Features

Data

Data

Advanced Filtering

Advanced Filtering

Build precise, reusable segments for action

Many tools offer static lists or simple filters that quickly go stale and can’t be shared or reused reliably. Planhat lets you create complex, nested filters across any model – companies, licenses, tickets and more – that update in real time and work everywhere in the platform.

Advanced Filtering

Build precise, reusable segments for action

Many tools offer static lists or simple filters that quickly go stale and can’t be shared or reused reliably. Planhat lets you create complex, nested filters across any model – companies, licenses, tickets and more – that update in real time and work everywhere in the platform.

Advanced Filtering

Build precise, reusable segments for action

Many tools offer static lists or simple filters that quickly go stale and can’t be shared or reused reliably. Planhat lets you create complex, nested filters across any model – companies, licenses, tickets and more – that update in real time and work everywhere in the platform.

Advanced Filtering

Build precise, reusable segments for action

Many tools offer static lists or simple filters that quickly go stale and can’t be shared or reused reliably. Planhat lets you create complex, nested filters across any model – companies, licenses, tickets and more – that update in real time and work everywhere in the platform.

01

Create living global segments

Define segments like “Enterprise >$100k” or “Declining Usage + Low Health” once as global filters and reuse them as workflow triggers, Slack alerts, or the single source of truth for NRR reporting.

01

Create living global segments

Define segments like “Enterprise >$100k” or “Declining Usage + Low Health” once as global filters and reuse them as workflow triggers, Slack alerts, or the single source of truth for NRR reporting.

01

Create living global segments

Define segments like “Enterprise >$100k” or “Declining Usage + Low Health” once as global filters and reuse them as workflow triggers, Slack alerts, or the single source of truth for NRR reporting.

01

Create living global segments

Define segments like “Enterprise >$100k” or “Declining Usage + Low Health” once as global filters and reuse them as workflow triggers, Slack alerts, or the single source of truth for NRR reporting.

02

Combine conditions across the entire data model

Build cross-model rules – for example companies with >5 open high-severity tickets AND usage consumption down 30% – and have the filter follow you across every tab and module.

02

Combine conditions across the entire data model

Build cross-model rules – for example companies with >5 open high-severity tickets AND usage consumption down 30% – and have the filter follow you across every tab and module.

02

Combine conditions across the entire data model

Build cross-model rules – for example companies with >5 open high-severity tickets AND usage consumption down 30% – and have the filter follow you across every tab and module.

02

Combine conditions across the entire data model

Build cross-model rules – for example companies with >5 open high-severity tickets AND usage consumption down 30% – and have the filter follow you across every tab and module.

03

Deliver auto-personalised views for every user

Build one team dashboard that automatically adapts using “owner = current user” filters combined with reusable global segments, so each CSM sees their live portfolio while leaders switch segments in one click.

03

Deliver auto-personalised views for every user

Build one team dashboard that automatically adapts using “owner = current user” filters combined with reusable global segments, so each CSM sees their live portfolio while leaders switch segments in one click.

03

Deliver auto-personalised views for every user

Build one team dashboard that automatically adapts using “owner = current user” filters combined with reusable global segments, so each CSM sees their live portfolio while leaders switch segments in one click.

03

Deliver auto-personalised views for every user

Build one team dashboard that automatically adapts using “owner = current user” filters combined with reusable global segments, so each CSM sees their live portfolio while leaders switch segments in one click.

Power your every process.

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Discover the full power of Advanced Filtering

Discover the full power of Advanced Filtering

Discover the full power of Advanced Filtering

Request a demo

Request a demo

Discover the full power of Advanced Filtering

Request a demo

More in Data

More in Data

More in Data

Explore Full Capability

Explore Full Capability

Explore Full Capability

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

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Careers

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Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

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Governance

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Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

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Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare

IT Services

CS

Customer Success

AI

Software

Playbooks

Onboarding

Health Scores

Retention

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare

IT Services

CS

Customer Success

AI

Software

Playbooks

Onboarding

Health Scores

Retention

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare

IT Services

CS

Customer Success

AI

Software

Playbooks

Onboarding

Health Scores

Retention

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us