Our monthly updates

December release

Introducing AI Theme Spotter

Analyze tens of thousands of calls to identify patterns and insights so you can make more informed decisions. Learn more

Introducing Data Extractor

Eliminate manual data entry by automatically extracting AI data fields from customer conversations and mapping it to your CRM. Learn more

Engage

Engage fully supports Microsoft Dynamics 365

Engage now fully supports Microsoft Dynamics, enabling you to:

• Use Dynamics contacts, leads, accounts, and opportunities directly in Engage

• View Engage data and activities in Dynamics, including flow activity, to-dos, LinkedIn messages, notes, and Gong’s do-not-contact status

• Automatically sync Engage field updates from Gong to Dynamics

Learn more

Dynamic email customization using AI

Let AI dynamically customize outbound emails based on account information. Use inline prompts in templates, blocks, and flows. Learn more

Use Gong Chrome extension with Microsoft Dynamics 365

The Gong Chrome extension now integrates with Microsoft Dynamics 365, bringing Gong insights and tools directly into your workflow. Learn more

AI Builder improvements

• Filter calls for AI Builder: Choose which calls AI Builder uses by applying any Gong filter so results reflect only the conversations that matter.

• Improved call citation formatting: We resolved formatting issues that affected call citations.

Learn more

Improve email delivery with branded URLs

Tracked links in Engage emails can now use your own subdomain. Learn more

Deals

Export AI Deal Reviewer data from deal boards

Deal board exports now pull in playbook inputs captured for each deal, giving you a fuller view for pipeline reviews. Learn more

Mobile

AI meeting prep, now on mobile

Get everything you need to succeed in your next meeting, all in one place. Now on mobile to support you on-the-go and between meetings. Learn more

Platform

Support for multiple flows in MS Dynamics

View all flows prospects are part of in your CRM. Only available via the Gong app for your CRM. Learn more

Improved Salesforce experience

The Salesforce settings page includes a clear import status showing when objects were last imported, along with a simplified, easier to use tabbed layout. Learn more

Improved Dialpad experience

The improved experience is faster, more reliable, and includes support for importing all calls, including call attempts. Learn more

November release

Build content with AI Builder

Create materials like battlecards, objection cards, and analyses using AI trained on your company’s data and real conversations. Learn more

Forecast

Introducing configurable forecast boards

Create flexible, spreadsheet-like forecast boards with rich visual indicators tailored to your business complexities. Incorporate custom formulas and forecast any revenue stream: new business, renewals, upsells, and net-revenue. Learn more

Improved opportunity splits logic

The opportunity splits option now controls both visibility and attribution. When enabled in a deal board, deals are only shown and aggregated if the selected team members were assigned splits on the deal. Learn more

More granular dashboard permissions

The dashboard management permission is now split into three permissions, for more granular control administrative permission control. Learn more

Customize dashboard list views by attributes

Focus on relevant subsets of data by filtering the list by entity attributes, and streamline the analysis without leaving the list interface. Learn more

Improved widget gallery look and feel

We’ve refreshed the widget gallery look and feel.

Engage

Customize your To-dos page

Add, remove, and reorganize the columns to get the view you want. Learn more

Assign one-off to-dos to others

Create and assign one-off to-dos to other team members. Learn more

Automatically remove all account contacts from flows

Use rulesets to remove all account contacts from flows based on triggers like replies, meetings, or CRM changes. Learn more

Date-based flow triggers

Trigger flow automation rules based on date conditions, such as days before or after a renewal or contract start date. Learn more

Improved panel for viewing contacts and leads

Access contact and lead information more smoothly. Learn more

Deals

Improved SPICED and BANT trackers

Get more accurate detections in your playbooks with improved multilingual pre-trained trackers. Improved smart trackers supporting:

SPICED playbooks:

• Situation

• Pain

• Impact

• Critical event

• Decision

BANT playbooks

• Budget

• Authority

• Need

• Timeline

Learn more

Mobile

Business pulse feed on mobile

Stay on top of business highlights with automatic updates about key accounts. Learn more

Platform

Use recording consent with multiple providers (supported for Outlook users)

Recording consent profiles can now be used with multiple web conference providers, enabling team members to obtain participant consent on their preferred meeting platform. Learn more

Richer utilization report

Understand your company’s usage of AI features such as playbooks with added metrics in the utilization report. Learn more

