Planhat

Carly Hammond

Christian Dreyer

Julia Sommarlund

Dashboard Pages, Data Table Pages, Document Pages, Inbox Pages, and more!

Pages

Learn about all the different Page types - Document, Dashboard, Data Table, Inbox and more! We cover what they are, and typical use cases

Page types in upgraded Planhat

Learn about Data Table, Grouped List and Board Page types - when to use them, and how to create and customize them

Displaying text data in tables - Data Table, Grouped List and Board Pages

Learn about the Page types in upgraded Planhat where you can create reports with a wide variety of charts to analyze and display your data

Graphically displaying data - Dashboard and Presentation Pages

Use Document Pages for team info or your own personal notes, located in Planhat where you're working - or create documents for customers

Document Pages

Use Inbox Pages to display Conversations (e.g. emails or tickets) for multiple Companies at once. Apply filters to customize your Inbox

Inbox Pages

Planhat includes a range of specialist "System Reports" for revenue data - to analyze your renewals, invoices and more

System Reports: Pages for revenue

Pages from app.planhat.com can be used in ws.planhat.com, with some simple modifications

Importing Pages from the original platform into upgraded Planhat

Learn about all the different Page types in upgraded Planhat (ws.planhat.com)

Page types

Visualising data: a charting crash course

Everything you need to know about chart types in Pages

Pages and Dashboards: Different Chart Types

Gauge Charts

Pie and Doughnut Charts

Radar Charts

KPI Widgets

An overview of the different table charts, incl. static table, live data table, metric table, matrix chart, top list and top bar.

Table widgets

Metric Tables

Matrix Charts

Top List Tables

Top List Bar Charts

Vertical and Horizontal Single Bar Charts

Vertical Stacked Bar Charts

Vertical and Horizontal Multi Bar Charts

Deep dive into two trend charts: cohort charts and time-series charts

Trend charts: Cohort & Time-series charts

Compare how your portfolio is composed on a metric over time

Stacked Time Series Bar Chart - tracking numeric buckets over time

Trend charts to compare: Face/Off charts

Compare how different segments perform on a metric over time

Face/Off Chart - drilling down into Metrics

Time Series Line or Stacked Time Series Bar?

Face/Off Chart - which style to choose?

You can use Funnel Charts to analyze sequential processes, displaying conversion rates and time spent in each step

Funnel Charts

The Bubble Chart enables you to compare and contrast different metrics in real time to gain greater insight into your portfolio

Bubble Chart

How to change the metrics you see when you hover over a Company on the Bubble Chart in Planhat

Is there a way to change the revenue metrics shown in the Bubble Chart when you mouse over a Company bubble?

Learn about the different charts/widgets you can include in Dashboard and Presentation Pages

Chart (widget) types for Dashboard and Presentation Pages

Slicers are a specialist type of dynamic date filter that you can apply to multiple charts in a Page at once, to visualize changes over time

Date Slicers

Learn how to display your data in a clear and engaging way

Page design: display your data in a clear and engaging way

How to share Pages with your colleagues via emailed PDFs, either as one-off or recurring

Share Pages with your team members using email

Further details for when you're designing a Dashboard or Presentation Page

Additional tips for Dashboard and Presentation Pages

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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