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September 2022 Release Notes

Holly Jones

The team here at Intelligence360 continues to innovate and improve what the Platform can do for you. Check out all the releases, improvements, and fixes that have rolled out — helping to take your Revenue Intelligence game to the next level.

The one thing you should know...

Actions Cards provide you with an interactive to do list right on a dashboard!

Actions List cards display a version of your Actions Feed that allows you to view, complete, and track actions that need attention. Ultimately an interactive actions feed right on a dashboard! Actions cards provide insight into what needs to be done and allows you to click on an action, complete it, and have it automatically be removed from the to do list!

Imagine logging in first thing in the morning and the first card on your default dashboard shows you exactly what actions need to be completed, what may need your attention, and offering you quick access to getting it done. You're being productive and knocking items off your list before you've even finished your first cup of coffee!

Click here to learn more.

Six more things to know...

Filter Summary Hover on Cards

A new filter summary hover exists ON CARDS! Now you can instantly see what data is being filtered in a report without having to open inspection view, available on report and dashboard views This gives you complete insight into what data you're looking at in zero clicks. Hover over the filter icon on a card to produce a filter summary that shows what's being filtered in that report.

Area Chart

Area chart cards allow you to build an area chart displaying color filled areas between line chart lines to produce an easily digestible visualization of data right in your dashboard.

Click here to learn more.

Percent Ratio Chart

Percent ratio chart cards allow you to build an area chart displaying percentages of custom content in a pleasing visualization of data right in your dashboard. This chart shows percentages in a line chart with the areas between differentiated by color.

You can produce a visualization showing ratio comparisons by percent. For example, the ratio of won opportunities by type over the last 24 months.

Click here to learn more.

Vertical Axis Labels Pagination & Increased Max Rows

This improvement allows you to see all your data on a data-heavy horizontal bar chart without sacrificing visibility OR data. If you know a horizontal bar chart will have a lot of items listed on the vertical axis, you can choose to view them in two ways: a smaller amount of rows with the option to scroll through multiple pages or up to 75 rows at once to see more rows per page.

To dictate how you view this much data go to:

Edit the report > Visualization > update the "choose the value to be displayed in the Y-Axis"

For example, let's say there are 150 items that will show up on the vertical axis; you could choose a max of 10 rows and scroll through 15 pages OR you could choose a higher row limit (max of 75) and see two pages of 75 rows. All of this is navigable in the report, even on the dashboard. Check out examples of the two options (and their configs) below:

10 row max for multiple pages:

75 row max:

Confidence to Close Percent Color Coding

You can elect to display confidence to close percentages with color coding for quick visual insight into the health of the C2C score. The color code is based on the percentage ranges below (the same ranges the Energy Score color codes use):

Green: 67% - 100%

Yellow: 34% - 66%

Red: 0% - 33%


You can update this option in the Confidence to Close content property mapping window.

A quick reminder of how to get there:
Settings > All Integrations > Select CRM > Click the Content Settings tab > Select Content Policy > Click the Content Properties tab > Select Confidence to Close > edit > Update the Output Display Format option to "Percentage with Color Coding"

Main Navigation Improvement

The main nav has been reordered and now includes an "Explore" dropdown menu that offers more space, is ordered by use, and a collapsable and expandable menu to reach content types.

Bug Fixes

We love keeping open communication with you and value all forms of feedback. Here are a few bugs that came up and were fixed by our awesome Engineering Team to keep your business running smoothly!

  • Fixed: Total label light mode number not showing up

  • Fixed: Low Contrast Text In Table Viz Charts

  • Fixed: Scheduling emails from platform are being sent in an extremely large font

On the Road to Complete Dashboard Management

The out of the box Dashboard experience keeps getting better. Hit the ground running faster than ever with both out-of-the-box cards and dashboards!

Out of the Box Dashboards

We have over 40 out-of-the-box dashboard templates! The dashboards below are pre-configured and ready for you! Check out the list below (with links to full docs and videos with more information). With over 40 templates underway, chances are we have a template for your needs. Contact your CSM to learn more.

Out of the Box Reports

These cards are created out of the box for you based on best practices and can be edited or copied and adjusted to best fit your needs. We have over 350 reports built for you right out of the box. See them live here.

Pro tip: Check out this article for detailed instructions on taking a current card and creating a new, similar card without having to start from scratch.

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