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.
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