Enhancement Security updates

Enhancement Security updates

Fixed Issue where the forecast chart incorrectly displayed negative values for certain date periods.

Enhancement security updates

Fixed Contact link in the main menu.

Enhancement Security updates in the code.

New! Search by Role in Deal health and Sales Forecasting.

Enhancement Security updates in the code.

New! Picklist type filters in Deal Health can now have multiple selections.

Fixed Time travel feature not working when using the revenue intelligence view inside salesforce.

Fixed Issue with quotas sync to salesforce.

New! Revenue intelligence now includes support for alternative amount fields.

New! The user interface for connections has been updated. Additionally, Salesforce data imports now have filtering capabilities.

New! The forecast for each month is now displayed in the Sales Forecasting chart.

New! The updated UI for the models list view now includes improved search capabilities, allowing users to search by name, ID, type, status, last modified date, and last modified by.

New! Updated UI and improved the model creation process by adding search capabilities for datasets. Users can now create, train, and view results and metrics in a single flow.

New! Improved error handling

New! Changes in indexing and faster provisioning

New! Backend changes to model creation

New! backend updates for the notifications system.

Fixed the issue where Deal Age field was showing twice in the deal health component in salesforce.

Fixed the issue where sales forecasting data wasn't appearing for orgs with an unusual start of fiscal year.

New! sales forecasting is now quicker and more effective.

Fixed issue with pushing deal health model predictions to Salesforce.

Fixed predictions being recalculated on deleted opportunities.

New! sales forecasting now displays daily forecasts.

New! Improved flexibility of the Sales provisioning system.

Fixed filtering values on columns that are excluded from training.

Fixed the filter to include the team’s deals sometimes did not return all users in the team.

New! All metrics available for each model are generated upon training by default and displayed in the model training tab.

New! Sync quotas back to Salesforce with the push of a button

Fixed WaveNet model fails to train when date frequency is selected

Fixed Last closed deal in account insights not displaying currency symbol

New! Data reliability improvements

New! Account insights chart now displays converted amounts

New! Custom fields are now visible on the deals detail page, and you can also use the timeline to view historical data on custom fields.

New! Upload and manage your sales quotas via a new Quotas page

New! Sales Forecasting now displays quarterly quotas in a new column as well as a line in the chart. Stats display quota attainment and QoQ and YoY comparisons

New! Antivirus update on file uploads

New! Backend work in preparation for future releases

New! You can now filter on any custom Salesforce field in Deal Health

Fixed Date columns excluded from training were included in contributions

Fixed High volume of datasets would break certain pages

New! Changes made to the columns in the Deals grid view will persist even if you navigate to Pipeline Health, Sales Forecasting, or the Deal's detail view. You can also save your customised set of columns (with or without extra filters) using the save filters capability.

Fixed Links to individual deals from Pipeline Health occasionally displaying incorrect currency symbol

New! Select custom columns in deal health, you can now add and remove columns from the deals grid view. For this release changes will not be persistent

Fixed fiscal quarter filter in Sales Forecasting using the wrong asof date for current quarter

New! Saved filters in Deal Health are now fully persistent

Fixed Sensai component not working on Accounts object.

New! Links from each forecast category in Pipeline Health to the deal detail page

New! Save and reuse your own set of filters in Deal Health

Fixed Downloading contributions from the dashboard

New! Links for each rep from their Sales forecasting view to their Pipeline health view

New! Links from most important deals in Sales Forecasting to deal detail view

New! Metrics for Timeseries models

New! Support for WaveNet-type models

New! Redesigned Sankey diagram in Pipeline Health

New! Redesigned Users view matching revenue intelligence style

New! Sales forecasting now displays closed value field with QoQ and YoY stats

New! Support for ETS-type models

Fixed Feature contributions negative filter displaying inverted label order

Fixed Forecast chart not displaying a forecast for the entire quarter

Fixed Historical pipeline/forecast data was not fully matching Salesforce.
​

New! Our AI forecasting model generates forecasts for each month until the end of the quarter.

New! Salesforce role hierarchy replication: The table in the middle displays users and their roles, as well as their opportunities aggregated by forecast categories with multi-currency support.

New! Information about a salesperson's or team's forecasts can be easily accessed with the fiscal period and opportunity owner filters.

New! Most important deals: up to 5 deals are displayed per selection, ordered by amount.

New! The chart shows the actual closed deals for the quarter in blue and the end-of-quarter AI prediction projection in yellow.

New! The information on the page changes dynamically based on the filters that are selected, including the chart, aggregations and the most important deals.

