Release Notes - July 16, 2024

Percentage visualization now available for the aggregates module

Improve your ability to track progress, measure team productivity, and gauge success with the Percentage / Gauge chart option. Leverage this new visualization type at both the home and account level.

Use cases may include:

  1. Quarterly Renewal Tracking: Get instant metrics on renewal progress in order to adjust tactics and protect revenue.
  2. Task Management: Identify overdue tasks by business segment to prioritize team focus.
  3. Health Benchmarks: Set and monitor customer health benchmarks for each customer segment.

  • Optionally set target thresholds to indicate where current value ranks according to ideal value.
  • The value will go past 100% for cases where you have exceeded goal.
  • Drag the green value to the right or left of the red value to flip the target colors (e.g., the target percentage of at-risk revenue should be closer to 0% rather than toward 100%).

Object segments and aggregated field (if used for comparison) must be the same in the numerator and denominator (e.g., Accounts out of Accounts or Opportunities out of Opportunities).

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