Redact PHI from calls

Remove Protected Health Information from your calls. Learn more

Gong data cloud

New data available

Recording consent profiles can now be used with multiple web conference providers, enabling team members to obtain participant consent on their preferred meeting platform. Learn more

October release

Platform

Gong Bot authenticated for MS Teams

Gong’s recording bot can now join calls as a verified Teams user instead of an anonymous attendee, avoiding security blocks for more reliable call recording. Learn more

Gong call data now in Microsoft Copilot

Microsoft Copilot answers now include Gong call data, so team members can prepare for meetings and stay informed without switching tools. Learn more

Conversation intelligence

Introducing AI meeting prep

Get everything you need to succeed in your next meeting, all in one place. Ask anything about the account, see participant info and briefs, and get a meeting prep AI summary. Learn more

Custom call briefs in notifications

Ensure recipients get the most relevant call information at a glance by choosing which call brief is displayed in stream notifications. Learn more

Add field placeholders for more precise brief results

Add CRM or Gong field placeholders to web and AI brief questions to get more accurate account, deal, and contact briefs. Learn more

Revenue analytics

Formula metrics: Treat empty values as zero

Configure formula metrics to treat empty inputs as zero. This supports cases like pipeline coverage with no open pipeline, where the result would otherwise be “null.” Learn more

Engage

New field placeholders

Previously known as variables, field placeholders now use a consistent format across Engage. Get more flexibility with real time previews, dynamic outputs, formatting support, and conditional logic. Learn more

Create company-wide opt-out paths

Admins can customize opt-out paths, including footers and landing pages, for consistent email management and compliance across your organization. Learn more

Improved contact validation

Reach more contacts successfully by spotting missing details before starting a flow. Learn more

Personalize flow steps in advance

Edit flow steps from the start so future to-dos are already customized. Learn more

Update lead status when flow status changes

When a flow status changes, automatically update lead status. Learn more

Deals

Playbook notes in your preferred language

AI-suggested playbook notes and their evidence snippets are translated to the language selected by the team member. Learn more

More playbook elements

Add up to 20 elements per playbook, making it easier to reflect your full sales methodology in Gong. Learn more

Mobile

Business pulse feed on mobile

Stay on top of business highlights with automatic updates about key accounts. Learn more

September release

Conversation intelligence

New smart trackers: faster and easier to build, available in all languages and with no call minimum

Build smart trackers in seconds with the new natural language builder. With no call minimum and for every language. Learn more

New contact briefs

Prepare for upcoming engagements quickly with AI-powered contact briefs. Learn more

Improved briefs: now with CRM and web data

Deliver briefs with all the relevant data so teams can align faster, and with all the context they need. Learn more

Gong’s help center, now in the Gong app

Get AI-generated answers to your questions, search for articles, and more, all without leaving Gong. Learn more

Improved AI models, for better results across Gong

We’ve upgraded our AI models, for more accurate briefs, next steps, Ask anything answers, and follow-up emails. Learn more

MEDDICC playbook, now in all languages

Track your MEDDICC playbook in Gong, more accurately and in any language. Learn more

Revenue analytics

More data in widgets

Analyze deals and accounts by activity count and active contact count in the last 21 days. Learn more

New widget: Text

Add context and clarity to dashboards by explaining, highlighting, and guiding team members beyond the raw numbers. Learn more

New widget: Target attainment

Track key performance metrics against targets over time. Learn more

New widget: List

Create account record list widgets based on predefined list views. Learn more

Find your metrics and targets easily

Sort and filter metrics, sort targets. Learn more

Engage

Voicemail for missed calls

When a team member is unavailable, prospects and customers can now leave a voicemail. Learn more

New Add to Flow API endpoints

Customize the content of each step in a flow when adding contacts and leads via API. Learn more

Forecast

View submission changes in Forecast board side panel

See submissions from previous weeks, and how they’re trending in context. Learn more

Deals

Export unlimited number of deals

Export entire deal board content for further analysis or CRM data comparison. Learn more

Control deal board data export

Admins can control who exports deal board data with the new Export deal board permission. Learn more

Platform

New CRM export status report – available in the Admin center

Admins can now access a downloadable report that shows the volume and status of Gong activities exported to their CRM, success/failure rates, and the reason for each failed update – to help identify sync issues and reduce data discrepancies. Learn more

August release

Conversation intelligence

Automated scorecards

Review calls automatically with AI Call Reviewer for quick and consistent call review at scale.Learn more

Enhanced pre-trained multilingual smart trackers

Gain insights into calls in any language with these pre-trained trackers: Pricing, Customer objections, Customer concerns.Learn more

