Planhat Modules

How to use the core modules in Planhat

Niklas avatar Sarah Jones avatar C +5
51 articles in this collection
Written by Niklas, Sarah Jones, Chris and 5 others
Data module

Conditional Colouring

Colour fields conditionally for at-a-glance action
Daniel Sternegard avatar
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
Alberto Lambert avatar
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
Daniel Sternegard avatar
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
Daniel Sternegard avatar
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
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Working with Licenses

Learn about how licenses / subscriptions work in Planhat
Niklas avatar
Written by Niklas
Updated over a week ago

Manage Field Shortcut & Field Description

Right click on column headings to access manage field
Alberto Lambert avatar
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
Alberto Lambert avatar
Written by Alberto Lambert
Updated over a week ago

Field Trace

See where, when, how and by whom your fields are being used
Alberto Lambert avatar
Written by Alberto Lambert
Updated over a week ago

Renaming Models/Objects

Re-name models in the UI to make Planhat speak your language
Daniel Sternegard avatar
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
Sarah Jones avatar
Written by Sarah Jones
Updated over a week ago

Working with Invoices

Track your invoices in Planhat.
Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago
Customer Intelligence

Custom metrics: null vs. zero values

An Admin setting for how to treat "zero" values in custom metrics
Daniel Sternegard avatar
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.
C
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
Daniel Sternegard avatar
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
Daniel Sternegard avatar
Written by Daniel Sternegard
Updated today

How Health is Calculated

How the health score is calculated in Planhat
Christian Dreyer avatar
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.
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

Trends & Analytics

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 today

Calculated Metrics - technical introduction

Deep-dive technical introduction, linking calculated metrics to the broader Planhat data structure
Daniel Sternegard avatar
Written by Daniel Sternegard
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