Planhat

Planhat is a powerful tool providing insights into key SaaS metrics such as Recurring Revenue (ARR/MRR), Net Revenue Retention & Churn

Revenue System Report Pages in further detail

Revenue Case Study

A thorough look at the settings available in System Reports for revenue

Settings in Revenue Pages

Record your NRR/Sale data in Planhat and produce reports using that data

Non-Recurring Revenue - Sales

We go over what these metrics mean in the Renewal Rate System Report

Upgrades, downgrades, new business and churn

How to set up your currencies and exchange rates

Adding Currencies & Setting Up Historical Exchange Rates

FX Conversion Formulas

Christian Dreyer

Learn about various aspects of revenue in Planhat

Developer Hub

Dojo

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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.

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

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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