Follow along easily with subtitles

Listen to calls with subtitles in your preferred language. Learn more

Revenue analytics

More flexibility in funnel widgets

Apply additional filters and enable multi-currency options. Learn more

More flexibility in widget period selector

Widget period options include parts of dashboard period and periods relative to current date. Learn more

Engage

Engage call tasks, now in your power dialer

Complete your Engage call tasks in Orum. Learn more

Customize CRM tab in Engage

Set which CRM fields are shown and editable in Engage, and give team members permission to create customized tabs. Learn more

Create flow rules based on CRM updates

Set flow rules to automatically remove contacts or leads from flows following CRM changes. For example, removing a contact from a flow when their associated deal stage changes to "Closed lost". Learn more

Organize Engage assets into folders and subfolders

Find what you need faster by organizing templates, flows, and blocks into folders and subfolders.

Avoid editing conflicts in flows

Get notified when other users make changes, or when new contacts start a flow you’re editing. Learn more

Mobile

Automated scorecards on mobile, too

See when Gong has reviewed a call on mobile. If you have the right permissions, you can edit the review, too. Learn more

Send follow-up emails on the go

Follow up on calls quickly with AI-generated emails from your phone. Learn more

Create and share call snippets on mobile

Follow-up and collaborate quickly by creating and sharing call snippets on the go. Learn more

Translate account, deal, and contact briefs into your preferred language, automatically or on-demand. Learn more

July release

Introducing Agent Studio

Gong’s AI agents are intelligent assistants that perform tasks, deliver insights, and support teams to work more efficiently. Manage them from the new Agent Studio. Learn more

Conversation intelligence

Introducing AI Translator

Understand what's happening in any call, deal, or account with automatic translations of briefs, transcripts, and AI content transported to the CRM. Learn more

Get briefed in your preferred language

Translate account, deal, and contact briefs into your preferred language, automatically or on-demand. Learn more

Economic buyer smart tracker - now multilingual

Gain insights in any language with the pre-trained Economic buyer smart tracker. Learn more

Improved call panel

View different briefs and jump through the call outline without opening the full call page. Learn more

Revenue analytics

Apply customized list views to account-based metrics

Configure list views with custom fields to allow drilldowns into account-based metrics. When a widget includes multiple metrics, each one can have its own drilldown view. Learn more

Set a default drilldown view per metric

Set a default view per metric and override it in individual widgets as needed. Learn more

Engage

Complete all to-do types in one seamless flow

Move through calls, emails, LinkedIn steps, and more without interruption. Learn more

Start flows from any step

Start a flow from any step to support mid-flow re-engagement, including cases where earlier steps were already completed. Learn more

Delay flow start

Choose how many days to wait before a flow begins, to better pace outreach and prevent daily task overload. Learn more

Take action on to-dos from the Outlook add-in

Send emails, make calls, complete tasks, and run Sales Navigator searches, all without leaving the Gong add-in. Learn more

ZoomInfo Chrome extension now works in Gong

Use ZoomInfo’s Chrome extension from the Engage Account page to view enriched company data. Learn more

Migrate content blocks from other platforms

Import your Salesloft snippets into Gong to keep message continuity during platform transition. Learn more

Engage call tasks, now in your power dialer

Use Nooks to open and complete Engage call tasks. Learn more

See performance metrics for all templates and blocks

Get a complete view of opens and clicks across every use, including flows and one-off emails, sent via the Chrome extension or Outlook Add-in. Learn more

Mobile

Translate transcripts, briefs, and outlines on mobile

Choose your preferred language for call content on mobile. Learn more

Integrations

Edgedive integration

Identify feature requests, customer pain points, and emerging themes in customer conversations. Learn more

Letter AI integration

Get Gong calls in Letter AI and create practice pitches with mock personas, build interactive training and video based learning. Learn more

Joyn integration

Let your product team know what feature requests your customers have. Learn more

UserGems integration

Identify when existing contacts are ready to buy again. Learn more

Skyvia integration

Integrate Gong with more than 200 cloud apps and databases, automate workflows between applications, and run queries on Gong data, such as calls, users, permission changes, scorecards, and log activity.

