Features

Data

Time Series

Time Series

See trends, compare, and act in real time

A lot of businesses struggle to take decisions in CRMs that only give a point-in-time snapshot, telling you where you are today, without context. To understand direction and momentum you need native trends universally available for analysis and action. Planhat stores health scores, revenue, adoption, and any custom metric as living time-series that can be queried, visualised, and compared directly in the platform.

Time Series

See trends, compare, and act in real time

Trigger alerts on trajectory changes

Plot recurring revenue, health delta, or product usage as smooth trajectories and feed rising risks or falling adoption into alerts and workflows.s

Trigger alerts on trajectory changes

Plot recurring revenue, health delta, or product usage as smooth trajectories and feed rising risks or falling adoption into alerts and workflows.s

Compare cohorts and periods side-by-side

Benchmark onboarding speed for 2024 vs. 2023 acquisitions, EMEA vs. Americas conversion rates, or ticket SLAs month-over-month using calculated metrics, funnel widgets and one-click Date Slicers.

Compare cohorts and periods side-by-side

Benchmark onboarding speed for 2024 vs. 2023 acquisitions, EMEA vs. Americas conversion rates, or ticket SLAs month-over-month using calculated metrics, funnel widgets and one-click Date Slicers.

Reconstruct any past state for reporting and audits

View exact revenue, health, adoption, or portfolio composition at any previous point in time – end-of-quarter snapshots, board reporting, or compliance requests – without manual reconstruction or exports.

Power your every process.

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Asset Lifecycle Management

Track deployments and reduce asset-related churn

What's new

View Changelog

Faster and more Powerful Analytics

3/25/25

Smarter Workflows, Deeper Insights

2/4/25

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

Continu

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

Continu

Discover the full power of Time Series

FAQ

Why does Planhat use a time-series architecture rather than a snapshot-based model?

How does time-series data enable automated commercial operations at scale?

How does the time-series model enable teams to act on trends rather than just observe them?

How does Planhat handle high-volume data from multiple sources without losing clarity?

How does the time-series foundation support AI-driven retention and predictive analytics?

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

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

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

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

Solutions

Platform

Customers

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Pricing

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

Time Series

See trends, compare, and act in real time

See trends, compare, and act in real time

Trigger alerts on trajectory changes

Trigger alerts on trajectory changes

Compare cohorts and periods side-by-side

Compare cohorts and periods side-by-side

Reconstruct any past state for reporting and audits

Power your every process.

Project Management

Expansion

PoC & Managed Trials

Advocacy & Referrals

Customer & Product Marketing

Asset Lifecycle Management

What's new

Discover the full power of Time Series

Discover the full power of Time Series

Discover the full power of Time Series

It's Worth the Risk: Managing and Identifying Risk in CS

It's Worth the Risk: Managing and Identifying Risk in CS

Effectuation and a CRM for Strategies

Effectuation and a CRM for Strategies

Surfaced Expansion Opportunities

Surfaced Expansion Opportunities

It's Worth the Risk: Managing and Identifying Risk in CS

Effectuation and a CRM for Strategies

Surfaced Expansion Opportunities

How to Become the Best CSM of the Year

FAQ

FAQ

FAQ

More in Data

More in Data

Unified Data Model

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Data Governance

Integrations

Request a demo

Meet your new system of action

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.