What’s New?¶
Revenue Intelligence and Signals: Latest Release Notes
3 min read
Note
Also see this Revenue Grid Docs article for full Revenue Grid solution release notes
August 2023¶
Released on: September 2, 2023 (Fast prod environment)
Deal Guidance
• Change the display mode for Opportunities
Now, you can switch between two views on the Opportunities page: by forecast categories and by stages.
When the “By stages” view is selected, the Opportunities are grouped into tabs based on their stage in Salesforce.
When the “By categories” view is selected, the Opportunities are grouped into tabs based on the Salesforce forecast category they belong to.
Learn more...
• Analyze your pipeline more closely
If you see an abnormal occurrence (for example, a rapid losing of multiple Opps or vise versa their successful transfer to closed) on Pipeline Chart, you can review the Pipeline Evolution chart built based on the period in question.
• Hover over the empty area between the chart columns.
• Click on the arrow that appears to generate Pipeline Evolution report for the period covered by these two columns.
Signals
• Review and process signals on the Opportunities page
Added the possibility to view the details of signals and action items and resolve them right on the Opportunities page.
Click on a signal or action item on an expanded Opportunity to view its details and process it (resolve, dismiss, take suggested action).
• Reply to emails in a thread
Now, when you send an email to an Opportunity by clicking on the Send email button on a signal, the email is sent as a reply in your communication thread with this Opportunity.
July 2023¶
Released on: August 5, 2023 (Fast prod environment)
Deal Guidance
• Select forecast type to display the forecast
Now, you can select the forecast type for displaying relevant data in Forecast Table, Forecast Chart, on the Opportunities and My profile pages.
This functionality enables you and your team to submit and check forecasts based on specific categories, such as "New" and "Renewal."
June 2023¶
Released on: July 1, 2023 (Fast prod environment)
Deal Guidance
• Leave longer notes for your Opportunities
Increased the characters limit for notes and private notes. Now you can leave 255-character-long notes about your Opportunities. Previously, the limit was 90 characters.
Learn more about notes...
Signals
• Mark several signals as done or dismissed
Now, you can select several signals in the Signals Feed and mark them as done or dismiss them. Previously, you could only do it manually for each individual signal.
• See dismissed and done signals for an Opportunity
Review the signals/action items history on an Opportunity. The dismissed and done signals and action items appear at the end of the list and are marked with a strikethrough line.
May 2023¶
Released on: June 3, 2023 (Fast prod environment)
Deal Guidance
• Set Omitted as a forecast category on the Opportunities page
Added the possibility to set Omitted forecast category for Opportunities on the Opportunities page.
• Track changes in Opp amount, stage and close date
Added an indicator that enlists Opp amount, stage and close date changes history. You can see whether the last change was positive or negative.
• Filter Opportunities by products
Added the possibility to filter Opportunities by products on the Opportunities page. If you need to display the Opportunities purchasing specific products, enter the product’s name in the Filter by field and select it in the drop-down list.
• View all Quarters for a fiscal year in one Forecast Chart
In this view mode, you see all Quarter charts for a specified fiscal year combined in one chart. This enables an easier comparison of one fiscal year’s quarters.
• Export reports in the .png format
Added the possibility to export Forecast Chart, Pipeline Evolution, and Revenue Leaks Funnel in the .png format with transparent background. To export a report, click on the download icon in the upper right corner of the report.
Signals
• Leave notes and private notes about Opportunities
Added the possibility to add Opportunity related notes on the Opportunities page. You can leave two types of notes:
notes that are visible to all your colleagues
private notes which are visible only to you
Notes do not affect the score of Opportunities and do not appear in the Action Center.
Learn more about notes...
Apr 2023¶
Released on: May 6, 2023 (Fast prod environment)
Deal Guidance
• Select the convenient display mode for Forecast Chart
Implemented the possibility to change the data display mode – by forecast categories or by stages. Previously the only default display mode was by forecast categories. Now, you can select the most convenient chart display mode to match your needs.
• See manager-adjusted Best Case and Commit
Now, the adjustments of the Best Case and Commit submitted by the team manager are displayed in the Forecast Chart. Manager-adjusted forecasts override the sum of the team’s adjusted Best Cases and Commits.
