Feb 24, 2026

Customer Health trend indicators: Customer Health now shows trend arrows next to each account's health score, so you can see whether accounts are improving or declining over time.

AI Forecast streaming summaries: AI Forecast can now generate a summary of your forecast on demand. The summary streams in as it's generated and highlights risks, patterns, and notable changes in your pipeline.

AI Composer: Generate suggested forecast views using the new AI Composer. Describe what you want to see and Composer creates a saved view with the right filters and breakdowns.

Forecast target icons: AI Forecast shows goal target lines on the chart so you can see how your pipeline stacks up against targets at a glance.

HubSpot Goals support: HubSpot Goals are now built into AI Forecast. See which users have goals, compare goals vs forecast side by side, and click any goal in the Worksheet to see the underlying breakdown. If you don't see goals, refresh your HubSpot connection from settings.