Unlock a fresh perspective on your pipeline management with the new Bow Tie chart type. This innovative visualization tool is crafted specifically for sales and marketing professionals to analyze their pipeline across multiple categories within a specified date range.

Use Case: Imagine you're a sales manager looking to understand product performance across different regions. The Bow Tie chart can visually break down sales volume and conversion rates by region, helping you pinpoint areas of strength and opportunities for improvement.

Enhance your grasp on potential customers with our new intent data tracking feature. This tool captures and analyzes visit frequency and domain interactions, integrating this data directly into your CRM.

Use Case: A marketing strategist can use this feature to track user engagement and develop targeted campaigns. By understanding which products a prospect is frequently researching, teams can tailor communications and promotions to increase conversion chances.

Dive into a more comprehensive analysis with the new 90-day data range option in sales analytics. This extended view allows for a deeper understanding of sales trends and patterns over a quarterly period.

Use Case: Sales analysts can utilize this extended range to perform seasonal performance reviews, adjusting strategies in real time to meet quarterly sales targets.

Customize your reports more precisely with new date field operators. These enhancements allow for granular filtering by month, year, quarter, or week.

Use Case: A revenue operations manager can refine pipeline forecasts by filtering data within the same fiscal quarter, enabling accurate quarter-end performance projections.

Activate the YoY comparison feature in KPI charts to automatically juxtapose current metrics against those from the same date range last year, offering clear insights into year-over-year performance.

Use Case: Marketing teams can assess campaign effectiveness YoY, adjusting tactics to improve ROI based on historical data.

This allows users to categorize and store reports in designated folders. You can organize reports by type, project, client, or any other criteria, making them easier to locate and manage over time.

This functionality is available both during the report creation process and afterward.

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For a team handling multiple projects, each with specific KPIs and reports, folders can help keep these organized by project. This structure allows quick access to the right reports when needed, ensuring seamless report retrieval.

Custom Dimension Forecasting brings more versatility to forecasting capabilities. This feature allows you to forecast metrics for single or multiple channels and objects, offering precise forecasting across simple and complex scenarios alike.

It supports various configurations, making it adaptable to a range of forecasting needs.

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A sales team analyzing multiple sales channels can use Custom Dimension Forecasting to forecast metrics for email campaigns individually or in conjunction with other channels like social media and web. This flexibility ensures that forecasts align with team strategies and performance goals.

The new search bar in the Reports section helps users locate any template with a quick search. By typing the template name, you can instantly access the desired template, reducing the time spent scrolling and increasing productivity.

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For teams using multiple templates, this search function simplifies locating the right template quickly, especially during time-sensitive reporting. It saves users the hassle of manually navigating through extensive template lists.

Revlitix now supports LinkedIn Creative URLs and images in tabular charts, providing users with a structured view of their LinkedIn creatives. This feature enhances data clarity by displaying the creative visuals alongside performance metrics.

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Teams running LinkedIn ad campaigns can now see ad visuals within tabular charts, making it easier to assess creative effectiveness alongside metrics like clicks and conversions. This setup is valuable for marketing teams focused on performance analytics.

Description: The Notifications tab now includes two sections: Groups and Schedule Reports.

: Lists all notifications created by users, organized for easy access and management.

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**Schedule Reports

**: Displays a list of all reports scheduled by the user, allowing efficient tracking of report timings and frequency.

For teams that rely on alerts and scheduled reports, these two new sections centralize notifications, making it easier to manage updates and stay on top of scheduled insights.

Description: This enhancement allows users to toggle between chart and table views in the funnel overview, with the option for date aggregation.

It offers a flexible view of the funnel’s performance across various time frames, helping users visualize and analyze customer journeys more effectively.

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A sales manager can leverage this feature to analyze conversions at each funnel stage over specific dates, gaining insights into potential bottlenecks and understanding what actions drive conversions over time.

Users now have the option to exclude weekends from charts. This customization is especially beneficial for industries where weekend data may be irrelevant, resulting in more streamlined and accurate visualizations.

: In industries like B2B sales, where activity drops over weekends, excluding weekends from data visualizations makes insights more representative of active business days, improving data accuracy.

Marketo users can now access Activity Field Mapping as a new object in their integration. This feature captures essential activity data from Marketo, directly integrating it within Revlitix to provide a holistic view of marketing and engagement metrics.

