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Planhat Modules
How to use the core modules in Planhat
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+6
48 articles in this collection
Written by
Niklas,
Sarah Jones,
Chris
and 6 others
How to navigate Planhat
Find out how Planhat is structured and where to go for what
Written by
Justine Rens
Updated over a week ago
Action Module
Actions Module Overview
The Actions module helps you prioritise your time through task management and see your notifications and @messaages
Written by
Nathalie Krook
Updated over a week ago
Notifications in the Actions tab
Get reminders from Planhat when something important happens in your portfolio via slack, email or desktop notifications
Written by
Sarah Jones
Updated over a week ago
Notification settings - Followers and Collaborators
Additional ways to manage notifications and account access
Written by
Sarah Jones
Updated over a week ago
Data Module
Grouped View in Data Tables
Better visual structure of your data
Written by
Daniel Sternegard
Updated over a week ago
"Top/Bottom List" Filters
Filter the "top n" or "bottom n" entries by metrics and numeric fields
Written by
Daniel Sternegard
Updated over a week ago
Working with Licenses
Learn about how licenses / subscriptions work in Planhat
Written by
Niklas
Updated over a week ago
Field History
Right-click fields to see their change history
Written by
Alexander Käll
Updated over a week ago
Working with Assets and Projects
Data Objects in Planhat to help you handle complex use cases of additional attributes for your customers
Written by
Sarah Jones
Updated over a week ago
Working with Invoices
Track your invoices in Planhat.
Written by
Christian Dreyer
Updated over a week ago
Renaming Models/Objects
Re-name models in the UI to make Planhat speak your language
Written by
Daniel Sternegard
Updated over a week ago
Customer Intelligence Module
Customer Intelligence Overview
An overview of the Customer Intelligence module, used for designing dashboards, building health scores, viewing product analytics and more.
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Written by
Chris
Updated over a week ago
How Health is Calculated
How the health score is calculated in Planhat
Written by
Christian Dreyer
Updated over a week ago
Setting Up Your Health Factors
Tips and guidelines on selecting the impact of your health score factors.
Written by
Niklas
Updated over a week ago
Health Scores: What You Can Include
Creating a customer health score can be a bit overwhelming. So, here are a few examples to help you get started creating yours.
Written by
Christian Dreyer
Updated over a week ago
Trends & Analytics overview
Everything you need to know about the User Activities, Company Metrics, Conversations, Tasks and Revenue Pages in Planhat
Written by
Christian Dreyer
Updated over a week ago
Calculated Metrics Overview
Everything you need to know about Calculated Metrics
Written by
Christian Dreyer
Updated over a week ago
Calculated Metrics Use Cases
Examples of how you can use Calculated Metrics.
Written by
Christian Dreyer
Updated over a week ago
User Activities and Custom Metrics Overview
Understand the basics of usage and calculated metrics work in Planhat
Written by
Niklas
Updated over a week ago
Visualising data: a charting crash course
How to create great charts in Planhat
Written by
Alberto Lambert
Updated over a week ago
Face/Off Chart - drilling down into Metrics
Compare how different segments perform on a metric over time
Written by
Daniel Sternegard
Updated over a week ago
Playbook Module
Working with active Email Campaigns
How emails are created, managed, and sent using our playbooks/campaigns
Written by
Daniel Sternegard
Updated over a week ago
Embedded Videos in Tasks, Playbooks, Issues, and more!
Create automated user training sequences sharable in Portal, ramp up team members quicker, and manage richer issues/tickets
Written by
Daniel Sternegard
Updated over a week ago
Building email campaigns in Planhat (advanced)
Written by
Daniel Sternegard
Updated over a week ago
Using and Designing Company Playbooks
Understand the different components of Company Playbooks to ensure you create efficient, bespoke processes for your team and Customers.
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Written by
Chris
Updated over a week ago
Building email campaigns in Planhat (intro)
Using enduser playbooks to build out automated email sequences
Written by
Daniel Sternegard
Updated over a week ago
Conversation Module
Conversation module - Overview
An overview of key features in the Conversations module
Written by
Sarah Jones
Updated over a week ago
Email engagement tracking (in-beta)
Track, act-on, and analyse whether emails are opened, clicked, replied-to
Written by
Daniel Sternegard
Updated over a week ago
Inline editor and Advanced editor to take notes
Written by
Christian Dreyer
Updated over a week ago
Using Merge Tags in Planhat Emails
When you're creating email templates in Planhat you can use merge tags to help customize that email and save you time
Written by
Sarah Jones
Updated over a week ago
Snippets
Use simple commands to import text-templates into your notes and tasks
Written by
Alexander Käll
Updated over a week ago
NPS Module
NPS Module Overview
An overview of the NPS module
Written by
Christian Dreyer
Updated over a week ago
Ways to Use NPS Throughout Planhat
Planhat’s NPS module is a powerful way to incorporate your customer feedback into your CS processes, and use them in an actionable way.
Written by
Christian Dreyer
Updated over a week ago
In-app NPS Survey
Planhat's in-app NPS survey reaches your end-user faster to understand the emotional value that your app, product or services delivers
Written by
Sarah Jones
Updated over a week ago
Tips & Tricks for your NPS surveys in Planhat
Some helpful tips and tricks we would like to share
Written by
Sarah Jones
Updated over a week ago
Revenue Module
Revenue module - Overview
This Module is a powerful tool providing insights into key SaaS metrics such as Recurring Revenue (ARR/MRR), Net Revenue Retention & Churn.
Written by
Sarah Jones
Updated over a week ago
Revenue Module Case Study
Strict settings, and Spikes
Written by
Alexander Käll
Updated over a week ago
Settings in the Revenue Module
A thorough look at the settings available in the Revenue Module
Written by
Alexander Käll
Updated over a week ago
Upgrades, downgrades, new business and churn
We go over what these metrics mean in the Revenue module of Planhat.
Written by
Christian Dreyer
Updated over a week ago
Triggers & Automations
Automation - Overview
A description of the different ways you can automate and move data in Planhat
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Written by
Chris
Updated over a week ago
Planhat’s Triggers Use Cases
Triggers are a great way to help automate your CS processes. We will give some examples of situations where triggers are useful.
Written by
Christian Dreyer
Updated over a week ago
Customer Portals
Customer Portals - Overview
Why Customer Portals and how to get going with them
Written by
Nathalie Krook
Updated over a week ago
Share Customer portals with your customers from within your own application
How to display and share your customer portals as a one-click solution inside your own app
Written by
Sarah Jones
Updated over a week ago
Team Module
Portfolio Numbers in Team List
An overview of the columns available in the Team List view
Written by
Christian Dreyer
Updated over a week ago
Team Insights Matrix
How the team insights matrix works in Planhat
Written by
Sarah Jones
Updated over a week ago
View Your Team’s Activities
Get reporting on team activity data, such as tasks and touch points completed and logged in Planhat, as well as which channels were used
Written by
Christian Dreyer
Updated over a week ago
Recent Activity
This is where you're able to see all of the events/actions taken by your team to be able to have a full history and overview.
Written by
Christian Dreyer
Updated over a week ago
Logs
See all changes to all objects, and their cause!
Written by
Alexander Käll
Updated over a week ago