Contact Activity Feed

You can now see the Activity Feed for any of your contacts. Simply click on a contact from your Home Activity Feed or navigate to Contacts and select a contact.

We'll show you how they are engaging with your Updates & Dashboards. We'll continue to add more events over time as well!

Customize Y Axis Scale

You can now customize the primary Y axis of your charts.

Head over to the Options tab of any chart you are editing or creating to customize the Min and Max of the primary axis.

Buyer beware: if you go this route, we cannot guarantee things will look great. You may also break best practices when it comes to visualizing data. However, we realize there are some instances when our automated axis doesn't render to customer needs. Enjoy!

Introducing Home

The Home section provides an activity feed to show you exactly who is engaged with your Updates, Dashboards and other content.

We like to think of it as a Twitter feed of how your investors are engaged with your business!

In this first version we’ll provide:

  • Views of Updates (from an email or link)
  • Clicks on Updates
  • Reactions to Updates
  • Views of Dashboards

Your feed will also smartly group items together based on time and the activity type. Home also provides quick actions to see your recently sent Updates, existing Update drafts as well as start a new Update from scratch or a template.