Processes

Operations

Executive & Board Reporting

Why it matters

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Why it matters

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Why it matters

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Why it matters

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Challenges

Metrics live in different tools, reports are manual, and leadership visibility into customer outcomes is inconsistent

Challenges

Metrics live in different tools, reports are manual, and leadership visibility into customer outcomes is inconsistent

Challenges

Metrics live in different tools, reports are manual, and leadership visibility into customer outcomes is inconsistent

Challenges

Metrics live in different tools, reports are manual, and leadership visibility into customer outcomes is inconsistent

How Planhat helps

Executive Dashboards

Consolidate revenue, health, and activity metrics into tailored dashboards that highlight performance, risks, and trends in real time

How Planhat helps

Executive Dashboards

Consolidate revenue, health, and activity metrics into tailored dashboards that highlight performance, risks, and trends in real time

How Planhat helps

Executive Dashboards

Consolidate revenue, health, and activity metrics into tailored dashboards that highlight performance, risks, and trends in real time

How Planhat helps

Executive Dashboards

Consolidate revenue, health, and activity metrics into tailored dashboards that highlight performance, risks, and trends in real time

Narrative Insights

Combine quantitative data with qualitative context (objectives, opportunities, and forecasts) to tell a clear, actionable story

Narrative Insights

Combine quantitative data with qualitative context (objectives, opportunities, and forecasts) to tell a clear, actionable story

Narrative Insights

Combine quantitative data with qualitative context (objectives, opportunities, and forecasts) to tell a clear, actionable story

Narrative Insights

Combine quantitative data with qualitative context (objectives, opportunities, and forecasts) to tell a clear, actionable story

Enabled by leading capabilities

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Trusted by Industry Leaders

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Vice President, Customer Success

Nutanix

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Vice President, Customer Success

Nutanix

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Vice President, Customer Success

Nutanix

More in Operations

Discover all

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

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

Solutions

Platform

Explore

Editorial

Customers

Pricing

Request a demo

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare

IT Services

Customer Success

Software

Playbooks

Onboarding

Health Scores

Retention

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

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare

IT Services

Customer Success

Software

Playbooks

Onboarding

Health Scores

Retention

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

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare

IT Services

Customer Success

Software

Playbooks

Onboarding

Health Scores

Retention

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

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare

IT Services

Customer Success

Software

Playbooks

Onboarding

Health Scores

Retention

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

Executive & Board Reporting

Executive & Board Reporting

Executive & Board Reporting

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Concise reporting builds confidence, aligns priorities, and drives rapid, data-backed decisions

Executive Dashboards

Executive Dashboards

Executive Dashboards

Executive Dashboards

Narrative Insights

Narrative Insights

Narrative Insights

Narrative Insights

Enabled by leading capabilities

Dashboards & Widgets

Dashboards & Widgets

Embedded Chat

Embedded Chat

Project & Task Management

Project & Task Management

Time Series

Time Series

Unified Data Model

Unified Data Model

More in Operations

More in Operations

More in Operations

Revenue Forecasting

Revenue Forecasting

Data Consolidation

Data Consolidation

Internal Collaboration

Internal Collaboration

Billing & Invoicing

Billing & Invoicing

Team Enablement

Team Enablement

Team Reporting & Compensation

Team Reporting & Compensation

Data Enrichment

Data Enrichment

Meet your new system of action

Know them. Grow them.

Know them. Grow them.