• Review your Opportunities more conveniently
Improved the layout of the Opportunities tab to ensure that it’s easy to navigate and scan through. Now, opportunities are displayed as expandable sections that are collapsed by default.
Signals
• See who submitted a signal or action item
Hover over the signal to see who created it. It’s a particularly useful functionality for monitoring signals and action items added by managers.
Team Coaching
• Select the display mode for Signals Report
Implemented the possibility to change the data display mode – by signals or by assignees. Now, you can select the most convenient display mode to match your needs.
Mar 2023¶
Deal Guidance
• Submit forecasts for teams and managers separately
Managers can submit forecast for themselves and for their team separately. Previously the manager’s forecast was the forecast for the team.
• Benefit from improved forecasts visibility
In the Best Case and Commit columns, the strikethrough number was the Best Case/Commit from Salesforce. Now, the strikethrough number is the previously submitted forecast for the team, while the forecast from Salesforce is now displayed in a separate column.
• See your revenue leaks in Forecast Chart
Click on the drops on the Forecast Chart to see what opportunities leaked from your pipeline in the selected period.
Signals
• See all signals on related Opportunity
Signals with a future due date are displayed on the related opportunity right after they are created. Previously they would appear on the related opportunity on their due date.
• Filter your Signals Feed
Filter your Signals Feed more effectively with a new signal type filter - Manual /Not manual signal.
• Assign signals to any colleague
Previously on the Opportunity tab, managers could assign a signal to the Opportunity owner. Now, a signal related to an Opportunity can be assigned to any team member.
Team Coaching
• Monitor your team performance with a new Signals Report
See what is going on with manually or automatically created signals. Monitor how employees respond to and act upon signals they receive.
Email Sidebar
• Open the relevant flagged signal from the Sidebar
Ensured that when users click on the View button on the New flagged signal notification in the Sidebar, the corresponding signal page is opened. Previously, the Signals Feed would open.
Read more about Signals in the Sidebar...
Feb 2023¶
Deal Guidance
• See where your pipeline leaks
Improved the design of the reports and charts to ensure that managers can easily identify the stages at which they lost their clients.
Learn more about fixing pipeline leaks using automation and intelligence.
• Exclude the categories from Forecast Chart
Click on any category (or several categories) to exclude it from Forecast Chart and see more refined data.
Learn more about Forecast Chart.
Signals
• Filter Opportunities by related signals types
Implemented the possibility to filter Opportunities on the Opportunities tab by signal types. Select any active signal type from the Filter by drop-down list to see all Opportunities for which the selected signal type was generated.
Jan 2023¶
Deal Guidance
• New Revenue Leaks Funnel chart for better visualization of your sales process
Added a new Revenue Leaks Funnel chart that conveniently visualize your team's sales process throughout the selected fiscal quarter or year.
Read more about Revenue Leaks Funnel in this article.
Signals
• Select assignees for signals with the custom template
Implemented the custom selection of assignees for signals. Now, Signals managers can specify in the Signal Builder the users or user roles who will receive the signal of a specific type. The assignees should be specified in JSON format.
Read more about signals assignees selection in this article.
• Customize signals notifications in MS Teams
Implemented customizable MS Teams signals notification template. Now, in the Signal Builder, Signals managers can modify the notification the assignees will receive in their MS Teams app.
Read more about Signal Builder and how to use it in this article.
Team Coaching
• Analyze your team’s meetings with customers using talking time percentage
See how much time your company’s employees talked in a meeting in comparison to the customers.
Read more about Conversational Intelligence in this article.
Email Sidebar
• See the most important signals right in RG Email Sidebar
Now, you don't have to switch between the emails/events to see the related important (flagged) signals, because they will pop-up as notifications in the Sidebar on their due date.
When the signal notification appears, you can open the related object in RG Email Sidebar, open the Revenue Grid Signals feed in the web browser, or dismiss the signal.
Read more about using signals in the Sidebar
Dec 2022¶
Deal Guidance
• Improved the visualization of your forecast by adding the indicators
We have improved the UI of the Forecast Table by adding arrow indicators that visualize how your sales process is moving forward.
