Processes

Operations

Revenue Forecasting

Why it matters

Reliable forecasts result in timely and effective investments in hiring and execution.

Why it matters

Reliable forecasts result in timely and effective investments in hiring and execution.

Why it matters

Reliable forecasts result in timely and effective investments in hiring and execution.

Why it matters

Reliable forecasts result in timely and effective investments in hiring and execution.

Challenges

Forecasts change in real-time as data fluctuates daily, but scenarios too often live in static spreadsheets. Numbers should anchor expectations and drive action, but remain out of reach for most.

Challenges

Forecasts change in real-time as data fluctuates daily, but scenarios too often live in static spreadsheets. Numbers should anchor expectations and drive action, but remain out of reach for most.

Challenges

Forecasts change in real-time as data fluctuates daily, but scenarios too often live in static spreadsheets. Numbers should anchor expectations and drive action, but remain out of reach for most.

Challenges

Forecasts change in real-time as data fluctuates daily, but scenarios too often live in static spreadsheets. Numbers should anchor expectations and drive action, but remain out of reach for most.

How Planhat helps

Revenue Base & Renewals

Planhat gives you actual & forecast numbers—with optimistic and pessimistic estimates—at a glance and in real-time. Embed insights into pages to align stakeholders without overwhelming dashboads.

How Planhat helps

Revenue Base & Renewals

Planhat gives you actual & forecast numbers—with optimistic and pessimistic estimates—at a glance and in real-time. Embed insights into pages to align stakeholders without overwhelming dashboads.

How Planhat helps

Revenue Base & Renewals

Planhat gives you actual & forecast numbers—with optimistic and pessimistic estimates—at a glance and in real-time. Embed insights into pages to align stakeholders without overwhelming dashboads.

How Planhat helps

Revenue Base & Renewals

Planhat gives you actual & forecast numbers—with optimistic and pessimistic estimates—at a glance and in real-time. Embed insights into pages to align stakeholders without overwhelming dashboads.

Sales Forecasting

Drill down into Sales Opportunities and quarter-to-goal from a single view, and leverage AI for more accurate forecasting based on specific buyer profiles and forecasted win rates.

Sales Forecasting

Drill down into Sales Opportunities and quarter-to-goal from a single view, and leverage AI for more accurate forecasting based on specific buyer profiles and forecasted win rates.

Sales Forecasting

Drill down into Sales Opportunities and quarter-to-goal from a single view, and leverage AI for more accurate forecasting based on specific buyer profiles and forecasted win rates.

Sales Forecasting

Drill down into Sales Opportunities and quarter-to-goal from a single view, and leverage AI for more accurate forecasting based on specific buyer profiles and forecasted win rates.

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

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

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

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

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

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

Trusted by Industry Leaders

More in Operations

Discover all

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

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

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

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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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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

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Cookie Policy

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

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Developers

RFP

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Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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

Legal

Cookie Policy

Revenue Forecasting

Revenue Forecasting

Revenue Forecasting

Reliable forecasts result in timely and effective investments in hiring and execution.

Reliable forecasts result in timely and effective investments in hiring and execution.

Reliable forecasts result in timely and effective investments in hiring and execution.

Reliable forecasts result in timely and effective investments in hiring and execution.

Revenue Base & Renewals

Revenue Base & Renewals

Revenue Base & Renewals

Revenue Base & Renewals

Sales Forecasting

Sales Forecasting

Sales Forecasting

Sales Forecasting

Enabled by leading capabilities

Dashboards & Widgets

Dashboards & Widgets

Health Lab

Health Lab

Revenue

Revenue

Embedded Chat

Embedded Chat

Conversational AI

Conversational AI

AI Workflows

AI Workflows

More in Operations

More in Operations

More in Operations

Data Consolidation

Data Consolidation

Executive & Board Reporting

Executive & Board Reporting

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.