
We’re back with another round of upgrades that push the boundaries of what your GTM reporting can do. This April, we’ve focused on expanding your ability to plan, predict, and act with precision—by giving you more control over what you track, how you simulate outcomes, and what you focus on.
Let’s walk you through what’s new, what’s improved, and what’s coming next.
What’s New?
1. Planner – Scenario Analysis
Test multiple go-to-market scenarios before making a single move.
Whether you're a RevOps leader forecasting quarterly targets or a marketer deciding between doubling down on one channel or diversifying, scenario analysis has always been a challenge—until now.

With our new Scenario Analysis in Planner, you can:
- Simulate different GTM strategies and predict how they’ll affect your pipeline.
- Compare outcomes of investing more in inbound vs. outbound.
- Analyze how adding or removing funnel stages impacts your goals.
Use Case:
A marketing ops leader planning Q3 budget distribution can simulate three different spend distributions (e.g., Meta-heavy, Google-heavy, or evenly split) and see how each might impact pipeline generation and conversion rate—all within the Planner.
💡 Plan smarter with outcome-driven forecasting, not gut feel.
2. Gong Integration
Make your forecasts talk—literally.
We’re now integrated with Gong! That means you can pull in call intelligence data to correlate conversation quality and rep behavior with pipeline outcomes.

Here’s what this enables:
- Layer conversation insights on top of sales performance reports.
- Build reports that include metrics like talk ratio, question rate, and follow-up frequency.
- Forecast based on rep behavior patterns—not just deal stage.
Use Case:
Sales Ops can now track how reps with higher “next steps” usage or better call-to-listen ratios influence Win Rate—and coach the rest of the team accordingly.
🎧 From talk tracks to trackable trends—now in your reports.
What’s Improved?
📆 Last 5 Fiscal Quarters in Date Calendar
Planning a quarterly business review or mapping trends across quarters?
You can now view and filter data using the last 5 fiscal quarters directly in the date calendar dropdown—no manual range selection required.

Use Case:
Quickly compare QOQ (Quarter-on-Quarter) performance during exec reviews or isolate pipeline changes across fiscal cycles for investor updates.
🔢 Top 10 / Bottom 10 Results in Charts
Too much data? No problem.
You can now filter Tabular, Bar, and Comparison charts to show only the Top 10 or Bottom 10 entries—helping you focus on the metrics that move the needle.
Use Case:
A RevOps leader can instantly identify the 10 worst-performing lead sources in a comparison chart—without digging through noise.
🔍 Raw Data Expansion for Charts
You asked, we delivered.
Now you can expand raw data directly from Bar and Comparison charts for deeper inspection. That means no jumping between report views or exporting to Sheets—just click and explore.

Use Case:
Spot a sudden drop in leads from a channel? Expand the raw data from the chart and track the campaign IDs or lead types that caused it—instantly.
📥 CSV Upload for Planner
Manual funnel stages? No problem.
You can now upload CSV files directly into Planner, allowing you to input values for stages that aren’t tracked automatically—like manually calculated budgets, external attribution data, or qualitative funnel stages.

Use Case:
A PE-backed portfolio company uses Planner to model their funnel—but wants to input partner-influenced leads manually. Now, they can upload that data directly and still run forecasting simulations.
📊 Hybrid data? We’re all in.
What’s Coming Soon?
We're already hard at work building what’s next. Here's a sneak peek:
💧 Waterfall Reports
Visualize every pipeline shift—from new deals added to closed-lost movements—layer by layer.

Comparison in Bar Charts
Soon, you’ll be able to run side-by-side comparisons within bar charts—perfect for multi-region, multi-channel, or multi-quarter reviews.
GTM Agent Workflows
Let AI do more of the heavy lifting. Automate GTM playbooks using signals, workflows, and AI-generated next steps. Stay tuned!
Final Thoughts
The April release is all about giving GTM teams more control and clarity. From forward-looking scenario analysis to deeper conversation-based forecasting and sharper chart views—you’re equipped to move faster and smarter.