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Changelog

See what's new and improved in Margin Levers.

v3.118.0.02026-06-12Latest

Reliability & Performance Improvements

Faster dashboard loading, improved data accuracy, and enhanced security across the platform.

  • ImprovedFaster anomaly detection and dashboard chart rendering
  • ImprovedImproved profit curve display and data accuracy in analyses
  • NewQuick access to saved analyses from dashboard header
  • NewBetter visibility into action queue status and ROI tracking
  • ImprovedEnhanced accessibility with improved keyboard navigation and focus indicators
  • FixedFixed CSV export encoding for names with accented characters
v3.117.0.02026-06-11

Checkout Reliability & Growth Dashboard

Improved checkout stability, added saved analyses shortcuts, and enhanced dashboard clarity for Growth users.

  • NewAccess saved analyses directly from dashboard header
  • NewGrowth dashboard now shows monthly re-analysis reminders for active users
  • NewView action queue status and snooze recommendations from dashboard
  • ImprovedProfit curve chart now displays with clearer profit/drag framing
  • FixedCheckout no longer gets stuck during sync failures
  • FixedSame-day re-checkout now works reliably without session conflicts
  • FixedCSV exports now preserve accented characters correctly
  • FixedImproved keyboard navigation and screen reader support across dashboard
v3.116.0.02026-06-11

Growth Dashboard & Analysis Enhancements

Improved dashboard stability, faster analysis processing, and new ways to reuse your saved analyses.

  • NewAccess saved analyses from dashboard header for quick reuse
  • NewDrift alerts now surface automatically in your dashboard
  • NewSuggested plays now incorporate drift signals for smarter recommendations
  • ImprovedDashboard loads faster with optimized data processing
  • FixedFixed CSV encoding to prevent garbled names in exports
  • FixedImproved accessibility with better keyboard navigation and focus indicators
v3.115.0.02026-06-11

Drift Alerts & Growth Dashboard

Monitor customer profitability changes in real-time and access saved analyses faster from your dashboard.

  • NewDismiss drift alerts to stay focused on actionable changes
  • NewQuick-access menu for saved analyses in dashboard header
  • NewAuto-generated suggested plays now include drift signals
  • ImprovedImproved Growth dashboard clarity and layout
  • ImprovedBetter CSV handling for international characters
  • FixedFixed accessibility issues with focus, touch targets, and labels
v3.114.1.02026-06-11

Growth Tier Launch & Dashboard Enhancements

New Growth tier unlocks multi-period profit analysis, drift alerts, and action tracking—plus dashboard stability improvements across all tiers.

  • NewCompare profit curves across multiple periods in Growth tier
  • NewDrift alerts detect and surface profit margin changes on dashboard
  • NewTrack action ROI with 90-day verification visibility
  • NewView effort dimension on next-best-action recommendations
  • NewSave and reuse analyses from dashboard header menu
  • ImprovedProfit Drag now featured as hero metric on dashboard overview
  • ImprovedFaster chat with optimized history handling
  • FixedImproved CSV export handling for international characters
  • FixedEnhanced dashboard stability and error handling
  • FixedAccessibility improvements for keyboard navigation and screen readers
v3.114.0.02026-06-11

Checkout Reliability & Growth Features

Improved checkout stability, added saved analyses quick access, and enhanced AI insights with drift-based recommendations.

  • NewQuick-access menu for saved analyses in dashboard header
  • NewAI now suggests plays based on detected pricing and cost drift
  • NewRefreshed profit curve visualization with clearer profit/drag framing
  • ImprovedBetter accessibility: improved focus rings, touch targets, and keyboard navigation
  • FixedFixed checkout getting stuck on hung sync operations
  • FixedPrevent duplicate charges when re-checking out same day
v3.113.2.02026-06-11

Drift Alerts & Growth Tools

Monitor customer profitability changes in real-time and access saved analyses faster from your dashboard.

  • NewReal-time drift alerts notify you when customer profitability patterns shift
  • NewReuse saved analyses from dashboard header for faster scenario comparisons
  • NewDrift signals now power auto-generated suggested plays for immediate action
  • ImprovedProfit curve chart now emphasizes profit impact and drag analysis
  • FixedCSV exports now preserve accented characters and special names correctly
  • FixedImproved dashboard stability and accessibility across all views
v3.113.1.02026-06-11

Growth Tier Analytics & Alerts

Growth tier customers now see profit trends across periods, drift alerts on their dashboard, and effort-based action recommendations.

  • NewCompare profit curves across multiple periods to spot trends
  • NewView 90-day ROI verification results on your outcomes dashboard
  • NewReceive drift alerts when customer profitability changes unexpectedly
  • NewSee effort estimates on next-best-action cards to prioritize quick wins
  • NewAccess saved analyses from your dashboard header for faster re-use
  • ImprovedProfit Drag now highlighted as a hero metric on your overview
  • FixedImproved accessibility with better focus management and touch targets
v3.113.0.02026-06-11

Growth Tier Features & Reliability Hardening

New profit analysis tools for Growth customers, drift detection alerts, and improved system stability across billing and checkout flows.

  • NewCompare profit curves across multiple time periods (Growth tier)
  • NewView 90-day ROI verification on your dashboard outcomes
  • NewReceive drift detection alerts when customer profitability changes
  • NewSee effort estimates on next-best-action recommendations
  • NewAccess Saved Analyses menu in dashboard header for quick reuse
  • ImprovedFaster dashboard loading and AI insight generation
  • FixedStabilized checkout and billing processes to prevent payment issues
v3.112.2.02026-06-10

Growth Tier Features & Reliability

New profit analysis tools for Growth customers, faster dashboard performance, and improved checkout stability.

  • NewCompare profit curves across multiple periods to track margin trends
  • NewView 90-day ROI verification on your outcomes dashboard
  • NewSee effort estimates on next-best-action recommendations
  • NewProfit Drag now highlighted as a key metric on dashboard overview
  • ImprovedFaster dashboard loading with optimized data queries
  • ImprovedSmoother checkout experience with improved sync reliability
  • FixedFixed billing and refund processing edge cases
v3.112.1.02026-06-10

Growth Tier Features & Stability

New profit analysis features for Growth tier customers, plus reliability improvements across billing, security, and dashboard performance.

  • NewCompare profit curves across multiple time periods in Growth tier
  • NewView 90-day ROI verification on your outcomes dashboard
  • NewSee effort estimates on next-best-action recommendations
  • NewProfit Drag now highlighted as a key metric on dashboard overview
  • NewDrift alerts detect and surface profit anomalies automatically
  • ImprovedFaster dashboard loading and AI insight generation
  • FixedImproved checkout reliability and billing accuracy
  • FixedEnhanced security controls and access validation
v3.111.4.02026-06-10

Growth Tier Launch & Trial Experience

Unlock advanced profitability analysis with the new Growth tier, featuring multi-period comparisons, drift alerts, and an improved trial experience.

  • NewGrowth tier with multi-period profit-curve comparison and benchmark narratives
  • NewDrift alerts detect and surface profit anomalies on your dashboard
  • New90-day ROI verification visibility on outcomes dashboard
  • NewEffort dimension added to next-best-action recommendations
  • ImprovedClearer error messages and improved onboarding tour controls
  • ImprovedFaster dashboard loading and smoother profit-curve animations
v3.111.3.02026-06-10

Growth Tier Launch & Drift Alerts

Unlock advanced profit analysis with multi-period comparisons, automated drift detection, and new Growth tier features for deeper customer insights.

  • NewCompare profit curves across multiple periods to spot trends
  • NewAutomatic drift alerts detect unexpected changes in customer profitability
  • NewView 90-day ROI verification on your outcomes dashboard
  • NewNext-best-action cards now show effort required for each recommendation
  • ImprovedProfit Drag now featured as a hero metric on your overview
  • ImprovedClearer error messages and improved onboarding tour controls
v3.111.2.02026-06-10

Growth Tier Launch & Profit Insights

Unlock advanced profit analysis, drift alerts, and multi-period comparisons with the new Growth tier, plus improved trial experience and security hardening.

  • NewGrowth tier with multi-period profit-curve comparison and benchmark narratives
  • NewDrift alerts detect and surface profit anomalies on your dashboard
  • NewProfit Drag now featured as hero metric on overview dashboard
  • New90-day ROI verification visibility on outcomes dashboard
  • NewEffort dimension added to next-best-action recommendations
  • ImprovedClearer error messages, gates, and dialog copy throughout app
  • ImprovedFaster dashboard loading and improved chat performance
  • FixedRevoke access immediately when accounts are deactivated
  • FixedPrevent duplicate trial subscriptions and harden billing security
v3.111.1.02026-06-10

Growth Tier Launch & AI Insights

Unlock advanced profit analysis, multi-period comparisons, and AI-powered drift alerts with our new Growth tier.

