The public API now ships with complete, documented contracts covering endpoint behavior, request and response shapes, and the effects each call has on your data.

If your team is automating workflows or connecting Optakit to other systems, this means fewer surprises in integration work and far less trial-and-error — the expected behavior is written down and tested, not inferred.

• Full contract coverage for public API routes
• Dedicated guides for working with dashboards through the API
• Guidance for AI agents and automation tools consuming the API

Hovering over the dashboard filter button now shows a tooltip listing all filters currently applied to the view.

It's an easy win for trust in your numbers: before you screenshot a chart or send a dashboard to a colleague, you can confirm at a glance exactly what's being filtered — no more second-guessing whether a surprising figure is real or just a filter you forgot was on. 👀

Dashboards now include built-in date range filtering, so you can narrow any view to the exact time period you care about without rebuilding widgets or editing queries.

This removes a common source of back-and-forth — instead of maintaining separate dashboards for last month, last quarter, and year-to-date, one dashboard now answers all of them.

• Pick a date range directly from the Dashboard Filters button
• Smart suggestions surface the date columns most relevant to your data
• Date selections are captured in the URL, so a filtered dashboard can be bookmarked or shared and it opens exactly as you left it
• Added validation prevents invalid or conflicting ranges from being applied

Asking Albie for help now returns the right guidance consistently. We fixed a flow where help content failed to resolve and rebuilt the underlying help library.

Why it matters: in-product answers get your team unstuck immediately instead of sending them to a support ticket.

List tracking now surfaces the context teams were pulling manually, with sorting that matches how the data is actually reviewed.

• Added Raised by Donor Email Domain to help identify organizational giving at a glance
• Adjusted default sorting in the List Tracking overview so the most relevant rows appear first
• Faster queries and more reliable filtering on large lists

Why it matters: less exporting and re-sorting before you can answer a question about a list.

A round of dashboard readability improvements based on what people kept squinting at.

• Outline Cells toggle for SQL tables so you can add visible cell borders to dense data
• Clearer aggregation pills that spell out which function is applied to each column

Why it matters: dashboards get scanned in meetings, and these make it obvious what a number represents without anyone asking.

Table filters now behave the same way everywhere in Optakit — list tracking, contact management, sources, and custom SQL all share one standardized filtering experience.

Why it matters: learn the filters once and they work the same in every tool, which removes the small surprises that slow teams down when they move between screens.

Set a target, pick a period, and watch progress fill in automatically with the new Goal widget for dashboards.

Why it matters: fundraising and performance targets stop living in a side spreadsheet — everyone sees the same number and how close you are to hitting it, right on the dashboard.

• Define goal amounts and periods directly in widget options
• Live progress calculation against your existing data sources
• Fully supported in Albie, so you can ask for a goal widget and get a ready-to-review draft

Optakit data is now available outside the app. Public API V1 gives you authenticated, documented endpoints to pull your platform data into your own reports, warehouses, and internal tools.

Why it matters: instead of exporting by hand or waiting on a custom integration, your team can wire Optakit into the systems it already uses and keep everything in sync automatically.

• Token-based API credentials you can issue and revoke per integration
• Full interactive reference documentation published for every V1 endpoint
• Platform-wide security hardening across authorization, request validation, and data access boundaries

Calculated columns are now flattened into a single, optimized expression when queries run, so dashboards built on layered calculations return results faster and more consistently.

If you've built calculations on top of other calculations, you'll notice quicker load times and fewer edge-case errors — complex metrics now behave the same way simple ones always have.

• Nested and chained calculated columns are resolved into one streamlined query expression
• More consistent results across widgets that reference the same calculation
• Added safeguards that validate generated SQL, catching invalid expressions before they reach a dashboard

Switchboard is now available as a native source type, so you can bring Switchboard data into Optakit without custom pipelines or manual exports.

Setting up a connection is now a guided, in-app flow instead of an engineering project — which means new data lands in your dashboards in minutes, not sprints.

• New Switchboard source type available directly in the source editor
• Guided configuration with validation, so misconfigured credentials are caught before you save
• Clearer activity logging for every Switchboard sync, making it easy to confirm what ran and when
• Cleaner confirmation messaging during setup (no more duplicate notifications 🎉)

A round of fixes addressing issues reported in admin tools and contact management, including record index refreshes that could leave data looking out of date and inconsistencies in owner-level admin routes.

