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What's New - March 13th, 2026

More Detail in Client Profitability & Greater Flexibility in Media Schedules

Overview

We’ve made two enhancements designed to give you clearer insight into performance and more flexibility as plans evolve:
  • A new optional way to view Client Profitability with additional detail
  • More flexibility when updating Product and Campaign information on Media Schedules
Both updates are designed to fit seamlessly into your existing workflows.
 

Client Profitability: Product, Campaign & Job Detail

What is it?

You now have the option to view Client Profitability with added detail by Product, Campaign, and Job, all within the same report.
This gives you a more complete picture of how individual initiatives contribute to overall client performance.
 

Why it matters

Client profitability is often driven by specific products, campaigns, or jobs—not just the client as a whole. This enhancement helps you:
  • Better understand what’s driving profitability
  • Identify strong or underperforming initiatives more easily
  • Support clearer conversations with internal teams and clients
  • Reduce the need for separate reports or manual analysis

How it works

When running the Client Profitability report, you can choose to include Product, Campaign, and Job detail.
If you don’t select this option, the report will continue to display exactly as it does today.
 

When is it needed?

This option is especially useful when you want to:
  • Review performance at a more detailed level
  • Prepare for client reviews or planning discussions
  • Compare initiatives within the same client
  • Quickly understand changes in profitability

Media Schedules: Updating Product & Campaign After Activity Exists

What is it?

You can now update Product and Campaign information on a Media Schedule even after activity has already been recorded.
 

Why it matters

Plans change, and this update gives you the flexibility to keep your data aligned as they do. It allows you to:
  • Correct or adjust Product or Campaign assignments
  • Reflect changes without recreating schedules
  • Keep reporting accurate and consistent
  • Reduce rework when details change mid‑stream

How it works

Product and Campaign fields remain editable on Media Schedules, even when activity already exists. Existing data stays intact while allowing updates where needed.
 

When is it needed?

This is helpful when:
  • Campaign details are finalized after a schedule is created
  • A product or campaign structure changes
  • You need reporting to reflect updated ownership or organization

 

Enhanced Controls for GL Dissections

Overview

We’ve enhanced the controls around updating previously posted General Ledger (GL) entries to better protect financial accuracy and reporting consistency.
 
These improvements ensure that changes made to historical transactions don’t unintentionally impact downstream reporting, while still allowing appropriate updates where permitted.
 

What is it?

An enhancement to GL Dissections that introduces smarter validations when updating certain details on posted transactions.
 
The system now evaluates whether a requested change is appropriate based on predefined financial controls before allowing it to proceed.
 

Why it matters

Adjusting posted transactions can sometimes lead to discrepancies between financial reports and balances if key attributes are changed inappropriately. These enhancements help you:
  • Maintain confidence that GL and subledger reporting stay aligned
  • Prevent unintended changes to sensitive financial data
  • Support audit, compliance, and internal review requirements
  • Reduce the risk of reporting mismatches caused by retroactive edits
The result is stronger data integrity without adding extra work for users.
 

How it works

When you attempt to update certain details on a posted GL transaction, the system now performs additional checks to confirm whether that type of change is allowed.
 
If a change could compromise reporting consistency or financial controls, the system will prevent the update and clearly indicate that the change is not permitted. Allowed updates continue to work as expected.
 
This approach ensures that corrections improve accuracy without introducing new issues.
 

When is it needed?

This enhancement is most valuable when:
  • Reviewing or correcting historical GL transactions
  • Working with transactions tied to payables, receivables, or work‑in‑progress
  • Ensuring financial reports continue to reconcile correctly
  • Supporting audit reviews or governance requirements

 

Talent Sponsor List Export

Overview

Managing Talent Sponsors just became easier. We’ve introduced a new way to export the Talent Sponsor list, giving finance and operations teams better visibility and control over sponsor data.
 

What is it?

The Talent Sponsor List Export allows users to export a complete list of Talent Sponsors directly from the Talent Sponsorship screen into Excel. The export includes sponsor identifiers, making it easier to manage, review, and maintain sponsor records outside the system.
 

Why it matters

Previously, teams had no direct way to extract the full sponsor list, which made tasks like duplicate cleanup, reconciliation, and system integrations time‑consuming and manual. This enhancement:
  • Saves time by eliminating manual data pulls
  • Supports sponsor cleanup and duplicate removal
  • Enables easier uploads and synchronization with external systems such as Salesforce and Accountability tracking tools
  • Improves data accuracy for finance and reporting teams

How it works

From the Talent Sponsorship screen, users can now export the sponsor list to Excel. The exported file includes key sponsor details and IDs, ensuring the data can be confidently reviewed, shared, or uploaded into other systems. The sponsor lookup has also been improved to:
  • Exclude inactive sponsors by default
  • Sort sponsors by name for easier searching
These changes make sponsor selection and management more intuitive and reliable.
 

When is it needed?

This feature is especially useful when:
  • Finance teams need an up‑to‑date sponsor list for audits or reconciliations
  • Teams are cleaning up duplicate or inactive sponsors
  • Sponsors need to be uploaded or matched to records in Salesforce or other systems
  • Accurate sponsor reporting is required for operational or financial processes

Client Profitability by Product, Campaign, and Job

Overview

Client Profitability reporting has been enhanced to provide deeper insight into performance across Products, Campaigns, and Jobs. This update gives finance and account teams a more granular view of profitability while maintaining full compatibility with existing reports and datasets.

What is it?

A new Product, Campaign & Job Detail option has been added to the Client Profitability report. When enabled, the report breaks down billings, revenue, expenses, and labor across Products, Campaigns, and individual Jobs, in addition to the existing client‑level grouping.
 
This enhancement applies consistently across:
  • On‑screen Client Profitability reports
  • Excel exports
  • Reporting datasets
In addition, users can now update or assign Product and Campaign values on media schedules, even after bookings already exist.
 

Why it matters

Previously, Client Profitability reporting was limited to higher‑level groupings, making it difficult to fully understand which Products, Campaigns, or Jobs were driving results. With this enhancement, teams can:
  • Analyze profitability at a more detailed operational level
  • Compare performance across Products and Campaigns within the same client
  • Identify high‑ and low‑performing Jobs more easily
  • Maintain accurate Product and Campaign assignments even when media activity is already in progress
Importantly, this change does not impact existing recurring reports or datasets they continue to run as before unless the new option is explicitly selected.
 

How it works

  • A new Product, Campaign & Job Detail checkbox is available on the Client Profitability report.
  • When selected, the report displays additional columns and groupings for:
    • Product
    • Campaign
    • Job
  • Financial data such as billings, revenue, direct expenses, labor, and overhead is automatically allocated to the appropriate level.
  • Any items that cannot be linked to a Product, Campaign, or Job are clearly identified as “No Product Assigned,” “No Campaign Assigned,” or “No Job Assigned.”
  • Media schedules now allow Product and Campaign assignments to be edited even after bookings exist, ensuring reporting stays accurate as details evolve.

When is it needed?

This enhancement is especially useful when:
  • Reviewing client profitability across multiple Products or Campaigns
  • Analyzing Job‑level margins for operational decision‑making
  • Allocating labor and overhead more accurately
  • Updating Product or Campaign assignments after media bookings have already been created
  • Building detailed Excel reports or datasets for finance, leadership, or client review