  • NewGrowth tier: Compare profit curves across multiple periods
  • NewDrift alerts detect and surface profit anomalies on your dashboard
  • NewNext-best-action cards now show effort required for each recommendation
  • NewView 90-day ROI verification results directly in Outcomes
  • ImprovedClearer error messages and improved onboarding tour controls
  • ImprovedFaster dashboard loading and AI insights generation
v3.111.0.02026-06-10

Growth Tier Features & Dashboard Enhancements

Unlock advanced profit analysis, automated drift alerts, and effort-based action recommendations for Growth tier customers.

  • NewCompare profit curves across multiple periods to spot trends
  • NewView 90-day ROI verification on your outcomes dashboard
  • NewReceive automated drift alerts when customer profitability shifts
  • NewSee effort estimates on next-best-action recommendations
  • NewProfit Drag now highlighted as a hero metric on overview
  • ImprovedFaster dashboard performance and more reliable checkout flow
v3.110.1.02026-06-10

Growth Tier Features & Dashboard Enhancements

New profit analytics, drift alerts, and action planning tools help Growth tier customers identify and act on margin opportunities faster.

  • NewCompare profit curves across multiple time periods to spot trends
  • NewView 90-day ROI verification results directly on your dashboard
  • NewReceive drift alerts when customer profitability patterns change
  • NewSee effort estimates on next-best-action recommendations
  • NewProfit Drag now highlighted as a key metric on dashboard overview
  • ImprovedFaster chat history loading and improved dashboard responsiveness
  • FixedImproved reliability of trial signup and email verification flow
v3.110.0.02026-06-10

Trial Experience & Growth Features

Streamlined trial signup with shared results, new profit analysis tools for Growth tier customers, and improved dashboard clarity.

  • NewShare trial results with a deep link before creating an account
  • NewExtended 30-day trial period with clearer onboarding tour
  • NewMulti-period profit-curve comparison for Growth tier analysis
  • NewProfit Drag now featured as hero metric on dashboard overview
  • New90-day ROI verification visibility on outcomes dashboard
  • ImprovedClearer error messages, dialogs, and interface copy throughout
  • FixedImproved dashboard performance and visual polish
v3.109.0.02026-06-10

Trial Experience & Insights Enhancements

Streamlined trial signup, faster AI insights, and new profitability analysis tools for Growth customers.

  • New30-day free trial with shared verdict links for easy team collaboration
  • NewMulti-period profit curve comparison to track profitability trends over time
  • NewEffort dimension on action recommendations to prioritize high-impact, low-effort changes
  • New90-day ROI verification visibility on your outcomes dashboard
  • ImprovedClearer error messages and simplified onboarding tour controls
  • ImprovedFaster dashboard performance and improved visual hierarchy for key metrics
v3.108.0.02026-06-10

Trial Access & AI Improvements

Streamlined trial signup with shareable links, improved AI insights performance, and clearer interface messaging.

  • NewShare trial verdict results with a deep link—no signup required
  • NewExtended trial period to 30 days for better product evaluation
  • NewToggle onboarding tour on/off in settings for returning users
  • ImprovedFaster AI insights with optimized batch processing
  • ImprovedClearer error messages and interface copy throughout the app
  • ImprovedEnhanced dashboard layout with Profit Drag metrics and 4-column grid
  • FixedRevoke trial access immediately upon account deactivation
v3.104.0.02026-06-10

Dashboard & Recovery Workflow Enhancements

Streamlined profit recovery analysis with new AI insights, action tracking, and team collaboration features.

  • NewAI-powered recovery recommendations now appear directly on your dashboard
  • NewTrack action outcomes and see real ROI impact from your recovery initiatives
  • NewInvite team members to collaborate on analyses and share insights securely
  • ImprovedFaster dashboard loading with optimized data fetching and caching
  • ImprovedClearer action workflow with step-by-step guidance and progress tracking
  • FixedFixed analysis save reliability and data consistency issues
v3.103.0.02026-05-10

Max MRR & Profit Drag Calculators

Free tools to estimate your maximum recurring revenue and recoverable profit opportunities without signing up.

  • NewAdd Max MRR Calculator — estimate revenue potential by business model
  • NewAdd Profit Drag Calculator — quantify customer profitability losses
  • NewEmail calculation results instead of sharing via link
  • ImprovedImprove calculator SEO coverage for organic discovery
v3.102.0.02026-06-09

Performance & Security Hardening

Faster dashboard loading, improved data privacy controls, and enhanced platform reliability across all features.

  • ImprovedDashboard loads faster with optimized data fetching and component rendering
  • ImprovedEnhanced privacy controls including GDPR data export and retention management
  • ImprovedMore reliable analysis processing with improved error handling and recovery
  • FixedFixed data access boundaries to prevent unauthorized cross-account visibility
  • ImprovedBetter email deliverability and notification reliability
v3.101.0.02026-05-10

Max MRR Calculator & Recovery Tools

New free tools help you estimate maximum revenue potential and identify profit recovery opportunities without signing up.

  • NewAdd Max MRR Calculator — free tool to estimate revenue ceiling
  • NewAdd Profit Drag Calculator — identify recoverable profit in your business
  • ImprovedFaster dashboard loading and smoother analysis experience
  • ImprovedEnhanced /try demo with profit drag estimates and recovery plan CTAs
  • ImprovedClearer trial messaging — 30-day free access to all Growth features
v3.100.0.02026-05-10

Growth Tier & AI Recovery Features

Unlock AI-powered profit recovery insights, team collaboration, and advanced analytics with the new Growth tier.

  • NewGrowth tier with AI insights, team management, and advanced recovery tools
  • NewAsk Your Profit Curve — natural language questions about your customer data
  • NewBenchmark-grounded recovery estimates with confidence scoring
  • NewTeam subscriptions with shared usage tracking and member invites
  • NewOutcome tracking and verified profit recovery narratives
  • ImprovedFaster dashboard with optimized queries and intelligent caching
v3.80.62026-05-10

Performance & Security Hardening

Faster dashboard loading, improved data privacy controls, and enhanced platform reliability across all user tiers.

  • ImprovedDashboard loads 40% faster with optimized queries and component memoization
  • NewGDPR compliance: Export your data anytime via new data portability feature
  • New30-day free trial for Growth tier with full feature access from day one
  • ImprovedAI insights now include risk analysis and confidence levels for better decision-making
  • NewTeam subscriptions: Invite up to 5 team members and share usage across your account
  • FixedFixed critical security issues affecting data access and webhook handling
v3.98.0.02026-05-10

Recovery Dashboard & AI Insights

Streamlined analysis workflow with AI-powered recovery recommendations, team collaboration, and benchmarked profit recovery estimates.

  • NewAI recovery recommendations now appear directly on your dashboard overview
  • NewSee benchmarked profit recovery estimates with confidence levels across all analyses
  • NewTeam subscriptions with shared usage tracking and member invitations
  • NewOutcome tracking for Growth plan users to measure recovery action impact
  • ImprovedFaster dashboard loading with optimized data fetching and caching
  • ImprovedClearer trial experience with full feature access from day one
v3.97.0.02026-05-10

Dashboard & Recovery Workflow Enhancements

Streamlined analysis-to-action workflow with AI-powered insights, outcome tracking, and team collaboration features.

  • NewAsk AI directly from dashboard overview for instant recovery recommendations
  • NewTrack action outcomes and see before/after profit impact with verified narratives
  • NewInvite team members to collaborate on analyses with shared usage tracking
  • NewView recoverable profit estimates anchored to industry benchmarks with confidence levels
  • ImprovedFaster dashboard loading with optimized data fetching and component rendering
  • ImprovedClearer recovery action workflow with step-by-step guidance and progress tracking
v3.96.0.02026-05-10

Max MRR & Profit Drag Calculators

Free tools to estimate your maximum recurring revenue and recoverable profit opportunities without signing up.

  • NewAdd Max MRR Calculator — estimate revenue potential by business model
  • NewAdd Profit Drag Calculator — quantify recoverable profit from customer unprofitability
  • NewShare calculator results via email to save estimates
  • ImprovedBenchmark recoverable profit estimates with confidence decay over time
v3.90.12026-05-10

Dashboard & Recovery Workflow Enhancements

Streamlined profit recovery analysis with new AI insights, improved trial experience, and enhanced data security.

  • NewAI insight cards now appear directly on your dashboard overview for faster recovery recommendations
  • NewNew Profit Drag Calculator and Max MRR Calculator free tools help estimate recovery potential
  • NewTrial users now get full feature access from day one instead of gradual unlocks
  • ImprovedDashboard layout redesigned with clearer recovery workflow and before/after impact visualization
  • ImprovedFaster dashboard loading with optimized data fetching and component rendering
  • FixedEnhanced security with improved data masking and access controls across analyses
v3.90.02026-05-10

Dashboard & Recovery Workflow Overhaul

Streamlined customer profitability analysis with redesigned dashboard, faster performance, and new AI-powered recovery recommendations.

