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
- Internal Goals: Associate to Mutual Objectives
- Shared Plan: Flip Between Internal Goals and Customer Goals
- Embedded Dashboards: Whitelisting Embed Code URLs is now required
- Deals: Add CRM Link with Integrations
- Initiative Financial Plan: View Line Item Details on Dashboard
- Library Playbooks: Tabs on Mutual Objective and Initiatives
- News and Insights Reports