Skyvia offers a number of no-coding tools to automate different data-related routine tasks. Learn more

GetAccept integration

See GetAccept’s digital sales room interactions in Gong activity timelines. Learn more

Nerve integration

Add Gong calls to Nerve to answer questions, summarize updates, draft emails and documents, and take actions directly in your workflow. Learn more

ThinkPilot integration

Get product insights from Gong calls. Learn more

HockeyStack integration

Create actionable analytics events from Gong call data. Learn more

Troupe integration

To understand how buyers are responding to reps’ messaging, analyze Gong calls with Troupe’s in-depth language and messaging analysis. Learn more

June release

Conversation intelligence

Quick actions: Generate follow-up emails

Save time by generating follow-up emails directly from the search page and homepage. Learn more

Revenue analytics

Build time-independent metrics

Create basic metrics without a date attribute when tracking time-independent values. Learn more

Engage

Reassign flow to-dos to another team member

Supports transition and workload changes. Learn more

Start flows on behalf of other team members

Start a flow and assign its to-dos to another team member. Learn more

Start flows in bulk for up to 2,000 Salesforce contacts or leads

Start flows in bulk (up to 2000) for contacts and leads in Salesforce, as well as accounts and opportunities. Learn more

Flows don't stop when contacts are merged

Maintain flow continuity when contacts get merged in the CRM.

Centralized flow rulesets

Rulesets provide centralized control for flow behavior. Define rules to automatically pause, stop, or continue a flow when someone replies to an email or books a meeting.

Migrate content blocks from external platforms

Import your snippets from Outreach directly into Gong to maintain message continuity during platform transition.

Use the LeadIQ extension in Gong

When viewing a contact in Gong, the LeadIQ extension displays data to support your prospecting workflow.

Platform

Visible pricing when purchasing seats

Companies eligible for "direct purchase" in the admin center can view per-seat pricing and estimated totals, prorated through the end of their contract period.

Integrations

Zoho CRM integration

Effortlessly integrate your Zoho CRM data into Gong for enhanced insights.

• Automated Updates. Keep your accounts, contacts, leads, and deals in sync without manual intervention.

• Custom Field Mapping. Tailor field mappings to ensure the right data flows between Zoho and Gong.

• Near Real-Time Sync. Regular updates keep your data fresh in Gong.

Amdahl AI integration

Turn insights from your Gong calls into high-performing content with Amdahl AI’s platform for content creation, testing, and optimization.

Scratchpad integration

Frontline reps can quickly pull in Gong recordings, add contextual notes, and link them to an opportunity or contact- making it easier to review, summarize, and sync key takeaways directly in Salesforce.

May release

Conversation intelligence

Catch up quickly with AI briefs

Understand what’s going on in an account, deal, or call with customizable AI briefs, available on the homepage, deal boards, account pages, and call pages. Briefs summarize what matters most for specific situations. Choose the one that fits your needs or ask an admin to create one. Learn more

Quick & bulk actions on calls

Take action on calls directly from the homepage and search page. Take action on multiple calls at once from the search page. Share calls, set them as private, and more. Learn more

Choose follow-up email style

Choose the email follow-up variation that best suits the situation. Learn more

Multilingual ask anything answers

Get answers to questions that you ask about deals, accounts and contacts in the same language as the question. Learn more

Engage

View other people’s to-dos

View to-dos assigned to others across Engage. Learn more

Track and fix automation rules with run history logs

See why an automation rule didn't run as expected so that you know what to fix. Learn more

Create flow automation conditions with opportunity contact roles

Use opportunity contact roles to enable more specific role targeting. Learn more

Add columns in People tables

Add CRM fields as columns to your contact tables. Available in the People and Accounts > Contacts pages. Learn more

Stop flows with new flow API endpoints

Manage contacts and leads more efficiently with new API endpoints that stop flows. Learn more

Keep your selection on the People page

When you select multiple people, your selection stays for bulk actions even when you move to other pages in the People list. Learn more

New Actions column in Engage

Quickly start a flow, make a call, send an email, or open Sales Navigator. Learn more

April release

Engage

Introducing the Gong Extension for Outlook

Get email tracking, contact insights, writing tools, and consent functionality with Gong Anywhere in Outlook web and desktop. Learn more

Flow edits apply to existing to-dos

Content edits you make to flows apply to already-generated to-dos, including scheduled auto emails, for consistent messaging and timing. Learn more

Enhanced People page for each flow

View the current flow status of contacts and leads, their "do not contact" status, and quickly add them to other flows. Learn more

Share blocks with other team members

Reuse messaging by sharing content blocks with your team. Learn more

Improved file uploading for emails

The email composer has faster uploads, better error handling, and supports more file types. Learn more

