Features

Data

Revenue

Revenue feature shown in the Planhat platform

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

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

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.

01

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.

02

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.

02

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.

03

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 and Invoicing

Manage invoices and revenue with full visibility

Billing and Invoicing

Manage invoices and revenue with full visibility

What's new

View Changelog

Track sequence progress and outcomes with Workflow Mode

Sep 14

Target low adoption accounts with AI powered outreach

Sep 11

Triage inbound inquiries with an AI shared inbox

Sep 10

Schedule send windows for Automation email steps

Sep 9

Follow up on NPS responses automatically using a new template

Sep 8

Enrol users into a multi-language onboarding sequence using a template

Sep 6

Duplicate steps on the Automations canvas

Sep 4

Pause an Automation until a condition is met

Sep 3

What's new

Changelog

Track sequence progress and outcomes with Workflow Mode

Target low adoption accounts with AI powered outreach

Triage inbound inquiries with an AI shared inbox

Schedule send windows for Automation email steps

Follow up on NPS responses automatically using a new template

Enrol users into a multi-language onboarding sequence using a template

Duplicate steps on the Automations canvas

Pause an Automation until a condition is met

Set exit criteria to remove records from a running Automation

Build email sequences within Automations and trigger them from any model

Define your own utilization metrics in the Utilization widget

Coworker in multiplayer sessions

During our first year on Planhat we increased Gross Revenue Retention by 1%”

“

Jason Graham

VP, Global Customer Success

1

%

Higher NRR in Year 1

1

%

Higher NRR in Year 1

Elevating the Entire Techology Stack — article poster image

Discover the full power of Revenue

Discover the full power of Revenue

Discover the full power of Revenue

Request a Demo

Revenue Forecasting

Victor Ivarsson

In Focus

/

Demonstration

/

Revenue

Revenue Forecasting

Victor Ivarsson

In Focus

/

Demonstration

/

Revenue

Revenue Forecasting

Victor Ivarsson

In Focus

/

Demonstration

/

Revenue

Revenue Forecasting — article poster image

Doing More With Less

Frank Lucier

Talking Planhat

/

Testimonial

/

Tools

Doing More With Less

Frank Lucier

Talking Planhat

/

Testimonial

/

Tools

Doing More With Less

Frank Lucier

Talking Planhat

/

Testimonial

/

Tools

Doing More With Less — article poster image

An Adoptable Platform

Frank Lucier

Talking Planhat

/

Testimonial

/

Tools

An Adoptable Platform

Frank Lucier

Talking Planhat

/

Testimonial

/

Tools

An Adoptable Platform

Frank Lucier

Talking Planhat

/

Testimonial

/

Tools

An Adoptable Platform — article poster image

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

/

Testimonial

/

Tools

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

/

Testimonial

/

Tools

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

/

Testimonial

/

Tools

Elevating the Entire Techology Stack — article poster image
FAQ

FAQ

FAQ

How does Revenue Analytics go beyond standard ARR reporting?

How does Revenue Analytics feed into automated commercial workflows?

How does Revenue Analytics connect a financial insight to an operational response?

How does Planhat normalise revenue data from multiple systems?

How does Revenue Analytics support AI-driven growth and forecasting?

More in Data

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One connected home for your commercial data

Unified Data Model

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See trends, compare, and act in real time

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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

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.

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Time Tracking & Timesheets

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B2B CRM

Agentic Sales CRM

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.

Know them. Grow them.

© 2026 Planhat inc.

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planhat

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Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

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Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Partners

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Guides

Services Automation

Project Profitability

Time Tracking & Timesheets

Resource Management

Project Management

B2B CRM

Agentic Sales CRM

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.

Know them. Grow them.

© 2026 Planhat inc.

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Terms of Service

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Cookie Policy

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