We’re excited to share the latest updates in Revegy’s September 2025 release, designed to help you streamline your workflow, stay focused, and access critical insights faster. The latest enhancements include powerful new functionality, deeper account and opportunity views, and key usability improvements across the platform.
New Functionality
Weekly Focus Email
Staying on top of your priorities just got easier. The new automated Weekly Focus email delivers a clear snapshot of what’s ahead, so you can manage your workload with confidence.
With this update, you can:
- See all assigned activities due in the upcoming week.
- Jump directly into tasks or open the Activities dashboard for deeper insights.
- Customize the email with your own logo and branding to boost engagement.
Pipeline Dashboard Enhancements
Making updates in the Pipeline dashboard is now smoother than ever. You can edit Opportunity Scorecards and Playbooks directly from the side panel, without navigating away or losing your place.
This improvement allows you to take quick action in context, saving time and maintaining focus.
Introducing Account360 and Opportunity360
Your account and opportunity overviews now provide a true 360° view, giving you the clarity needed to prioritize what matters most.
New optional widgets include:
- Opportunity Statistics – roll-up value of all related opportunities.
- Health Score – at-a-glance view of account health.
- AI Research – recent AI research results available at your fingertips.
- Activities by Due Date – easily spot overdue or upcoming tasks.
Full Revegy / My360 Enhancements
We’ve expanded the My360 functionalities that you utilize today to make navigation and insights even faster:
- Quick Access: Jump straight to your Portfolio and Insights dashboards directly from any account or opportunity.
- Initial Landing Page: Set any Insights dashboard as your default landing page when you launch Full Revegy, giving you quicker access to the data you rely on most.
Explore Additional Enhancements
In addition to the major features above, we’ve made a series of smaller improvements that make everyday work more efficient:
- Map Links: Insert links to other maps across accounts.
- Reporting: Filter on date fields using “Today” and “# Days” for past or future reports.
- Report Cloning: Easily clone and update reports from the kebab menu.
- Task Lists: New “Add New” button on GOA for quicker goal entry; start dates are no longer required.
- Teams: Added controls to prevent users from managing teams.
Explore Our Latest Release
This Revegy release incorporates powerful new functionalities so you can take advantage of our account management and opportunity management features. We are excited about the progress we have made and our roadmap ahead.
Want to explore the new features and enhancements in detail? Log in to your sandbox today to explore the updates, or contact the Revegy team for tailored guidance on leveraging these tools.
Stay tuned for more exciting enhancements that continue to make Revegy the most powerful platform for strategic account and opportunity management.