December 2025

December 2025

Tutorial Tabs

We’ve just updated our platform to allow you to embed enablement resources directly inside your Custom Dashboards.

Now, instead of sending a dashboard link and hoping for the best, you can include:

  • A video recording of you walking through the insights.

  • Direct links to your internal documentation and definitions.

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Analyst Role

The New Analyst Role can now self-serve on the following:

  • Custom Dashboard & Widget Creation: Analysts can build new visualizations and assemble custom dashboards from scratch, tailoring views for specific stakeholders without waiting on an Admin.

  • Granular Governance (Groups & Collections): Give Analysts the power to organize the workspace. They can manage Groups to ensure the right people see the right data and utilize Collections to curate dashboards into logical folders (e.g., “QBR Decks,” “Sales Leaderboards”).

  • Precision Filtering (Filter Sets & Filter Locks): Analysts can now create reusable Filter Sets to speed up analysis. Crucially, they can also apply Filter Locks, ensuring that when they share a dashboard, the data integrity remains intact and viewers cannot accidentally alter the scope of the report.

LinkedIn Dashboard Template

The LinkedIn Overview is a goldmine for RevOps insights! It can help answer critical questions across efficiency, effectiveness, and alignment for your LinkedIn advertising efforts:

  1. Overall Program Performance & Efficiency

  2. Strategic Allocation & Optimization

  3. Account-Based Marketing (ABM) & Sales Alignment

  4. Lead Generation & Quality

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