Summary

Pages are a "building block" of upgraded Planhat (ws.planhat.com)
Each Page is a way to display data in a specific format - but they are highly customizable
Summary of Page types - you can create Pages that are:
- Document - an advanced word processor
- Presentation - a slide deck with live data charts and more
- Dashboard - an insightful and professional looking report, with charts etc.
- Data Table - an interactive spreadsheet
- Grouped List - like Data Table but with rows grouped into categories
- Board - a kanban view where records are cards that you can drag and drop
- Inbox - view your customer correspondence, e.g. emails and/or tickets
- Workflow 360 - display a single Workflow
You can also insert pre-existing Pages:
- System Reports - a series of specially configured revenue reports
- Add Existing Page - add a Page created elsewhere in your Planhat tenant
- Browse Planhat Global Templates - add a Page created by Planhat, and use it as-is or customize it

Who is this article for?

All Planhat users

Article contents

Introduction

Pages are the foundation - the fundamental building block - of everything in upgraded Planhat (ws.planhat.com).

Each Page displays data in a particular structure based on the Page type. "Page" as a concept is easier to understand when you consider the different Page types:

In this article, we give you an overview of each Page type - what it is and why to use it - with links to more detailed articles if you would like to learn more.

Document

What is it? An advanced word processor. You can write text with a variety of formatting options, and include images/tables/comments etc. as desired
Why use it? Keep your strategy, instructions, product information and team/personal notes in Planhat - right where you work, and without needing a separate tool
Read more here
Example:

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Presentation

What is it? Create slide decks with a wide range of charts, tables, images and so on
Why use it? Design your slides for your Kick-Offs and QBRs etc. in Planhat, and see them live-update with the relevant data so you don't need to keep making from scratch
Read more here
Example:

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Dashboard

What is it? Design insightful and professional-looking reports, with a wide range of charts, tables, images and so on
Why use it? Visualize and analyze your data - "tell stories with your data". Use Dashboards to better understand your customers/prospects and take action
Read more here
Example:

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Data Table

What is it? A standard table, showing model/field data - an interactive spreadsheet
Why use it? Use 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
Read more here
Example:

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Grouped List

What is it? Like a Data Table, but with rows further structured into groups
Why use it? Grouped Lists are perfect if you want to apply extra structure to a table of data - e.g. Companies grouped by a Team Member field, such as Owner
Read more here
Example:

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Board

What is it? Display your data in a kanban-style format, with individual records (e.g. Companies) showing as cards in columns, rather than as rows in a table
Why use it? It's a streamlined display of data; and you can "drag and drop" cards between columns, to easily update Opportunity Stages or Company Phases etc.
Read more here
Example:

Inbox

What is it? A way to display Conversation data from multiple Companies in one place - e.g. emails, tickets and/or meetings etc.
Why use it? Use as a shared team inbox (e.g. for Support), or view all correspondence with a subset of customers (e.g. your portfolio, or your organization's top Companies)
Read more here
Example:

Workflow 360

What is it? Display a single Workflow (one that's running on a particular record, e.g. a Workflow for Company X)
Why use it? This is useful for sharing with that Company in a Portal. Another typical use case is for Implementation teams (or others) who are running specific Projects - you could have a View with relevant Workflow 360 Pages as the tabs

System Reports

What are they? A range of pre-built (yet customizable) specialist reports, covering a whole range of different revenue reporting needs. They are:
- Revenue base
- Renewal rate
- Bookings
- Renewals
- Invoices
Why use them? These pre-configured reports are specially designed by Planhat for particular revenue scenarios, which aren't covered by one of the other Page types. They help you to understand your revenue data better, and you can work directly from here, e.g. to manage your forecasting
Read more here
Example:

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Add Existing Page

What is it? Here you can add Pages that have already been created elsewhere in your Planhat tenant, either in the original version of Planhat (app.planhat.com) or this, our upgraded platform (ws.planhat.com)
Why use it? This is one of the ways you can access and use existing content created by your organization, so you don't need to start from scratch each time
Read more on importing Pages from the original platform into upgraded Planhat here

Browse Planhat Global Templates

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What are they? Here is a library of pre-built Pages that have been configured by Planhat for a variety of topics. You can use them as-is, or even edit them
Why use them? If you don't have many Pages built out in your Planhat tenant, this is a good way to get started. You can use our ready-made Page Templates as inspiration, customize them, or use them "out of the box"
Example:

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