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Release Highlights

Calendar Enhancements

We have made some exciting updates and much anticipated enhancements to how users view and manage their calendar in Swivel!

• Collapse and expand the sidebar or take your view to full screen
• When viewing multiple calendars, configure either side by side view or calendar overlay
• Configure your calendar working hours and start date

Opportunity Analytics

Users can now track analytics on the following for their opportunities: Weighted Pipeline Analytics, Expected Production, and Stage Conversion. These can also be configured to show analytics across one or multiple pipelines.

Submitted Business Dashboard Widget

A new dashboard widget section has been added for Current Submitted, including current week, month, and year graphs.

Product Summary Value Comparison Report

Found on the Reports tab, this allows users to compare compare two product totals side-by-side across your book of business. It highlights differences between totals using a percentage comparison, making it easy to identify gaps, trends, or inconsistencies.

Other Enhancements

• Quick select to change opportunity sales stages
• Sentinel Security available in Open Beta
• Assign Tasks (also included in automations) to groups
• Note version history
• Private workspaces for Tasks