Features

Data

Data Governance

Q: What does Data Governance actually enforce in practice within Planhat?

Planhat's Data Governance isn't just about restriction — it's about providing contextual truth across the organisation. By enforcing consistent definitions and structures within a time-series model, it prevents data rot and fragmentation. This ensures that every department — from Sales to Customer Success — is operating on the same unified view of customer intelligence.

Q: How does Data Governance keep automation reliable as operations scale?

Automation without governance is a liability. Planhat's framework ensures that every signal — whether it's an onboarding milestone or a churn warning — is standardised and validated before it triggers an action. This allows organisations to automate high-impact processes at scale with confidence, preventing automation errors and protecting the customer experience.

Q: How does Data Governance eliminate the hesitation teams feel before acting on an insight?

Most organisations suffer from a trust gap — teams see an insight but hesitate to act because they doubt the data quality. Planhat's Data Governance eliminates this gap by ensuring operational integrity. When a signal triggers a risk mitigation Workflow, the account manager knows the underlying data is accurate and time-stamped.

Q: How does Planhat maintain data hygiene across large, complex data environments?

Modern enterprises deal with data from dozens of fragmented sources. Planhat's Governance layer performs semantic normalisation and schema enforcement across all pipelines, ensuring that the platform remains clean and interpretable even as you scale to millions of events and thousands of customer accounts.

Q: How does Data Governance underpin the reliability of AI and revenue forecasting?

AI models and automated agents require a governed, high-fidelity foundation to provide accurate predictions. Planhat's governance framework ensures AI fidelity by providing semantically structured, time-aware datasets. Planhat is ISO 27001 certified and SOC 2 Type II certified, and its data governance model is built to those standards — providing the bedrock for reliable predictive retention and expansion forecasting that organisations can act on with confidence.

Data Governance

Enforce and audit hygiene, lock down access

Growing customer teams need enforceable data standards, precise access controls, and granular audit trails - especially as regulations and internal policies tighten. Planhat delivers the depth of governance you expect from leading enterprise platforms, with rules, permissions, and logging that scale securely across thousands of users and complex organisational structures.

Data Governance

Enforce and audit hygiene, lock down access

Enforce data quality where and when it matters

Create conditional field rules that trigger on changes to fields like lifecycle stage, workflow step, portal approval stage, or any other field value. For example, require ARR and close date only for negotiation-stage opportunities, and only for users in sales or finance roles.

Enforce data quality where and when it matters

Control access with portfolio- and role-specific permissions

Build roles that automatically scope visibility and edit rights to specific company portfolios, or any other criteria, with controls that extend down to individual fields and actions (create/read/update/delete/export).

Control access with portfolio- and role-specific permissions

Provide a complete, immutable audit trail

Capture every user action, field change, login, and data export. Review history in-app via Field History and Logs Explorer, or forward the tamper-evident log to your SIEM, data warehouse, or compliance system.

Power your every process.

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

What's new

View Changelog

Define your own utilization metrics in the Utilization widget

Aug 24

Coworker in multiplayer sessions

Aug 3

Sync custom models and match on any field with BigQuery and Snowflake

Jul 16

Send and schedule AI-enabled email sequences from Automation

Jul 10

Connect any models and create new ones

Jul 10

Connect third-party apps and AI tools to Planhat using OAuth Clients

Jul 2

Add human review to any step in an Automation

Jun 30

Upload and export Planhat Documents as markdown files

Jun 25

What's new

Changelog

Define your own utilization metrics in the Utilization widget

Coworker in multiplayer sessions

Sync custom models and match on any field with BigQuery and Snowflake

Send and schedule AI-enabled email sequences from Automation

Connect any models and create new ones

Connect third-party apps and AI tools to Planhat using OAuth Clients

Add human review to any step in an Automation

Upload and export Planhat Documents as markdown files

Read and create Planhat documents through MCP

Set OAuth permissions automatically when connecting to MCP

Fetch Salesforce formula fields to populate record associations in Planhat

Build Automations faster with smarter field-filling and step controls

Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys”

“

Shannon Nishi

Director of Customer Success

“Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys”

Shannon Nishi

Director of Customer Success

Discover the full power of Data Governance

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FAQ

What does Data Governance actually enforce in practice within Planhat?

How does Data Governance keep automation reliable as operations scale?

How does Data Governance eliminate the hesitation teams feel before acting on an insight?

How does Planhat maintain data hygiene across large, complex data environments?

How does Data Governance underpin the reliability of AI and revenue forecasting?

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Turn raw events into meaningful metrics

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The beating heart of Customer Success

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Self-explanatory data for AI and people alike

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Self-explanatory data for AI and people alike

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Unify your tech stack in one platform

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Unify your tech stack in one platform

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

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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.

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Recognized as a world-leader by

950+ 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

Brand Guidelines

Recognized as a world-leader by

950+ 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

Brand Guidelines

Data Governance

Enforce and audit hygiene, lock down access

Enforce and audit hygiene, lock down access

Enforce data quality where and when it matters

Enforce data quality where and when it matters

Control access with portfolio- and role-specific permissions

Control access with portfolio- and role-specific permissions

Provide a complete, immutable audit trail

Power your every process.

Data Consolidation

What's new

Discover the full power of Data Governance

Discover the full power of Data Governance

Discover the full power of Data Governance

Unifying the Organization

Unifying the Organization

Unifying the Organization

Implementing Customer Success Software: Step-by-Step Guide

Implementing Customer Success Software: Step-by-Step Guide

Implementing Customer Success Software: Step-by-Step Guide

Delivering Customer Outcomes with a Value Framework

Delivering Customer Outcomes with a Value Framework

Delivering Customer Outcomes with a Value Framework

FAQ

FAQ

FAQ

What does Data Governance actually enforce in practice within Planhat?

How does Data Governance keep automation reliable as operations scale?

How does Data Governance eliminate the hesitation teams feel before acting on an insight?

How does Planhat maintain data hygiene across large, complex data environments?

How does Data Governance underpin the reliability of AI and revenue forecasting?

More in Data

More in Data

Unified Data Model

Time Series

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Integrations

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.