Announcing Dashboards V2 and Pipeline Snapshots!

We’re excited to share two powerful updates designed to give you more visibility and control over your data. With major improvements to dashboards and a brand-new way to view historical pipeline trends, it’s easier than ever to track what’s happening and why across your business.

Dashboards V2 is here!

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Dashboards just got a major upgrade. With Dashboards V2, you have full control to customize the look and feel of your dashboards, down to the smallest detail.

Here’s what’s new:

• Choose Chart Size directly on the dashboard for tighter visuals
• Display Data Labels on dashboard charts and get to your numbers faster
• Control the Metrics and Groupings that appear on your dashboard  
• Add Descriptions to charts to provide context to viewers

For more on the new dashboard updates, check out our help center here.

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Pipeline Snapshots

Managing pipeline is tricky, and CRMs can't show you if your pipeline is growing over time. That's why we built Pipeline Snapshots - you can now see how your pipeline has changed over time by tracking how your pipeline looked in previous periods, down to the stage, segment, rep, and amount. Pipeline Snapshots let you audit pipeline health and stay aligned across sales, ops, and finance.

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Excited about these new features? Book a call with us to learn more!

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