Welcome to Planhat Dojo
Learn the skills to elevate sales, success, service, and beyond – all in one powerful platform.
Sharpen your skills. Master the platform.
The Planhat Dojo is your training ground to build expertise in customer growth, service, and engagement. Explore courses and start learning today.
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Advanced Field Settings
CourseWant 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
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Working with time-series data
CourseLearn 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
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Formula Fields
CourseLearn 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
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New Admin Training
CourseLearn 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
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New User Training
CourseOn-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
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Upgraded Planhat for Admins
CourseAdmins 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
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Planhat Power User Certification
BundleDesigned 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
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1. Organising customer data
Course4.9 average rating (53 reviews)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
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2. Taking action with data
Course5.0 average rating (14 reviews)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
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3. Telling stories with data
Course4.9 average rating (18 reviews)Learn how to visualise data, helping you understand and analyse the outcomes of the processes you've set up.
Free
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4. Customising your tenant
Course5.0 average rating (12 reviews)Learn all of the flexible ways you can configure Planhat to maximise its potential and make Planhat bespoke to your organisation.
Free