Planhat Modules

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

Send Planhat Notifications to Your Slack Channel

Receive your Planhat notifications in a private Slack channel

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

Conditional Colouring

Colour fields conditionally for at-a-glance action

Written by Daniel Sternegard
Updated over a week ago

Custom Card Layout in Board View

Define the data points you want to see on cards in the Board view

Written by Alberto Lambert
Updated over a week ago

My Portfolio Filter/View

See only what's relevant to you, with a user-dynamic filter view

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

Custom Fields and their Types

How to add and use the different field types found in Planhat

Written by Christian Dreyer
Updated over a week ago

Working with Licenses

Learn about how licenses / subscriptions work in Planhat

Written by Niklas
Updated over a week ago

Manage Field Shortcut & Field Description

Right click on column headings to access manage field

Written by Alberto Lambert
Updated over a week ago

Bulk Update Fields

Bulk update fields in the data module by marking the records and pressing the ellipsis

Written by Alberto Lambert
Updated over a week ago

Field Trace

See where, when, how and by whom your fields are being used

Written by Alberto Lambert
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 yesterday

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

Custom metrics: null vs. zero values

An Admin setting for how to treat "zero" values in custom metrics

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

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

Calculated Metrics Inside Calculated Metrics

How to reference calculated metrics inside calculated metrics, unlocking a bunch of use cases

Written by Daniel Sternegard
Updated today

How Health is Calculated

How the health score is calculated in Planhat

Written by Christian Dreyer
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

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

Trends & Analytics

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 today

Calculated Metrics - technical introduction

Deep-dive technical introduction, linking calculated metrics to the broader Planhat data structure

Written by Daniel Sternegard
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

Conversation module - Overview

An overview of key features in the Conversations module

Written by Sarah Jones
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

High Volume Emails

An overview of transactional emailing in Planhat

Written by Christian Dreyer
Updated over a week ago

Email settings: matching mode (matching of incoming emails with end user emails associated with multiple companies)

Email, email matching, end users at multiple companies, matching mode

Written by Daniel Sternegard
Updated over a week ago

Email settings: participant filtering

Email settings, email filtering, sync, synchronization, stop-list, white-list, participant specific rules

Written by Daniel Sternegard
Updated over a week ago

Email settings: Filtering of irrelevant emails

Email settings, filtering, email specific rules

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

Snippets

Use simple commands to import text-templates into your notes and tasks

Written by Alexander Käll
Updated today

Playbook setting: avoiding duplicate emails sent in playbooks when 1 email address is used by multiple end users

Playbook, parallel, email settings, email send-outs, duplicates

Written by Daniel Sternegard
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

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

How to Setup your Revenue Settings

If you're just getting started with Planhat and are working on getting your revenue settings this article will walk you through the basics

Written by Niklas
Updated yesterday

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

Setting up Teams in Planhat

It often happens that Customer Success teams are divided up by geographical regions, different offices, or by function.

Written by Christian Dreyer
Updated over a week ago

Roles & Permissions 🔐

Everything you need to know about Roles & Permissions in Planhat

Written by Christian Dreyer
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

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

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