New! Compare your current forecast with previous quarters and years, taking into account where you are in the quarter.

New! Deployment of Forecast infrastructure in preparation for future releases.

Enhancement Model creation and inference have been modernised for greater efficiency and scalability.

Enhancement Improved indexing of sales-related data.

Enhancement Increased capabilities to support provisioning larger datasets.

Fixed Pipeline health date format in the payload.

Fixed Fiscal quarter data is missing on the Deals page when opportunities are created in Salesforce.

New! Pipeline Health page - Look at and assess the health of your pipeline each quarter by comparing the current state with the state at the beginning of the quarter. See the amount for each forecast category and how they change over time.

New! Display aggregations on converted amounts as well as the total number of opportunities.

New! Fiscal year and Fiscal Quarter filters for pipeline health.

New! Owner and team filter for pipeline health.

New! Filters on the deals page, you can view deals based on record type name, type, stage name, and even activate a toggle to reveal stale deals.

Fixed Name column sorting was case sensitive and is now case insensitive.

New! Filters are now conveniently located on the left-hand side of the deals page, allowing for easy access and use. The new filters include the ability to filter by score range, amount range, and reps probability range. Once a filter is set or reset, the page will dynamically adjust to display the results.

New! We now display aggregations on the top right corner of the deals page. These aggregations include the average AI score, average Rep probability, total number of deals, and total amount. It is important to note that this information will be dynamically updated as filters are set.

New! Visual element in the connections page indicating the status of the provisioning process.

Enhancement Sumo-type connections are locked for editing.

Fixed Sensight not loading.

Fixed Dynamic notifications displaying at the bottom of the list.

Fixed File snapshots toggle button behaving incorrectly.
​

New! Changes in recent activities - Dates are now linked to the timeline. More details are displayed per event, and similar events are grouped together for easier viewing.

Enhancement Reinforced measures for tenant isolation. Separate tenant permission for revenue intelligence.

New! View all your Salesforce Org's Deals in Sensai - view each opportunity's insights and predictions, plus the insights for the related account.

New! Time travel tool - See the details of opportunities and accounts in the past and watch how they change through time.

New! Capturing real-time updates for opportunities and accounts.

New! Probability automatically recalculated as the opportunity is updated.

New! Multi-currency support.

New! Full text search capability - perform a Google-like search between opportunities, accounts and users.

New! Filtering capability for opportunity close dates, opportunity owner/team and closed/open opportunities.

New! View all open opportunities in a grid view with sorting capability

New! View and compare the score of opportunities.

New! Salesforce Role hierarchy support - "My opportunities" and "My Team's Opportunities" filter.

New! Model architecture for deal predictions.

New! Support for Salesforce labels.

New! Opportunity insight scores and Account insight scores.

New! Contributions are now displayed per field.

New! Tracking of the opportunity score history.

New! Deal insights chart indicating changes in amount and changes in close date.

New! Tracking recent events performed on the opportunity.

New! Account Insights area displaying the account's history, and a bubble chart displaying open, won and lost opportunities for the account, with built-in filters.

Enhancement Automated model deployment including salesforce data import, model creation, model training and prediction calculation.

Enhancement Redesigned navigation menu.

New! Sales infrastructure deployment

New! Upgraded AWS SDK

New! Sales infrastructure deployment

New! Method of connecting to salesforce

New! Sales infrastructure deployment

Fixed Feature contributions not displaying for items with special characters or spaces in the name

Fixed Issues when creating opportunity with history-type models

New! Sales infrastructure deployment

Enhancement Added extra fields from Salesforce to the file import process.

Enhancement More robust model creation and training processes, with support for models with a large number of columns and validation for miscategorised columns.

Fixed Issue with model features not showing when the user selects to edit the columns for training.

New! Sales infrastructure deployment

Fixed User creation issue.

Fixed Tenant creation issue.

New! Sales infrastructure deployment

New! Sales infrastructure deployment

Fixed Editing metrics and learning rate for Sumo-type models.

Fixed Renaming a model causes an error.

Enhancement Better processing of file uploads.

New! Configurable learning rates that provide greater control of the training process.

New! Contribution explanations on sequences.

Enhancement Improvements to the charts.

New! File details view now provides data-intensive charts on categorical and continuous type columns.

Fixed Global username check to avoid duplicated usernames across multiple tenants.

Fixed Encoding error when filtering prediction records with specific characters.

Fixed Errors when attempting to delete records within a Tenant.

Enhancement Improved websocket message reliability.

Enhancement Login process security.

Fixed Login issues.

