What is "Customer Status"?
"Customer Status" is a system field (default field) on the Company model that displays the status of the Company, which is automatically determined:
In Planhat's newer revenue setup, this is based on the Company's Line Items (which exist on Deals)
In Planhat's legacy revenue setup, this was based on the Company's License information
Like other Company fields, you can choose to display Customer Status in Company Full-Page Profiles and Previews, in Data Explorer, and in suitable Pages (e.g. a Company Data Table). The screenshot below shows an example of a Company Full-Page Profile.
Click the image to view it enlarged
"Customer Status" values and when they are assigned
Here we list the different possible values of the "Customer Status" field, along with an explanation of why a Company would be automatically given each status. We've illustrated the situations with example screenshots - remember that you can click on each of the images to enlarge them so you can read the text.
Newer revenue models: Line Items (and Deals)
We will start by showing how this works with the revenue models introduced in 2026, where Customer Status is based on Line Items (which themselves are part of Deals).
"prospect"
There are no Line Items mapped to the Company (or there is a Line Item but with a value of 0, as described in notes for other statuses below).
"coming"
A Line Item (of any status) is starting in the future, with no current Line Items.
đ Note that the upcoming Line Item needs to have a positive value (over 0) for the Customer Status to be "coming", or else it will be "prospect"
"customer"
The Company has an "ongoing" or "renewed" Line Item that covers today's date.
đ Note that the current Line Item needs to have a positive value (over 0) for the Customer Status to be "customer", or else it will be "prospect".
"canceled"
The last Line Item of the Company has been marked as "lost" and will end in the future.
"lost"
The last Line Item of the Company has been marked as "lost" and it has already ended.
Legacy revenue models: Licenses
Prior to the introduction of Deals and Line Items, the "Customer Status" was calculated based on the License model. The information below applies to this previous legacy setup only.
"prospect"
There are no Licenses mapped to the Company.
"coming"
A License with the status "ongoing" is starting in the future.
đ Note that the License must have a value, even if it's 0, to trigger this status.
"customer"
The Company has an "ongoing" License today
đ Note that the License must have a value, even if it's 0, to trigger this status.
"canceled"
The last License of the Company has been marked as "lost" or "renewed" (i.e. not "ongoing") and will end in the future.
đ You would also see this if there is an ongoing License but it has no value (by which we mean "-" rather than "0"), so you should ensure you give each License a value when you create it.
"lost"
The last License of the Company has been marked as "lost" and it has already ended.
