As processes and toolsets change, simply storing commercial data isn’t enough. Teams need it cleaned, categorised, and turned into insights that can trigger action. Planhat does this transformation inside the platform. Formula fields calculate across fields and records, and Calculated Metrics create live time-series trails. All of this this can be interpreted and categorised with the help of natively available LLMs. The adapted data can then be funnelled to your automations, workflows, and other processes.
01
Dynamic trend analysis
Use calculated metrics to turn imported events and daily changes into rolling ratios and trends - product adoption curves, ticket resolution velocity, revenue development, or any custom trail you need.
02
Rollups across records
Create formula fields to pull and aggregate data from anywhere in the model (e.g. number of open tickets, total value of opportunities, latest support escalation) and surface it on the company or wherever you need it.
03
Normalisation and scoring
Clean, weight, and combine data points (using native LLM categorisation or your own logic) so you can compare apples-to-apples and build scores like churn risk, health, or ICP fit that drive action.