  • NewRedesigned Act tab with linear 6-section workflow replacing accordions
  • NewAI insight cards on Overview tab with top recommendations and recovery estimates
  • NewBefore/after profit delta cards for Growth users with 2+ analyses
  • NewPredictive alerts panel on dashboard with deduplication and Growth tier access
  • ImprovedFaster dashboard loading with lazy-loaded components and optimized queries
  • ImprovedEnhanced trial experience with full feature access from day 1
v3.89.02026-05-10

Dashboard & Recovery Workflow Enhancements

Streamlined recovery analysis with AI insights, faster dashboard performance, and clearer next-step guidance for all users.

  • NewAI insight cards now appear on dashboard overview for faster recovery discovery
  • NewFree Max MRR and Profit Drag calculators help estimate recovery potential before uploading data
  • NewTrial users get full feature access from day 1 instead of weekly drip
  • ImprovedDashboard loads faster with optimized component rendering and caching
  • ImprovedClearer next-step guidance with action kit shortcuts and recovery section redesign
  • FixedFixed trial banner anchoring and restored analysis access after checkout
v3.88.02026-05-10

Dashboard & Recovery Workflow Enhancements

Streamlined profit recovery analysis with new AI insights, clearer action guidance, and faster dashboard performance.

  • NewAI insight cards on Overview tab show top recommendations without leaving dashboard
  • NewRecoverable profit estimate displayed above the fold for immediate impact visibility
  • NewBefore/after delta card shows profit recovery progress across analyses
  • NewAction Kits replace playbooks with clearer, step-by-step recovery guidance
  • ImprovedDashboard loads faster with optimized component rendering and lazy-loading
  • ImprovedTrial users now get full feature access from day one instead of weekly unlocks
v3.87.02026-05-10

Dashboard Redesign & AI Insights

Streamlined dashboard with AI-powered recovery recommendations, faster performance, and clearer profit recovery workflows.

  • NewAI insight cards on Overview tab with top recommendations and recovery estimates
  • NewRedesigned Act tab with linear 6-section workflow replacing accordions
  • NewBefore/after delta card showing impact of completed actions for Growth users
  • NewPredictive alerts panel with proactive risk detection
  • ImprovedFaster dashboard loading with optimized component rendering and lazy-loading
  • ImprovedClearer copy and visual hierarchy across all dashboard tabs and recovery workflows
v3.86.02026-05-10

Dashboard & Trial Experience Overhaul

Streamlined onboarding, faster dashboard performance, and personalized trial emails help you discover and act on profit recovery opportunities from day one.

  • NewFull dashboard access during trial — no weekly drip limits
  • NewPersonalized trial emails with your profit drag data and recovery timeline
  • NewNew AI insight cards and before/after recovery estimates on Overview tab
  • ImprovedFaster dashboard loading with optimized component rendering
  • ImprovedClearer Act tab workflow with linear 6-section recovery flow
  • ImprovedPredictive alerts panel to surface at-risk customers early
v3.85.02026-05-10

Max MRR & Profit Drag Calculators

Free tools to estimate your maximum recurring revenue and recoverable profit opportunities without signing up.

  • NewAdd Max MRR Calculator — estimate revenue ceiling for your business model
  • NewAdd Profit Drag Calculator — quantify recoverable revenue from customer unprofitability
  • NewEmail calculator estimates directly — share results with your team instantly
  • ImprovedFaster dashboard loading and smoother analysis workflows
  • ImprovedClearer copy throughout recovery workflow and onboarding
v3.84.02026-05-10

Dashboard Redesign & AI Recovery Tools

Streamlined dashboard with AI-powered insights, new recovery calculators, and improved trial experience to help you identify and act on profit opportunities faster.

  • NewNew Max MRR and Profit Drag calculators for quick revenue impact analysis
  • NewAI insight cards on dashboard overview showing recovery opportunities at a glance
  • NewRedesigned Act tab with linear 6-section workflow replacing complex accordions
  • NewFull dashboard access from day 1 of trial—no weekly drip delays
  • ImprovedFaster dashboard loading with optimized component rendering and caching
  • ImprovedClearer recovery workflow copy and before/after delta cards for Growth users
v3.80.32026-05-08

Launch Readiness Improvements

Cleaned up key launch paths so founders get clearer recovery steps, sturdier exports, and fewer dead ends.

  • FixedPayment recovery and settings links now send you to the right place instead of stale pages
  • FixedExports now skip unavailable report sections until they are ready, avoiding broken download paths
  • FixedSubscription status now shows a clear unavailable state when billing data cannot be loaded
  • ImprovedDashboard copy now focuses on customer health signals instead of overpromising prediction accuracy
  • ImprovedPDF quality checks generate cleaner launch artifacts without noisy placeholder chart warnings
v3.80.22026-04-09

Agent API & Deep Dive Chat

Connect your tools to Margin Levers via API, and explore insights conversationally with streaming AI analysis.

  • NewAgent API with webhook-driven action verification and ROI tracking
  • NewDeep Dive chat with streaming responses, follow-up suggestions, and conversation history
  • NewSlack integration for team notifications and AI-powered support
  • NewPredictive alerts for profit drag increases and new unprofitable customers
  • ImprovedDashboard redesign with sidebar navigation, True Margin metric, and action tracking
  • ImprovedFaster analysis loading with server-side prefetch for returning users
v3.79.12026-04-09

Agent API & Security Hardening

Launch agent-ready API endpoints, strengthen security across the platform, and enable AI-driven automation for customer profitability analysis.

  • NewAgent-ready API with /execute endpoint for AI automation
  • NewNew AI agents: outreach bot, activation concierge, founder learning log
  • NewSlack integration with app mentions, channel notifications, and team linking
  • NewReal-time alerts for profit drag increases and new unprofitable customers
  • ImprovedDashboard redesign with True Margin metric and denial-breaking tactics
  • ImprovedFaster dashboard loading with server-side prefetch and analysis caching
v3.80.02026-04-09

Dashboard Redesign & AI Chat Expansion

Streamlined dashboard navigation, deeper AI insights, and new action-tracking capabilities help you identify and implement margin improvements faster.

  • NewRedesigned dashboard with sidebar navigation and Focus/Full view modes
  • NewDeep Dive AI chat with follow-up suggestions, conversation history, and streaming responses
  • NewTrack action completion and ROI impact with persistent action lists and outcome verification
  • NewCompare analyses side-by-side and see what changed between uploads
  • ImprovedFaster dashboard loading with optimized data fetching and caching
  • ImprovedBetter mobile experience with improved touch targets and responsive layouts
v3.79.02026-04-09

AI-Powered Insights & Action Platform

Margin Levers now combines advanced AI analysis with automated action tracking and real-time alerts to help you identify and recover lost profit faster.

  • NewDeep Dive AI chat with follow-up suggestions and conversation history
  • NewAutomated action tracking with completion verification and ROI attribution
  • NewReal-time profit alerts for churn risk, margin erosion, and new opportunities
  • NewBenchmark comparison widget showing your performance vs. industry peers
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedClearer onboarding with guided checklist and progress tracking
v3.78.02026-04-09

AI-Powered Insights & Action Loop

Analyze customer profitability with prescriptive AI recommendations and track the financial impact of actions taken.

  • NewDeep Dive AI chat with follow-up suggestions and conversation history
  • NewAction tracking with ROI attribution and outcome verification
  • NewInstant verdicts and profit recovery recommendations on dashboard
  • NewBenchmark comparison widget and True Margin metric for profitability analysis
  • ImprovedFaster dashboard loading with optimized data prefetching
  • ImprovedImproved AI insight quality with validation and retry logic
v3.77.02026-04-09

Agent API & Deep Dive Chat

Unlock AI-powered analysis through our new agent API and enhanced conversational interface for deeper insights.

  • NewAgent API with webhook events for programmatic profit analysis
  • NewDeep Dive chat with streaming responses and follow-up suggestions
  • NewReal-time Slack alerts for signup and first analysis milestones
  • NewBenchmark comparison widget and cost confidence scoring
  • ImprovedFaster dashboard loading with optimized caching and prefetching
  • ImprovedEnhanced security with PII masking and rate limiting across all endpoints
v3.76.12026-04-09

API & Agent Enhancements

Expanded API capabilities for agent integrations, improved security across all endpoints, and new webhook delivery options.

  • NewAgent API now supports action execution and ROI tracking for closed-loop workflows
  • NewWebhook delivery now includes HMAC signatures for secure event verification
  • NewNew proactive webhook events: segment changes, risk detection, and goal tracking
  • ImprovedEnhanced security hardening across API endpoints and webhook handlers
  • ImprovedImproved agent discovery with updated documentation and integration guides
v3.76.02026-04-09

AI-Powered Insights & Agent API

Unlock prescriptive AI recommendations, real-time alerts, and programmatic access to your profitability analysis through our new agent-ready API.

  • NewDeep Dive AI chat with streaming insights, follow-up suggestions, and conversation history
  • NewAgent API with webhooks for automated action approval, ROI tracking, and third-party integrations
  • NewPredictive alerts for profit drag increases and new unprofitable customers
  • NewSlack integration for team notifications, support requests, and daily briefings
  • ImprovedDashboard redesign with verdict cards, benchmarks, and action-to-ROI tracking
  • ImprovedFaster analysis processing with cost confidence scoring and sensitivity analysis
v3.75.02026-04-09

AI-Powered Insights & Action Platform

Margin Levers now delivers prescriptive AI recommendations, real-time action tracking, and automated outcome verification to help you recover lost profit faster.

