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Symon.AI Release 3.4.0

Abstract

Release notes for the Symon.AI 3.4.0 release.

It's brand new and all for you

and we think you'll love it.

New third-party export connectors are here!

We've added the following new export connectors so you can export your data from Symon.AI:

  • Tableau

  • Workday

Introducing our newest connector

We've added another option for you to connect your data. You can now use the SFTP connector to import your data to Symon.AI.

Excited for the Amortization tool? We are!

We've made your life easier with adding an amortization tool that you can use right in your pipe. This tool helps you with ASC 606 preparation, ASC 606 amortization standards or to amortize your sales commissions.

amortization_tool.png

Looking for more insight in your transformed data?

The Lag tool is for you! Create a new, transformed series of data from your original data and see the trends and patterns that emerge!

lag_tool.png

Looking for a great way to assign accounts?

We've added a new tool called Assignment Optimization to help you distribute your sales assignments in an effective way. Make assigning accounts to your sellers a quick, easy task so you have more time in your day!

Loved it before? Wait until you see it now.

We took the time to revamp some of the things you already love.

Get more out of row viewer

We updated the row viewer to give you more! You can now see the total number of rows in your data without counting or opening up the data. Work smarter, not harder.

Pipe builder got a mini-makeover

We've updated the tool interaction in the pipe builder, making it easier for you to use!

  • Connect tools easily by dragging the anchor point and connecting to the desired tool.

  • Add new tools quickly by clicking any tool currently on the canvas.

Importing data just got easier

We've updated the experience to import your data. You can configure your data before you import it. Configure the column type, format, or obfuscate the data. Easy peasy!

Segmentation tool is now easier to use

We've added visuals to the Segmentation tool for you to deep dive into the data. The functionality of the tool is the same, but we've jazzed it up so it's easier to use.

More insights with the Classifier tool

Want to understand your model better? We've added a new feature, Underlying data, to the Classifier tool. The data shows you a matrix to explain the strengths and weaknesses of your model.

Crushed a bug!

and boy we are happy that we did:

Issue

Bug number

Resolved the nested pie showing extra values in the inner pie chart.

0022058