Release Date: 11/7/25
🚀 Enhancements
Plan Sharing & Enrollment
Plan Sharing Phase 1: Core Plan Visibility & Publishing
Enrollment Visibility Phase 2: Email Opt Outs
Plan Building
Add toggle to show threshold table view
Update "Set Thresholds" step in Plan Creation
Add more icons to KPI step in plan building
Add new screen for reviewing computed metric totals
Add Week selector for weekly plans in "Update Dashboard Data" screen
Review Distribution
Add "previous" value on thresholds step on "Update Dashboard Data" screen
Add "previous" value on performance table on "Update Dashboard Data" screen
Update Review Distribution Banner
🎨 Design & Styling
Change upgrade button copy in demo accounts
Block demo mode on web mobile experience
Periods that were never part of a plan don't need to be shown
🐛 Bug Fixes
Support user input of decimal values without leading zero
User is taken to the first page when selecting a participant in the second page
Cannot enter decimals in KPI tiers or targets
Unable to review distribution if individual metrics were entered and saved for later
🔌 Integration Hub
Fix ServiceTitan customer validation and add credential whitespace normalization
Fix ShareWillow historical sync date argument mismatch
Release Date: 11/13/25
🚀 Enhancements
Enrollment
Enrollment Visibility Phase 3: Re-send plan invitations
🔌 Integration Hub
Split count formula function and enhance test data selector
Add parallel testing and set correct status to ST customer on creation
Add IS_BLANK custom function for formula system
🎨 Design & Styling
Plan list grid card further tweaks
Publish modal/visibility UX tweaks
Streamline publish plan modal form UX
Update plan statuses
Update formatting of phone number
Update Participants Page on plan
Update "Add KPI" modals in Individual Pool & Scorecard
🐛 Bug Fixes
Users aren't getting deleted when converting a demo company to production
Participants table does not allow to invite users
Changing plan year not regenerating distributions
Percentage Tiers showing as $ label in summary view
Header shows user is updating current period regardless of which one they are actually updating
Custom icons for individual pool plans showing in grey in review plan screen
Set the base tier to 0 when is over threshold
KPI icon color is not visible in plan summary from employee view
Accept invite when confirming users in backoffice
Release Date: 11/20/25
🚀 Enhancements
Features
Enrollment Visibility Phase 4: Reset Distributions
Edit published plans thresholds
Deductions (negative KPI payouts)
Leaderboard Next Gen
🔌 Integration Hub
SharewillowHistoricalSyncJob respects full_period setting
🎨 Design & Styling
Refactor Dashboard threshold barchart to use mixed data from Review distribution and threshold metrics
Reduce length that toasts show
Fix width of summary step table in distribution review flow
Fix value spacing in review distribution table
🐛 Bug Fixes
Percentage Tiers showing as $ label in summary view
Period "quarter" is hard coded on description of custom threshold
Fix company level threshold update to only update the threshold with same distribution name
Individual scorecard KPI does not respect maximum payout in calculation
Update team pool distribution custom metrics
Data is not cleared after the review distribution
🔌 Integration Hub
Fix SharewillowHistoricalSyncJob scheduling to prevent delayed jobs
Release Date: 11/26/25
🚀 Enhancements
Company dashboard facelift
🎨 Design & Styling
Move % back to far right of inputs and adjust review dist table input styles
🐛 Bug Fixes
Issues with updating metrics
Fix negative values in total awarded in performance tab