Summary
Company Full-Page Profiles are comprehensive displays of data for one Company at a time, so you can get a full 360-degree view
While the default layout is often suitable, in some cases a different layout is better for particular types of Companies (e.g. Companies in Onboarding, or Enterprise Companies) or for different people viewing the Profiles (e.g. Senior Leadership, or Sales)
In the "Data" Global Tool for admins, in the "Profile" tab, you can create multiple Full-Page Profile Templates, each with a customized sidebar and tabs
This is just one of the many was you can personalize the UI in Planhat
Who is this article for?
This article is particularly relevant to Planhat builders/admins who configure their tenant for their team (e.g. CS Ops)
Article contents
Introduction
This is a technical deep-dive article
Read on if you'd like to learn about designing/customizing Company Full-Page Profile Templates.
The Company Full-Page Profile is a central part of Planhat. Here you can zoom into a specific Company and gain a complete understanding of an account. As well as field data and Health Scores, you can see Workflow progress, usage data, upcoming meetings, emails, tickets, contracts, subscriptions and more - so much information at your fingertips! You can read an introduction to Full-Page Profiles here.
Often, the default Company Full-Page Profile layout is exactly what you need. But sometimes, there are certain elements that are more relevant to some Companies than others, or to some viewers (Planhat Users) than others.
With Custom Company Profiles, you - as a Planhat builder/admin - can create modified layouts/variants (Templates) of the Company Profile, together with rules to automatically apply that layout to a specific group of Companies or Planhat Users.
There are two main parts of the Company Full-Page Profile that you can customize:
The sidebar, ringed in green below
The tabs, ringed in blue below
In this article, we'll explain how you can personalize Company Profiles by editing these.
Click the image to view it enlarged
📌 Important to note
Previews are a more condensed view of a single record compared to Full-Page Profiles. They are available for more data models than Full-Page Profiles. Like Company Full-Page Profiles, you can configure Custom Templates for Previews.
When you create a Custom Full-Page Company Profile, it will be linked to a specific Company Preview, as together they make up the overall Profile.
Why create Custom Company Full-Page Profile Templates?
You can tailor Company Full-Page Profiles to better suit specific groups of Companies or for specific viewers (Planhat Users). The appropriate Template is automatically applied, based on criteria you set.
Here are some example scenarios:
Criteria on the Company model
You create a Custom Profile Template with a "Group Overview" Custom Profile Page, specifically for parent Companies (in a group structure), to be automatically applied when a Company has child Companies - pictured below
With Companies in the Onboarding Phase, you want to include Custom Profile Pages for Sales Handover and Onboarding Review. You create a Custom Profile Template with these Pages, with criteria to automatically apply to Companies when Phase is equal to Onboarding
You carry out an in-depth Account Review just for your Enterprise Companies. You create a Custom Profile Page for this, and set it as part of a Custom Profile Template that's automatically applied to Companies where Tier is equal to Enterprise
Criteria on the User model
You create a Profile Template just for your Sales team, so rather than seeing everything about the customer, they only see information that helps them drive expansion
You design a concise Custom Profile Page specifically for your senior leadership, with a high-level view enabling them to get up to speed quickly before a meeting, without unnecessary detail cluttering their view
You set a Profile Template to only apply to you - as a Planhat admin/builder - and then test the affects of removing, adding, or moving different sidebar sections or tabs, safe in the knowledge that you're not affecting anyone else's view. Then, you simply remove this condition when you're ready to launch the Company Profile Template to your wider organization
Custom Company Profiles is an example of how, while Planhat is fantastic "out of the box", to gain its full value, you should customize it to fully suit your team's needs.
Click the image to view it enlarged
How to set up Custom Company Full-Page Profile Templates
You configure Full-Page Profiles in the "Data" Global Tool for admins. You'll see this as its own icon in the top left of the gray bar (at the top of your tenant) if you have pinned it, or otherwise you can access it via the ellipsis.
Firstly, ensure the Company model is selected on the left-hand side, and then click on the "Profile" tab
📌 Important to note: Although the "Profile" tab exists for other data models, currently for those models you can only configure Previews within it, whereas with Company, you can also configure Full-Page Profiles, which is what we're focusing on in this article
You'll see a list of Profile Templates. This may be simply the Default Profile, or also additional Custom Profile Templates if they have been created in your tenant
Either click on the name of an existing Profile Template to edit it,
or click "+ New Profile" if you would like to create a new Profile Template
Either way, this will open up a modal. Click on the "Full Page" tab
You'll see two main parts:
Sidebar
Tabs, including "Group in "More" section"
You can refer to the screenshot in the introduction of this article to see which parts of a Company Full-Page Profile these refer to
Let's start with "Sidebar". Click on the "+" symbol to the right of "Sidebar", or alternatively "+ Click to add a widget" if it's a new Profile. Add as many components as you like from the dropdown menu. Your options are:
Header - the Company name, Health Score and description
Fields - your chosen selection of fields will display here. You configure these fields in the "Field Groups" tab; more information about this is available in additional documentation here
Workflow - displays Workflows applied to either the Company, or End Users at that Company
Opportunities - to show Opportunities related to that Company
Attachments - here you can see and upload any attachments (e.g. contract PDFs)
🚀 Tip: You can see here what some of these Profile components can look like.
Next, choose your "Tabs". Click on the "+" symbol to the right of "Tabs", or alternatively "+ Click to add a tab" if it's a new Profile. Add as many components as you like from the dropdown menu. Your options are:
Default tabs - here you can select from a series of standard (built-in) tabs. We recommend that you include all of these
Overview
Usage
Revenue
Related objects - select from a list of data models. When you include one of these tabs, it will display related records from that model. So, for example, if you select the "End Users" tab, it will display the End Users associated with that Company when you're viewing a specific Company's Profile. You can add as many of these tabs as you like
Profile Page Templates - these are Pages (Dashboards, Presentations or Documents) that, rather than living in a Section, can be applied as tabs in Full-Page Profiles. They are created/managed within Content Manager. We will have more specific documentation on this available soon
Finally, decide whether to position any tabs within "Group in "More" section". If a tab is located here, it will appear under the ellipsis symbol at the end of the tabs in a Full-Page Profile, as shown below. To add tabs to this section, add your tab in the usual way (as described in step 5 above) and then "drag and drop" it into the "Group in "More" section" in the modal
Next steps and further reading
Once you've configured the Full-Page Profile Template itself, as described in this article, the next element for a Custom Template is to configure when it is automatically applied. This enables you to apply different Profile Templates in different circumstances. These criteria would also apply to the associated Preview. We describe these criteria in a separate article, here.
Remember you also need to configure your Field Groups, assuming you're including fields in your Profile Template. Again, we discuss these in a separate article, here.
To learn more about Custom Profile Pages, see here.