Enhancement Automatic generation of datasets when data is imported from Salesforce.

Fixed Quicksight not loading for scheduled predictions.

Fixed Metrics not displaying correctly in the training tab.

Enhancement Simplified model field processing.

Fixed Blank training tab displayed for cloned models before training.

Fixed Improved error handling for the records filter.

Fixed Changes to Quicksight from using SPICE to Direct Athena Query.

Fixed Increased the monthly limit of API requests.

Fixed Special characters in column names caused model processing to hang.

Enhancement Support for file imports bigger than 1Gb.

Fixed Models from schemas with no sorting fail to train after web app package updates.

Improved Security Updated web app packages.

Enhancement Added a limit to the number of records displayed in the notifications area.

Enhancement Handling of data import errors.

Fixed Models with duplicate id records fail to train.

Enhancement Better processing of the importing/exporting of Salesforce data.

Fixed Scheduled importing of Salesforce data.

New! Notifications tray at the bottom of the screen to inform users of data import jobs.

Enhancement Upgrades on our Salesforce data integration, allowing the support for bigger datasets.

Enhancement The records tab now has a filter to facilitate searches for specific records.

Fixed Issue with model creation when logged in as a Salesforce federated user.

New! Feature to display records on predictions and show explanations of contributions for individual records.

Fixed Issue Sorting on contributions.

New! Sensight has arrived! - Our Sensai integration with Amazon Quicksight provides business intelligence insights using data generated from Sensai.

Improved Security Upgraded package dependencies.

Improved Security Tightened api access controls.

Fixed UI issues with "Save" and "Update" buttons.

Enhancement Connections can now be created, edited and deleted from the connections page.

Fixed UI issues when updating files from the dashboard.

Fixed Display of model metrics.

Fixed Formatting of tabs from contributions of individual features.

New! Allowing users to select what type of metrics they want to use prior to model training.

Improved UI Consistent styling throughout the app.

Fixed UI issues when uploading files, user creation and username display.

New! Contribution charts for individual features.

Enhancement Predictions are now part of the model training process and are generated automatically.

Improved UI All "Details" pages now display the "Created By" and "Created Date".

New! Charts that display feature contributions and feature importance on the feature details page.

Enhancement Improved data aggregation in the feature importance chart for sequence-based models.

Fixed Column list display on SFDC Opportunity History Models.

New! Predictions on dates, downloadable Feature Contributions and labels for Predictions in addition to scores ("probabilities").

Fixed White space and special character support in datafiles.

Fixed Improved datafile column parsing.

New! Explainable Artificial Intelligence (XAI) - The Sensai platform now supports Explainable Artificial Intelligence that delivers insights and explainable Model Predictions. Unlike other ML platforms, Sensai's XAI capabilities support Deep Learning Models using the latest research and development. Sensai XAI can therefore provide Feature Contributions on Classification Models which enables end users to understand the impacts of Model features that have been selected.

New! Salesforce Opportunity Explainer - The Opportunity Explainer component for Salesforce provides insights into how each Model feature is impacting the likelihood of deal closure. The Explainer provides an intuitive visualisation of the relative positive and negative impact of each feature, as well as time-series Behaviour Observations that are generated using the Sumo for Salesforce package. This information enables sales reps to pin-point what aspects are damaging the deal and what actions should be taken.

Improved Data Encoding - Support for Model training using foreign and special characters in data files has been improved in this release, as well as improvements to data file registration to support other encoding formats.

Fixed Target Column non-binary values - Data files containing non-binary values in the target columns were causing training issues for binary classification Models (including Sumo and SFDC Models).

Fixed Duplication of Target Columns- A issue was identified where Model target columns were being duplicated after the completion of Model training. This did not impact mode training or performance, but this has been resolved in this release.

Fixed Mixed Case Target Columns - Applicable for Salesforce and Sumo optimised Model types only, Model creation would fail if the target column "ISWON" is not in uppercase in the associated data file.

Fixed - The Delete button was not being displayed on Dataset records, this has been fixed in this release.

New! Salesforce Push Data Integration - Predictions made on open Opportunities can now be pushed back into connected Salesforce orgs for reporting and forecasting. When the "Push Data" option is enabled, the likelihood to close Prediction data that is captured on a scheduled basis across all open Opportunities will be immediately pushed into Salesforce. This data can then be visualised using Opportunity Insights within Sumo for Salesforce, or accessed through reports or custom analytics and forecasting tools.

New! Dashboard and Web Interface - The Sensai web application now features a new Dashboard that contains several summary components that detail areas of Sensai, including Trained Models and Metric Performance, Recent Files, Connections and Latest Predictions. In addition, the navigation and interface components have all been re-designed and re-factored in this release, and now use the latest frameworks and technology.

