At Revlitix, our mission is to simplify reporting and empower go-to-market teams with the tools they need to move fast and make informed decisions. This release focuses on automation, customization, and clarity. Whether you're building funnels, setting filtered goals, or preparing your reports with AI assistance, these new features are designed to reduce manual work and increase reporting precision.
Below is a detailed look at what's new, what's improved, and what's coming next.
What’s New
Funnel Stage Creation via Sonic
What it is
Now you can create funnel stages simply by asking Sonic. Just type what you need, and Sonic sets up the funnel for you with the right structure.
Why it matters
Manually creating funnel stages takes time, and even more when coordinating across teams or testing different funnel models. With Sonic, the process becomes instant and intuitive.
Use Case
A RevOps manager wants to apply the condition Opportunity Type = ‘New Business’ to a funnel stage. Instead of editing SQL or coordinating with ops, they ask Sonic. It updates the logic instantly and offers to apply it across reports.
Chart Creation via Sonic
What it is
You can now ask Sonic to build a chart for you based on any performance question. Sonic understands your data and builds the visual report instantly.
Why it matters
Instead of navigating through chart settings, filters, and metrics, users can now create reports using plain language. This makes reporting accessible and much faster for anyone in the organization.
Use Case
A RevOps leader wants to compare Forecast MRR across sales reps. They ask Sonic,
“Can you help me build a report that shows Forecast MRR for each sales rep?”
Sonic instantly generates a bar chart using live CRM data: no manual setup needed.
Improvement
Filter-Based Goals for Funnel Charts
What it is
You can now set performance goals in funnel reports using filters like region, product type, or campaign. These goals appear directly in your reports, making them more actionable.
Why it matters
Not all goals are global. This feature allows teams to set specific targets for different segments, giving a more focused view of progress.
Use Case
A demand generation lead wants to track weekly SQL goals for the North America region. They apply the region filter in their funnel chart and set a goal of 150 SQLs. The funnel now shows real-time performance against this specific benchmark.
Coming Soon: Data Room
What it is
Data Room will be your personalized workspace inside Revlitix. It allows you to shape your reporting environment to match your business structure and goals.
Why it matters
Most reporting tools offer a fixed structure. The Data Room gives you full control. Whether you want to define your own metrics, manage funnel logic, or build filtered dashboards by persona, this is your command center.
Use Case
The Head of Marketing wants to track channel-specific funnel performance. With goal tracking, they can set targets like 500 MQLs from Paid or 20 percent win rate from Events and monitor progress directly in the funnel chart.
Final Thoughts
This release is all about giving teams the ability to create, customize, and track reports with speed and precision. With features like Sonic-powered chart and funnel creation, filter-based goals, and upcoming access to the Data Room, teams can reduce manual setup and focus more on what the data is telling them.
Try these features in your workspace and experience how fast and flexible reporting can be with Revlitix.
Have questions or feedback? Our team is here to help.
