.png?width=24&height=25&name=Network%201%20(1).png){kind=small}
Recent activity page
Stay on top of what’s happening across your pipeline with the recent activity page. This update gives sales and revenue teams a clear, time-based view of every action taken within the last 30 days. It is now easier than ever to surface deal velocity signals in real time, helping CROs pinpoint where execution slows down and which reps or accounts need attention. You can now:
-
Filter by pipeline to focus on specific business areas or segments.
-
View all recent actions, including completed, ongoing, and missed steps, alongside engagement activity and stage changes.
-
Quickly spot progress trends and identify where deals are moving or stalling.
Exec ready deal summaries
Your deal insights are now easier to digest and share. The deal summary view has been refined to present updates in a more structured, readable format.
These clearer summaries are perfect for sharing with CSMs before onboarding, or providing quick updates when leadership asks for progress insights.
-1.png?width=516&height=270&name=image%20(3)-1.png)
Simplified deal cards
We’ve streamlined the deal cards for a cleaner, faster read. The updated design removes the badge component, creating a more focused layout that surfaces the essentials (deal name, value, close date, and risk level).
This small but impactful change helps the user understand pipeline health in seconds.
Navigation & UI redesign
The sidebar has been redesigned to make navigation faster and more intuitive. Each section now provides a clearer path to the tools and insights you use most:
-
Deals – Access your dashboards, recent activity, and live playbooks for real-time pipeline visibility.
-
Playbook – Explore pipeline overviews and objection handling to support consistent deal execution. Manage Pipelines, objections and product data from a single, organised hub.
Strategy reports (coming soon)
We’re working on a powerful new tool that will allow you to generate Strategy Reports directly from your dashboard. This feature will turn live deal and pipeline data into structured, shareable summaries, helping leaders quickly assess performance, surface patterns, and align teams on next steps.
Live playbook updates (in progress)
This upcoming feature will allow playbooks to automatically update as new data, insights, and deal patterns emerge. Playbooks will evolve with your pipeline, informing teams on the latest strategies that drive results whilst reducing manual input.
.png?width=20&height=21&name=Image%20323%20(2).png){kind=small}