  • NewAI-generated insights with sensitivity analysis and cost confidence scoring
  • NewOne-click action approval and automated outcome tracking with ROI proof
  • NewReal-time Slack alerts for key events and predictive churn warnings
  • NewAgent API for programmatic access to insights, scenarios, and actions
  • ImprovedFaster dashboard loading and improved chart readability with better labels
  • ImprovedEnhanced onboarding with progress tracking and guided activation checklist
v3.74.12026-04-09

Dashboard & AI Insights Launch

Redesigned dashboard with AI-powered insights, real-time action tracking, and benchmarking tools to help you identify and recover lost profit faster.

  • NewNew AI Insights & Actions tab with prescriptive recommendations and sensitivity analysis
  • NewReal-time action tracking with outcome verification and ROI attribution
  • NewBenchmark comparison widget showing your performance vs industry peers
  • NewDeep Dive chat interface for interactive analysis and follow-up questions
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedMobile-friendly interface with improved navigation and accessibility
v3.74.02026-04-08

Growth Tier Launch & Security Hardening

Unlock AI-powered insights, benchmarking, and action tracking with Growth tier, plus comprehensive security improvements across the platform.

  • NewGrowth tier with AI insights, board narratives, and scenario analysis
  • NewCustomer benchmarking widget comparing your metrics to industry peers
  • NewAction tracking and ROI attribution for profit recovery initiatives
  • NewDeep Dive AI chat with follow-up suggestions and conversation history
  • NewData privacy controls with optional customer name masking in AI analysis
  • ImprovedFaster dashboard loading with optimized queries and caching
  • ImprovedEnhanced email notifications for signup, first analysis, and dormancy re-engagement
  • ImprovedMobile-friendly interface with conversation history and quick actions
  • FixedSecurity hardening across API, webhooks, and data export surfaces
v3.73.02026-04-07

Dashboard Redesign & AI Insights

Streamlined dashboard with AI-powered insights, faster analysis, and clearer profit opportunities.

  • NewRedesigned dashboard with AI Insights tab, verdict cards, and instant benchmarks
  • NewDeep Dive chat with streaming responses, conversation history, and follow-up suggestions
  • NewAction tracking with completion status, ROI attribution, and outcome verification
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • ImprovedFaster dashboard loading with optimized queries and prefetching
  • ImprovedBetter error messages with actionable recovery steps
v3.72.32026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI accuracy, streamlined dashboard navigation, and better data handling for your analyses.

  • NewDeep Dive AI chat with conversation history and follow-up suggestions
  • NewInstant verdicts and auto-expanded charts on dashboard overview
  • NewCost confidence scoring for more reliable action recommendations
  • ImprovedFaster dashboard loading with optimized data prefetching
  • ImprovedBetter error messages with actionable recovery steps
  • FixedFixed dashboard refresh loops and improved stability
v3.72.22026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI quality, streamlined dashboard navigation, and better data handling for your analysis workflows.

  • NewDeep Dive chat tab with streaming responses and suggested follow-up questions
  • NewQuick Action Flow tab for immediate profit recovery recommendations
  • NewInstant verdicts and auto-expanded charts for faster decision-making
  • ImprovedAI insights now include cost confidence scoring and sensitivity analysis
  • ImprovedFaster dashboard loading with optimized data fetching and caching
  • FixedFixed infinite refetch loops and improved error handling across dashboard
v3.72.12026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI quality, better dashboard organization, and smarter data handling for Growth tier users.

  • NewDeep Dive chat tab with streaming responses and conversation history
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • NewInstant verdicts and auto-expanding charts on dashboard overview
  • ImprovedFaster dashboard loading with optimized data prefetching
  • ImprovedClearer empty states and better error messages across all tabs
  • FixedFixed data privacy masking in AI insights and exports
v3.72.02026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI quality, streamlined dashboard navigation, and better data privacy controls.

  • NewDeep Dive AI chat with streaming responses and conversation history
  • NewData privacy controls—mask sensitive customer info in AI analysis
  • NewQuick Action Flow tab for immediate profit recovery recommendations
  • ImprovedFaster dashboard loading with optimized data prefetching
  • ImprovedClearer AI insights with cost confidence scoring and sensitivity analysis
  • FixedFixed dashboard navigation and tab persistence issues
v3.71.02026-04-07

Growth Tier Activation & Deep Dive Chat

Unlock AI-powered profit analysis and interactive chat for Growth tier customers with enhanced security and performance.

  • NewGrowth tier now includes predictive churn alerts and accuracy scoring
  • NewDeep Dive interactive chat with follow-up suggestions and conversation history
  • NewBenchmark comparison widget on dashboard Overview tab
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • ImprovedFaster dashboard loading and improved chart label readability
  • ImprovedEnhanced data privacy with optional PII masking in AI analysis
v3.70.02026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI quality, clearer visualizations, and streamlined workflows for analyzing customer profitability.

  • NewDeep Dive chat with streaming responses and conversation history
  • NewCompare metrics to previous periods directly in dashboard
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedClearer chart labels and improved metric card layouts
  • FixedFixed dashboard refresh loops and hydration issues
v3.69.02026-04-07

AI-Powered Insights & Security Hardening

Faster, smarter analysis with enhanced privacy controls and reliability improvements across the platform.

  • NewDeep Dive chat with streaming responses, conversation history, and AI-generated follow-up suggestions
  • NewPrivacy controls: mask sensitive customer data in AI analysis with optional unfiltered mode
  • NewInstant verdicts on dashboard with period comparison and cost confidence scoring
  • NewPredictive alerts for profit drag increases and new unprofitable customer segments
  • ImprovedFaster dashboard loading and improved error messages with actionable recovery steps
  • ImprovedEnhanced security with PII anonymization, webhook signing, and comprehensive audit hardening
v3.68.02026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI quality, streamlined dashboard navigation, and better data handling for your analyses.

  • NewDeep Dive AI chat with streaming responses and conversation history
  • NewCompare Previous Period widget on Overview tab with free benchmarks
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • ImprovedFaster dashboard loading and smoother data visualization rendering
  • ImprovedBetter error messages with actionable recovery steps
  • FixedFixed data masking to protect sensitive customer information in AI
v3.67.02026-04-07

Growth Tier Activation & Deep Dive Chat

Unlock predictive insights, AI-powered analysis, and actionable recommendations for Growth tier customers with enhanced chat capabilities.

  • NewPredictive churn alerts and accuracy scoring for Growth tier
  • NewDeep Dive chat with streaming analysis, follow-up suggestions, and conversation history
  • NewInstant verdicts with profit curve analysis and benchmark comparisons
  • NewAction approval workflow with ROI tracking and completion monitoring
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedPrivacy controls with optional data masking for sensitive customer information
v3.66.02026-04-07

AI Chat Enhancements & Dashboard Polish

Faster insights with improved AI chat experience, clearer data visualization, and streamlined user workflows.

  • NewDeep Dive chat tab with streaming responses and conversation history
  • NewAI-generated follow-up suggestions to guide deeper analysis
  • NewCost confidence scoring on insights and executive summaries
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedClearer profit curve labels and metric card layouts
  • FixedBetter error messages with actionable recovery steps
v3.65.02026-04-07

AI-Powered Insights & Security Hardening

Unlock deeper profitability analysis with advanced AI features, enhanced data privacy controls, and improved dashboard performance.

  • NewDeep Dive AI chat with streaming responses and conversation history
  • NewData privacy controls—mask sensitive customer info in AI analysis
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • NewInstant verdicts with profit impact and actionable next steps
  • ImprovedFaster dashboard loading and smoother chart interactions
  • ImprovedClearer empty states and onboarding guidance for new users
v3.64.02026-04-07

AI Chat & Dashboard Enhancements

Faster insights with improved AI chat, instant verdicts, and smarter data masking for privacy-conscious teams.

  • NewDeep Dive chat tab with streaming responses and conversation history
  • NewInstant verdict cards on dashboard with period-over-period comparisons
  • NewAuto-masking of sensitive financial data in AI analysis
  • NewQuick Action Flow tab for one-click margin recovery recommendations
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedBetter email delivery with reduced message frequency
v3.63.02026-04-07

AI-Powered Insights & Agent API

Unlock deeper profitability analysis with AI-driven recommendations, real-time alerts, and programmatic access for custom integrations.

  • NewDeep Dive AI chat with streaming responses and cloud sync
  • NewAgent API for custom integrations and automated workflows
  • NewPredictive alerts for profit drag increases and new unprofitable customers
  • NewAction tracking and ROI attribution to measure impact of recommendations
  • ImprovedFaster dashboard loading with optimized caching and prefetching
  • ImprovedEnhanced data privacy with customer name masking in AI analysis
v3.62.02026-04-07

AI-Powered Insights & Security Hardening

Unlock deeper profitability analysis with advanced AI features while protecting your sensitive business data with enhanced privacy controls.

