Features

Collaboration

Collaboration

Dashboards & Widgets

Dashboards & Widgets

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.

Dashboards & Widgets

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.

Dashboards & Widgets

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.

Dashboards & Widgets

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

Use our comprehensive suite of charts to stay on top of your portfolio, and drill down into individual accounts for quick investigation.

01

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.

01

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.

01

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

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.

02

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.

02

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.

02

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

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.

03

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.

03

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.

03

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.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

What's new

View Changelog

All-New Portals

11/12/25

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

10/24/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Faster and more Powerful Analytics

3/25/25

Introducing Timesheets and Time-tracking

12/31/24

What's new

View Changelog

All-New Portals

11/12/25

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

10/24/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Faster and more Powerful Analytics

3/25/25

Introducing Timesheets and Time-tracking

12/31/24

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

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

Discover the full power of Dashboards & Widgets

Discover the full power of Dashboards & Widgets

Discover the full power of Dashboards & Widgets

Request a demo

Request a demo

Bridging the Construction Data Divide

OnsiteIQ

Ardalan Khosrowpour

Bridging the Construction Data Divide

OnsiteIQ

Ardalan Khosrowpour

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Bridging the Construction Data Divide

OnsiteIQ

Ardalan Khosrowpour

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Scaled Customer Success

Planhat

Laura Heijink

Discover the full power of Dashboards & Widgets

Request a demo

Bridging the Construction Data Divide

OnsiteIQ

Ardalan Khosrowpour

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

More in Collaboration

More in Collaboration

More in Collaboration

Explore Full Capability

Explore Full Capability

Explore Full Capability

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

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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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Contact

Legal

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Capabilities

Data

Intelligence

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Action

Governance

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Features

Resources

Pricing

Editorial

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Help Center

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RFP

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Customers

Impact Studies

Software

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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