June 2026
- Configure Size of Widgets
- Initiative Value Proposition
- Value Creation Plan Format
- Valkre MCP Server
- Associate Product Lines to Mutual Objectives and Internal Goals
- Checklist Delete and Refresh
April 2026
February 2026
- Updated Left Hand Navigation
- Customer Widgets: Achievement Details and Latest Meetings
- Customer Portfolio Dashboards: More Widgets and Dashboards Available
- AI: Dashboard Widgets for Top Customer Goals, Mutual Objectives, and Initiatives
- Reports: New Reports for Assessments, Internal SWOT, Customer SWOT, and Initiative Financial Plans
- SWOT Analyses: Option for simple 1-page UX
January 2026
December 2025
November 2025
- Value Creation Plan: Include Initiative Financial Plan Metrics
- Import Customer Type Settings
- CRM Opportunities: Option to tag Buying Center and/or Region
- Financial Plans: Make Read Only To Users
- New API Additions: Investments, Achievements, Customer Links. and Milestone Deletes
- Multi-Select Fields
October 2025
August 2025
- Customer Dashboard: Scorecard and Initiative Financial Plan Widgets
- Achievements: Less Than’ Achievement Logic
- Achievements: Internal Goals, Customer SWOT and Internal SWOT Monitoring
- Contracts: Disable User Creation / Editing
- Contracts: Add CRM Link with Integrations
- Internal Goals: Disable User Creation / Editing
June 2025
May 2025
April 2025
- GenAI: Initial Use Cases now available to try
- Salesforce.com: Canvas Lighting Components consider Child Accounts
- Stakeholders: Option to turn off Key Stakeholder Matrix
- Financial Plan: Target Market, Serviceable Market and Total Addressable Market
- Financial Plan Notes: Option to turn on/off per Customer Type
- Classifications: Option to make Classifications required
March 2025
- Customer Org/Location Additional Options
- Product Lines: Classify the Business of each Product Line
- Milestones: Custom Labels, Classifications and field-level view/edit options
- Locations: Custom Labels now available for Locations and Buying Center
- Achievements: Set Achievements based on Scorecard Types and Dates
- Activity: Create your own Custom Label for the Activity Feed
December 2024
- Customer Goals Optional:
- Deals: Sales Widget
- Initiative Financial Plan: Planned Sales Widget
- Financial Plan: Planned Market Size
- Financial Plan Whitespace
- Financial Plan: Planned Sales
November 2024
- Achievements
- Account Health
- Stakeholder Multiselect
- Show Playbook Resources on Mutual Objective
- Deploy Embedded Dashboards By Customer Type
- Change Default Meeting Status
October 2024
August 2024
July 2024
June 2024
- Configure which fields on Deals can be seen and edited
- Associate Product Lines to Deals
- Reports: No longer need to manually select Customers
- Scorecards Dashboard
- Initiative Financial Plan Dashboard
- Meetings Dashboard
April 2024
Late November 2023
Early November 2023
September 2023
August 2023
July 2023
May 2023
April 2023
March 2023
- Customer Types
- Customized Account Management Process
- Customized Customer Home Page & Layouts
- Upgraded Customer Navigation
- New Customer Widgets
- Upgraded Sales Visuals & Data Entry
December 2022
November 2022
September 2022
- Value Capture Dashboard
- Comprehensive Side Navigation
- Execution Plan Dashboard
- Upgraded Milestone Management
- Upgraded Initiative Screen
- Team Alignment Dashboard