Finding the right restrictions just got a lot faster!

You can now filter restrictions by individual rate plan directly from the Strategic Restrictions page. The selector shows buckets as top-level groupings with their rate plans nested beneath, making it easy to drill down to exactly what you need.

Editing restrictions just got smoother!

You can now you switch between Bucket and Rate Plan levels while editing an existing restriction! The selector is now pre-filled based on your previous selection, so you're not starting from scratch.

Helpful footer messages let you know when switching levels will remove existing restrictions on the previously selected items, no surprises.

We are thrilled to introduce Custom Rate Bucketing, designed to make your restriction management more seamless and intuitive than ever.

Custom Bucketing gives your team an efficient, streamlined way to manually manage restrictions, while letting our recommendation engine continue to optimize individual rate plans for maximum yield. Enjoy clear, at-a-glance visibility into your property's restriction status and a smarter way to yield your business!

Segments and Buckets are now managed directly within the Rate Plans configuration screen

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Finding and managing your columns just got a little easier!

We've made two small but handy improvements to the Display Options in Planning, so you can spend less time hunting and more time planning.

We’re happy to share the final phase of our expanded revenue breakdown rollout.

and are now enabled for expanded analysis of:

These revenue types can now be analyzed by the same dimensions already available across other PMS integrations:

This brings Infor and Opera On-Prem fully into alignment with the rest of the PMS ecosystem supported in this project — enabling consistent revenue analysis across inventory, rate plans, and segmentation, regardless of PMS.

This applies automatically to new and updated reservations. Historical data will continue to be resynced in the background to support full year-over-year and same-period analysis.

Finding the right dashboard or workbook just got easier.

We’ve released the first step in improving search within Insights, making it simpler to narrow results intentionally and get to exactly what you’re looking for, faster.

You can now refine your search using structured filters directly in the search bar, including:

This helps you quickly focus your results instead of scrolling through broader matches.

→ To see a step-by-step guide with examples and best practices, read our help desk article: How to Use Enhanced Search in Insights.

You can now on table visualizations in dashboards. Instead of manually recreating the same rule multiple times, copy an existing rule and simply update what it applies to.

All colors, thresholds, formatting styles, and total behavior carry over automatically — you just adjust the reference column.

Watch the short Loom below for a quick walkthrough.

We've heard your feedback! Many of you requested better visibility into all your KPIs when forecasting and budgeting. We've enhanced the Planning view with a comprehensive totals footer that displays all your metrics in one convenient location.

This update streamlines your forecasting and budgeting workflow by:

You can now use the directly on your dashboards!

Many of you have asked for a way to stay in the flow while reviewing dashboards, ask follow-up questions, and explore what’s driving changes without switching to workbooks or a separate AI experience. Bringing AI Assistant onto dashboards is a direct response to that feedback.

The assistant uses the full dashboard as context, working across all tiles together. When a dashboard is well curated around a specific type of analysis, the AI helps you focus on what matters and go deeper without losing context.

You’ll still use the to build analysis from scratch and the standalone for open exploration. The Dashboard Assistant adds another way to work with AI, grounded in the dashboards you already rely on.

Open any dashboard and click the icon in the bottom-right corner to start chatting.

The AI Assistant is turned .

To enable it on a dashboard:

Once enabled, the AI Assistant icon will appear in the bottom-right corner of the dashboard.

All dashboard templates already have this enabled by default, so any new dashboards created from templates will automatically include the AI Assistant.

If enabled, you can:

You’re not limited to the tiles on the screen, but dashboards designed with a clear analytical purpose create the best experience.

Just like in the standalone AI Assistant, the **Dashboard Assistant supports uploading documents**.

This means you can combine:

This can be especially helpful when you want to enrich dashboard analysis with information that lives outside of Insights, such as:

The assistant can use this uploaded information alongside your dashboard to help answer questions and provide more complete, contextual insights.

We’re excited to see how you use the Dashboard Assistant and how it fits into your day-to-day workflows. As always, your feedback helps shape what we build next, so keep it coming via chat.

👉 help desk article

A couple months ago, we announced expanded analysis for and — allowing these revenue types to be broken down by I and hierarchies in the same way as .

We’re happy to share an update on that release.

This expanded revenue breakdown is now enabled for the following additional PMS integrations that were part of this project:

If your property uses any of the PMSs above, you can now analyze and by:

This brings these PMSs into alignment with the PMSs included in the initial release (Opera Cloud via OHIP, Mews, and Apaleo).

As with the original rollout, this applies automatically to new and updated reservations. Historical data continues to be resynced in the background to support full year-over-year and same-period analysis.

This update extends the expanded revenue breakdown across all PMS integrations planned for this project, making it easier to analyze total revenue consistently across inventory, rate plans, and segmentation.