New! Multi-Sequenced Models - Sensai's Winning Opportunity Model now supports the use of multiple time-sequenced data for training and Predictions. Previously, only one time-sequenced entity could be used in conjunction with static Opportunity information to drive Predictions. Sensai can now utilise multiple time-sequenced related Opportunity entities, such as Activities, Stage and Field History, as well as Observations, which in turn creates far deeper and high-performing Models.

Fixed Model Metrics - Changes have been made in this release to resolve issues encountered when using specific Model metrics, as well as broader changes to how metrics are calculated to ensure that they are accurate.

​Notes:

The following metrics may provide differently rounded values the next time a Model is trained:
​ Average Precision Score
​ Brier Score Loss
​ Log Loss
​ ROC AUC
​ Area Under the Curve

The following metrics should be removed and re-added before the Model is retrained in order to prevent any errors:
​ Precision Score
​ Recall Score
​ Balanced Accuracy Score
​ Cohen Kappa Score
​ F1 Score

Fixed Salesforce Federated Login - An infrastructure issue was identified that was causing federated login to Salesforce orgs to fail, which has now been resolved in production.

Fixed Record Searching - When searching for records within list views, if no records matched the entered search term the search box was being incorrectly hidden.

New! Numerical Regression Models - Support has been added for Numerical Regression Models on the Sensai platform. End-users can now use the new Numerical Regression Model type in the Admin app to create and train Models to predict the outcome of numerical variables. The Numerical Regression Model can be used to predict deal amounts and churn rates and other custom numerical fields.

New! Model Metrics - End-users can now choose which Metrics to use to score the performance of Models. Different Metrics are available based on the type of Model being used, with an appropriate default Metric assigned to each trained Model.

Improved Model List Views - The Models list view has been enhanced to show a subset of Models based on the Model type. This enables end-users to perform a like-for-like comparison of Models using the same scoring Metric.

Improved Column Names in Files - Improvements have been made to handle scenarios where special characters and spaces are used in column names. These improvements reduce the likelihood of Model training failures and the requirement to change the format of columns prior to training.

Fixed Model Column Exclusion - For Model columns that cannot be edited the Actions button was incorrectly being made available to end-users in the Columns tab within the Model detail view.

Fixed Cancelling File Uploads - When uploading a File it was possible for end-users to cancel out of the modal whilst the upload was still in progress.

Fixed Reset User Passwords - For new users that have not verified their password, if the user is subsequently disabled without confirming their password, the "Resend Password" option was incorrectly available.

New! Support for Activity Data - Activities and other time sequenced data can now be used to train Salesforce optimised Winning Opportunity Models. Activity data including Tasks and Events, as well as other sequenced data such as Opportunity Field History that are related to Opportunities, can now be utilised when creating and training Winning Opportunity Models.

Improved Admin App List Views - Enhancements have been made to list views in the admin app which include the introduction of pagination, record searching, and sorting. These enhancements have been made across all applicable list views and therefore make it easier for end-users to locate and access records across the admin app.

New! Support for Opportunity History - Salesforce Opportunity History data can now be used alongside Opportunity data to train Models in Sensai. This time sequenced data contains information on stage changes for an Opportunity, including Amount and CloseDate changes. A new Salesforce optimised Model type is provided in this release that enables Models to be created and trained using Opportunity History data.

New! Build and Deploy Classification Models - Classification Models can now be built using the new "Binary Classification" Model type that is available in this release. This Model type enables users to build Models using data from any source to predict the outcome of categorical columns, for example, predict the propensity for a customer to churn, or predict the likelihood of converting a Lead.

Improved Model Creation process - When creating Models using one of the Sumo or Salesforce optimised Model types, end-users no longer need to specify additional training parameters, therefore simplifying the creation process. Additional context specific help is now provided when creating Models, information is provided for each Model type that helps end-users identify the correct Model type they require.

New! Create Datasets from Schemas - You are now able to create Datasets directly from Schema records in the Sensai webapp. When creating Datasets in this way, the Schema is already pre-defined for users, and once created, the Dataset records can be accessed from the Schema.

Improved Sensai for Sumo v1.21 Salesforce Package - This latest package contains enhancements that ensure that Predictions and Next Best Action recommendations can always be delivered when different types of Models (and Schemas) are deployed to environments.

Improved Sensai for Salesforce v1.3 Salesforce Package - This latest package contains enhancements that ensure that Predictions can always be delivered when different types of Models (and Schemas) are deployed to environments.

