Planhat Modules

How to use the core modules in Planhat

Niklas avatar Sarah Jones avatar C +5
40 articles in this collection
Written by Niklas, Sarah Jones, Chris and 5 others
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
Christian Dreyer avatar
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.
Niklas avatar
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.
Christian Dreyer avatar
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
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Calculated Metrics Overview

Everything you need to know about Calculated Metrics
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Calculated Metrics Use Cases

Examples of how you can use Calculated Metrics.
Christian Dreyer avatar
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
Niklas avatar
Written by Niklas
Updated over a week ago

Face/Off Chart - drilling down into Metrics

Compare how different segments perform on a metric over time
Daniel Sternegard avatar
Written by Daniel Sternegard
Updated over a week ago