Categories in the words your industry uses
Lists that fit the business you are in
Option lists and chart axes were fixed. In a different industry none of the options fitted, so everything piled up under Other, or the chart came back empty. Companies now define their own vocabulary and axes.
What is new
Editable win and loss reasons
- The list you pick from when closing a deal, won or lost, is yours to edit.
Editable lead types
- Industry-specific wording in the lead service types and reasons can be replaced with your own.
Choosing the revenue chart axis
- You choose the category axis on the revenue dashboard. That clears the empty charts caused by an axis nobody used.
- The revenue screen tells you how much of the data the figures actually cover.
Setting the customer care cycle
- The cycle and thresholds behind repeat-purchase and care judgements are yours to set. An industry that sells every few years does not have to share a setting with one that sells every month.
Related improvements
- Countries are shown by name rather than a two-letter code, grouped in the same block as the region.
- The AI model behind each feature can be changed in settings. Measured side by side, one analysis went from 49 seconds to 13.