  • NewDeep Dive chat interface with streaming analysis and cloud sync
  • NewAutomatic data masking option to keep customer names private in AI insights
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • NewAgent API for programmatic access to profitability analysis and ROI tracking
  • ImprovedFaster dashboard loading with optimized data fetching and caching
  • ImprovedEnhanced email notifications with ROI proof and dormancy re-engagement
v3.61.12026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI quality, streamlined dashboard navigation, and better data privacy controls.

  • NewDeep Dive AI chat with persistent conversation history and cloud sync
  • NewInstant verdicts and auto-expanding charts for faster decision-making
  • NewData privacy toggle to control how your customer data is used in AI analysis
  • ImprovedFaster dashboard loading with optimized caching and prefetching
  • ImprovedClearer empty states and error messages with actionable next steps
  • FixedFixed data upload pipeline race conditions and edge cases
v3.61.02026-04-07

AI-Powered Insights & Security Enhancements

Faster, smarter analysis with enhanced privacy controls and real-time collaboration features.

  • NewDeep Dive chat with streaming responses and cloud sync for analysis context
  • NewPrivacy controls: mask customer data in AI insights with per-analysis toggle
  • NewInstant verdicts and auto-expanded charts on dashboard for faster decisions
  • NewSlack integration for team notifications and AI-powered channel discussions
  • ImprovedFaster dashboard loading and improved chart label readability
  • ImprovedBetter error messages with actionable recovery steps throughout app
v3.60.02026-04-07

Growth Tier Activation & Deep Dive Chat

Unlock advanced AI analysis, benchmarking, and conversational insights for Growth plan customers with new Deep Dive chat interface.

  • NewDeep Dive chat — conversational AI analysis with code execution and real-time insights
  • NewGrowth tier unlocks prediction accuracy, churn alerts, and benchmark comparisons
  • NewInstant verdicts on dashboard with period-over-period profit analysis
  • NewAuto-accept exact column matches and persistent data storage on upload
  • ImprovedFaster dashboard loading with distributed caching and optimized queries
  • ImprovedPrivacy controls — opt-in data masking for AI analysis with per-analysis overrides
v3.59.02026-04-07

Privacy Controls & Data Security

Protect sensitive customer data with granular privacy controls and encryption options for all analysis and sharing workflows.

  • NewData masking toggle — filter or include customer names in AI insights
  • NewEncrypted data escrow for sensitive analyses with unlock controls
  • NewPrivacy-first PDF exports and shared analysis links with anonymization
  • ImprovedSecurity page documenting data handling and compliance practices
  • FixedClose PII leakage in email, analytics, and shared reports
v3.58.12026-04-07

AI-Powered Insights & Security Hardening

Unlock deeper customer profitability analysis with advanced AI features, enhanced data privacy controls, and improved platform reliability.

  • NewDeep Dive AI chat with streaming responses and cloud sync for real-time analysis
  • NewData privacy controls—mask sensitive customer names in AI insights and exports
  • NewOutcome verification notifications and cost confidence scoring on recommendations
  • NewInstant verdicts with period comparison and actionable next steps on dashboard
  • ImprovedFaster dashboard loading and improved error messages with recovery guidance
  • ImprovedAuto-accept exact column matches during data upload for smoother onboarding
v3.58.02026-04-07

AI-Powered Profitability Analysis

Margin Levers now delivers instant, AI-driven insights into your most and least profitable customers with interactive deep-dive conversations.

  • NewDeep Dive chat — ask follow-up questions about profit drivers and get instant answers
  • NewInstant verdicts on dashboard — AI-generated summaries of your margin health at a glance
  • NewActionable recommendations — AI suggests specific customers to focus on and cost-saving opportunities
  • NewPrivacy controls — choose filtered or unfiltered AI analysis of your customer data
  • ImprovedFaster dashboard loading and smoother data uploads with optimized infrastructure
  • ImprovedBetter error messages with clear recovery steps when something goes wrong
v3.57.02026-04-07

Dashboard & Analysis Enhancements

Faster insights with improved chart clarity, better data handling, and smarter AI recommendations for your profitability analysis.

  • NewInstant verdicts on Overview tab show profit opportunities at a glance
  • NewCompare metrics to previous periods and industry benchmarks directly in dashboard
  • NewAuto-expand profit curve chart with clearer profit generator/destroyer labels
  • ImprovedSmarter AI recommendations now include cost confidence scoring and sensitivity analysis
  • ImprovedUpload data with exact column matches auto-accepted for faster onboarding
  • FixedFixed chart label positioning and visibility issues across all browsers
v3.56.12026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI accuracy, clearer profit analysis, and better data privacy controls.

  • NewPrivacy controls: mask customer data in AI insights with per-analysis toggle
  • NewInstant verdicts on dashboard with automatic profit curve expansion
  • NewCost confidence scoring for more reliable action recommendations
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedClearer profit analysis with better chart labels and metric organization
  • FixedFixed data export accuracy and CSV validation issues
v3.56.02026-04-07

Dashboard & Analysis Enhancements

Faster insights with improved chart clarity, better data privacy controls, and streamlined analysis workflows.

  • NewMask sensitive customer data in AI insights with optional privacy mode
  • NewCompare current period to previous period directly in dashboard
  • NewView free industry benchmarks alongside your metrics
  • ImprovedClearer profit curve labels and improved chart readability
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedBetter empty state messaging and onboarding guidance
v3.55.32026-04-07

Dashboard & Security Enhancements

Improved dashboard performance, refined customer data privacy controls, and strengthened security across the platform.

  • NewData privacy controls—choose filtered or unfiltered AI analysis per report
  • NewInstant verdicts on dashboard with automatic chart expansion for key insights
  • NewBenchmark comparison widget showing your performance vs. industry standards
  • ImprovedFaster dashboard loading with optimized data fetching and caching
  • ImprovedClearer empty states and refined UI copy across all dashboard tabs
  • FixedEnhanced security hardening to protect customer data in exports and shared reports
v3.55.12026-04-07

Performance & Security Hardening

Faster dashboard loading, improved data privacy controls, and enhanced system reliability across the platform.

  • ImprovedDashboard loads faster with optimized data fetching and caching
  • NewNew privacy controls let you mask customer data in AI insights
  • NewUpload revenue-only data without detailed customer information
  • ImprovedBetter error messages with clear recovery steps when issues occur
  • ImprovedEnhanced security across data exports, shared analyses, and email reports
  • NewBenchmark comparison widget on dashboard overview for context
v3.55.02026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI accuracy, clearer profit analysis, and streamlined data uploads.

  • NewInstant profit verdicts with period comparison on dashboard
  • NewAuto-accept exact column matches and persistent data storage by default
  • NewAI-powered action recommendations with sensitivity analysis
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedClearer profit curve labels and metric card layouts
  • FixedFixed data privacy controls and encryption handling
v3.54.02026-04-07

AI Insights & Security Hardening

Smarter AI analysis with enhanced privacy controls and improved data security across the platform.

  • NewAI insights now include risk analysis and cost confidence scoring
  • NewNew privacy controls let you mask customer data in AI analysis
  • NewUpload revenue-only data without detailed customer information
  • ImprovedFaster dashboard loading and improved chart label readability
  • ImprovedBetter error messages with actionable recovery steps
  • FixedEnhanced security across shared analyses and data exports
v3.53.02026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and team collaboration with enhanced privacy controls and security.

  • NewGrowth tier activation with AI auto-open, suggested prompts, and ROI recommendations
  • NewPrivacy controls: mask customer data in AI analysis, email exports, and shared reports
  • NewBenchmark comparison widget shows your margin health vs. industry standards
  • NewTeam member Slack integration for channel notifications and AI chat
  • NewAction tracking: approve recommendations via email and track ROI impact
  • ImprovedFaster dashboard loading and improved chart labeling for clarity
v3.52.02026-04-07

AI Insights & Security Hardening

Smarter AI recommendations with enhanced privacy controls and improved data security across the platform.

  • NewAI insights now include cost confidence scoring and sensitivity analysis
  • NewNew privacy controls let you mask customer data in AI analysis
  • NewUpload revenue-only data without detailed customer information
  • ImprovedFaster dashboard loading and improved chart label readability
  • ImprovedBetter error messages with actionable recovery steps
  • FixedEnhanced data security across exports, emails, and shared analyses
v3.51.02026-04-07

Dashboard & AI Enhancements

Faster insights with improved AI accuracy, clearer profit analysis, and streamlined data uploads.

  • NewInstant profit verdicts with automated risk analysis on dashboard
  • NewAuto-accept exact column matches during data upload for faster setup
  • NewAI insights now include cost confidence scoring and sensitivity analysis
  • ImprovedFaster dashboard loading and chart rendering performance
  • ImprovedClearer profit generator/destroyer labels and metric card layouts
  • FixedFixed data masking to protect customer privacy in AI analysis
v3.50.02026-04-07

Dashboard & AI Enhancements

Faster insights with improved data handling, clearer visualizations, and smarter AI recommendations tailored to your business.

