Changelog

Release Notes 10/27/25

• Company names now display in the browser tab, making it easier for users accessing multiple companies at once.

• We’ve added the ability to bulk delete unused company tags, making it easier to quickly clean up the tags in a model.

• Admin users can now change their scenario’s “Fiscal Year” settings. If the starting month of a Fiscal Year is set to any date besides January the model will add view options for Fiscal Year and Fiscal Quarter summaries in the data table and Dashboard.

• Text boxes have been added as a new widget type in the Dashboard.

• Widget descriptions have been added as an option to many of the widget types in the Dashboard.

• Combo charts have been added as a new widget type in the dashboard.

• Stacked bar charts can now compare forecast vs actuals side by side for the same month.

• Users can now choose an option to display the actuals and forecast for a number in the same line/bar. To do this, first select the actuals that you want to reference and then select the “Show Forecast & Actuals” toggle.

• Constants are now a searchable “object type” in the Audit Log.

• We’ve fixed an issue where parent rows selected in a table widget would now always have the correct ordering of their child rows.

• The name column of table widgets are now frozen when scrolling.

• We’ve fixed an issue where metrics with blank cells would sometimes have their data show up shifted to the left in table widgets.

• The “Add Sheet” button in the Dashboard is now aligned to the left, closer to the sheets themselves.

• Users can now compare two different metrics in the countuntil() function.

• Comparison table widgets will now save the last selected dates by the user instead of resetting whenever they leave the page.

• We’ve fixed an issue where sheets in the assumptions tab would randomly change their ordering.

• Bulk cloning and deletion speed has been greatly improved.

• We’ve adjusted the way that variance is calculated in table widgets to follow more in line with typical finance practices.

• Variance for metrics in table widgets will now match the conditional formatting of their corresponding formatting in the Assumptions and Financials tabs.

• We’ve adjusted the way that variance is calculated in number callout widgets to follow more in line with typical finance practices.

Release Notes 08/27/25

• Users can now select multiple rows and adjust the tags, formatting, rounding, min/max, summary columns, variance, and auto-calculate actuals settings for multiple rows at the same time.

• We’ve added a “Troubleshooting Mode” toggle to the Scenario Issues button. This toggle will locate the specific cells with errors and highlight them in red.

• We’ve updated the CSV export tool to export all child rows rather than just the first few levels of categorization.

• Users can now download Scenario Comparison graphs/charts as an image.

• The Customer Data Storage section has been renamed to “External Sheets”.

• We’ve added a scroll to the dashboard sheets selector for instances where a large number of sheets started to cut off other parts of the page.

Release Notes 08/11/25

• We’ve added the ability to filter the data table’s metrics based on the tags that they use.

• We’ve added the ability to search for metrics by name in the data table.

• Users can now copy the values within actuals cells in their model.

• The “Scenario Issues” button in the sidebar will now warn users when there are broken references to metrics that have been deleted.

• Users can now select actuals to be used in the number callout widget.

• Number callout widgets now have the option to display values from months other than the current month.

• We’ve added the ability to create custom tables as widgets in the dashboard. Previously users could only select a prebuilt table displaying a financial statement.

• We’ve also added some additional display options for table widgets, allowing users to compare data from two periods of time, such as a Forecast vs. Actual report.

• Users can now go to their Company Settings page to toggle on the option to display current month actuals in their dashboard widgets (previously the current month’s actuals wouldn’t show up in the dashboard widgets). By default, the current month’s actuals will not be displayed.

• We fixed an issue where rows would automatically hide after a page refresh.

• We improved the display of row and tag names when searching for them in the formula bar.

• We fixed an issue where the data table would overlap rows with one another, especially when actuals were toggled on.

• We fixed an issue where templates with metrics in multiple sheets, in some cases, were not creating all metrics.

• Users can no longer accidentally paste letters or characters into overrides of a cell, causing the row to break.

• We added in guardrails to stop users from creating segments that overlap with each other or go outside of the time range of the metric.

• We added a search bar to the widget builders to help users more easily find metrics.

• We added a toggle to display both the variance percentage and the comparison value in the number callout widget.

• Dashboard widgets now sort the selected metrics/tags/actuals alphabetically to make the displays more consistent across widgets.

• We adjusted the bar, line, and area chart widgets to start their display at 0 for more clarity.

• We fixed an issue where dashboard widgets were not displaying the last month in the selected view range.

Release Notes 07/01/25

• Users can now reorder their scenario constants via click and drag.

• Users can now reorder their scenarios in the company settings page.

• The view of individual sheets in the assumptions tab can now be toggled on or off by using the view settings in the sidebar. This toggling of section views can be done via the sidebar or the eyeball logo by the section name in the data table.

• Added tracking to the audit log feature to show the date at which a scenario was created.

• Froze the date row of the integrations page to always be shown while scrolling

• Added a horizontal line for 0 in the dashboard graph widgets.

• Fixed an issue where an error message would pop up when cloning scenarios

• Fixed an issue where an error message would appear when moving sheets in the assumptions tab.

• Fixed an issue where the legend/key of widgets would expand beyond the width of the widget.

• Added in unit tests to assist in reassuring that newly released code does not affect the calculations engine.

Release Notes 05/08/25

• Fixed the issue where users in certain time zones (mainly European ones) had duplicate months, missing months, and issues with start date inputs for segments.

• We've added a quick link to the integrations menu via the Company Button in the top right corner.

• Released a fix where the accounting integration currency symbol didn't match up with the model's currency.

• We've added a new toggle in the view settings called "Cells" which allows you to toggle segments and overrides to always be seen in a model even when you're not clicked into that row.

Release Notes 04/25/25

• Significant speed improvements, especially for the load time for larger models.

• Added in the repeat() function to repeat a pattern of numbers.

• Added in the countuntil() function to build out calculations for metrics such as “runway” or “time to profitability”.

Release Notes 03/12/25

• Added in the range() function to reference multiple forecasted cells at once.

• Added in two new options for a metric’s summary columns:
• First Month - references the first month’s value in a period of time.
• Calculate with Formula - uses the metric’s formula to calculate the quarterly/annual value.