Skip to main content

July 24, 2025

Improvements

  • Sharing: Saved dashboards and charts can now be shared directly through a Share button in the page header, next to the Save button. Sharing is still through Library folders.
  • KPI Analyzer: New "Pred YoY" column that shows the YoY prediction of each KPI, next to the absolute prediction. Consensus YoY is also available, but not visible by default. This is not shown for ratio KPIs (growth, margins) to avoid confusion. As part of this change, we have removed the Abs/QoQ/YoY toggle in the KPI overview table.
  • KPI Analyzer: Renamed "Delta" column to "Beat/Miss" for clarity.
  • KPI Analyzer: Improved tooltips for the "Conviction" column to better explain how it is derived from the magnitude of predicted beat/miss vs model error.
  • KPI Analyzer: New, compact model composition display that visualizes the weights of model features through a stacked bar chart in the main KPI overview table. Clicking on the bars shows a popup with the table of weights. Bars are color coded by vendor.
  • KPI Analyzer: When viewing hierarchical models, the model composition of the base model for each KPI is shown under "Sources".
  • KPI Analyzer: When viewing hierarchical models, the "Data chart" will show the underlying data trends of the sources used in the base model.
  • KPI Analyzer: When viewing hierarchical models, a new "Show hierarchy" button allows users to see the hierarchy and equations.
  • Prediction model UI (legacy): Update UI / design to use fields and controls that are common to the rest of the UI.
  • Data import: Add examples of FactSet identifiers in the file upload and Import Jobs UI.

Bug fixes

  • KPI Analyzer: Fix bug where the total number of mappings for a KPI was not shown correctly (did not count non-subscribed mappings).
  • KPI Analyzer: Fix bug when saving multiple KPI mappings at the same time.
  • KPI Mapper: Fix pagination state being lost on a page refresh, when browsing company-specific mappings.