Features

Data

Revenue

Revenue

Retain and grow revenue in one place

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.

Revenue

Retain and grow revenue in one place

Understand your revenue base and spot risks early

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.

Understand your revenue base and spot risks early

Build accurate forecasts from the ground up

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.

Build accurate forecasts from the ground up

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.

Keep Sales, CS, and Finance in sync

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.

Power your every process.

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

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”

William Pinho

Director of Digital Customer Success Strategy

Acoustic

“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”

William Pinho

Director of Digital Customer Success Strategy

Acoustic

Discover the full power of Revenue

Request a demo

More in Data

Explore Full Capability

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

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Platform

Customers

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Request a demo

Meet your new system of action

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

Request a demo

Meet your new system of action

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

Request a demo

Meet your new system of action

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

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.

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Cookie Policy

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.

Status

Cookie Policy

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.

Status

Cookie Policy

Revenue

Retain and grow revenue in one place

Retain and grow revenue in one place

Understand your revenue base and spot risks early

Understand your revenue base and spot risks early

Build accurate forecasts from the ground up

Build accurate forecasts from the ground up

Keep Sales, CS, and Finance in sync

Power your every process.

Sales Pipeline Management

Revenue Forecasting

Renewal Management

Team Reporting & Compensation

Billing & Invoicing

Discover the full power of Revenue

Discover the full power of Revenue

Discover the full power of Revenue

More in Data

More in Data

More in Data

Unified Data Model

Time Series

Data Transformation

Health Lab

Custom Data Pipelines

Advanced Filtering

Data Semantics

Data Governance

Integrations

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.