Products
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How to visualize your data: Dashboards and Presentations
CourseLearn how Dashboards and Presentations bring your data to life!
Free
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How to visualize your data: Pages
CourseDiscover how purpose-built Pages let you visualize data and easily organize, present, collaborate, and take action on customer intelligence.
Free
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Workflows in Planhat
CourseIn this course, you’ll learn how Planhat’s Workflows (Projects and Sequences) are built, used, and managed, all through the lens of real-world use case examples.
Free
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Data Models
CourseMaster the essential concepts of Planhat's Data Models. This course offers practical guidance for setting up each model and is designed for those responsible for configuring Planhat.
Free
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Build an end-to-end process in Planhat
CourseUsing Planhat’s process framework, you’ll learn how to leverage your data to build complete end-to-end processes.
Free
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Advanced Filters
CourseWant 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