This quarter’s highlights include an automatic dashboard display with currency, bookmark support for detail grid settings, and a product category filter in the Plan module.
Users can now preview a product’s full details before adding it to a campaign or project. A new eye icon appears when hovering over a product tile in the product selection overview, opening the product details in read-only mode. This allows users to review all relevant product information upfront and make more informed decisions, leading to a more confident product selection process.
BUDGET & COST: New Filter for Parent Object Status in the Budget & Cost Grid
A new filter called "Parent Object Status" is now available in the Budget & Cost grid across all grouping modes. Users can filter cost rows by the status of their parent object, such as a campaign, project, or action, and by the object type. Filter values are displayed as combined labels (for example, "Campaign – Active") and are available in both English and German. Multiple values can be selected, and the filter results can be saved and restored via bookmarks. This leads to faster and more targeted analysis of cost data without the need to manually cross-reference object statuses.
The Dashboard now automatically uses the preferred currency defined in your user profile when you open it. If you have not set a preferred currency, the system’s key currency is applied as the default so that the Dashboard always opens in a meaningful currency.
You can now filter by Product category. This lets you focus your view on campaigns, projects, and actions that belong to a specific product line or segment. You can combine the product category with your existing Plan filters to narrow down exactly the activities you want to see. This makes it easier to compare timelines and budgets for related products across markets and channels.
All settings of the Budget & Cost Detail Grid, including filters, grouping, sorting, column selection, pinning, and column widths, are now saved in bookmarks. Restoring a bookmark fully restores the detail grid configuration, which creates a more consistent and predictable experience when analyzing detailed cost data.
We are constantly working on improving our product to make it even better for you. Some things you might want to know on the fly can be found in our tutorial videos.