  • Customer = there is an active license associated with the account

  • Canceled = the  license has churned, but the license period is still currently active

  • Lost = the license has been lost and the subscription period has passed and the license is no longer active

  • Coming = a subscription is in Planhat for that account, but the start date is in the future

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