Improvements - October 2024

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.