• See when the Best Case and Commit forecast was last submitted
Now, you can see the yellow clock indicator at the top of the user’s icon in Forecast Table, if the user didn’t submit the adjusted Best Case and Commit for more than 7 days. The same yellow clock icon will appear on the top of the team’s profile picture if any of the team members submitted their adjusted Best Case and Commit for more than 7 days.
Learn more about the Forecast Table report.
• Submit your Adjusted Best Case and Commit right in Forecast Table
You can submit your Adjusted Best Case and Commit right in Forecast Table. Select your current Commit or Best Case, click on the pencil icon than appears and enter the updated forecast numbers.
• Hover the numbers in Forecast Table to see how they changed
Now, you can hover over any number in Forecast Table to see how they changed over last 6 days.
• Click on any color in the Forecast Chart’s table to see the associated Opportunities
Click on any color in the Forecast Chart’s table to see the Opportunities that constitute the corresponding figure in the chart. The Opportunities appear in the section below.
Learn more about Forecast Chart.
• Compare different fiscal periods using Forecast Chart
Click on the Compare toggle in the upper right corner to enable the Compare mode. You can select the comparison period from the Close Date drop-down lists.
Learn more about Compare functionality.
• Filter Opportunities by any Salesforce field
We have added the possibility of filtering Opportunities by any Salesforce field, including forecast category and renewal.
Learn more about Opportunities filtering.
• Filter your Opportunities by a custom period
You apply a custom period filter to see the Opportunities matching your customized requirements.
Learn more about Opportunities filtering options.
• See how your Opportunities total figures changed over last 6 days
Hover over any total number at the top of the Opportunities report to see how it changed over last 6 days.
Learn more about total figures in the Opportunities report.
Nov 2022¶
Deal Guidance
• Customize your sales forecast with the new columns in Forecast Table
We have added more forecast values you can track to ensure even more accurate forecasting and changes monitoring.
Managers can conveniently select the columns they would like to see in Forecast Table.
Learn more about the Forecast Table report.
• Visualize your sales process with a new Forecast Chart report
You can monitor how your total pipeline is growing into Commit, Best Case, Won with our new Forecast Chart report. It visualizes how your numbers change over the quarter and compare the changes with the initial forecast.
Learn more about Forecast Chart.
Team Coaching
• Filter users by Role Hierarchy
You can now filter the users by specifying their roles in your organization. By selecting the role, you will see the user in the selected role and all subordinate users who report to this person.
This filter is based on your organization’s Role Hierarchy in Salesforce.
Learn more about using Sequences Team report.
Oct 2022¶
Signals
• Reminder Signal will be auto-dismissed when you get a reply to the tracked email.
Deal Guidance
• 
• Conveniently track the sum changes on the Pipeline Evolution tab.
Team Coaching
• Sort by descending or ascending numbers in the Sequence report’s columns.
• Click on a number in the Sequence report to see the detailed list of prospects.
Sep 2022¶
Signals
• Filter Signals feed to focus on Signals with a specific due date.
• Open relevant Signal in Revenue Grid by clicking the link in the notification in MS Teams Signal.
Deal Guidance
• 
• Conveniently change the Opportunity’s forecast category right on the Opportunities tab.
• 
• 
• Filter the Opportunities by their age.
• Monitor your average sales numbers on the Opportunities tab.
Aug 2022¶
Signals
• Quickly add a note/reminder type of To-do per deal. It will appear in the Signals feed.
• Filter Signals feed to focus on Note, Coaching or other types of Signals.
• Actionable Signals: Create a Follow-up type of a signal and Send email right from the Action Center.
• New Coaching type of a Signal to help your team to close more deals.
• Create a Signal in the Sequence's related to-do's.
Deal Guidance
• Mark opportunities you are focusing on in the current period for better focus reporting.
• Refer to AI score of a deal for better estimates. Higher score, more chances you'll win a deal.
• Dig into your Pipeline figures as long as 4 FQ back to compare results with the current period.
• Update opportunity description in the "What's next" field.
Jul 2022¶
Signals
• Signals get grouped by categories for easier navigation, and able to initiate a Salesforce Flow.
Deal Guidance
• Account related Signals appear on the Accounts tab.
• Jun 2022¶
Signals
• 
New signal for Account Executives: Get notified when Next Step is not being changed for a week.
Deal Guidance
• New interactive report: Pipeline Evolution.
