Products
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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
Course5.0 average rating (60 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