Your home page and goal tracking get a major upgrade, plus background exports and smoother onboarding.
New features
Redesigned Home Page
Your home page now puts goals front and center. See how each driving goal is performing with visual performance cards, sparkline trend charts, and success rate indicators — all at a glance. A new “Moments needing attention” section makes sure nothing slips through the cracks.Goals Page
Dive deeper into goal performance with a dedicated Goals page. Track current metrics, view associated moments, analyze loss reasons — all in one place. Goals are automatically ranked by success rate so you can focus where it matters most.Status Ribbon
A new status ribbon keeps you informed about your initial payment integration sync status as you navigate the app.Async Data Export
Export your records without waiting around. Exports now run in the background, and a new Exports page lets you track progress and download files when they’re ready.Improvements
- Refreshed onboarding — a smoother onboarding experience with new illustrations, action cards, and a Slack setup panel. All payment integrations (Stripe, PayPal, PayMe, Solidgate, Shopify) now follow a unified summary flow for a more consistent setup.
- More control over your subscription — downgrade tiers, schedule plan changes, and cancel add-ons directly from the Subscription page — no need to contact support.
Automate responses to key customer events with Moments, and track how your emails perform.
New features
Moments
Lifecycle automation system that triggers actions when important events happen. Comes with default moments for trial activity, product usage, and plan limits.Moment Actions
When a moment triggers, automatically take action — send a Slack message, create an Attio task, fire a webhook, or send an email.Email Open & Click Tracking
Track when recipients open your emails and click links, so you can measure engagement directly in Bigdelta.A new system for defining and tracking account activities, plus a built-in email editor.
New features
Activity Definitions
Define and track key account activities across the lifecycle — trial events, payment events, MRR movements, stage changes, product usage, feature adoption, feedback, and entitlements.Email Editor
Compose and send emails directly from Bigdelta with the new built-in email editor.Improvements
- Pinned filters in metrics for quicker access to your most-used views.
Expanded payment coverage with new integrations and quality-of-life improvements across the board.
New features
Solidgate Integration
Connect your Solidgate account to sync payment data directly into Bigdelta.Invoice Syncing for PayPal & Payme
PayPal and Payme integrations now sync invoices alongside existing payment data.Improvements
- Stripe sync improvements for more reliable data.
- Smooth chart animations across dashboards and reports.
- Integration connect flow redesigned for a cleaner setup experience.
New dashboards for business reviews, a company object to group accounts, and deeper payment integration.
New features
Dashboards
Business review and weekly pulse dashboards to help you stay on top of key metrics at a glance.Metric Widgets
Redesigned metric widget with breakdowns, compare mode, and relative time ranges for more flexible analysis.Companies
New company object with linked accounts, giving you a top-level view of organizations. MRR is now tracked at the company level.Invoice Syncing
Stripe integration now syncs invoices automatically.Improvements
- Data model page reworked for clarity.
- New team member invitation flow.
Major update to the product that automates lots of busywork around customers.
New features
Bigdelta Agents
AI agents continuously monitor each account to spot meaningful changes without manual work.Account Lifecycle Tracking
Automatically track each account’s full revenue and product usage journey.Updated Profiles
Enhancements for companies, accounts, users, and subscriptions with emphasis on clarity.Feedback
Incorporate and evaluate customer feedback directly within the platform.Activity Feed
A central place to see what customers are doing using product tracking, feedback and billing data.Improvements
- Record view switching relocated from dropdown menu to sidebar navigation.
- Event feed receives a dedicated page.
Fixes
- Minor bugs addressed.