Dashboards & Widgets
Dashboards & Widgets
Visualise and report on any data
Visualise and report on any data
Visualise and report on any data
Most teams rely on separate BI tools that pull data from their operational systems, creating delays, context switching, and a disconnect between insights and action. Planhat's Dashboards & Widgets bring the power of business intelligence—from traditional bar charts to advanced time-series and cohort analytics—into the system where your teams actually work. This means your reporting isn't siloed in another tool; it lives alongside your customer data, workflows, and collaboration, enabling instant action on insights.
01
Turn Insight Into Action
Turn Insight Into Action
Turn Insight Into Action
Use our comprehensive suite of charts to stay on top of your portfolio, and drill down into individual accounts for quick investigation.
02
Personalize Analytics to Your Workflow
Personalize Analytics to Your Workflow
Personalize Analytics to Your Workflow
Create fully customizable dashboards tailored to each role and use case, from portfolio management to pipeline forecasting. With flexible widgets, advanced filtering, and segmentation, teams curate their analytics workspace while staying connected to a shared source of truth.
03
Transparent Customer Collaboration
Transparent Customer Collaboration
Transparent Customer Collaboration
Share dashboards directly with customers via Portal—with usage trends, adoption metrics, or project progress in real-time. Instead of static PDF reports, customers see live data and can drill into the details themselves, creating transparency and alignment.
Power your every process.
What's new
What's new
What's new
What's new
Discover the full power of Dashboards & Widgets
Discover the full power of Dashboards & Widgets
Discover the full power of Dashboards & Widgets
Discover the full power of Dashboards & Widgets
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by