July 2025 Release: Smarter ARR Drill-Downs, Duplicate-Account Hygiene & a Board-Ready LTV:CAC Lens

✨ TL;DR

• ARR Waterfall now nets expansion vs. contraction automatically—no more manual offsetting.
• Compound Monthly Growth Rate stat includes an explanatory tooltip.
• Potential Duplicate Accounts view groups fuzzy & confirmed matches, plus CSV export.
• Pipeline Attribution adds cross-sell & task-type filters, with visual node highlights.
• New LTV:CAC tab lands in Board Stats for an instant view of payback health.

1. ARR Waterfall: Net-New Without the Math

Previously, you had to juggle two records to explain one change. Now we compare retired vs. new ARR inside each period and surface, group the underlying records, and show an Actual ARR Change column. Hover over a row to see the “expired → added” trail—perfect for audit or board slides.

2. Duplicate-Account Hygiene (Beta)

Cleaning dirty CRM data just got easier:

Find it under Hygiene → Potential Duplicate Accounts.

3. Pipeline Attribution: Advanced Campaign & Task-Type Filters

Go beyond source filtering. You can now:

• Search for new business cross-sell campaigns, campaign-types, or AI task labels.
• See downstream qualified pipeline filter and selected nodes light up in the flow chart.
• Jump to Account View to view how the node truly sits in the full account history.

4. New LTV:CAC Lens in Board Stats

Your CFO asked—so we shipped it. Flip to Board Stats → LTV:CAC to track payback efficiency alongside ARR, CAC, and runway. The view reuses existing data if you have an accounting system set up; no extra setup needed.

5. Performance & UX Tweaks

• Stats-card tooltips load ~40 % faster on large datasets.
• ARR Waterfall CSV export gains the ActualArrChange field.
• Small-screen breakpoints keep the stats card visible on 13-inch laptops.

Up Next

Native integration with Apollo for improved top-of-funnel visibility. Got feedback? Hit Help → Give feedback in-app—your notes drive the roadmap.