• Activity Trend chart update:Attachments sub-tab has been replaced.
• Filter Pipeline by Close and Create dates.
May 2022¶
Signals
• New signal: Follow-up reminder after Salesforce event.
• New signal: Alert to no activity after updating information on the record.
Deal Guidance
• Period filter update to focus on the hot deals.
Other:
• Manually added Signal with a negative sentiment to an opportunity affects the health score -16 points, instead of previously -3.
• New users don't have to connect email to be able to start using Revenue Grid, Salesforce credentials are enough.
Apr 2022¶
Signals
• New signal: Weekly summary of closed deals and forecast.
Deal Guidance
• Extended tool-set to focus on important the deals and accounts.
• Personalize Opportunities and Accounts views fields available in your CRM.
Mar 2022¶
Signals
• Mute certain types of Signals, that you don't need.
Deal Guidance
• Focus on deals that matter, via the upgraded Period filter.
Team Coaching
Feb 2022¶
Signals
• The Signal that prompts topics to pitch during an upcoming customer meeting has been improved with details and insights.
• Save time by marking all Signals in your Action Center as read.
• Improved experience of working with Signals from the Email Sidebar.
Jan 2022¶
Deal Guidance
• Improved focus on the actionable items that require your attention now.
Signals
• New Signal reminding important topics to discuss during the upcoming sales meeting.
Dec 2021¶
Deal Guidance
• People chart reflects amount of communication occurred, contact roles and supplementary data found via Bing.
• Uplifted Signals area in the extended view of your Pipeline.
• Activity Trends chart enables you to focus on important records quickly.
• Learn capabilities of Revenue Grid with contextual walk-through guides and Revenue Grid Academy.
Nov 2021¶
Deal Guidance
• Unified interface to drive sales through the roof in the unique Action Center. Learn more.
• Slick relationship intelligence chart became even slicker. Read more.
Signals
• New Signal for managers to track follow-ups to meetings with important deals sent by Account Execs. Read more.
Oct 2021¶
Signals
• Signal with details of the upcoming Demo calls to polish the pitch. Read more.
• Signal that shows who of BDR team members have the most number of unprocessed items in the Action Center. Read more.
• Daily digest - number of leads and contacts added to sequences per Team member. Read more.
Deal Guidance
• Enable new feature to log all MS Teams calls with clients to Salesforce automatically. They will be parsed and digested by Revenue Grid Signals, and notify you of important areas of conversations. Learn more.
• Smart Search to navigate through the pipeline. Read more.
• Enhanced focus on Engagement that matters. Read more.
Salesforce interface upgrade
• Quick access to leads or contacts communication log via new widget. Read more.
• Delegate sending emails from Salesforce interface. Read more.
• Dial out right from Salesforce interface. Read more.
Sep 2021¶
Revenue Signals
• New signal to remind you about an upcoming renewal deal. Read more.
• New signal to alert you to no detected communication with an opportunity for certain days. Read more.
• Enhanced focused on own signals for managerial level users. Read more.
Team Coaching
• Make up a list of team members to receive signals related to their activity. Read more.
• Direct and advise an Account Exec with manually added signals. Read more.
Aug 2021¶
Revenue Signals
• Increase rate of solved Signals by assigning signals to multiple assignees. Read more.
• Have "the Next Step" filled and ready at all times with a new Signal alerting to empty values. Read more.
Deal Guidance
• Selective confidentiality of email content. Read more.
• Guide a Sales rep with a Signal by adding it to an opportunity or to an account. Read more.
• Focus on opportunities and accounts: of a certain type or of a list view via the advanced filters. Read more.
• Distinguish an opportunity owners effort. Read more.
Jul 2021¶
Revenue Signals
• Updated interface of the Signals tab on web and mobile. Read more.
• Find all Signals of a single Sales Rep on the added tab. Read more.
• A new Signal which alerts to a lead that has been qualified, but hasn't been converted to an opportunity. Read more.
• A new Signal which alerts to an opportunity that has been on a given stage for a certain period of time without a single follow-up activity/task. Read more.
• A new Signal which alerts to an opportunity that has had Close date changed few times without even contacting the client. Read more.
Team Coaching
• More intuitive approach to review a Sales rep performance for a specific period of time. Read more.
