Time Series
A lot of businesses struggle to take decisions in CRMs that only give a point-in-time snapshot, telling you where you are today, without context. To understand direction and momentum you need native trends universally available for analysis and action. Planhat stores health scores, revenue, adoption, and any custom metric as living time-series that can be queried, visualised, and compared directly in the platform.
01
Trigger alerts on trajectory changes
Plot recurring revenue, health delta, or product usage as smooth trajectories and feed rising risks or falling adoption into alerts and workflows.s
02
Compare cohorts and periods side-by-side
Benchmark onboarding speed for 2024 vs. 2023 acquisitions, EMEA vs. Americas conversion rates, or ticket SLAs month-over-month using calculated metrics, funnel widgets and one-click Date Slicers.
03
Reconstruct any past state for reporting and audits
View exact revenue, health, adoption, or portfolio composition at any previous point in time – end-of-quarter snapshots, board reporting, or compliance requests – without manual reconstruction or exports.