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      Release Notes - June 25th, 2025

      The latest details from the June 25th release

      New Features
      Bugs Squashed

      New Features

       

      New Feature: Contract Insights Dashboard
       
      We’re thrilled to announce the launch of our Contract Insights Dashboard — now available under the brand new Dashboards section in the app!
      This dashboard helps partners visualize the financial health of their recurring contracts, with real-time data pulled directly from PSA and vendor integrations. No more spreadsheets or guesswork — just clear, actionable insights.

      Contract_insights_page

      • Total MRR, Profit, Margin, and Active Contract widgets
      • Top/Bottom Accounts, Vendors, and Services by Profitability
      • Contract Expiry Breakdown and Service Adoption Trends
      • Global filters (Account, Vendor, Service) with persistent state
      • Sankey Chart for Vendor Revenue: Track flow from Vendor → Service → Revenue → Profit & Cost
      • Full-screen mode and CSV export for every widget
      • New Color Palette selector for custom chart theming
       
      New Feature: Cost Reconciliation
       
      The Cost Reconciliation page allows you to see your Vendor and PSA Catalogue cost data displayed in one place, and then quickly update your Catalogue at the press of a button! 
      Cost_reconciliation_page
      • View synced or manual unit cost per billing item
         
      • Highlight changes in cost from the previous billing cycle
         
      • Approve and push cost changes to PSA product catalog
         
      • All changes are logged in the Activity Log for visibility

       

      Give us your Feedback!

       

      Don't forget to hit the Give Feedback button in the upper right corner and let us know what you think of these new features!

      CR3

      Bugs Squashed

       
      We smashed a bunch of bugs this time, including:
      • Approval failures popping up in ConnectWise
      • Sync Status window not updating to the most recent sync date
      • Advanced Config menu sometimes not displaying all objects in a drop down
      • Default start dates sometimes causing an approval failure
      • Activity Log sometimes failing to load
      • Not all integrations showing up on the Integrations page
      • 'Contact Support' button falsely saying it has failed to send
      • Halo cards/lines repopulating on the wrong day
      • Liongard metrics falsely showing as disconnected
      • Pax8 UI errors
      • And a few different Pax8 Authentication issues related to the authorization switch

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