Welcome to Planhat Dojo
Learn the skills to elevate sales, success, service, and beyond – all in one powerful platform.
The Planhat Dojo is your training ground to build expertise in customer growth, service, and engagement. Explore courses and start learning today.
Want to surface exactly the right data, fast? Learn how to build Advanced Filters using cross-model logic, Boolean rules, top and bottom lists, and more so you can focus your team on what really matters.
Free
Want to highlight key info or show fields only when they matter? Learn how to color-code and make fields conditional using Advanced Field Settings.
Free
Level up your data skills in Planhat! Learn how to use Advanced Filters, Advanced Field Settings, Formula Fields, and time-series data to unlock smarter insights and make better decisions.
Free
Learn how to use time-series data in Planhat to transform raw data into dynamic insights. We'll cover how they work, why they matter, and practical use cases across teams.
Free
Learn how to use Formula Fields in Planhat to transform underlying data into valuable insights. We'll cover how they work, why they matter, and practical use cases across teams.
Free
Learn the essentials for configuring your Planhat tenant to match your organization’s needs. It's the perfect starting point for admins to get up and running quickly.
Free
On-demand training for new users to learn the basics of Planhat. By the end, you'll feel confident navigating the platform, finding key data, and taking action with ease.
Free
Admins at existing Planhat customers who are going through an Upgrade can get a better understand of the changes in the new UI here. It's a great place to start your upgrade journey!
Free
Designed to empower app.planhat.com admins to become a certified Power User. Keep an eye out for the ws.planhat.com version - coming soon!
Free
Understand the data architecture of app.planhat.com, learn how to capture and organise data (including time-series data), and how to create advanced filters, formula fields and calculated metrics.
Free
You'll learn the different ways you can take action with data in Planhat to help you build end-to-end processes. You'll deep-dive into Projects & Sequences (workflows) and creating Automations to fuel your workflows.
Free
Learn how to visualise data, helping you understand and analyse the outcomes of the processes you've set up.
Free
Learn all of the flexible ways you can configure Planhat to maximise its potential and make Planhat bespoke to your organisation.
Free