Summary
Planhat includes a series of System Reports for revenue that you can apply as Pages in Sections/Views
In early 2026, we are introducing a new set of revenue data models - Deal, Line Item and Product - and you can filter the System Reports by properties on these different models (even at the same time!)
We are also adding a range of forecasting options within the System Report settings, so you can configure the revenue reporting to suit your processes
Who is this article for?
Existing Planhat Users who would like to learn how System Reports for revenue are being enhanced in early 2026
This article refers to new revenue features in Planhat, launching in early 2026, so you may not have access to them yet. Please speak with your Planhat CSM if you would like to discuss the rollout.
Introduction
In early 2026, we are rolling out updates to revenue in Planhat:
📌 Summary of revenue changes released early 2026
Introduction of the granular "line item" concept, so deals can have multiple separate line items, each associated with a different product
Changes in data models
Opportunity replaced with Deal
License replaced with Line Item, Product Type: Subscription
Sale replaced with Line Item, Product Type: Fee
Recurring and Non-Recurring Products (within Settings) replaced with new Product model, housed in an enhanced Product Catalog
Invoice model "soft deprecated" - not part of new data model structure
Integrations (for Salesforce and HubSpot) updated to be fully compatible with new data models
Enhanced revenue reporting
Can filter on Deal, Line Item and Product, and combine multiple filters
Can choose whether to forecast based on "Open" and/or "Closed Won" Deals, and also choose which model/field to forecast on
In this article, we will talk through the "enhanced revenue reporting" part of this.
Background - System Reports: Pages for revenue
Planhat includes a library of pre-built (yet customizable) specialist reports, tailored for specific use cases, covering a whole range of different revenue reporting needs - these are the "System Report" Pages in upgraded Planhat (ws.planhat.com).
The available reports (Page types) are: Revenue Base, Renewal Rate, Bookings, Renewals and Invoices.
Having these reports as Page types means you can add multiples of the same report to the same View/Section, filtered for different team members, to quickly and easily compare revenue data of different portfolios.
📚 Further reading
New - filtering on different levels, including Line Items / Products
A key new feature we are introducing in early 2026 is the ability to filter System Reports for revenue on the Line Item level, so you can analyze revenue on a Product basis.
This means, for example, you can see if you have different Net Revenue Retention (NRR) figures for one Product versus another. This is more granular analysis than was previously possible.
You can now set up multi-level filtering in System Reports. You can create Company filters, Deal filters, and Line Item filters - and they can even be combined (i.e. applied to the same Report at the same time).
For example, you might begin by filtering to only show Deals that are in the Sales pipeline - and so a CS pipeline renewal Deal and its Line Items wouldn't show in the report. And then, if you wanted to see specifically Line Items corresponding to your "CRM" Product range, you could apply this second filter on top, and your System Report would only show the revenue corresponding to those specific Line Items in those Deals.
In the example screenshot below, we have already selected a Deal filter (in orange) to specify that the Owner is Alexander, and now we are in the process of adding a Line Item filter on the "Product" (here a system field on the Line Item model).
In the next screenshot you can see these two filters stacked together (together with a date range filter). As you can see, we show different icons for different filter types, to help you identify them at a glance.
Click the image to view it enlarged
The filters applied automatically update the data shown in the Revenue Report.
New - forecasting options
📚 Further reading
See also our separate article on forecasting - here - which goes into further detail on the processes.
With our updates in early 2026, you can configure forecasting much more granularly than previously.
We are introducing more flexibility - you can choose:
Whether to forecast based on Line Items on "Closed Won" Deals, or use "Open" Deals (via the Deal model or the Line Item model) - or both
Which fields to use for forecasting - e.g. you may initially want to forecast via a custom "Manager Forecast" field, and then swap the field later to view a Sales Representative's forecast instead
Forecast method
With the "Forecast method" setting, you can choose whether to forecast revenue based on "Open Deals", "Closed Won Deals", or both.
Open Deals
If you select "Open Deals", you then choose whether you want to look at the Deal model or the Line Item model. Typically, when forecasting based on Open Deals, you'll most commonly select the Deal model.
You then select (using the dropdown menus) which fields on that model you would like to use for the forecasting.
Closed Won Deals
Alternatively, if you select "Closed Won Deal", you will find that this is specifically for the Line Item model (rather than the Deal model).
As with Open Deals though, you can select your choice of field to base the forecasting on, from the dropdown menu.