• Corrected contact management record and projection refresh behavior
• Fixed edge cases in owner admin routes
• Cleaned up legacy publishing logic that could produce inaccurate tool states

Non-owner users are now capped at 35 group memberships, with clear feedback when the limit is reached. Owners are unaffected and retain full flexibility.

Why it matters: sprawling group membership is the most common cause of slow permission checks and confusing access audits — this keeps sign-in fast and your access model easy to reason about.

Stop rebuilding the same filter combination every time you open a dashboard. You can now save a set of filters, reapply it in one click, and copy it to other dashboards.

Why it matters: recurring reviews and weekly reports go from a minute of clicking to a single selection, and everyone on the team looks at the same slice of data.

• Save and reapply filter sets on dashboards
• Copy a saved filter to another dashboard with the new copy dialog
• Noticeably faster filter dropdowns, even on columns with lots of distinct values

Sources can now be reached through a standard external SQL connection, so your data lives where your team already works. Point your BI tool, notebook, or reporting script at the mirror and query live Source data with the SQL you already know.

Why it matters: no more exporting CSVs to get data into downstream tools — analysts can connect once and keep their dashboards current automatically.

• External SQL access available for Sources
• Access governed by plan entitlements, so admins stay in control of who can connect

You can now choose the font used across your workspace, so dashboards and shared views match your organization's visual identity.

Why it matters: reports you share with clients and executives feel like they came from you, not from a generic tool — with no design work required.

Dashboard revision saving has been reworked to behave more predictably when multiple edits happen in quick succession, with clearer warnings before you risk overwriting a change.

Why it matters: less chance of losing work or silently clobbering a teammate's edit during a busy editing session.

Tables got a significant upgrade aimed at making day-to-day requests easier to answer without leaving the page. Column controls, per-column actions, and text sizing let you shape a view to the question you're actually asking.

Why it matters: fewer ad-hoc requests to your data team — people can reshape and export what they need themselves.

• New column controls and per-column actions menu for reordering, formatting, and quick operations
• Adjustable text size so dense tables stay readable on any screen
• Improved export handling for query results
• More consistent handling of created-on and other system fields

DSPolitical is now available as a connected source, so deployment reports land in your workspace automatically instead of arriving as one-off files.

If you run programmatic or digital persuasion programs through DSPolitical, this removes a manual hand-off from your reporting cycle and keeps deployment results alongside the rest of your paid media data.

• New DSPolitical deployment source with guided setup in the source editor
• Emailed deployment reports are received, parsed, and loaded for you
• Appears with its own icon in the source list, so it's easy to spot and manage

We've refreshed how Meta and Google Ads data is collected, validated, and published so daily campaign numbers line up with what you see in the ad platforms.

Fewer surprises in your performance dashboards means less time spent reconciling discrepancies and more confidence when you share results with clients and stakeholders. 📊

• Updated Google Ads daily campaign performance modeling for more accurate spend and delivery metrics
• Added validation checks that catch out-of-range percentage values before they reach your reports
• Standardized Meta timestamp handling so activity is attributed to the correct day
• Improved output publication so refreshed data flows through to downstream reports consistently

Switchboard contribution data is now a supported source type, with a dedicated editor and built-in mapping into standardized sources and donation performance reporting.

Contribution data lands in the same models as the rest of your fundraising sources, so you can measure donation performance across channels without stitching exports together by hand.

• New Switchboard contribution source editor
• Provider mappings and validation handled automatically
• Flows directly into standardized source and donation performance recipes

Calculated columns are now validated before they run, catching invalid or unsafe expressions up front rather than at query time.

You get a clear signal when a formula won't work instead of a broken dashboard later — and stronger SQL safeguards keep custom expressions from doing anything they shouldn't.

A new Hashing Tool lets you securely hash contact lists and compare them against a partner's file — right in the browser, without exposing raw personal data.

Secure list matching used to mean spreadsheets, scripts, and a nervous email to your data team. Now it's a self-serve flow that takes a minute and keeps sensitive records protected end to end. 🔐

• Upload a file and preview exactly which columns will be hashed before you commit
• Compare two hashed files to find overlap and unique records
• Share results through a dedicated share dialog with clear labeling on the compare flow
• Full documentation included to walk your team through the process

Numeric columns in dashboard tables can now be color-coded based on their values, so the numbers that matter jump off the page.

