What's new in SOLVE

Every card on the Workflows page now shows whether that workflow pulls live data from your accounts, pipeline, and team (“Connected”) or runs standalone (“Template”) — matching the badge you already see when you open an individual workflow.

The pricing page now shows a line-by-line comparison of Solo, Team, and Enterprise — including all seven intelligence engines, the Revenue Timeline, and HubSpot CRM integration on every plan — plus an animated monthly/annual toggle, the founding-cohort offer (onboarding fee waived for the first 10 companies), and straight answers on trials and the no-free-tier model.

solverevenuegroup.com has been rebuilt from the ground up: an interactive 3D hero, real product screenshots of the SOLVE Engine, Territory Optimizer, Account Attention Engine, and Revenue Waterfall, a live Revenue Timeline demo you can scrub like a market chart, and a new Free Tools hub with the 3-minute Revenue Audit front and center.

Revenue Forecast, Pipeline Review, Territory Design, Account Plan, and Rep Scorecard now pre-populate from your real accounts, pipeline, and quotas the moment you open them — no more starting from a blank workbook.

New workspaces now see clear "set up your data" cards on the playbook and dashboard instead of a wall of zeros, with live completion status as you add reps, accounts, and pipeline. Workflows that need CRM data show a guidance banner with a direct link when that data is missing, and the sidebar now shows live counts next to Accounts, Pipeline, and Contacts.

Completing a coaching workflow (1:1s, ride-alongs, scorecards) now logs a note on the rep's profile automatically. Completing an account workflow logs a communication on that account. Updating deal stages in Pipeline Review updates the underlying opportunity. Every workflow completion is now tracked and visible to the SOLVE Engine.

Five free diagnostic tools are now publicly available — Account Prioritization, Review Writer, QBR Builder, Comp Modeler, and Revenue Audit. Each shows the full output so prospects can experience the platform before signing up.

Each free diagnostic page now includes a side-by-side comparison of what the free tool covers versus what the full SOLVE platform adds, making the value of upgrading concrete.

Anyone can now run a free revenue audit at solverevenuegroup.com/audit — a 10-category diagnostic that scores your sales org and delivers a prioritized action plan. No login required.

Five free diagnostic tools are now publicly available — Account Prioritization, Review Writer, QBR Builder, Comp Modeler, and Revenue Audit. Each shows the full output so prospects can experience the platform before signing up.

Anyone can now run a free revenue audit at solverevenuegroup.com/audit — a 10-category diagnostic that scores your sales org and delivers a prioritized action plan. No login required.

Each free diagnostic page now includes a side-by-side comparison of what the free tool covers versus what the full SOLVE platform adds, making the value of upgrading concrete.

Playbook-recommended tools now show a contextual guide the first time you open them, explaining what the workflow is for and how to fill it in. The guide hides automatically once you start typing.

Fixed an issue where trial users could be incorrectly blocked from platform tools. Trial access now works correctly for the full 30-day window.

Fixed a bug where typing in a React-based tool would lose focus after every keystroke, forcing you to click back into the field. All tool inputs now hold focus correctly.

Fixed a bug where typing in a React-based tool would lose focus after every keystroke, forcing you to click back into the field. All tool inputs now hold focus correctly.

Fixed an issue where trial users could be incorrectly blocked from platform tools. Trial access now works correctly for the full 30-day window.

Playbook-recommended tools now show a contextual guide the first time you open them, explaining what the workflow is for and how to fill it in. The guide hides automatically once you start typing.

Admins now receive an email confirmation when a team invite is sent, so you always have a record of who was invited and when.

Fixed an issue where imported deals could land with no owner assigned, causing review metrics to show zero for affected reps. Owner email is now required on import.

Admins now receive an email confirmation when a team invite is sent, so you always have a record of who was invited and when.

Fixed an issue where imported deals could land with no owner assigned, causing review metrics to show zero for affected reps. Owner email is now required on import.

Fixed chart rendering and the dollar/percent toggle in the Revenue Waterfall PDF export. Charts now appear correctly in downloaded reports.

The 1:1 history section on rep profiles is now collapsible, making profiles faster to scan when you have a long activity history.

Diagnostic findings are now sorted by impact severity and include deep-links so you can jump directly to the relevant section of the platform from any finding.

The 1:1 history section on rep profiles is now collapsible, making profiles faster to scan when you have a long activity history.

Fixed chart rendering and the dollar/percent toggle in the Revenue Waterfall PDF export. Charts now appear correctly in downloaded reports.

Diagnostic findings are now sorted by impact severity and include deep-links so you can jump directly to the relevant section of the platform from any finding.

Added verdict threshold logic to 15 tools and tiered commission rate calculations to comp tools. Dynamic column thresholds for SKU rationalization tools are also live.

Each Intelligence page (SOLVE Engine, Revenue Waterfall, Forecast Accuracy, Territory Optimizer) now has a collapsible "How this works" section explaining the methodology.

You can now upload a profile photo directly from your settings. Avatars appear throughout the platform — in the nav, team pages, and rep profiles.

You can now upload a profile photo directly from your settings. Avatars appear throughout the platform — in the nav, team pages, and rep profiles.

Added verdict threshold logic to 15 tools and tiered commission rate calculations to comp tools. Dynamic column thresholds for SKU rationalization tools are also live.

Each Intelligence page (SOLVE Engine, Revenue Waterfall, Forecast Accuracy, Territory Optimizer) now has a collapsible "How this works" section explaining the methodology.

Fixed a race condition where new signups could land in a broken state with no org. Every account now gets a personal workspace automatically on registration.

New users can now seed their workspace with realistic sample data to explore the platform before uploading their own accounts, pipeline, and team.

Tool sections now display fields in two columns on wider screens, reducing scrolling and making it faster to fill in workbooks.

Tools now have a dedicated SOLVE framework rail on the left and a chart side panel on the right, giving you a cleaner workspace with formulas and charts always visible alongside your inputs.

Tool sections now display fields in two columns on wider screens, reducing scrolling and making it faster to fill in workbooks.

Fixed a race condition where new signups could land in a broken state with no org. Every account now gets a personal workspace automatically on registration.

New users can now seed their workspace with realistic sample data to explore the platform before uploading their own accounts, pipeline, and team.

Tools now have a dedicated SOLVE framework rail on the left and a chart side panel on the right, giving you a cleaner workspace with formulas and charts always visible alongside your inputs.

See exactly where revenue changed period-over-period — new accounts, expansion, contraction, and churn with drill-down to specific accounts.

New orgs can load realistic sample data with one click to explore every feature before importing their own.

Download all your data as a ZIP of CSV files from Settings. Accounts, contacts, pipeline, tools, communications — everything.

Rep, manager, and account fields are now searchable dropdowns pulling from your live CRM data.

AI-powered draft generation on Running Reviews, Annual Business Plans, and QBR tools. Reads your platform data, drafts the narrative, you edit.

Visual charts now appear alongside tools with saved data — revenue forecasts, pipeline reviews, territory comparisons, and more.

See your meetings synced from Gmail and Outlook with one-click prep links to Account Plan and Call Prep tools.

Measure forecast accuracy by rep and stage, detect systematic bias, and get probability calibration recommendations.

Analyze territory balance, detect imbalances, and model reassignments with a drag-and-drop scenario builder before committing changes.

Full S-O-L-V-E framework diagnostic across your entire revenue operation. 3 runs per month, PDF export, historical comparison.