  • NewInstant verdicts on dashboard with automatic chart expansion
  • NewAI now provides data-aware recommendations based on your analysis
  • NewUpload revenue-only data without requiring full customer details
  • ImprovedFaster dashboard loading and smoother data processing
  • ImprovedClearer error messages with actionable recovery steps
  • ImprovedProfessional empty state copy and better visual hierarchy
v3.49.02026-04-07

AI Insights & Security Hardening

Enhanced AI analysis with risk detection, improved data privacy controls, and comprehensive security updates across the platform.

  • NewAI insights now include risk analysis and cost-quality scoring
  • NewData privacy controls—mask customer names in AI analysis and exports
  • NewPredictive alerts for profit drag increases and new tail customer risks
  • ImprovedFaster dashboard loading and improved chart label readability
  • ImprovedBetter error messages with actionable recovery guidance
  • FixedSecurity hardening across AI endpoints and data export flows
v3.48.02026-04-07

Security & Performance Hardening

Enhanced data protection, faster dashboard loading, and improved reliability across the platform.

  • NewData privacy controls—mask customer names in reports and choose filtered AI context
  • NewSlack integration for team notifications and AI-powered chat within Slack
  • NewAction tracking—save and monitor completion of recommended profit improvements
  • ImprovedDashboard loads faster with optimized data fetching and caching
  • ImprovedBetter error messages with clear recovery steps when issues occur
  • FixedFixed data leakage in shared reports and exports
v3.47.02026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and team collaboration features while strengthening data privacy and security across the platform.

  • NewGrowth tier activation with AI insights, suggested prompts, and ROI recommendations
  • NewCustomer data privacy controls—filter sensitive information from AI analysis
  • NewBenchmark comparison widget showing your margins against industry peers
  • NewTeam Slack integration for real-time alerts and collaborative decision-making
  • NewAction tracking and ROI attribution to measure impact of margin improvements
  • ImprovedFaster dashboard loading and improved chart readability with better label placement
  • ImprovedEnhanced /try demo with executive summary, top customers, and shareable PDF export
  • FixedSecurity hardening across PII masking, authentication, and data export flows
v3.46.02026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and advanced security controls for Growth tier users with improved dashboard performance and reliability.

  • NewEnable AI chat and code execution for Growth tier with safety controls
  • NewAdd benchmark comparison widget to dashboard Overview tab
  • NewIntroduce customer data privacy controls with PII masking toggle
  • NewLaunch /try demo flow with instant dashboard and shareable PDF reports
  • ImprovedRedesign dashboard with verdict card, collapsible charts, and inline benchmarks
  • ImprovedImprove dashboard loading performance and fix hydration issues
  • FixedHarden security across PII masking, API routes, and webhook delivery
v3.45.02026-04-07

Security & Privacy Hardening

Comprehensive security improvements protect your data with PII masking, encryption, and abuse prevention across all features.

  • NewData privacy controls — mask sensitive customer info in AI insights and exports
  • NewEncrypted API keys with scope-based access control for integrations
  • NewWebhook security — HMAC-signed delivery and rate limiting for integrations
  • ImprovedHardened authentication with timing-safe token comparison and OAuth security
  • FixedFixed 20+ security gaps including PII leakage, SSRF, and injection vulnerabilities
v3.44.02026-04-07

Security & Performance Hardening

Improved platform security, faster dashboard loading, and enhanced data privacy controls for all users.

  • NewData privacy controls — mask sensitive customer info in AI insights
  • NewUpload revenue-only data without customer names or details
  • ImprovedFaster dashboard loading and smoother navigation performance
  • ImprovedEnhanced security across data exports, shared reports, and email delivery
  • FixedFixed dashboard hydration issues and improved mobile experience
v3.43.22026-04-07

Security & Performance Hardening

Enhanced data privacy controls, faster dashboard loading, and improved system reliability across the platform.

  • NewData privacy mode — mask customer names in AI insights and exports
  • NewBenchmark comparison widget on dashboard Overview tab
  • NewCost confidence scoring for more reliable margin analysis
  • ImprovedFaster dashboard loading with optimized data prefetching
  • ImprovedImproved chart readability with clearer profit generator labels
  • FixedFixed data export anonymization to prevent customer name leakage
v3.43.12026-04-07

Security & Performance Hardening

Strengthened data protection, improved dashboard speed, and enhanced reliability across the platform.

  • NewData privacy controls—choose filtered or unfiltered AI analysis mode
  • NewCustomer data masking in exports, emails, and shared reports
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedEnhanced email security and webhook delivery reliability
  • FixedFixed multiple security vulnerabilities in data handling
v3.43.02026-04-07

Security & Performance Hardening

Enhanced data protection, faster analysis processing, and improved reliability across the platform.

  • NewData privacy controls—choose filtered or unfiltered AI insights per analysis
  • NewCustomer data masking in reports, exports, and shared analyses
  • NewReal-time Slack alerts for new signups and first analyses
  • ImprovedFaster dashboard loading and improved error messages with recovery steps
  • ImprovedEnhanced benchmark comparison widget and cost confidence scoring
  • FixedFixed PII leakage in board narratives and customer snapshots
v3.42.02026-04-07

Performance & Security Hardening

Faster dashboards, improved AI safety, and comprehensive security fixes for a more reliable product experience.

  • ImprovedDashboard loads faster with optimized queries and caching
  • ImprovedAI insights now include safety checks and risk analysis
  • NewNew cost confidence scoring shows reliability of your analysis
  • NewSensitivity analysis for action recommendations
  • ImprovedBetter error messages with clear recovery steps
  • FixedEnhanced data privacy controls across all features
v3.41.12026-04-07

Performance & Security Hardening

Faster dashboards, improved data privacy controls, and enhanced reliability across the platform.

  • ImprovedDashboard loads faster with optimized data fetching and caching
  • NewControl customer data visibility in AI insights with privacy toggle
  • NewNew cost confidence scoring shows reliability of your margin estimates
  • ImprovedBetter error messages guide you toward solutions when issues occur
  • ImprovedImproved chart readability with clearer profit generator labels
  • FixedFixed data export anonymization to protect customer privacy
v3.41.02026-04-07

Dashboard Redesign & AI Enhancements

Faster insights with a redesigned dashboard, improved AI analysis, and new benchmark comparisons to help you identify profit opportunities.

  • NewRedesigned dashboard with verdict cards and collapsible charts for clearer insights
  • NewCompare your margins to industry benchmarks directly in the dashboard
  • NewAI now provides cost confidence scoring and sensitivity analysis for recommendations
  • NewNew /try demo shows top unprofitable customers and executive summary instantly
  • ImprovedFaster dashboard loading with optimized data fetching and caching
  • ImprovedBetter error messages with actionable recovery steps
v3.40.22026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and advanced security controls for Growth tier users with improved dashboard performance and reliability.

  • NewGrowth tier users now access AI chat, code execution, and suggested prompts
  • NewCompare your margins to industry benchmarks directly in the dashboard
  • NewOpt into unfiltered AI analysis or keep customer data masked for privacy
  • NewNew /try demo flow with instant margin analysis and shareable PDF reports
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedBetter error messages with actionable recovery steps throughout the app
  • FixedFixed PII leakage in shared analyses, exports, and email communications
v3.40.12026-04-07

Growth Tier Unlocked & Security Hardened

Growth tier users now access predictive alerts, code execution, and AI insights while we've strengthened security across the platform.

  • NewPredictive churn alerts and accuracy scoring for Growth tier users
  • NewCode execution mode for advanced analysis and custom calculations
  • NewAI chat with code mode and safety verification for Growth users
  • ImprovedFaster dashboard loading and benchmark comparisons
  • ImprovedEnhanced data privacy controls with PII masking options
  • FixedSecurity hardening across API, webhooks, and data exports
v3.40.02026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and advanced security controls for Growth tier users with improved dashboard performance and data privacy.

  • NewGrowth tier users now access AI insights, predictive churn alerts, and code execution features
  • NewAdd customer data masking toggle—filter sensitive names from AI analysis while keeping insights actionable
  • NewCompare current performance to industry benchmarks directly in dashboard Overview tab
  • NewNew activation checklist and quick actions sidebar guide Growth users through key features
  • ImprovedDashboard loads faster with optimized data prefetching and improved caching
  • ImprovedEnhanced error messages with actionable recovery steps help resolve issues faster
  • FixedStrengthen security across shared analyses, exports, and API endpoints
v3.39.12026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and code execution for Growth tier users while strengthening data privacy and security across the platform.

  • NewGrowth tier users now access AI insights, predictive churn alerts, and code execution
  • NewNew data privacy controls—filter sensitive customer info from AI analysis with one toggle
  • NewCompare your margins to industry benchmarks directly in the dashboard
  • NewAgent API now live—automate insights, actions, and ROI tracking via webhooks
  • NewSlack integration—get daily briefings and approve margin-recovery actions in Slack
  • ImprovedFaster dashboard loading with optimized caching and prefetching
  • ImprovedClearer error messages with actionable recovery steps
  • FixedFixed chat rate limiting and improved API security across all endpoints
v3.39.02026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and advanced security controls for Growth tier users with improved dashboard performance and reliability.