Easy access to the Account assignee filter

The "Account assignee" selector is available across all Engage pages and can be a saved filter. Learn more

Filter your to-dos by CRM contact fields

In addition to CRM opportunity, account, and lead fields, you can filter your to-do list using CRM contact fields. Learn more

Filter by flow name

Apply the Flow name filter to view flow status history, including flow name and date. Learn more

Get context in Gmail threads with the Gong extension

When you open an email in Gmail, see email opens and clicks, which contacts are in Gong, and if the contacts are in your CRM. Learn more

Revenue analytics

Improved dashboard management

Quickly find dashboards by searching for them by name, and easily duplicate dashboards. Learn more

Multi-currency support in dashboards

View dashboard data in your preferred currency, in addition to the default company currency. Learn more

Platform

Gong dialer calls available right away

See Gong dialer calls in your timelines, Engage analytics, and CRM once the call ends.

Microsoft Dynamics 365 improvements

Get Gong calls, AI content, call spotlight, emails, and meeting invites in Microsoft Dynamics 365 CRM. Learn more

New integrations

• Bluebirds: Add contacts prioritized by Bluebird to Gong Engage flows. Learn more

• Cassidy: See Gong calls in your Cassidy knowledge base. Learn more

• Champify integration: Identify the people mentioned in calls who you want to connect with. Learn more

• Chisel Labs: Get feature requests using Chisel AI from Gong call transcripts. Learn more

• Itero integration: Re-simulate and evaluate Gong calls to get AI based coaching recommendations to improve performance. Learn more

• ProductSense: Uncover product feedback, feature requests, and customer pain points. Learn more

• Pylon: Make Gong data available for support and customer success teams. Learn more

• Riley AI: Prioritize your roadmap and identify your customers’ most asked for features. Learn more

Conversation intelligence

Multilingual pre-trained smart trackers

Gain insights in any language with these pre-trained smart trackers: Decision makers and Goals (new), Customer pain, Decision criteria, Decision process (improved). Learn more

Share calls via embed link

Share calls with customers via an embed link that can be viewed in a 3rd party app without any login or identification. Learn more

Mobile

Quicker call scoring on mobile

See answers from Gong AI when scoring calls on your mobile device, for more consistent and efficient scoring. Learn more

More search capabilities on mobile

Search for specific calls according to call participants, call titles, and more, and sort the results. Learn more

March

Engage

Improved handling of flow start automations

Flow start automations will be retried twice to ensure triggers aren’t missed due to delayed CRM updates. Learn more

Improved email signature

Your email signature in Gong now looks the same as it does in your email client. Learn more

Improved email formatting

The email composer now supports new font types, sizes, and colors. Bullets and indentation work better for clearer list formatting. Learn more

Self-serve international number provisioning for the Gong dialer

You can submit regulatory compliance documents directly through Gong, for countries that require it. Learn more

Filter your to-dos by CRM contact fields

In addition to CRM opportunity, account, and lead fields, you can filter your to-do list using CRM contact fields. Learn more

Customize access to Engage analytics

Admins can define who can view Engage analytics. Learn more

Resume snoozed to-dos right away

Easily resume your to-dos if you return to work before the snooze time ends. Learn more

Longer time before incomplete flow steps expire

Contacts now stay in flows for 120 days instead of 30 if a step isn’t completed. Learn more

Find the flows you need faster

When adding people to flows, search results appear instantly as you type. Learn more

Revenue analytics

Account-based analysis

Build dashboard widgets that aggregate account data, in addition to deal data. Learn more

Customize data display names in widgets

Change metrics display names in custom charts, KPI, and performance widgets. Learn more

Platform

Faster HubSpot data import

See HubSpot data more quickly in Gong.

Microsoft Dynamics improvements

In Dynamics 365, get deal updates that are edited in Gong.

Faster Gong dialer call export

See calls in your CRM within minutes of the call ending. Learn more

Generic Gong assistant: sunsetting

For new calls you’ll need to use your dedicated, company-specific assistant instead of the generic assistant to record calls. Learn more

Simplified data capture settings

New experience for setting data capture settings for individuals and teams. Learn more

Quick access menu

Access useful features from any page with the new quick access menu. Learn more

New layout in Team members page

We're gradually rolling out an improved team members page so that the summary of your company’s seats is displayed in a side panel and not in the header, for a more clear view of your seat usage.

