We’re back with the second May release of 2025—and this one’s all about making your reports smarter, cleaner, and more connected. From enabling CSV uploads to enhancing how you visualize pipeline shifts, we’ve rolled out some exciting upgrades to streamline your GTM reporting workflows.
Let’s dive in.
What’s New
CSV Integration – Bring External Data into Revlitix
You can now upload CSV files directly into Revlitix and map the columns to your preferred data types. This allows you to integrate survey results, offline metrics, or third-party exports into your existing reports—without waiting on an API.
Use case:
Let’s say you’re running a field event campaign and tracking responses manually. Simply upload your CSV, map it to relevant objects like leads or campaigns, and analyze the results alongside your digital marketing data—all in one place.
Pipeline Waterfall Chart – Visualize Pipeline Movement
Our new Pipeline Waterfall chart helps you see the cumulative impact of stage-level changes—both positive and negative—across any date range. It’s perfect for understanding where deals are accelerating, stalling, or dropping out entirely.
Use case:
For Sales Ops teams reviewing pipeline health, this chart breaks down how pipeline has changed over time (e.g., Stage A gains, Stage B losses), enabling smarter planning and proactive action before quarter-end.
Improvements
Min/Max Operators in Funnel Metric Formulas
You can now use Min/Max logic when setting up custom funnel formulas. This enables more precise control over conditional expressions in metrics.
Example:
If you want the value of Metric A unless it drops below Metric B, use a formula like: A > B ? A : B.
Use case:
Let’s say you’re comparing MQLs from two sources and want to display the higher count unless one is underperforming. This gives you an easy way to flag it directly in reports.
Org-Level Currency Format Setting
Organizations can now define a default currency format that applies across all reports and dashboards, ensuring consistency for international teams and multi-region reporting.
Use case:
If your US and EMEA teams report in different currencies, you can now set a unified display standard across all charts and KPIs at the org level.
Raw Data Expansion in Donut Charts
Donut charts now allow users to view the underlying raw data—just like bar, line, and comparison charts. With one click, expand any segment to see the numbers behind it.
Use case:
Imagine presenting a campaign breakdown by channel in a donut chart. Now, instead of switching views, you can instantly drill into how many leads or bookings each segment contributed.