Advanced Filtering
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.
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.
Power your every process.
How is Advanced Filtering different from standard list views or saved filters?
Planhat's Advanced Filtering is time-aware. It allows teams to filter not just on who a customer is, but on how their behaviour is trending — enabling dynamic interrogation of the customer journey. This temporal context makes it possible to identify actionable cohorts based on trajectories, such as users with a 50% drop in a specific feature over seven days.
How does Advanced Filtering enable automated commercial operations at scale?
Precision is the prerequisite for automation. Advanced Filtering prepares organisations for automated commercial operations by defining the exact logic for trigger-ready segments. By filtering across multi-dimensional signals — usage, sentiment, and revenue — you can create highly specific segments that act as automated tripwires, ensuring Workflows are executed on the right accounts at the right time.
How does Advanced Filtering connect a list of accounts to an automated action?
Most analytics tools show you a list of at-risk accounts but require manual intervention to act on it. Planhat's Advanced Filtering eliminates this gap by connecting segments directly to the action layer. A filter is not just a view — it is a continuous monitor, and the moment an account meets the filter criteria, it can automatically fire a Workflow.
How does Advanced Filtering help teams focus on what matters in a high-data environment?
Advanced Filtering normalises disparate signals from across your tech stack and allows you to build filters based on commercial significance. By distilling millions of time-series events into the few critical signals that actually impact NRR, it ensures that teams and AI models remain focused on expansion readiness and adoption growth rather than being buried in data noise.
How does Advanced Filtering support governance in AI and automated workflows?
AI models and automated agents require clearly defined guardrails to be effective. Advanced Filtering provides the semantic precision needed for operationalised AI — by creating governed, reusable filters, you ensure that AI-driven predictions like expansion forecasting or next best action are operating on the correct, high-fidelity subsets of data.