Grid's New Look

Explore updates to the Grid home page, report tagging, new dashboard templates, Workspace Data, and more.

We’re excited to announce that we’ve launched a suite of design updates to enhance how you use Grid.  We’ve redesigned our home page to improve organization, navigation, and collaboration, and added a new unified view of your Workspace Data. You can watch a walkthrough of all the new features here.

Redesigned Home Page

When you log into Grid, you will now land directly on a new Workspace specific home page. From here you can see all your dashboards and data sources in one streamlined view, making it easy to track where your data originates and gain insights faster. If you have multiple Workspaces, Grid will give you the option to designate a default Workspace

Enhanced Navigation Bar

We've optimized the navigation bar for easier sorting, grouping, and tagging of reports. Whether you’re tagging reports by project, grouping them by department, or starring them for quick access, the improved navigation bar ensures that every report is readily accessible. If you’re working across multiple Workspaces, switching is simple– just click the dropdown in the Workspace box to toggle between them.

We’ve also added new dashboard templates that align metrics with department KPIs, focusing your teams on metrics that matter most to them. For example, you can start with a Customer Success template to get insights into retention, or track your P&L with the Financial Health dashboard.

For more information on navigating Grid, visit our help center here.

Unified Workspace Data 

Workspace Data is a single unified view of all your customers, expenses, and headcount data that you can access without switching between data sources. This update lays the foundation for customer merging and reconciliation across your data sources, which we will be releasing soon.

For more information on configuring data sources in Grid, check out our help center here

Interested in leveraging new integrations? Book a call with us to learn more.

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