Features

Collaboration

Dashboards & Widgets

Visualise and report on any data

Most teams rely on separate BI tools that pull data from their operational systems, creating delays, context switching, and a disconnect between insights and action. Planhat's Dashboards & Widgets bring the power of business intelligence—from traditional bar charts to advanced time-series and cohort analytics—into the system where your teams actually work. This means your reporting isn't siloed in another tool; it lives alongside your customer data, workflows, and collaboration, enabling instant action on insights.

Dashboards & Widgets

Visualise and report on any data

Turn Insight Into Action

Use our comprehensive suite of charts to stay on top of your portfolio, and drill down into individual accounts for quick investigation.

Turn Insight Into Action

Use our comprehensive suite of charts to stay on top of your portfolio, and drill down into individual accounts for quick investigation.

Personalize Analytics to Your Workflow

Create fully customizable dashboards tailored to each role and use case, from portfolio management to pipeline forecasting. With flexible widgets, advanced filtering, and segmentation, teams curate their analytics workspace while staying connected to a shared source of truth.

Personalize Analytics to Your Workflow

Transparent Customer Collaboration

Share dashboards directly with customers via Portal—with usage trends, adoption metrics, or project progress in real-time. Instead of static PDF reports, customers see live data and can drill into the details themselves, creating transparency and alignment.

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

Discover the full power of Dashboards & Widgets

FAQ

What makes Planhat Dashboards & Widgets different from standard CRM reporting?

How do Dashboards support proactive customer management rather than reactive reporting?

How do Dashboards & Widgets reduce the reporting burden on commercial teams?

How do live widgets prevent decisions from being made on outdated data?

How does Planhat balance visibility across the organisation with data security?

More in Collaboration

Explore Full Capability

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Solutions

Platform

Customers

Explore

Pricing

Request a demo

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

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

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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

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

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

Dashboards & Widgets

Visualise and report on any data

Visualise and report on any data

Turn Insight Into Action

Turn Insight Into Action

Personalize Analytics to Your Workflow

Personalize Analytics to Your Workflow

Transparent Customer Collaboration

Power your every process.

Product Adoption

Sales Pipeline Management

Revenue Forecasting

Resource Management

Deal Room

Expansion

What's new

Discover the full power of Dashboards & Widgets

Discover the full power of Dashboards & Widgets

Discover the full power of Dashboards & Widgets

A Single Pane of Glass

A Single Pane of Glass

Bridging the Construction Data Divide

Bridging the Construction Data Divide

Saves Us Hundreds of Hours

Saves Us Hundreds of Hours

A Single Pane of Glass

Bridging the Construction Data Divide

Saves Us Hundreds of Hours

Greater Efficiency & Lower Churn

FAQ

FAQ

FAQ

More in Collaboration

More in Collaboration

Personalised Workspace

Portals

Embedded Chat

Documents & Libraries

Presentations

Live Collaboration

Data Explorer

Enterprise Search

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.