Advanced Filtering
Static lists fade fast; Planhat’s Advanced Filtering turns complex logic into living models that update in real time. Craft global filters with nested any/all conditions across companies, assets, usage trends, or scores - then reuse them as triggers for Slack pings, workflow launches, or personalised dashboards. Page and widget filters inherit the same nested ANY/ALL power, support dynamic “current user” references, and snap into shared dashboards so every CSM opens a perfectly tailored world - no extra clicks and no duplicated setup.
01
Create “Enterprise >$100k” or “Declining Usage + Low Health” as Global Filters; use them as workflow entry triggers, Slack alerts, or the single source of truth for executive NRR reports
02
Combine cross-model rules - e.g. companies with > 5 open high-severity tickets AND license consumption down 30% - then lock the filter so it follows you across every tab and module
03
Build one CSM-team dashboard that auto-adapts: embed a page filter with “owner = current user” + reusable Global Filters, giving each rep their own live portfolio while leadership toggles to any segment in one click
