Say it with data

Purpose-built

Dedicated data visualisations ranging from simple stacked bar charts to radial graphs, time-series cohort charts and matrices.

Powerful data processing

Planhat’s widgets are built on a unique analytics architecture built in partnership with Google Cloud Platform (GCP). This means you can even analyse highly unstructured data in a structured way. For example, our Advanced Matrix allows Cisco partners to compute and rank 10,000s of dynamic product categories in two dimensions in a matter of seconds.

Deeply configurable

Every widget comes with a universe of 15+ input parameters as standard, in addition to custom segmentation, reference values, and much more. Each widget can be filtered using your global filter library or custom form-fill criteria.

Quick compare

Simply search and select metrics to evaluate, benchmark and contrast time series trends across different time periods, at different aggregation levels, summarised across specific segments and accounts.

Interactive

Click on specific datapoints and bar segments to access a detailed view with additional context and route to a ready-filtered data table for action.

Plug & play structures

Present visualisations in a free-form canvas dashboard, Google Slides-inspired presentation deck, or predefined modular snap-to-fill grids designed for speed and beauty.

Granular filtering

Filter widgets on a page dynamically with natural language, filters from your global library, form-fill criteria, or by specific company portfolios.

Deep permissions

Each canvas respects every users’ precise role permissions and company portfolio. No matter whether they access the canvas from inside Planhat or via an external sharepoint, authorised users will see what they’re meant to, and nothing more.

Lightning fast

Switch between your most essential dashboards to extract instant insight. Planhat has partnered with Google Cloud Platform (GCP) to render even the most computationally intensive canvases in a matter of seconds.

Beautiful and engaging

Enhance canvases with custom fonts, text styles, colouring, shading, padding, borders, and much more. Define your organisations’ style guide centrally to ensure all your widgets and canvases match your brand identity as standard.

Export & share

Distribute insights effortlessly. Export to PDF and deploy password-protected sharepoints with defined expiry dates, view limits, portfolio filtering and access monitoring.

Audit-ready insight

Rally your organisation around revenue retention. Access crucial metrics like renewal rate, gross churn and customer churn out of the box, and trace them right back to specific accounts, workflows and lifecycle events.

Flexible revenue models

Model your revenue model effortlessly, no matter how unique. However you classify bookings, renewals and upsells or define churn, Planhat allows you to extract the metrics you need to optimise your business and benchmark your performance.

At-a-glance forecasting

Aggregate and report on revenue forecasts automatically from logged opportunities. Visualise predicted best and worst case revenue scenarios to drive action around mission-critical deals and upsells.

Progress analytics

Every workflow has a completion forecast and percentage completion as standard. Planhat automatically highlights delayed workflows and provides a clear account-by-account overview of workflow progress across your entire portfolio.

Value delivery monitoring

Create custom workflow-based visualisations using deeply configurable widgets. Analyse average completion within a project’s first 30 days to calibrate future value delivery expectations, or summarise sequence’s open or click rate to evaluate and optimise for engagement.

Hypothesis testing

Build filtered views based on completed projects and sequences to identify average lift in core KPIs such as product adoption and health and optimise processes accordingly.

Benchmarking

Put your team into context, evaluating their workload and performance across two axes based on real-time metrics including their number of paying companies, average account revenue and health, tasks due, and much more.

Workload analytics

Out-of-the-box metrics give you an at-a-glance overview of each team members’ task load, portfolio engagement via calls, meetings and other conversations, and more.

Success metrics

Summarise KPIs across each team members’ portfolio to evaluate how effectively they’re delivering value and driving net revenue retention.

Clean & structured

Planhat’s data architecture is clean and well-defined, with a logical hierarchy. Once your data’s been through Planhat, it’s ready for anything.

Custom export

Export any data to .csv.

Segment using your universal filter library or ad-hoc property-based criteria and make granular item-by-item selections. Set custom date ranges for time-series exports.

Permissions & monitoring

Control who can export specific data models and accounts using rich role- and team-based permissioning.