February 14, 2025

New features

• KPI Analyzer & Screener: New model quality score, based on model error and model error vs consensus error, to help users better assess and screen for high quality model results.
• KPI Analyzer & Screener: New columns showing model revisions over the past 1 week and 1 month, allowing users to screen on model revisions.

Improvements

• Performance: Cache chart series in various features such as KPI Analyzer and Data Explorer, so that charts load faster.
• KPI Screener: Filter out operating expense KPIs by default, as beats/misses on such KPIs are usually not very relevant for screening.
• Data Explorer: More prominent Open-in-Plotter link in the sidebar.
• Data Explorer: Prefix customer data sets with the customer name.
• Data Trends: Cache results in the table view, so that the data does not need to be fetched again when toggling data sets or adding/removing comparison companies.
• Data Trends: Add a shortcut for each data set in the sidebar, to jump to charts for that data set.
• Dashboards: Always allow editing and removing table widgets, even when they are being calculated for the first time.

Bug fixes

• KPI Analyzer: Fix missing company sector when viewing models.
• KPI Mapper: Fix bug causing an error when filtering on backtest error.
• Dashboards: Fix bug where the sync signal was not set on the child level, in 2-level dashboard tables.