December 2025 Release Notes

Payout Reports

Qualifiers

Spam signup blocker

Limit distribution periods to plan start date

Plan Duplication Service (Backend)

Plan Duplication Flow (Frontend)

API Endpoint for Plan Duplication

Enable distribution rules edit for published and review plans

Persist dashboard selected KPI/plans when changing date range

Include top 3 performers for each KPI in leaderboards

Rank leaderboard employees by payout size

Hide private metric columns from employee leaderboards

Show dashboard date selector for employee on plan with leaderboard

Hide thresholds section on dashboard when empty

Data sources, datasets, and metrics infrastructure

AI-powered SQL transformations and metric creation

Multi-step creation wizard with drag-and-drop metric builder

Quarter-to-date period support

ServiceTitan report metadata detection

Enhance Datasets API with search, sort, and date filtering

Enhance Datasets API with soft delete and CSV export

Change admin site background color

Improve qualifier wording and styling

Update KPI leaderboard buttons to match chart cards

Tweaks to Reviews Distribution

Remove edit icon in review distribution table inputs

Hide clear distribution button if any employees have visibility

Employees marked as inactive can still login

Fix leaderboards top performers calculation

Fix for review distribution, send salary or hourly rate data

Hide date column picker for aggregated reports

Skip manual_csv data sources in sync jobs

Performance improvements and bundle size reduction

Refactor thresholds step to only handle distributions from BE

Remove Dashboard Frequency Field for 2026+ plans

Support "all or nothing" calculation type for qualifiers

Add Service Titan customer name to datasource card

Implement server-side JSONB sorting with type-aware PostgreSQL queries

Add guided AI metric creation and YAML prompt configuration

Add Google Sheets as data source integration

Redo Distribution modal - Redesign to emphasize manual updates

Sidebar Nav tweaks - Updated colors, icons, and corner rounding

Add Breadcrumbs to Admin Side

Change "Avg Awarded Size" to "Avg Award" on homepage metrics

Plan Actions tweaks - Move "Add Participant" and "Clear Data" into actions button

Update copy for Plans and Date Range filters with new placeholders

Switch position of existing/new KPI in Qualifiers

Add "All or Nothing" option for Qualifiers (default)

Update Prorated Option for Qualifiers - Reorder fields and add subtext

Default KPI icons to blue instead of gray

Fix dashboard trend chart selection not persisting through refresh

Fix measure performance toggle stuck on "#" for Individual Pool plans

Skip thresholds from distributions without ID in plan update

Fix rate limiting issue

Only expand rows when grouping by expandable field

Remove /v1 from API base URL