Deal Guidance
• Sort pipeline by engagement stat in particular order: by number of meetings, inbound emails, and then by outbound emails. Read more.
• Advanced Pipeline filtering capabilities. Read more.
Jun 2021¶
Revenue Signals
• Signal which reveals the most engaging Sequences, sorted by: Click, Success, and Reply rates.
Deal Guidance
• Filter opportunities or accounts by those which haven't had an in/outbound email, nor a meeting for the recent period. Read more.
• People chart became more compact.
• Last touch items now show their age and a special indicator 
when the last touch happened more than 2 weeks ago to grasp your attention. Read more.
• Easy search for a specific stage name when changing Opportunity stage. Read more.
May 2021¶
Revenue Signals
• Top engaged leads signal, daily. It collects 20 of the most engaged leads across all your Sequences.
• New signal with details of all meetings for the current, previous, and upcoming 3 days.
• See what signals are deployed company-wide in Settings and for admins, control which ones to run or to turn off. Read more.
• Create a new signal right from the Opportunity tab in the extended view mode. Read more.
• Once a signal is not valid anymore, mark it as resolved right away. Read more.
Deal Guidance
• Find more details and insights regarding the next step in the What's next column. Read more.
• More details about the Close date are placed on the tooltip. Read more.
• The forecast hover-on tooltip appears only when forecast categories are found in Salesforce. Read more
Apr 2021¶
Deal Guidance
• Learn how many times a Close date has been push out in the Close date column on the Opportunities tab.
• Now the sentiment indicators, on the Opportunities and the Accounts tabs, appear only for inbound email type of a Last touch, and don't appear at all if it indicates as a neutral email.
• Currencies across Revenue Grid get inherited from Salesforce.
• Full name of managers' appears next to their position when filtering by Roles hierarchy on the Team, the Accounts, and the Opportunities tabs.
• Total average number of activities per each type now appears on the top of the Team tab.
• Employee page has been restructured.
• Salesforce call type of task has been added to statistics throughout the interface on the Opportunities and Accounts tabs, as well as on the Employees page.
Mar 2021¶
Revenue Signals
• Create a signal for an opportunity: Specify what needs to be done to handle it, optionally assign it to a colleague and set the signal score. Read more.
Deal Guidance
• Filtering improvement: see how many opportunities/accounts match the category before filtering. Read more.
• Forecast categories have been upgraded with a special tooltip, the opportunity's status details. It does spotting opportunities at risk per forecast category even easier. Read more.
• Another contact card design update on the People chart. Read more.
Feb 2021¶
Deal Guidance
• Sentiment analysis. Track sentiments of communication within a deal via special icons, 
varying from very negative to very negative). You'll know when communication goes up and down and won't lose a momentum to react.
• People who appear on the "Relationship Intelligence" diagrams, on the opportunities and accounts pages, have got an indicator of whether the person is stored in Salesforce as a lead 
, or as a contact 
. In cases when the a person has not been saved in SFDC yet, the icon will not show up.
• New category, called "Outbound emails (auto)", has been added to several charts indicating number of emails sent out by automated sequences.
Team Coaching
• Salesforce roles hierarchy support. Now the "Team activity" chart of the Teams page can be filtered down to activities of those who report to the role selected in the "Role hierarchy" drop-down.
Revenue Signals
• Now you can undo an action of muting a signal.
• Signal score. See how each signal affects your opportunities, 
positive, 
neutral, and 
negative, .
Jan 2021¶
Deal Guidance
• View contact details on the Relationship Intelligence chart.
Revenue Signals
• Added new convenient way to mute a signal. Read more
• New signal has been added to the set off built-in Revenue Signals: No communication in open Opportunity for the last N days. Read more.
Dec 2020¶
Deal Guidance
• Revenue Grid does sentiment analysis of all emails and places each on the spectrum from "Very negative" to "Very positive".
• On the Opportunities tab, an ability to filter Opportunities by members of a specific sales team/division has been added. Read more.
• Revenue Grid widgets are available on a canvas of any Salesforce object which has email field within it. Read more.
Revenue Signals
• New signal has been added to the set off built-in Revenue Signals: Sales representative has responded to customer email. Read more.
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