Planhat

Carly Hammond

Christian Dreyer

System Reports, Licenses, Sales and currencies

Revenue

A summary of Planhat revenue features - whether you're new to Planhat or want to learn about changes introduced in early 2026

Revenue overview

Learn all about Deals in Planhat's revenue data structure, introduced in early 2026

Revenue: Deal data model

Learn all about Line Items (Subscriptions and Fees) in Planhat's revenue data structure, introduced in early 2026

Revenue: Line Item data model

Learn all about Products (and the Product Catalog) in Planhat's revenue data structure, introduced in early 2026

Revenue: Product data model

Learn how to manually create/add a new open Deal, and then close it once the revenue is confirmed

Revenue: opening and closing a Deal

Learn how to set up pipelines and progress Deals between stages

Revenue: Deal pipelines

You can create a renewal Deal from an existing Deal or specific Line Items. Set up and follow a renewals pipeline if desired

Revenue: renewals processes

You can forecast based on Line Items of "Closed Won" Deals, or based on "Open" Deals

Revenue: forecasting processes

You can now filter on Deal, Line Item and/or Product, and you can forecast based on "Open" or "Closed Won" Deals and your choice of fields

Revenue reporting: what's new in early 2026

How to sync Deals, Line Items and Products between Planhat and Salesforce or HubSpot

Revenue sync in Planhat CRM integrations

Deals, Line Items and Products - revenue data structure and features launching early 2026

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

Learn about various aspects of revenue in Planhat

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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Revenue

Deals, Line Items and Products - revenue data structure and features launching early 2026

Other revenue articles