Features

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

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.

Create living global segments

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.

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.

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

Discover the full power of Advanced Filtering

FAQ

How is Advanced Filtering different from standard list views or saved filters?

How does Advanced Filtering enable automated commercial operations at scale?

How does Advanced Filtering connect a list of accounts to an automated action?

How does Advanced Filtering help teams focus on what matters in a high-data environment?

How does Advanced Filtering support governance in AI and automated workflows?

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One connected home for your commercial data

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One connected home for your commercial data

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See trends, compare, and act in real time

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Turn raw events into meaningful metrics

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The beating heart of Customer Success

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The beating heart of Customer Success

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Flexible pipelines in and out of Planhat

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Data Semantics

Self-explanatory data for AI and people alike

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Data Governance

Enforce and audit hygiene, lock down access

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Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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

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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.

Status

Cookie Policy

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.

Status

Cookie Policy

Advanced Filtering

Build precise, reusable segments for action

Build precise, reusable segments for action

Create living global segments

Create living global segments

Combine conditions across the entire data model

Combine conditions across the entire data model

Deliver auto-personalised views for every user

Power your every process.

Lead Capture & Qualification

Discover the full power of Advanced Filtering

Discover the full power of Advanced Filtering

Discover the full power of Advanced Filtering

FAQ

FAQ

FAQ

More in Data

More in Data

Unified Data Model

Time Series

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Data Semantics

Data Governance

Integrations

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.