  • NewGrowth tier now includes AI insights, predictive churn alerts, and code execution
  • NewAdd benchmark comparison widget to dashboard Overview tab
  • NewNew data privacy controls—mask customer names in AI analysis and exports
  • NewActivate dormancy re-engagement campaigns and weekly product briefings
  • ImprovedFaster dashboard loading with optimized caching and prefetching
  • ImprovedBetter error messages with actionable recovery steps
  • FixedHarden security across AI endpoints and shared analyses
v3.38.02026-04-07

Performance & Security Hardening

Faster dashboards, enhanced data privacy controls, and improved reliability across the platform.

  • NewData privacy mode — filter sensitive customer info from AI insights
  • NewCost confidence scoring — see reliability of your margin analysis
  • NewBenchmark comparison widget — compare your metrics to industry standards
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedBetter error messages with actionable recovery steps
  • FixedImproved chart readability and dashboard layout polish
v3.37.02026-04-07

Growth Tier Launch & Security Hardening

New Growth tier unlocks AI insights, benchmarking, and agent APIs while strengthening security across all data handling.

  • NewGrowth tier with AI insights, benchmark comparisons, and advanced analytics
  • NewAgent API for programmatic access to analyses, insights, and ROI data
  • NewData privacy controls—mask customer names in AI insights and exports
  • NewCost confidence scoring and sensitivity analysis for action recommendations
  • ImprovedFaster dashboard loading and improved chart readability with better labels
  • ImprovedEnhanced onboarding with activation checklist and progressive insight reveal
v3.36.02026-04-07

Dashboard Redesign & Growth Features

New 3-tab dashboard with AI insights, benchmark comparisons, and Growth tier activation features for faster decision-making.

  • NewRedesigned dashboard with Overview, Insights, and Compare tabs
  • NewAI-powered insights with cost confidence scoring and action recommendations
  • NewBenchmark comparison widget shows your performance vs. industry standards
  • NewGrowth tier activation with suggested prompts and ROI call-to-action
  • NewImproved /try demo with executive summary, top customers, and shareable PDF
  • ImprovedFaster dashboard loading with optimized data fetching
  • ImprovedBetter error messages with actionable recovery steps
  • ImprovedEnhanced security with PII masking across all AI features
v3.35.02026-04-07

Dashboard Redesign & AI Enhancements

Faster insights with a redesigned dashboard, improved AI analysis, and new benchmarking tools to help you identify profit opportunities.

  • NewRedesigned dashboard with verdict cards, collapsible charts, and inline benchmarks
  • NewAI insights now include cost confidence scoring and sensitivity analysis for recommendations
  • NewCompare your metrics to free-tier benchmarks directly in the Overview tab
  • NewNew /try flow with executive summary, top unprofitable customers, and shareable PDF
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedBetter error messages with actionable recovery steps throughout the app
v3.34.02026-04-07

Security Hardening & Agent API Launch

Enterprise-grade security controls, agent automation APIs, and improved data privacy options for sensitive customer information.

  • NewData privacy mode — mask customer names in AI insights and exports
  • NewAgent API with webhooks — automate workflows and integrate with external tools
  • NewBenchmark comparison widget — see how your margins stack against industry peers
  • NewCost confidence scoring — understand reliability of AI-generated cost estimates
  • ImprovedFaster dashboard loading with optimized caching and prefetching
  • ImprovedBetter error messages with actionable recovery steps
v3.33.12026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights for Growth users, enhanced security controls, and improved dashboard performance with new comparison and benchmark features.

  • NewGrowth tier users now access AI chat, code execution, and advanced insights
  • NewCompare current results to previous periods and industry benchmarks on dashboard
  • NewControl customer data privacy with PII masking toggle for AI analysis
  • NewNew agent API with webhooks for custom integrations and automation
  • ImprovedFaster dashboard loading with optimized caching and prefetching
  • ImprovedClearer onboarding with activation checklist and suggested next steps
  • FixedFixed email deliverability and improved trial messaging across all tiers
v3.33.02026-04-07

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, predictive alerts, and code execution for Growth users with comprehensive security improvements across the platform.

  • NewGrowth tier now includes prediction accuracy scoring and churn risk alerts
  • NewInteractive code mode lets you run custom analysis queries directly in chat
  • NewNew /try flow with instant dashboard, executive summary PDF, and top customer insights
  • NewCompare to previous period and benchmark against industry standards on Overview tab
  • NewAgent API now available for programmatic access to insights, scenarios, and ROI data
  • ImprovedFaster dashboard loading and benchmark queries with distributed caching
  • ImprovedPII masking controls let you choose filtered or unfiltered AI context per analysis
  • ImprovedBetter error messages with actionable recovery steps throughout the app
  • FixedSecurity hardening across 20+ surfaces to protect customer data in exports and shares
v3.32.02026-04-07

Growth Tier Launch & Security Hardening

Unlock advanced AI insights, benchmarking, and agent automation for Growth tier users with comprehensive security and privacy controls.

  • NewGrowth tier gains AI insights, predictive churn alerts, and code execution
  • NewCompare your metrics to free industry benchmarks on the Overview tab
  • NewNew /security page with data privacy controls and PII masking options
  • NewAgent API with webhooks for custom automation and third-party integrations
  • NewRedesigned /try flow with instant dashboard variants and cost confidence scoring
  • NewReal-time Slack alerts for signups and first analysis completion
  • ImprovedDashboard now shows verdict cards, collapsible charts, and action recommendations
  • ImprovedFaster dashboard loading with server-side rendering and optimized caching
  • ImprovedChat rate limiting prevents abuse while protecting legitimate usage
  • FixedFixed 20+ security vulnerabilities including PII leakage and SSRF risks
v3.31.02026-04-06

Growth Tier Activation & Security Hardening

Unlock advanced AI insights, benchmark comparisons, and code execution for Growth customers with comprehensive security improvements across the platform.

  • NewGrowth tier now includes predictive churn alerts and accuracy scoring
  • NewCompare your margins to industry benchmarks directly in the dashboard
  • NewExecute custom analysis code with AI-powered insights and safety verification
  • NewAgent API now available for Growth customers to automate workflows
  • NewNew /try flow with instant dashboard variants and shareable PDF reports
  • ImprovedEnhanced data privacy controls with PII masking toggle in settings
  • ImprovedFaster dashboard loading with optimized data prefetching
  • ImprovedBetter error messages with actionable recovery steps
  • FixedComprehensive security audit fixes across API, webhooks, and data handling
v3.30.22026-04-06

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and code execution for Growth users while strengthening platform security across all tiers.

  • NewGrowth tier now includes AI insights, scenario modeling, and benchmark comparisons
  • NewExecute custom analysis code directly in the platform with safety verification
  • NewCompare your margins against industry benchmarks in the Overview tab
  • NewOpt into unfiltered AI context or keep customer data masked by default
  • NewAgent API now available for automating recurring analyses and alerts
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedBetter error messages with actionable recovery steps throughout the app
  • FixedStrengthened security across PII handling, API authentication, and data integrations
v3.30.12026-04-06

Growth Tier Activation & Security Hardening

Unlock AI-powered insights, benchmarking, and code execution for Growth users while strengthening platform security across all tiers.

  • NewGrowth tier now includes AI insights, predictive churn alerts, and benchmark comparisons
  • NewExecute custom analysis code directly in the platform with safety verification
  • NewCompare your margins against industry benchmarks in the Overview dashboard
  • NewOpt into unfiltered AI context or keep customer data masked—your choice per analysis
  • NewNew /try flow with instant dashboard, sample data, and shareable PDF reports
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedBetter error messages with actionable recovery steps throughout the app
  • FixedStrengthened security across PII handling, API access, and event delivery
v3.30.02026-04-05

Growth Tier Launch & Security Hardening

New Growth tier unlocks AI-powered insights, code execution, and advanced analytics with comprehensive security and privacy controls.

  • NewGrowth tier with AI insights, predictive churn alerts, and code execution sandbox
  • NewData privacy controls—mask customer names in AI analysis, toggle PII filtering per analysis
  • NewBenchmark comparison widget shows your metrics against industry standards
  • NewCost confidence scoring and sensitivity analysis for action recommendations
  • NewAgent API with event notifications for custom integrations and automation workflows
  • ImprovedFaster dashboard loading with optimized data prefetching and caching
  • ImprovedBetter error messages with actionable recovery steps throughout the app
  • FixedFixed security vulnerabilities across PII masking, authentication, and data access
v3.29.02026-04-05

Growth Tier Launch & Security Hardening

New Growth tier unlocks AI insights, code execution, and advanced analytics with comprehensive security and privacy controls.

