Expanded capabilities for the aggregates module
Catalyst now offers a new version of the aggregates module to simplify your data experience and unveil vital insights for your teams. Learn more ➡
These new capabilities include:
✨A redesigned build experience
Start with the visual, decide what calculation type, and slice the data as you work! Easily make edits, and preview your changes in real time.
✨New visualization types
Count records, aggregate numbers, or visualize insights via bar graph, pivot table, or donut chart.
✨More features to control how information is displayed
• COUNT as a calculation type• Single AND double group bys
• Goal lines
• Ability to report on null*
• Simplified totals on layouts (3.46M)
• Commas (1,000,000)
• Dynamic legends
*Limits trigger another column to absorb null.
Do I need to update my existing layouts?
You may notice that the readability of some of your existing dashboards may have been impacted; if so, all that is needed is to resize the module. Simply edit the layout and pull down on the module to expand:
What are some use cases for the aggregates module?
The aggregates module is a game-changer in customer success analytics. Consider the following use cases to empower Customer Success leaders and managers:
- Total ARR Visualization: Customer Success Managers (CSMs) can now effortlessly track and visualize the total Annual Recurring Revenue (ARR) they are managing, with breakdowns by quarter, ensuring a clear view of performance over time.
- CSM Productivity Insights: Use aggregate modules combined with groups and lookup fields to visualize data such as "Notes by CSM" or "Completed Tasks by the Implementation Group," enabling informed management decisions and performance monitoring.
- ARR Risk Assessment: Create intuitive bar graphs to display your Total ARR by Renewal Date, segmented by Health. Use these insights to identify at-risk ARR, enabling prompt and targeted intervention strategies.
See more examples.