Unified Data Model
A flexible foundation for your customer data
A flexible foundation for your customer data
A flexible foundation for your customer data
Build a complete, interconnected view of your business - from companies and end users to licenses, opportunities, churn signals, and even physical assets. Pre-built models for common SaaS concepts combine with fully generic, renamable ones, while custom fields, cross-model formulas, and group hierarchies let you mirror any organisational structure and roll up metrics exactly as you need. Everything ties back to the Company as the single source of truth, powering granular permissions, aggregated insights, and actionable analytics across the platform.
01
Mirror any business structure
Mirror any business structure
Mirror any business structure
Adapt generic models to track any asset or process, ensuring Planhat’s structure perfectly matches your business logic
02
Calculate cross-model metrics
Calculate cross-model metrics
Calculate cross-model metrics
Use rich custom fields (numbers, ratings, lists, rich text, LLM-enriched) and cross-model formulas to calculate metrics like “average conversations before opportunity” or “churn risk commentary”
03
Aggregate by hierarchy
Aggregate by hierarchy
Aggregate by hierarchy
Reflect parent-child group relationships to aggregate revenue, health scores, issues, and analytics upward - analyse NRR at individual or group level
Power your every process.
What's new
What's new
Discover the full power of Unified Data Model
Discover the full power of Unified Data Model
Discover the full power of Unified Data Model
Request a demo
Request a demo
Discover the full power of Unified Data Model
Request a demo
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by