One of the great things about Planhat is that you can compile vast amounts of data - it's your central database of all customer data. But then you need to make sense of that data, extracting the key stories and messages, so you can act upon it.

Although one way you can visualize and analyze your data is through displays of graphs/charts, in this article we are going to take you through the three Page types in upgraded Planhat where data is displayed in live table formats:

In each of these three Page types, you select the type and then select the data model you would like to create the Page for (e.g. would you like a table of Companies, End Users or Licenses?).

You can apply filters so that you only show a subset of records within that model in the Page. The screenshot below shows an example of a Data Table Page for the Company model, with a filter applied so it only includes Companies with a Health Score less than 6.

A Data Table Page is fairly self explanatory - it's a table of data!

Here's an example:

Click the image to view it enlarged

Each Data Table Page is built for a specific data model, so when you go to add one you'll see you choose a model from a list.

As well as specifying which model the Data Table is built for, you can apply filters, and customize the columns shown and the row sort order.

Data Tables are a key way of displaying your customer data. They are very useful when you want to review multiple properties (e.g. data from multiple fields) of multiple records (e.g. multiple Companies, or multiple Licenses, and so on) at once.

There are almost infinite use cases! Here are just a few examples:

... and so on - we bet you can think of many more!

Data Tables are interactive - you can update fields (such as CSM Scores, list fields and text fields) and Success Units directly from the Page. One related use case of a Data Table Page is "data hygiene" or "white spacing" - i.e. identifying fields where your team needs to input data, and making it easy for them to add in that missing data.

Within a Data Table Page:

Grouped Lists are like Data Table Pages, displaying the data for a chosen model in a tabular format, but the "grouping" adds an additional layer of structure/filtering. For example:

In a Grouped List, you group rows into categories, based on a property you select.

This can be thought of as a second layer of sorting (in addition to any filter you apply, like we discussed above for Data Tables), which helps you easily make sense of large data sets.

For example, in the Grouped List shown above, the Workflow model has a "Type = Project" filter applied, and then it's grouped by Workflow Template Name.

Like a Data Table, you can see lots of data points (properties as columns) for each record (row) at once, and you can apply sorting (e.g. sorting rows by ARR in descending order) within each group.

Grouped Lists are perfect if you want to apply extra structure to a table of data.

Here are some typical use case examples:

When you first create a Grouped List, it will automatically create the data table and group by a property. To see which property it's grouped by, put your mouse over a group category name and you'll see the grouping in a tooltip (example below).

If you would like to change the grouping, you can right-click on an appropriate column header/name, mouse over "Group by this column", and select "Ascending" or "Descending". Note: only columns/properties suitable for grouping in categories can be selected.

You can alternatively click the settings button (slider icon) and select "Group by":

Here you can choose which property to group by, and whether to organize in ascending or descending order:

A Board Page is a kanban-style display of data. Individual records (e.g. Companies if the Page is for the Company model, or Opportunities if the Page is for the Opportunity model) are displayed as cards rather than rows, and they are grouped into category columns/lanes.

Here is a typical example - Companies grouped into "Phase" columns/lanes. You can even move cards between lanes - so in this case, dragging between lanes changes the Company's Phase!

Click the image to view it enlarged

What are the purposes and benefits to using Board as opposed to other table Page types? There are three main advantages:

When you first create a Board, it will automatically use default column/lane groupings. To see which property is defining the columns/lanes, and change it, click on the settings button (slider icon), then click "Group by":

You will see a dropdown menu where you can choose from suitable fields/properties (on your chosen model) to use as categories for the lanes/columns.

From the settings button (slider icon), you can also change how cards/records are sorted, and edit the card layout.

For overviews of each of these Page types, you can go through our tutorials:

Tutorials are also available in-app - just click on the "Help" (question mark) icon and then "How-to Library".