Changelog · Released

11 – 17 August 2025

Finance charts on your customer dashboard

6 changes

  • Workspace
  • Finance Retention
  • Account

New

  • Loan amortisation chart. See how your customers' outstanding finance balances, interest and principal paid change month by month on the customer dashboard.
    Finance Retention · Workspace
  • Capital lent by month. See how much capital was lent on your customers' active finance agreements each month, and how many agreements make up each total.
    Finance Retention · Workspace

Improved

  • Filter finance charts. Narrow the loan amortisation chart to customers with a particular finance product or agreement end date.
    Finance Retention · Workspace
  • Clearer sign-in message. Sign-in now tells you when your account doesn't have access to the workspace you're opening.
    All products · Account

Fixed

  • Dashboard charts now show their titles, formatting and zoom correctly on bar and line charts.
    All products · Workspace
  • Refreshing a dashboard now keeps you on the dashboard you were viewing.
    All products · Workspace