Planhat

Christian Dreyer

Niklas

Daniel Sternegard

Learn about the Planhat API, Calculated Metrics and Advanced Automations 

Technical corner

Everything you need to know about Service Accounts in Planhat

How to set up Service Accounts and API Access Tokens in Planhat

How to pass the authorization for API Personal Access Token

How can I generate a host password for an API request?

Find out how to access your Tenant Token in Planhat for the API integrations

Where Can I Find My Tenant Token in Planhat?

Why companies can be created 2x when created with the API

Duplicate companies being created over the API

Learn about the chart options from source:metrics

Are my account metrics being duplicated?

Why some users are not being added to your Planhat  app when sent over API

Not all end-users (contacts) sent over API get added to Planhat

An introduction to Planhat's enforcement of unique data

Data Uniqueness and Keyables in Planhat

The thinking behind Planhat's calculated metrics and using them to create custom KPIs.

Calculated metrics: Overview & Concept

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

Calculated Metrics: Technical Introduction

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

Calculated Metrics Inside Calculated Metrics

How to use the system metrics, user metrics, activity data, and custom data on company profiles in calculated metrics

Naming Conventions for Calculated Metric Variables

Metric Template Library

Calculated metrics

Use a calculated metric to create segments, personas, and alerts based on certain activities

How to calculate the total number of a certain user activity

How to use "number of users" as a calculated metric in Planhat

How to calculate number of users per account

Visualise the time your customers spend in different phases

Tracking Changes over time using StatesLogs

We provide you with examples of custom KPIs you can create with Planhat's calculated metrics.

Calculated Metrics - examples

Use Cases

Using the SIGN function in calculated metrics

Calculated Metrics: the SIGN Function

Using the IF function in calculated metrics

Calculated Metrics: the IF Function

Functions & Operators

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

Custom Metrics: NULL vs. Zero Values

Treat NULL values differently in calculated metrics, depending on your needs.

Calculated Metrics: NULL vs. Zero Values

Settings

What is a webhook and how can it be used in Planhat?

How Do I Set up a Webhook in Planhat?

Advanced Automations

Customer Success Channel Podcast

Click here for ws.planhat.com Help Center

Find answers and get help from Intercom Support and Community Experts

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