Weekly Product Updates: June 15 – June 21

We've added more financial flexibility to your reporting with direct revenue and payout adjustments for On Hold conversions, alongside new fields to track first-year customer performance.

What's new

On Hold Conversion Adjustments

You can now adjust revenue and payout values directly from the On Hold report, similar to the editing experience in the standard Conversion Report. This eliminates manual workarounds when correcting misapplied rates before conversions are approved.

First 12-Month Performance Tracking

To help you analyze long-term customer value and set up automation, we have introduced two new reporting fields: First 12-Month Revenue and First 12-Month Payout. Instead of manually filtering historical data to calculate first-year performance, you can now view these metrics instantly. This makes it easy to monitor customer trends and trigger automated workflows or alerts in external systems like Planhat.