Marketing teams using Marketo for engagement tracking can now access key activity data in Revlitix. For instance, a team can track email engagement data from Marketo alongside sales metrics, enabling a unified view of campaign impact on sales.

Our redesigned login page now supports multiple login options, including Google SSO, OTP, and password-based login, enhancing both user convenience and platform security.

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With varying preferences for login methods, teams can now choose the access option that best fits their workflow, ensuring quick and secure access to Revlitix without compromising on security standards.

A new Security tab has been introduced for admins in the Notifications module. It provides:

Admins can set specific login options for users.

Allows admins to monitor active sessions.

Admins can enforce logout sessions to maintain security across users.

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For organizations prioritizing data security, this tab allows admins to tailor login options and monitor user sessions, ensuring platform security and enforcing policies as necessary.

A Data Refresh option is now available for non-CRM channels, including Google Ads, Meta Ads, Twitter Ads, LinkedIn Company Page, LinkedIn Ads, and YouTube.

This ensures real-time data synchronization for these platforms, maintaining up-to-date insights without waiting for scheduled syncs.

A marketing team running cross-channel campaigns can now refresh data from platforms like Google Ads and Meta Ads, accessing real-time insights to adjust campaigns immediately based on performance.

Users can now duplicate entire reports, simplifying the process of creating reports with similar structures and configurations. This feature is ideal for quickly setting up recurring or template-based reports.

For routine weekly reports, duplicating a report saves time, allowing users to create new reports with identical structures in seconds.

We’ve added Duration as a new data type, allowing users to display time-based metrics in seconds or HH:MM:SS format. This feature is especially useful for tracking metrics like lead response time or deal closing durations.

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: A sales team tracking the time taken for lead response or deal closure can now use the Duration data type to view these metrics in a time-based format, offering clear, time-sensitive insights.

Enhanced KPI reporting for Salesforce and HubSpot with support for multiple data types, including Integer, Float, String, Boolean, Date, and Duration. This update enables a more precise and tailored KPI tracking experience.

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For data-intensive teams using Salesforce or HubSpot, this update supports a broader range of KPI types, enabling richer insights and facilitating more complex performance tracking.

The Goal Tracking Chart is now enabled for scheduled reports, offering a visual benchmark for users to track goals directly within scheduled insights. This feature was introduced based on user feedback, including a request from Azuga.

Teams scheduling performance reports can now include visual goal tracking, making it easy to monitor progress toward specific goals without needing to consult additional reports.

A new “Last 30 Days” option is now available in Sales Analytics, allowing users to quickly view data for the most recent month. This update provides a convenient option for teams focused on monthly trends and reviews.

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Teams conducting monthly performance reviews can select the “Last 30 Days” date range, quickly generating insights for current month-over-month comparisons.

Sorting preferences for column values are now saved in tabular reports, meaning your preferred order is retained even after you navigate away. This improvement saves time for users who regularly analyze data in a specific order.

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: For data analysts who require consistent views, saved sorting preferences reduce the need to re-sort columns, ensuring a smoother reporting experience.

Customizable date format options have been added to the Report Edit Config, applicable to line, bar, and comparison charts. This update allows users to tailor date formats to their audience’s preference or regional standards.

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For teams reporting to international clients, customizing date formats helps meet audience expectations, presenting data in a style that resonates with each client’s preferences.

Our improved ‘Equal To’ operator now supports multi-value selection with an easy-to-use ‘add’ icon. This enhancement allows you to manually enter comma-separated values. Filtering data by specific criteria has never been easier!

This update speeds up your workflow by allowing you to add multiple criteria effortlessly. Check out this guide to learn more.

Now, you have the flexibility to choose between row-wise and aggregated custom metric calculations. Row-wise calculations allow you to apply a custom metric to each individual row, while aggregated calculations apply it after summarizing or grouping the data. This enables more tailored and precise data analysis based on the type of insights you need.

Let’s say you’re calculating the average revenue per customer across multiple segments. With row-wise calculations, you can see the revenue for each customer individually. If you need a broader view, use the aggregated calculation to get insights across grouped segments, like regions or product lines. Set up your custom metrics now.