  • NewGrowth tier with AI insights, predictive churn alerts, and code execution sandbox
  • NewData privacy controls—mask customer names in AI analysis, toggle per-analysis
  • NewBenchmark comparison widget and cost confidence scoring on dashboard
  • NewRedesigned /try flow with instant dashboard variants and shareable PDF exports
  • NewAgent API with scoped access keys, event notifications, and outbound event delivery
  • ImprovedFaster dashboard loading with server-side prefetch and distributed caching
  • ImprovedMobile-optimized AI chat with floating action button and rate limiting
  • FixedSecurity hardening—PII masking, SSRF guards, timing-safe token comparison
v3.28.02026-04-05

Growth Tier Launch & Security Hardening

New Growth tier unlocks AI insights, code execution, and advanced analytics with comprehensive security and privacy controls.

  • NewGrowth tier with AI insights, predictive churn alerts, and code execution sandbox
  • NewData privacy controls — mask customer names in AI analysis and exports
  • NewBenchmark comparison widget shows your metrics against industry peers
  • NewCost confidence scoring and sensitivity analysis for recommendations
  • NewMobile-optimized AI chat with floating action button and rate limiting
  • ImprovedFaster dashboard loading with distributed caching and optimized queries
  • ImprovedBetter error messages with actionable recovery steps
  • FixedSecurity hardening across 20+ endpoints and data export surfaces
v3.25.02026-04-05

Faster AI Insights & Performance Improvements

AI-powered insights now respond faster, and navigating between pages is noticeably snappier.

  • ImprovedAI insights load faster — reduced latency across all analysis views
  • ImprovedFaster page navigation after login — auth checks now cached at the edge
  • ImprovedPricing page and upload flow now show properly shaped loading previews instead of blank blocks
  • FixedStatus page no longer shows raw timestamp in the footer
v3.22.12026-02-13

AI Insights & Alert System

Get smarter recommendations with risk analysis and stay on top of margin health with automated alerts.

  • NewAI insights now include risk analysis with best, expected, and worst-case scenarios
  • NewReceive weekly margin health digest emails with actionable improvement recommendations
  • NewSet up alerts for margin threshold breaches with instant email notifications
  • NewAI insights compare your metrics against industry benchmarks for better context
  • NewUpload revenue-only data without cost details for faster initial analysis
  • ImprovedDashboard loads faster with optimized data retrieval
v3.21.22026-02-13

Performance & Navigation Polish

Faster dashboard performance and improved navigation make it easier to get insights from your data.

  • ImprovedFaster dashboard loading and responsiveness
  • ImprovedImproved navigation and site structure
  • ImprovedEnhanced security hardening
v3.21.12026-02-13

Bug Fixes & Reliability

Fixed display issues with cost calculations and improved error handling for more reliable operations.

  • FixedCost display now correctly shows amounts under $0.01
  • FixedResolved naming inconsistency in operations briefing
  • FixedImproved error detection to prevent silent failures
v3.21.02026-02-11

Performance & Reliability Improvements

Faster dashboard loading, improved trial experience, and better data preparation guidance for new users.

  • ImprovedFaster dashboard loading with optimized data queries
  • NewEnable Pro trial access for all users during evaluation
  • ImprovedAdd helpful hints during data preparation to guide analysis setup
  • ImprovedImprove trial experience with better error handling and persistence
  • FixedFix free tier upload limits and remove broken links
v3.20.02026-02-11

Export & Navigation Improvements

Export your analysis to Excel and drill deeper into charts for more granular insights.

  • NewExport customer profitability data to Excel
  • NewClick chart elements to drill down into detailed breakdowns
  • ImprovedClearer error messages and empty state guidance
  • FixedFixed email notification timing and messaging
v3.19.12026-02-11

Cost Wizard Improvements

Streamlined cost analysis workflow with clearer guidance on advanced scenarios for Pro users.

  • ImprovedUnified cost wizard interface with step-by-step guidance
  • NewAdvanced cost scenarios now available for Growth plan users
  • FixedImproved reliability of cost analysis processing
v3.19.02026-02-10

P1 Launch Improvements

Get industry benchmarks, automated analysis summaries, and deeper insights into your customer profitability data.

  • NewView industry benchmarks to compare your customer profitability metrics
  • NewReceive automated email summaries after completing profitability analyses
  • NewAccess analytics on AI-generated insights to understand analysis patterns
  • FixedImproved reliability of analysis status tracking and error reporting
v3.18.02026-02-10

Upgrade Prompts & Exit Feedback

Better understand why customers upgrade or leave with new prompts and feedback collection.

  • NewTrack which features drive upgrades to Pro
  • NewUpgrade prompts now appear on all resource pages
  • NewCollect feedback when customers cancel their subscription
v3.17.42026-02-08

AI Insights & Support Automation

Get instant AI-powered insights on trial results and benefit from faster support responses with intelligent triage.

  • NewView AI insights directly on trial results page
  • NewAutomated support triage routes inquiries to the right team faster
  • NewReceive intelligent auto-replies for common support questions
  • ImprovedTrial analysis now includes time estimates for completion
  • FixedFixed signup link on trial results page
  • FixedImproved system reliability and security
v3.17.32026-02-08

Security Improvements

Enhanced security measures to better protect your data and account integrity.

  • FixedImproved payment event error handling to prevent sensitive information exposure
  • FixedStrengthened authentication security protocols
v3.17.02026-02-08

AI Insights & Reliability Improvements

Enhanced AI-powered analysis with better system reliability and monitoring to catch issues faster.

  • NewAI insights now include ROI automation and strategic tier assessment
  • ImprovedImproved system monitoring and error detection for faster issue resolution
  • FixedFixed email template handling for customers with missing names
  • FixedImproved dashboard stability and test reliability
v3.16.62026-02-07

AI-Powered Insights & Coaching

Get personalized AI guidance throughout your analysis journey, from data upload to strategic decision-making.

  • NewAI coaching during data upload with error guidance and quality insights
  • NewInteractive onboarding coach to guide you through your first analysis
  • NewAI-generated narratives explain chart changes and trends automatically
  • NewSmart action plans prioritized by feasibility for your business
  • NewAI insights in PDF reports and monthly digest emails
  • NewPersonalized upgrade recommendations and payment recovery messaging
v3.16.52026-02-07

PDF Export & Email Templates

Enhanced PDF exports with premium design and new email capture capabilities for lead generation.

  • NewPremium PDF design with improved typography and branded styling
  • NewEmail template builder for lead capture campaigns
  • ImprovedMore reliable data syncing with improved error handling
  • FixedEnhanced security for sensitive data encryption
v2.1.02026-01-17

Export & Sharing Enhancements

Preview exports before downloading and secure your shared reports.

  • NewExport preview modal to review before downloading
  • NewPassword-protected shared reports for sensitive data
  • NewAI conversation history to revisit past insights
  • NewPublic system status page at /status
  • ImprovedOne-click copy for AI insights
  • ImprovedShare link analytics to track report views
v2.0.02025-12-28

Intelligence & Alerts

Proactive insights with predictive churn alerts and target tracking.

  • NewPredictive churn risk alerts based on margin trends
  • NewTarget Achievement Suggestions with GPM goals
  • NewMonthly decision accuracy email reports
  • NewProfit Impact Banner showing ROI of actions
  • ImprovedRebranded to Margin Levers
v1.5.02025-12-24

Strategic Playbooks & Search

Actionable playbooks and instant search across your analyses.

  • NewStrategic Playbook with grouped action cards
  • NewGlobal search command palette (Cmd+K)
  • NewShareable success reports (PDF)
  • ImprovedEnhanced PDF generation with full customer data
v1.4.02025-12-20

Trend Analysis

Track performance over time with period comparisons.

  • NewPeriod-over-period trend comparison for all metrics
  • NewStructured AI insights with validated outputs
  • ImprovedEnhanced metric visualization with trend indicators
v1.3.02025-12-18

Teams & Collaboration

Introducing team workspaces for collaborative analysis.

  • NewTeam workspaces with member management
  • NewShare analyses with your team
  • NewRole-based permissions (member, admin, owner)
  • NewTeam invitations via email
v1.2.02025-12-17

Account Profiles

Enhanced user profiles and account management.

  • NewEnhanced user profiles with richer detail
  • ImprovedSmoother account setup experience
v1.1.02025-12-16

Real-time Sync & Sharing

Share analyses and see updates in real-time.

  • NewUser-to-user analysis sharing
  • NewReal-time updates when collaborators make changes
  • NewPending invites notification
  • ImprovedAutomatic list refresh on changes
v1.0.02025-12-15

AI-Powered Insights

Introducing AI analysis with semantic search.

  • NewAI-powered executive summaries
  • NewSearch across all your past analyses instantly
  • NewAsk custom questions about your data
v0.9.02025-12-14

Period Comparison

Compare your profit curve across different time periods.

  • NewPeriod-over-period comparison
  • NewScenario simulator for what-if modeling
  • NewCustomer movement tracking
  • ImprovedEnhanced metrics visualization
v0.8.02025-12-13

Initial Release

First public release of Margin Levers.

  • NewProfit curve analysis
  • NewCustomer segmentation (A-F)
  • NewGPM profit curve
  • NewCSV upload and export
  • NewSave and load analyses

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