Changelog

What shipped in dotDash, release by release.

DashboardsModelsWorkflowsConversations

Drill panel views, pivots and filters that stay put

Bars, donut or table for any breakdown, pivot a level to another dimension without starting over, and dashboards that remember the filters behind the numbers they show.

A week of using drill-down on real data turned into a round of refinements.

One view at a time

The drill panel shows a breakdown as Bars, Donut or Table, chosen with a compact control. Small levels open as bars; large ones open as a table with a filter box, because two hundred bars help nobody. Bars show the twenty largest members and say so; the donut is offered only where it is honest — a handful of members of an additive measure. Whatever you are looking at is what Add to dashboard pins.

Pivot without going back

The level badge at the end of the breadcrumb is now a menu: switch the current level to any other dimension the figure carries, keeping everything you have already scoped. The breadcrumb is the scope you applied, in the order you applied it, so pivoting across hierarchies never hides a step; popping a crumb returns you to where you were.

Honest edges

  • Ratio measures such as margin percentages no longer show a summed "level total" — per-member ratios do not add up, and the panel says so.
  • Rows with no value for a dimension appear as one (unassigned) member, counted in the total and clearly not something you can scope to. Previously they could shift the axis labels by one.
  • A level shows a loading placeholder while it loads instead of a premature "no rows".

Filters that stay put

When you apply filters, the dashboard now remembers them with the numbers they produced. Reloading shows the same filters in the bar, drill-down and cross-filter use them, and a scheduled refresh keeps them, so what the bar says and what the widgets show never drift apart.

Also in this release

  • Models: every Vertex AI Gemini model is available to agents, with the latest Flash-Lite as the default and requests routed to the right region for each model generation.
  • Workflows: the folder automation dialog — binding a workflow to a folder event — was redesigned.
  • Conversations: the voice agent stack was upgraded, and WhatsApp voice notes and conversation history are handled correctly again.
  • Horizontal bar charts size their label column to the longest label and truncate gracefully instead of clipping.
Dashboards

Dashboards you can drill into

Click any member of a chart to rescope the whole dashboard, break a KPI down level by level, and pin what you find as a new widget.

Dashboards now answer the follow-up question instead of sending you back to the data.

Cross-filter by clicking

Click a bar, a donut slice or a table cell and every widget that can be cut by that dimension re-queries for it. The widget you clicked stays whole and highlights your selection; widgets that cannot be cut by it say so. Your selections appear as chips under the dashboard title, one per dimension — remove one, or press Escape to clear them all. Nothing is written back: the scope is yours, for this session, and the stored dashboard is untouched.

Break a figure down

Every KPI offers Break down by … for each dimension its data carries. A side panel shows the figure split by that dimension, with the level total alongside the KPI so you can see at a glance whether the breakdown foots. Pick a row to step down the hierarchy — line of business to stream to account, category to brand to label — and the dashboard behind the panel rescopes as you go. At the bottom level, Show lines lists the underlying records.

Pin what you found

Add to dashboard turns the level you are looking at into a new widget, with the scope you drilled through baked in. No model call, no rewriting — the panel already has the query.

Dashboards declare their dimensions

A dashboard lists the dimensions it can be scoped by, with labels and an optional hierarchy; each widget discovers which of those its data supports. Bundles can ship dashboards with their dimensions, so a packaged dashboard drills correctly the moment it is installed.

Also in this release

  • Widgets show a refreshing indicator while a filter change or refresh is in flight, and only the widgets actually affected dim.
  • Refresh keeps the filters you have applied instead of silently reverting to the whole dataset.
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