Features

Governance

Governance

Audit & Logs

Traceable logins, changes, and actions

When something looks off in the forecast, a metric, or a customer record, most teams have no clear way to see who changed what and when. Planhat’s audit and logging capabilities capture login activity, field updates, workflow executions, and AI or automation actions across the platform. You can investigate by user, by object, or by time window, and tie changes back to specific workflows or permissions. That makes it possible to resolve issues quickly, answer security and compliance questions, and coach teams on how their actions impact revenue data.

Traceable logins, changes, and actions

When something looks off in the forecast, a metric, or a customer record, most teams have no clear way to see who changed what and when. Planhat’s audit and logging capabilities capture login activity, field updates, workflow executions, and AI or automation actions across the platform. You can investigate by user, by object, or by time window, and tie changes back to specific workflows or permissions. That makes it possible to resolve issues quickly, answer security and compliance questions, and coach teams on how their actions impact revenue data.

Traceable logins, changes, and actions

When something looks off in the forecast, a metric, or a customer record, most teams have no clear way to see who changed what and when. Planhat’s audit and logging capabilities capture login activity, field updates, workflow executions, and AI or automation actions across the platform. You can investigate by user, by object, or by time window, and tie changes back to specific workflows or permissions. That makes it possible to resolve issues quickly, answer security and compliance questions, and coach teams on how their actions impact revenue data.

Traceable logins, changes, and actions

When something looks off in the forecast, a metric, or a customer record, most teams have no clear way to see who changed what and when. Planhat’s audit and logging capabilities capture login activity, field updates, workflow executions, and AI or automation actions across the platform. You can investigate by user, by object, or by time window, and tie changes back to specific workflows or permissions. That makes it possible to resolve issues quickly, answer security and compliance questions, and coach teams on how their actions impact revenue data.

01

Revenue and forecast forensics

Track exactly when a renewal amount, close date, or stage changed—and by whom—so sales and finance can quickly reconcile discrepancies in pipeline and revenue reporting.

01

Revenue and forecast forensics

Track exactly when a renewal amount, close date, or stage changed—and by whom—so sales and finance can quickly reconcile discrepancies in pipeline and revenue reporting.

01

Revenue and forecast forensics

Track exactly when a renewal amount, close date, or stage changed—and by whom—so sales and finance can quickly reconcile discrepancies in pipeline and revenue reporting.

01

Revenue and forecast forensics

Track exactly when a renewal amount, close date, or stage changed—and by whom—so sales and finance can quickly reconcile discrepancies in pipeline and revenue reporting.

02

Automation and AI safety net

Review an audit trail of what automations and AI agents created, updated, or triggered, making it easy to roll back unwanted changes and tighten rules where needed.

02

Automation and AI safety net

Review an audit trail of what automations and AI agents created, updated, or triggered, making it easy to roll back unwanted changes and tighten rules where needed.

02

Automation and AI safety net

Review an audit trail of what automations and AI agents created, updated, or triggered, making it easy to roll back unwanted changes and tighten rules where needed.

02

Automation and AI safety net

Review an audit trail of what automations and AI agents created, updated, or triggered, making it easy to roll back unwanted changes and tighten rules where needed.

03

03

03

03

Power your every process.

What's new

View Changelog

What's new

View Changelog

What's new

Changelog

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

What's new

Changelog

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

Discover the full power of Audit & Logs

Discover the full power of Audit & Logs

Discover the full power of Audit & Logs

Request a demo

Request a demo

Discover the full power of Audit & Logs

Request a demo

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planhat

About

Careers

Press

Partnerships

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 & Life Sciences

IT Services

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

Partnerships

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 & Life Sciences

IT Services

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

Partnerships

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 & Life Sciences

IT Services

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