New Features / Improvements
Deductions Reconciliation
- Invoice Header Automation: we have added a new toggle to automatically identify repayments when extracting invoice headers.
- Miss log (unaggregated view) performance improvements now boast up to a ~50% reduction in page load speeds.
Promotions
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We have added Expected ROI, Expected Revenue, and Expected Gross Margin columns to each promotion in the scenario planning tables. Users will be able to use these fields to help determine the contribution of each promotion to the overall metrics of each scenario.
Note: reach out to your CSM if you want to enable scenario planning.
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Users can now train and use a new predictive lift model that takes fund types and their associated tactics into account when making predictions.
Note: Users must associate one or more tactics to relevant fund types in the table in Settings > Fund Types in order to make use of this functionality.
Bug Fixes
Analytics
- Resolved an issue with fund types not appearing in the fund type dropdown in Promotion Analytics.
- Resolved an issue where the ROI export was displaying incorrect percentages.
Other
- Resolved an issue with the customer hierarchy search in promotion analytics, accruals & manage.