Data Models
Use models tailored for a purpose, like Companies, End Users, Licenses, Churn, and Opportunities, and combine this with generic models that can be adapted to any use case you may have – such as tracking and analysing physical assets.
Highlights
Generic and re-namable models can be adapted to your needs so that Planhat’s data structure matches the way your business is organised
Custom fields and cross-model formula fields give you full flexibility to move and analyse data
Everything is connected to the Company model – the customer – which is the core of the platform, and the basis for granular data permissioning
