Planhat Modules

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

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

Get notified about automation failures

Know when an automation fails and is automatically disabled

Written by Alberto Lambert
Updated over a week ago

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 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 this week

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

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

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

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 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 - 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

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 - 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

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