Team Reporting

Team Reporting

Team Reporting

Why it matters

Executive clarity shortens cycle times, lifts win rates and promotes development.
Executive clarity shortens cycle times, lifts win rates and promotes development.

Executive clarity shortens cycle times, lifts win rates and promotes development.

Challenges

Business Intelligence is too lagged to be actionable, and metrics don't accurately reflect or align with ongoing motions.

How Planhat Helps

Intelligent Reporting
Intelligent Reporting

Intelligent Reporting

Home to ready-made dashboards and pages summarizing team member performance with granular insights into portfolio composition, revenue and renewals.

Comprehensive Analytics
Comprehensive Analytics

Comprehensive Analytics

Roll-up each portfolio's health, sentiment, and usage trend at a glance—alongside time spent on different activities—to evaluate team member performance.

Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

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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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Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.