To make your data analysis more flexible, we've introduced Reusable Global Filters. This allows you to create filters that apply across multiple widgets, helping you streamline data views for different channels or objects. Whether you need to filter your reports by region, sales channel, or any other criteria, you can now set up a filter once and use it wherever needed.

With Global Filters, you no longer have to manually set filters for every widget. This saves time and ensures consistency across your data visualizations. Ready to try it? Set up your global filters now.

We've added more depth to Root Cause Analysis, especially for Funnel charts. With the latest update, your funnel analysis now comes with enhanced insights based on the configurations you choose. By diving deeper into each stage of the funnel, you can uncover performance bottlenecks or opportunities for improvement more efficiently.

This upgrade helps you identify key reasons behind funnel drop-offs or stage delays, offering actionable insights to optimize your processes. Learn how to configure Root Cause Analysis.

Timely data is vital for accurate decision-making, so we’ve added the ability for users to set their own Salesforce data refresh intervals. You can now choose to refresh data at intervals of 4, 8, 12, or 24 hours, directly from the Basic Info page. This feature ensures you’re always working with the most current data without manual intervention.

If you’re closely monitoring your sales pipeline throughout the day, you can now set your data to refresh every four hours. This allows you to react promptly to changes, ensuring that your sales strategies are based on the latest information. Learn how to customize data refresh intervals.

Our Stacked Percentage feature allows you to plot percentage value distributions and calculate delta percentages (comparing current values with previous ones) directly in your tabular reports. Whether you're measuring growth or decline over a specific time frame, this feature provides a clearer comparison by visualizing changes in percentage terms.

For instance, if you’re evaluating the performance of different sales reps, the weightage metric can reveal each rep’s impact relative to others over time. Weighted averages can highlight who’s consistently performing well, and delta percentages can show how performance has shifted since the last period. Explore Stacked Percentage in tabular reports.

Real-Time Sales Insights

Insights for Sales Analytics are now processed instantly.

Users can now see grand total for all tabular charts

Users can now change the display names of the standard/custom metrics

Field Type Present with Operator in Funnel Stages

Cohort analysis will help sales team to understand how many leads are converted into opportunities and further understand each cohort.

Users can now include comparison charts when scheduling reports

Filter the Funnel Overview Chart Data by Fiscal Quarter

The raw data from the Funnel stages will expand upon clicking and display the details for Single and multi objects.

Users can choose multiple filters from the dropdown for Tabular and funnel charts. The selected filters will appear under the filter field.

Users can now recompute funnel stages, custom metrics and dimensions

Raw data of the metrics in the goal tracking chart can be expanded

Now users can create funnel stages can be created using the 'OR' filter as well.

Users can perform the calculations of funnels stage aggregation like 'Sum,' 'Total', and 'Average.'

Multi-object KPI can be added for Scorecard chart, Line chart , Bar chart , KPI chart and Goal Tracker in Reports & Sales Analytics

Dive deep into your sales data with AI that analyzes performance at every granularity—from individual reps to the entire organization. This feature enables sales leaders to precisely identify high performers and underperforming areas, providing targeted coaching and support to optimize sales outcomes.

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Receive tailored recommendations based on specific performance metrics. Our AI engine detects trends and anomalies, offering actionable insights to refine your sales approach continually.

These enhancements allow sales managers to not only monitor but also proactively manage team performance, ensuring that each member is aligned with the company’s sales objectives and equipped to execute at their best.

Our user-friendly visualization tools make analyzing complex data sets straightforward. Teams can easily compare performance across different metrics, time periods, and team structures.

Draw on AI insights to identify key factors influencing sales outcomes. These insights help you make informed decisions quickly and efficiently.

With these tools, sales teams can visualize their data in a way that highlights important trends and correlations, making it easier to understand and act on information.

This leads to better strategy formulation and quicker adjustment to market dynamics.

Utilize our sophisticated algorithms to uncover patterns that lead to higher conversion rates. Understand which combinations of buyer behaviors and sales tactics yield the best results.

Analyze which attributes of your sales approach correlate most strongly with successful conversions.

Get concise, AI-generated summaries that distill complex data into understandable takeaways, highlighting the most effective sales strategies.

These pattern recognition capabilities enable sales teams to replicate successful strategies systematically and refine their approach based on solid data-driven insights, thereby increasing the efficiency and effectiveness of their sales efforts.