Reporting that answers the sales questions
- Dashboards can now show a conversion rate — the share of leads that reached a given outcome. Rates work grouped as well, so "conversion by person" or "win rate by month" is a single chart.
- Funnel charts now label each step with its share of the top of the funnel, with the step-to-step drop in the tooltip. Two different questions: how many of everything we started with got this far, and where are we losing them.
- Totals now add up. Sum, average, minimum, maximum and median measures were reporting a single record's value rather than the aggregate. Any dashboard tile showing an amount was affected and is now correct — worth re-reading any figure you had learned to distrust.
- A rate over no data reads as "—" rather than 0%. A person with no leads has no conversion rate, and 0% would say something untrue about them.
Contact filters that reach the contact record
- Lead and table filters can now match on the linked contact's industry, employer, tags, city, country and company type — not only the name, email and phone stored on the row.
- A person inherits these from the company they work at, which is what "leads in a given industry" usually means. Someone linked to two companies matches either.
A day view for people working a list
- Today is now scoped to you. It previously showed the whole organisation's meetings and tasks, which made it nobody's list. Meetings you organise count as yours, not only ones you were invited to.
- A new Needs an outcome panel surfaces meetings whose time has passed with nothing recorded — the shape a lead going quiet actually takes. Two buttons, Happened and Didn't, clear each one and write it to the meeting's history. The panel stays hidden when there is nothing to answer.
Know a stage is running late before it is late
- A stage can now warn its owner while there is still time to act — at a percentage of its target, or a fixed period before the deadline. Previously the first anyone heard was after the target had already been missed.
- The warning goes to the person who owns the work and nobody else. Escalation stays where it belongs: on a target that has actually been missed.
Lead visibility (optional)
- An organisation can choose to show each member only the leads granted to them, while management continues to see everything. Off by default — nothing changes unless you turn it on.
- When work is handed to someone, they are given the lead along with it, so access follows the assignment instead of needing to be arranged separately.
Fixes
- Opening a process no longer fails with an error screen. This is the main reason for the release.
- Stage tools appear again on a project page. Approval, AI, assignee, stage-gate and template actions had stopped rendering entirely — absent rather than visibly broken, which made it look as though they had never been set up.
- Long contact lists scroll smoothly. Only the visible rows are rendered, so the page no longer slows down as an address book grows.
Starter content
- The sample CRM has been rebuilt around the stages a deal actually moves through, with turnaround targets, a deal value field, quotation and email templates, and a reporting dashboard included.