Forecast

Deal likelihood score exported to Gong Data Cloud

Deal likelihood scores are now exported to Gong Data Cloud so you can get daily deal likelihood scores in Gong Data Cloud and run analysis in your preferred BI tools. Learn more

Conversation intelligence

More smart tracker filter flexibility

Choose from more filters when you set up smart trackers, and edit filters after the tracker is live. Learn more

AI scorecard answers

Have Gong AI suggest answers to scorecard questions so managers spend less time scoring calls, and sellers ramp up more quickly. Learn more

Improved transcription quality

Improved transcription quality for names, company names, and business terminology in English, Spanish, German, Portuguese, and Dutch. Learn more

More flexibility when searching by trackers

Search for conversations using the OR condition for trackers. For example: Pricing or Competitors. Learn more

Set rule for enabling private calls

Admins can set rules for making calls private automatically. Learn more

Mobile

Dial from your mobile app using business numbers

Engage users can make calls from the Gong mobile app using their assigned or company number. Learn more

Select call outcomes on mobile calls

Engage users can select call outcomes for outbound calls made from the Gong mobile app. Learn more

February

Engage

Take notes on dialer calls

Save time and stay organized by logging call notes in Gong during dialer calls. Learn more

Free dial from Gong

Call numbers directly, even if they’re not recorded in your CRM. Learn more

More flow capabilities

Bulk pause and resume flows, and link flows with deals. Learn more

Manage your automations in one place

A centralized view shows you which automations are active, their configurations, and their impact. Learn more

Improved CRM inline editing

Engage now records CRM updates under the active user instead of the integration user. Learn more

Email composer improvements

Bullets and indentation now work better for easier list formatting.

Revenue analytics

Performance widget: Multiple metric filters

Individually filter each metric in the widget so it displays only the data that matters. Learn more

Funnel widget expanded view

Access additional data via the funnel expanded view. Learn more

Platform

Capture all call types from RingCentral

This includes call attempts, short calls, and more. Learn more

API keys expiry notification

Admins will be alerted when API keys are about to expire. Learn more

Customize digest email delivery time and day

Choose when email digests are delivered. Learn more

Integrations

Tech admins can set up these integrations:

Syft

Add contacts from Syft data to Engage flows. Learn more

Retellio

Get your Gong calls in Retellio to create podcasts of the important highlights of your calls. Learn more

Tribble

Export call transcripts and metadata to get answers to questions and complete questionnaires. Learn more

Mobile

Dial from your mobile app using business numbers

Engage users can make calls from the Gong mobile app using their assigned or company number. Learn more

Select call outcomes on mobile calls

Engage users can select call outcomes for outbound calls made with Gong mobile app. Learn more

January

Engage

Complete all tasks and to-dos from the Gong Anywhere Chrome extension

Send emails, complete LinkedIn to-dos, and more, directly from Gmail or Salesforce. Learn more

Zoom Phone integration

Use Zoom Phone to make calls from Gong Engage. Learn more

Customized activity feed

Engage users can now choose which updates to see in their feed. Learn more

Customize your People page

Add, remove, and reorganize columns to get the view you want. Learn more

Improved email write permission flow

Notify Engage users who want to use flows if they need to give Gong email writing permission.

Fix for Engage flow status fields

We've fixed data issues and enhanced status fields to show more detailed states, such as “reply received”, “meeting booked”, and “to-do expired”. Learn more

Improved flow management and search

Find flows more quickly with a faster, more responsive search. Learn more

Improved flow trigger builder

Filters on the flow rule creation page have a new look and feel. Learn more

Use user lookup fields for flow trigger

Use lookup fields to define triggers and conditions when setting up flow automations. Learn more

Revenue analytics

Forecast submission data in metrics and KPI widgets

Pull forecast submission numbers into formula metrics and display them against their targets in KPI widgets. Learn more

Display data in pie charts

Create custom pie charts to answer questions like, “How much of my pipeline is of type new business?”. Learn more

Dashboard support for fiscal years

Select fiscal years in dashboards. Learn more

Save time creating pipeline generation dashboards

Use a ready-made template to track and monitor it. Learn more

Platform

Improved account updates email

Email now includes additional key accounts, based on deal size and recent meetings, so you get a better understanding of what’s happening in your pipeline. Updated information now includes recent CRM changes. Learn more

Import text messages from Dialpad

New Dialpad integration for importing text messages. Learn more

Conversation Intelligence

Expanded calculation for coaching received stat

Feedback received by any call participant, not just the call host, is now calculated as part of the coaching received metric. Learn more