Management reporting in real-time

Planhat is used by executive and management teams globally, beyond customer success, but as a platform to drive change and understand performance at the top level. A complete platform for Customer and Business Intelligence. Planhat will give executive teams and board members the dashboards they need.


Management reporting, real-time!

  • Success BI module. Dashboards for execs & board members?

  • Dashboards to measure CSM efficiency?

  • Dashboards to track customer journeys?

  • Dashboards on anything you need?


Manage your team with insights

Be ready and prepared for CSM reviews! Know who on the team is excelling, who is managing the largest portfolios, who has strong customer health scores, whose customers are engaged and much more.


Learn about Planhat for
management teams

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