Changelog · Released

2 – 8 June 2025

Customer equity chart on the book dashboard

9 changes

  • Workspace
  • Sales Showroom
  • Stock Management
  • Customer portal
  • Finance Retention

New

  • Equity across your book. A book dashboard chart plots each customer's vehicle valuation against their residual by agreement end date, and highlights groups such as model or fuel type.
    Finance Retention · Workspace
  • Price against days in stock. A stock dashboard chart shows how far each vehicle's price sits from its market valuation, against how long it has been in stock.
    Stock Management · Workspace
  • Opportunity readiness. Customer pages show how ready a customer is for their next deal, with a breakdown of the checks they pass.
    Sales Showroom · Workspace
  • Vehicle audit history. A new Audit tab on each stock vehicle shows what changed and when.
    Stock Management · Workspace
  • Download your import files from each import's details page.
    All products · Workspace

Improved

  • Customer details page. See a customer's current vehicle, existing finance, estimated settlement and marketing preferences in one clearer layout.
    Sales Showroom · Workspace
  • Import dry runs. Trying an import before running it now tells you clearly whether it worked, found no changes or hit an error.
    All products · Workspace

Fixed

  • Signing in to the customer portal now takes customers straight back to the page they were opening, such as their deal builder.
    Sales Showroom · Customer portal
  • Typing on an iPhone. Tapping into a field no longer zooms the page in Safari.
    All products · Workspace, Customer portal