Release date：

• 2024/07/25

1. Revenue Analysis function is now live with significant improvements and optimizations

• The Revenue Analysis is located in the dashboard, and the old version is scheduled to be offline in Q4.
• Supports setting revenue target by team or user and automatically calculates achievement rates.
• Supports customizing the criteria for achieved revenue, including offer date, onboarding date, invoice date, and payment receipt date.
• Supports multi-dimensional analysis, including user, team, date, role, client, industry, and function.
• Rich data visualization for revenue analysis.
• Supports fiscal year management (Professional version only).
• Admin can configure settings in “Settings – Report Settings – Revenue Analysis”.

2. Homepage subpage support display/hide

• Admin can configure this in “Settings – Module Settings – Homepage”

1. Forecast feature details optimized

• If the close rate option is Based on Process, manual selection of the cloase rate is supported in the case of one Job with multiple forecasts.