UI Updates
Odin AI
Filters

January 2025 Updates - Filters, Odin, Salesforce Integration and more!

Attribution funnels by stage, more search and filtering capabilities, Odin updates and realtime Salesforce data sync.

Table of contents

1. Attribution Funnel Enhancements

  • Ability to split attribution funnels by stage instead of date range, allowing for more precise tracking of progression through stages (e.g., MQL to SQL to deal).
  • Goal-based attribution lookback window: Users can now define lookbacks between specific goals for more tailored reporting.

2. Filtering and Reporting Updates

  • Introduction of Filters v3, improving the user experience with filters at the dashboard and report level.
  • Search bar added to filters in reports for easier selection.
  • A clearer distinction between touchpoint breakdowns (for attribution) and deal/CRM data breakdowns. Touchpoint and non-attribution breakdowns now behave differently. Filters must be applied based on the data type:
    • Touchpoints (e.g., channels, campaigns).
    • Non-attribution filters (e.g., deal type).

3. Odin Updates

  • Odin now supports copying and pasting dashboard details for quicker setup.
  • We are always improving Odin's ability to generate insights, share yourfeedback on the responses with your CSM so we can continue to improve!

4. Settings and Integration Updates

  • Salesforce integration real-time improvements
    • Visibility into the last sync date for Salesforce objects.
    • Option to re-sync from the beginning directly within the UI.
  • Enhanced UI for track date properties, including last sync visibility and re-sync options