Planhat

An introduction to time series data in Planhat: how to add, organise and manage time series data from the Data Module

Metrics Overview

Metrics: System Metrics

Understand the basics of usage and calculated metrics work in Planhat

Metrics: Custom Metrics and User Activities

Everything you need to know about Calculated Metrics

Metrics: Calculated Metrics

Examples of how you can use Calculated Metrics.

Metrics: Calculated Metrics Use Cases

The thinking behind Planhat's calculated metrics and using them to create custom KPIs.

Calculated metrics: Overview & Concept

Deep-dive technical introduction, linking calculated metrics to the broader Planhat data structure

Calculated Metrics: Technical Introduction

How to reference calculated metrics inside calculated metrics, unlocking a bunch of use cases

Calculated Metrics Inside Calculated Metrics

How to use the system metrics, user metrics, activity data, and custom data on company profiles in calculated metrics

Naming Conventions for Calculated Metric Variables

Metric Template Library

Template formulas to use to solve common challenges in Customer Success

Calculated Metric Library

Use a calculated metric to create segments, personas, and alerts based on certain activities

How to calculate the total number of a certain user activity

We provide you with examples of custom KPIs you can create with Planhat's calculated metrics.

Calculated Metrics - examples

Using the SIGN function in calculated metrics

Calculated Metrics: the SIGN Function

How to use "number of users" as a calculated metric in Planhat

How to calculate number of users per account

Using the IF function in calculated metrics

Calculated Metrics: the IF Function

Treat NULL values differently in calculated metrics, depending on your needs.

Calculated Metrics: NULL vs. Zero Values

An Admin setting for how to treat "zero" values in custom metrics

Custom Metrics: NULL vs. Zero Values

Niklas

Daniel Sternegard

Christian Dreyer

Metrics

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