Features

Data

Health Lab

Health Lab

The beating heart of Customer Success

Many businesses’ portfolios contain wildly different account types, with health scores struggling to adapt to the specifics of a given segment. Planhat’s Health Lab lets you build nuanced and complex scores that combine usage, support, sentiment, or any other data point. You can adjust weighting and thresholds by segment, portfolio, or product line, and even introduce a holistic parameter in the form of an LLM enriched health evaluation.

Health Lab

The beating heart of Customer Success

Surface hidden risks with layered signals

Combine metrics like last-touch recency, ticket volume changes, and conversation count with AI-generated sentiment summaries from calls and emails to catch silent churn early.

Surface hidden risks with layered signals

Combine metrics like last-touch recency, ticket volume changes, and conversation count with AI-generated sentiment summaries from calls and emails to catch silent churn early.

Tailor scoring logic to each customer segment

Create separate rules per cohort (e.g. heavy executive sponsorship weighting for strategics, adoption velocity for mid-market).

Tailor scoring logic to each customer segment

Create separate rules per cohort (e.g. heavy executive sponsorship weighting for strategics, adoption velocity for mid-market).

Route rising risks to the right action instantly

Feed health score changes directly into workflows or alerts, so CS know exactly who needs attention and why – without manual triage.

Power your every process.

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”

Kelly Poydence

Director, Customer Success

Basis Technologies

Kelly Poydence

Director, Customer Success

Basis Technologies

Discover the full power of Health Lab

FAQ

How is Health Lab different from a traditional health score?

How does Health Lab enable automated responses across large customer portfolios?

How does Health Lab translate a health signal into a concrete action?

How does Health Lab filter meaningful signals from a high volume of data?

How does Health Lab support AI-driven retention and predictive recommendations?

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Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

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Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

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Unify your tech stack in one platform

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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.

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.

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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

Health Lab

The beating heart of Customer Success

The beating heart of Customer Success

Surface hidden risks with layered signals

Surface hidden risks with layered signals

Tailor scoring logic to each customer segment

Tailor scoring logic to each customer segment

Route rising risks to the right action instantly

Power your every process.

Revenue Forecasting

Expansion

Onboarding

PoC & Managed Trials

Health Management

Renewal Management

Discover the full power of Health Lab

Discover the full power of Health Lab

Discover the full power of Health Lab

Saves At-Risk Customers

Saves At-Risk Customers

Capturing Every Detail

Capturing Every Detail

The Comfort of Knowing

The Comfort of Knowing

Saves At-Risk Customers

Capturing Every Detail

The Comfort of Knowing

Everything in One View

FAQ

FAQ

FAQ

More in Data

More in Data

Unified Data Model

Time Series

Data Transformation

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Data Governance

Integrations

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.