Audit & Logs
When something looks off in the forecast, a metric, or a customer record, most teams have no clear way to see who changed what and when. Planhat’s audit and logging capabilities capture login activity, field updates, workflow executions, and AI or automation actions across the platform. You can investigate by user, by object, or by time window, and tie changes back to specific workflows or permissions. That makes it possible to resolve issues quickly, answer security and compliance questions, and coach teams on how their actions impact revenue data.
01
Revenue and forecast forensics
Track exactly when a renewal amount, close date, or stage changed—and by whom—so sales and finance can quickly reconcile discrepancies in pipeline and revenue reporting.
02
Automation and AI safety net
Review an audit trail of what automations and AI agents created, updated, or triggered, making it easy to roll back unwanted changes and tighten rules where needed.