> ## Documentation Index > Fetch the complete documentation index at: https://docs.bigdelta.com/llms.txt > Use this file to discover all available pages before exploring further. # Changelog > Latest updates and improvements to Bigdelta. The final pages land, accounts get smarter default stages, and entitlements return. ## Customer Details Customer details now uses the new layout for a cleaner, more consistent experience across the app. ## Record Views Record views are now sortable and use the refreshed layout. Workflows & Emails index and Favorites are also available in the new layout. ### Default Stages for Accounts Accounts now have sensible default stages out of the box. When product data isn't connected, accounts start as Non-Activated so you always have a clear baseline. ## Improvements * Account drilldown is now sortable. * Back-link navigation improvements between detail pages. ## Fixes * OR filter conditions with relations evaluations. A redesigned home page, a new workflow creation flow, and a new way to measure revenue at risk. ## Home page redesign Brand-new home page with KPI tiles, growth components, and a dedicated Funnels tab. Drill into any account directly from chart dots. Redesigned home page with KPI tiles and growth components ## Workflows Redesigned Workflow Creation flow. Workflows and Email Templates are now first-class connected — pick a saved template, edit in draft, and send as transactional email. Email Recipients, the View Email dialog, and the Stats tab also got a refresh with status filter pills and a counts API. ## MRR at Stake New metric showing revenue exposed to risk, filterable by funnel — so you can see exactly where MRR might slip away. ## Workflow MRR See the MRR impact of each workflow directly on the workflow itself, grouped by automation run or funnel step. Filter by funnel for a focused view. ## Improvements * Parallel query processing in reporting for noticeably faster results. The redesigned app starts rolling out, and Revenue Potential becomes the engine behind MRR forecasting. ## New Layout Funnels gets a new list, creation dialog, details page, and Overview tab. Records list and Object settings are also redesigned in the new layout. ## Funnel Templates Spin up common funnels instantly from prebuilt templates. ## Configurable Revenue Potential Status Rules Manage Revenue Potential status rules in bulk via the UI. Status is now tied to a dynamic ID rather than a static value, giving you more flexible reporting. ## Expected MRR from Revenue Potential Expected MRR is now driven by Revenue Potential status, with calculations checking historical data for point-in-time accuracy. ## Improvements * Scoped recalculation — only relevant changes and date ranges recompute, so updates are faster. * Historical recalculation supported for revenue stages. * Pinned filters redesigned with correct titles for relation properties. * Reentry cooldown setting respected in reports. ## Fixes * Drop-off conditions and historical event reentry corrected. Funnels gets reporting, automations level up, and three new messaging integrations land. ## Funnel Stats & Summary See conversion at each step and drop-off rates with the new funnel stats view. A summary report gives a quick overview of funnel performance, and filters are supported across both. Funnel stats view showing conversion and drop-off at each step ## Microsoft Teams Integration Send messages to Teams channels directly from workflows. ## Discord Integration Send messages to Discord channels directly from workflows. ## HubSpot — Create Task New "Create task" action for the HubSpot integration so workflows can push follow-ups straight into HubSpot. ## User-Defined Email Templates Build email templates once and reuse them across workflows. ## Improvements * Funnel stage event properties usable as variables in templates. * Choose between label or ID for select, multi-select, stage, and member variables. * Variables resolve correctly when extensions trigger an automation. * Consistent sorting between revenue events and subscription updates. ## Fixes * MRR calculation for cancel-then-renew at the same timestamp. * Correct subscription IDs for Trial Started events. The foundation of two big bets: Funnels for tracking customer journeys, and a smarter Revenue Potential engine. ## Funnels Define funnels with events, activities, drop-off conditions, and per-step probability. Reentry is supported with configurable cooldown windows, and single-event funnels are available for lightweight tracking. Automations can trigger on funnel events, and backfill runs automatically when you create or edit a funnel. Funnel creation dialog with events, activities, and per-step probability ## Revenue Potential Status A new Revenue Potential status concept lets you classify accounts by revenue risk and opportunity. Default contraction and status rules are included out of the box. ## Filter by Revenue Potential Filter accounts and reports by Revenue Potential status to focus on the segments that matter most. ## Fixes * Manual payment import — date picker and various edge cases. Your home page and goal tracking get a major upgrade, plus background exports and smoother onboarding. ## 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. Redesigned Home Page ## 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. Goals Page ## 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. ## 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. Email Statistics 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. 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. Solidgate Integration ### 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. Account Lifecycle ### 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.