Revenue
Revenue
Finance, Sales, and Customer Success teams need accurate subscription data, retention tracking, and shared forecasts. However, most organisations are still spread out across disconnected billing systems, point-in-time CRM data, and manual spreadsheets. Planhat brings sales, renewals, and expansions into a single revenue engine that combines native time-aware revenue reports with proactive cohort analysis for cross-team visibility.
01
Track how sales, net retention, and upgrades develops over time, filtering on teams, health, and customer segments. Identify at-risk renewals or new biz opportunities, and launch workflows directly from the same view - without exporting data or building custom fields.
02
Forecast revenue with accuracy, rolling up native fields from the license and opportunity levels, or creating your own formula-based and permission-controlled forecasting structures.
03
Consolidate all of your operational revenue data in one place. Manage sales opportunities, renewals, and upgrades without ever leaving Planhat – giving every team the same real-time context on the business.