Improved Data File Handling - Support has been provided to allow Models to be trained using data files that contain spaces in file names or that contain mixed capitalisation of column headers.

Fixed Opportunity Forecast Predictions - An issue was identified that was causing Forecast Predictions to fail when specifically using a Model that had been trained only on Opportunity data.

New! Sensai for Salesforce v1.1 Salesforce Package - The Sensai for Salesforce package provides businesses who do not have Sumo for Salesforce installed the ability to access Opportunity Predictions on Opportunity records within Salesforce. The Opportunity Prediction Indicator provides a real-time Prediction (0 to 100) of the likelihood of the Opportunity successfully closing, which is driven by your business's unique AI Model.

Improved Sensai for Sumo v1.18 Salesforce Package - Enhancements have been made to the Sensai Opportunity component to handle scenarios where no data is to be displayed.

Improved Dynamic Data Import - The data import functionality has been improved so that customers can now import data from connected Salesforce environments based on the entities defined in Schema definitions. This is far more flexible and powerful, as multiple data Files from different related entities can be dynamically imported at the same time. The data import functionality also respects the permissions of the delegated Integration User, meaning that data Files can only be imported based on their entity access.

Improved Sensai for Sumo v1.18 Salesforce Package - Minor display enhancements have been made to the Sensai for Sumo package that can be installed alongside the Sumo package in Salesforce orgs.

Improved Data Volume Support - The Prediction service has been enhanced to support larger data volumes, therefore allowing Models to be trained that utilise larger Datasets. These enhancements mean that more complex Datasets that contain many rows and columns can be processed by the Prediction service, which can lead to improved Forecast accuracy.

Improved Model Creation Process - The Model creation process has been further refined in this update, through the introduction of a new Model status type and improved user experience when creating and working with Model records.

Improved Sort Order Columns - When a Schema record entity has been defined with a "Sort Order" column, this column will no longer be listed and set as excluded on the Model record detail view (unless the same column has been selected for training).

Fixed Target Column Exclusion - There was an issue identified where a Model's "Target" column exclusion reason was being incorrectly set.

Fixed Model Detail Fields - There was an issue identified where the "Target" field value of Model records was not being displayed. The previously displayed "Index" field was also removed as it is no longer required.

New! Deal Predictions - Predictions can now be made from Day One on existing deals without the dependency on time-series data provided by Sumo. Real time Deal Predictions can be delivered to Salesforce users on open Opportunities, as well as Forecast Deal Predictions to Salesforce and to other CRM systems.
Deal Predictions unlocks the capabilities of the Sensai platform immediately to all customers regardless of their platform and data requirements, by utilising existing deal data which is Modelled by Sensai's Machine Learning algorithms.

New! Schemas & Datasets- The Sensai platform has been developed to provide more flexibility and support for different types of data that can be used to train Models. This has been achieved by the introduction of Schemas and Datasets which enable customers to define data entities and relationships and then map these to specific data files.
These new structures enable end-users to create and train Models using different CRM and external data, thus allowing the Sensai platform to harness the full breadth of this data to provide better Predictions.

Improved Machine Learning Enhancements - Further enhancements have been made to Sensai's Machine Learning capabilities based on new research and development as well as through collaboration with implementation partners. These enhancements provide customers with more realistic and reliable Predictions based on their unique data compositions.

Improved Architecture Efficiencies- Sensai's serverless microservice architecture has been further optimised to handle large and more complex data volumes and structures. These efficiencies will improve performance and raise limits across the platform, which will in turn benefits customers as they further utilise the capabilities of Sensai.

New! Sensai Guided Selling - provides sales executives with a simple, yet immensely powerful component that guides sales users to perform the most impactful actions and behaviours whilst indicating the impact these behaviours have had and will have, on the likelihood of each Opportunity closing.

New! Sensai Forecast Predictions - provide businesses with a holistic view of the performance of their open Opportunities in their pipeline. Sales Leaders and Sales Operations can instantly assess the health of the pipeline using the Prediction data from the Sensai platform.

New! Sensai Admin App - is an easy-to-use and intuitive cloud-based administration console provided for Sensai customers, allowing them to manage their Sensai users, data and integrations with 3rd party applications that they may also choose to leverage.

New! Sensai for Sumo v1.0 Salesforce Package - The Sensai for Sumo package can be installed in Salesforce orgs that have Sumo for Salesforce installed. The Sensai package provides Salesforce users with access to the Sensai Guided Selling features and data integration capabilities between Salesforce and the Sensai platform.