Revenue.io Product Updates: April 1st 2026

We’re excited to share several new updates designed to help your team better understand customer engagement, access key contact information faster, and uncover insights that improve sales performance.

Opportunity Won/Loss dashboard

The Opportunity Won/Loss dashboard helps sales leaders see which sales behaviors drive results. By comparing engagement patterns across won and lost opportunities, teams can identify the activities that correlate with higher win rates.

Explore visual analyses of opportunity engagement, including activity frequency, activity types, and contact engagement. You also get AI-generated insights that highlight patterns between sales activities and deal outcomes so you can refine your sales process and coach your team.

Learn more about the Opportunity Won/Loss dashboard

More flexible conversation filters

Conversation filtering is improved so you can find the meetings that matter. You can filter conversations where a specific user or team is the Host, a Participant, or either Host or Participant of a meeting.

This update makes it simpler to analyze conversations across your team, review participation in meetings, and locate the interactions you need without relying on multiple filters or workarounds.

Learn how to search and filter conversations

Contact pages

There is a new contact page experience that brings your Salesforce contact data into one organized view. You can browse and manage your full Salesforce contact list inside Revenue.io so you see conversation timelines, related opportunities, and other key records without switching tools.

A Contacts tab on account record pages makes it easier to move between accounts and contacts, see the people associated with an account, and open their contact page.

Learn more about contact list view and contact detail pages

In case you missed it: updated Scorecard report filters

New filtering options make Scorecard reporting easier to navigate and more actionable. They help you narrow which conversations contribute to scorecards so you can analyze performance more effectively.

With the new filters, you can:

• Filter by Date Range to customize reporting periods
• Filter by Dispositions & Outcomes to focus on specific conversation results
• Set conversation duration thresholds from 0 to 120 minutes
• Filter by Call Direction to analyze inbound, outbound, or all phone calls

Learn more about Generative Scorecards