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Weekly Product Updates: June 15 – June 21
Easily adjust revenue and payout directly within the On Hold report and track long-term partner value with new first-year revenue and payout metrics.
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.
