We’ve rolled out new updates across Trading Programs, Claims, AI-Powered Analytics and Special Pricing Agreements (SPAs). These enhancements give you tighter control, reduce manual errors, and provide faster access to the insights that matter most. The result? Better decisions with less friction. Let’s dive in:

Trading Programs

Restrict Deletion of Active Agreements

Admins can now control who can delete rebate agreements. The new user access setting “can delete active rebate agreements” permission protects agreement in  ‘Active’, ‘Interim’, ‘For Signing’, or ‘Fully Signed’ states. This reduces the risk of accidental deletions and maintains data integrity standards along with audit logs.

Selection Rule Reporting

Quickly validate the accuracy of your complex inclusion and exclusion rules with enhanced visibility. Our updated Trading Program reports now surface program line-level selection criteria, helping your team catch errors early, reduce the risk of disputes, and ensure rebate rules are applied exactly as intended. This update is especially helpful for customers who manage complex agreements with multiple filters across products, customers, and other dimensions.

Claims

Custom Claims Frequency Option

Schedule claims based on calendar periods versus agreement end dates to better align with cashflow and internal processes.

Restart Claim Approvals

You can now restart and reset approval workflows in the case of approval errors or disputes. Make updates and resubmit with a full audit trail to avoid the pitfalls of getting stuck after approval errors. Now, adjustments can be made to the workflow and sent for reapproval, while tracking all changes for audit purposes.

Approval Notifications

Get nudged or send notifications to review and approve claims faster with email and in-app notifications. This highly requested feature is now live will help you breeze through approvals and clear your backlog. When working with collaborators, notifications can also to expedite claim approvals.

AI-Powered Analytics

Insights Search

Ask questions in plain language and get instant, AI-generated visual insights, presented through intuitive tables and graphs. No need for complex queries or time-consuming data digging.

‍Group-Based Permissions

Gain more precise control over data visibility with role-based access tailored to your organization’s structure. Keep teams focused by ensuring everyone sees only the data that matters to them.

Personalized Home Page

Your analytics, your way. When you open AI-Powered Analytics, you’ll land on a new personalized home page designed to keep your most important insights front and center. See all your dashboards in one place, create a custom KPI list, and access saved searches and dashboards in the new Library section. Add or remove KPIs anytime to stay focused on what matters most.

Easier Dashboard Customization

Build or edit visualizations on the fly using a keyword-based graph builder. No data team required.

KPI Highlights

Let AI do the heavy lifting. KPI Highlights automatically scan your dashboards to detect important trends, patterns, and anomalies so you can see what’s changing and why at a glance.

*All features in AI-Powered Analytics are available with the Pro and Enterprise Plan. Want to learn more? Reach out to your Customer Success Manager or email us.

Special Pricing Agreements (SPAs)

Net Price Analysis for Agreement Approvals

A new Net Price tab on each agreement shows the full pricing waterfall factoring in all incentives, including invoice-level discounts. This helps you assess true deal profitability before approving an agreement.. Ideal for sales, pricing, and finance teams who want to better align on margin and make more confident approval decisions.

Internal and External Comments on Agreements

Improve collaboration by adding comments directly on a SPA. Internal comments are visible only to your team, while external comments can be shared with collaborators to stay in lockstep throughout the agreement lifecycle. A new icon alerts you to any unread messages, so nothing get missed.

We Value Your Feedback

Have questions, feedback, or ideas? We’d love to hear from you. Reach out via email, or schedule a discussion with one of our experts or join the Rebate Strategist Community to help shape what comes next.