As of July 12th, Revegy has launched our latest software updates – giving you access to powerful new tools and enhancements within the platform. Customers can now leverage these exciting innovations to simplify sales planning and enhance visibility into pipeline and activities. Below, we’ve outlined the major highlights of this release, along with a sneak peek at our upcoming release schedule:
Leverage Revegy’s Latest Features & Enhancements
Pipeline Dashboard
Take control of your opportunities with the all-new Pipeline Dashboard. This tool offers a complete, real-time view of your sales pipeline, making it easier to identify opportunities and take targeted actions.
With the Pipeline Dashboard, you can:
- Get a detailed view of individual or team pipelines, including current stage, close date, scorecard, and playbook status.
- Analyze current quarter and fiscal year metrics, complete with a detailed breakdown of deal stages by quarter.
Activities Dashboard
Managing tasks and priorities just became simpler with the new Activities Dashboard – a new feature that gives you a centralized view of all activities across accounts and opportunities. Now, you can ensure that not only is your team organized and productive, but no task falls through the cracks.
Key Benefits of the Activities Dashboard:
- Easily filter tasks by due date, activity type, status, and more.
- Use pre-built filters to zero in on high-priority items, like this week’s activities or opportunity-specific tasks.
Explore Additional Enhancements
Beyond the major feature updates, we’ve introduced several enhancements to fine-tune your experience in the Revegy platform:
- Quick Access to Account Activity Insights: Use the Activities tab in your Account and Opportunity Hub to see if you have any additional activities assigned to you in the next seven days.
- Color-Coded Opportunity Stages: Visualize your sales pipeline at a glance with color-coded opportunity stages – whether they’re listed in a table, linked to a Strategy Map card, or displayed in a graph on the new Pipeline Dashboard.
- New Data Fields for Accounts: New standard fields are now available to add to account records, including Renewal Date, Annual Recurring Event, and Annual Total Revenue. Contact your Revegy administrator to map them to existing data in your CRM.
- Sync Individual Accounts and Opportunities: Available under the kebab menu on all Insights dashboards, Revegy now allows you to view the last time an account or opportunity in Revegy was synced with your CRM – and refresh it as needed.
- Integration with HubSpot: Our HubSpot integration now supports bi-directional task integration.
Upcoming Revegy Release Schedule
We’re already working on more exciting updates! Here’s a quick look at what’s coming next for Revegy:
- September 2025 Release — Production deployment on Saturday, September 6th.
- November 2025 Release — Production deployment on Saturday, November 1st.
See Our Latest Software Updates in Action
This Revegy release packs a powerful punch, delivering features like the Pipeline Dashboard and Activities Dashboard to streamline your sales efforts and improve team visibility. With additional enhancements and an exciting roadmap ahead, you’ll have all the tools you need to build stronger, smarter sales strategies.
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.
