Greater Chart Legend Control

We just launched two great additions to give you greater control over your chart legends. 

Completely Remove Chart Legend

We recommend using this if you have enough context in the chart title and want to share without a legend. It is also great if you have many metrics on a chart and viewing live in the app or dashboard where you can hover over the data. 

Change Metric Names at the Chart Level

Want to change the name of a specific metric on the chart legend but not change the metric name entirely? You can now change the metric name at the chart level! 

Sync Contacts with Fundraising

Users can now create, edit and sync their contacts for any investor records in our Fundraising CRM.

Pro-tip: This is great for sending potential investors in your pipeline with Updates before, during and after your raise.

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.

Formulas in formulas now supported

This is not a dream. #formulaception is now here. You can now include formulas in other formulas as well as any of your variance reporting metrics.