Changelog

Funnel widget

Analyse conversion of records through stages, be it Companies through Lifecycle stages, Opportunities through Sales stages, or processing of Support tickets. Understand the average time spent per stage, average step conversion, and cumulative conversion. Flip between timespans to understand development over time.

Field Rules

Use Field Rules to enforce data hygiene and build approval flows. Set fields to become mandatory or locked, subject to conditions on other fields, or properties of the actor. String together multiple rules to create approval flows, where users’ ability to move records through the process is conditional on the stage of the record and the user’s role.

Paths (new object relationship)

Standardised breadcrumb-style user experience for displaying object relationships, and a new backend model for relating objects (enabling future use cases).

Create Forms

Use custom create forms to focus the user on the field inputs that really matter. Now in a cleaner and more intuitive interface.

Utilization Widget for Services Delivery

Make informed resourcing decisions using the Utilization Widget. View utilisation data across team members and group insights by region or team to assess overall workload.

Timesheet Approval Flow

Streamline your timesheet processes with customisable approval flows. Tailor approval of submitted timesheets to organisational need, whether it’s a single-step approval or a multi-layered process.

New Time Entry model

A big share of customer work is billed, and many companies care more and more about operational efficiencies. We felt it's natural for the time tracked against customers and internal projects to live next to your other data and workflows, and so are now introducing the foundations of our new Service Delivery offering: time entries. A new model that lets you track time, attributed against any operational object (eg, project, task, asset), run reporting and analytics, and export for billing.

Timesheets

Coming along time entries is the ability to submit timesheets, in a newly designed Timesheet module. Purpose-built for minimal time spent on logging time, natively connected to your Google or Outlook calendar.

Libraries: expanded "Verified" concepts and a new "Library Manager" role

Libraries are where you manage your organisational knowledge base, which is powering GTM team enablement and AI Automations. Each content piece in a Library gets tagged as "Verified", and now so do Pages/Sections used in Home Templates. The new Library Manager workflow permission give enablement teams full freedom to manage the knowledge base.

Unsubscribed and Bounce Rate to Marketing Emails

Ability to add unsubscribe link to marketing emails from Planhat, empowering an already strong email communication offering. Improved email analytics with Unsubscribe Rate and Bounce Rate (available for Sendgrid high-volume email campaigns), next to existing open/click/reply rates.

AI Automation Templates

Batch of AI Automation templates to quickly bring improved data enrichment into Planhat. Sentiment and categorisation of NPS and tickets, embedded company SWOT analysis, and summarisation of enduser conversations. All helping you focus, with less work.

Dynamic Assignment

Many customer workflows rely on pooled resources where you want to dynamically assign ownership by some rules and criteria. Three new dynamic assignment automations allow you to do this, assigning things like tasks to project managers, customers to Pooled CS or incoming prospects to AEs.

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