From Data to Decisions: How Our Enhanced Trend Visualization Empowers Your Strategic Planning

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We know you’re always on the lookout for ways to improve your sales strategy and make every quarter better than the last. That’s why we’re thrilled to bring you the latest scoop from Lative HQ! Our latest product updates are all about empowering you with even sharper tools and insights, making your path to success clearer and more efficient than ever.

From enhancements in trend visualization and capacity planning to advanced analytics tailored for your team’s unique dynamics, we’ve packed this update with features designed to streamline your operations and amplify your strategic impact. Dive in with us as we explore these exciting developments, crafted with your feedback and success in mind.

Trend visualization enhancements

In response to your valuable feedback, we’ve upgraded our graphical interfaces to include year-over-year trend analysis. This new feature offers a clear, immediate understanding of your team’s performance over time, aiding in long-term planning and strategy adjustments based on solid data trends

Enhanced Capacity Planning modelling

Elevate your strategic planning with ability to select different methodologies to see the impact. This enhancement allows for unparalleled precision and customization in forecasting capacity. Tailor your strategies to fit the unique dynamics of your team, ensuring a direct path to your sales targets with reduced guesswork and heightened accuracy    

Enhanced team analytics

Make informed decisions with our advanced analytics on employee tenure and productivity trends. This functionality empowers sales and finance leaders with deep insights, facilitating strategic planning and resource allocation to maximize team efficiency and growth potential 

Analytical filters

We’ve added additional filters to our analytics with more robust filter options, allowing you to quickly zoom in and out of the productivity and tenure data with greater detail. This enhancement means you can identify ramping trends and outliers within your team’s performance, helping Enablement teams’ better structure their programs, especially the onboarding programs  

Seamless data export

Reporting just got easier with our new CSV export functionality. Effortlessly transfer your Lative insights into your existing tools and reports, ensuring that your data works for you in every scenario. Share insights across teams and platforms with just a few clicks, streamlining your workflows and communication 

Dynamic sales rep profiles

Unlock the full potential of your sales team with our enhanced sales rep profiles. Now with added graphical depictions of sales contributions and ROI, these profiles not only celebrate successes but also highlight areas for development. This visual approach makes performance reviews more insightful and actionable, fostering a culture of continuous improvement and success

Integrated team management

Simplify your team’s structure and workflow with our enhanced team management capabilities. Assign roles, set up managers, and organize your workforce all within the Lative platform for a streamlined, efficient approach to sales team management.

Okta integration for enhanced security

Strengthen your team’s security and simplify access with our new integration with Okta. This addition ensures that your team’s data and access controls are more secure than ever, all while maintaining the convenience and efficiency you expect from Lative.


Recent enhancements and bug fixes

Salesforce sync stability: fixed an issue with Salesforce connection expiration to ensure consistent performance. 

Currency display fix: corrected currency representation on dashboards for accurate financial data. 

Dashboard accuracy: adjusted to exclude $0 Closed opportunities for clearer, more meaningful analytics. 

Performance upgrades: enhanced default view and filters for faster loading and improved efficiency. 

Page load speed: implemented optimizations for quicker access and navigation within Lative. 

Headcount insights: added new comparison features for better tracking of team growth over time. 


By incorporating these updates into your daily operations, you’re not just keeping up with the industry standards; you’re setting them. Dive into these new features and start transforming your sales strategy today.

We’re committed to continuously improving your experience and appreciate your feedback. 

Stay tuned for more updates as we continue to innovate and support your journey towards maximizing profitable sales growth! To learn more, request a democontact us or install a free 30-day trial from the Salesforce AppExchange today.  We’d love to hear from you! 

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