Instead of scanning rows to find the underperformer or the breakout result, your table does the work for you — turning a wall of figures into an instant read on performance.

• Apply conditional formatting rules to any numeric table column
• Rules carry through validation so your widgets stay consistent
• Improved decimal handling for cleaner, more accurate displays

Groups and Resources now run through backend services instead of loading in the browser, making these screens noticeably quicker and more consistent.

Large accounts with lots of groups and shared resources will feel this most — fewer spinners, fewer stale views, and behavior that stays the same no matter how much data you have.

Map visualizations now include a Zipcodes to Counties option, letting you aggregate zip-level data into county boundaries with a single toggle.

County-level views are how most partners, boards, and public agencies think about geography — this removes the manual crosswalk work that used to stand between your zip data and a presentable map. 🗺️

• Automatic zip-to-county crosswalk, no external lookup files required
• County labels now include the state, so similarly named counties are never ambiguous

A new behind-the-scenes audit system now continuously validates the platform's data schemas and deployment readiness before changes go live.

Why it matters: This catches configuration and data issues earlier, meaning fewer surprises, more reliable deployments, and a more stable experience for you and your team.

• Automated schema auditing to detect drift and inconsistencies
• Deployment readiness checks integrated into our release pipeline
• Clearer distinction between published and working list tables for easier tracking

We've resolved issues with list publishing to ensure your published lists are consistently accurate and reflect the latest data.

Why it matters: You can now trust that when you publish a list, the results downstream will match exactly what you intended—no more troubleshooting mismatches between draft and published versions.

You can now download the results of any widget directly as a CSV file from the dashboard.

No more copy-pasting or manual exports — pull widget data straight into Excel, Sheets, or your analysis tool of choice in seconds.

Sources are now filtered by your active group, so you only see what's relevant to the context you're working in.

Less clutter, faster selection, and fewer chances of picking the wrong source when building queries or dashboards.

Bring your dashboards to life with the new Video Widget. Embed videos directly alongside your data to add context, walkthroughs, or announcements without sending users elsewhere.

Keep training clips, campaign explainers, and stakeholder updates right where your team is already working — no more juggling tabs or hunting for links.

The ActionKit source integration now includes from-line data, giving you deeper visibility into email sender details when configuring pipelines.

Better sender-level reporting means clearer attribution and more accurate performance analysis across your ActionKit campaigns.

The new Daily Report History Viewer lets you browse past daily reports directly from the dashboard, giving you instant access to historical snapshots up to 90 days ago without digging through email or archives.

Spot trends, revisit past performance, and answer "what did that number look like last week?" in seconds.

List Tracking now supports matching contacts using First Name, Last Name, and ZIP code — giving you a reliable way to track audiences when email or phone identifiers aren't available.

This means more of your uploaded lists will match successfully, so you get a fuller picture of audience overlap and campaign performance without losing records to missing identifiers.

• New First/Last/ZIP matching logic for uploaded lists
• Added an Uploaded Timestamp column with initial sort in the visualization
• Improved audit script for cleaner tracking data

You can now connect social media platforms, such as Instagram, X, YouTube, and TikTok as a data source and pull performance metrics directly into your Optakit dashboards alongside the rest of your marketing data.

This removes the need to jump between platforms to piece together campaign results — your social performance lives next to everything else you measure, so cross-channel reporting takes minutes instead of hours.

• New Social Media source type with X (Twitter), Meta (Instagram, FB), YouTube, and TikTok support
• Streamlined pipeline for pulling and refreshing social data
• Transparent usage tracking and pricing for social sources

Dashboards now load faster and refresh more reliably thanks to bundle optimizations, improved caching, pre-fetching, and a new fallback loader that keeps the app responsive even on slow connections.

Less waiting, fewer stalled screens, and more time actually looking at your data. These improvements compound across every session — especially for teams checking dashboards throughout the day.

• Reduced bundle size for quicker initial page loads
• Improved caching and pre-fetching strategy
• New fallback loader for a smoother startup experience
• Scheduled widget refresh reliability improvements

Switchboard sources now refresh on a configurable cache cadence, ensuring the data feeding your workflows and dashboards stays up to date automatically.

Fewer stale reports and manual refreshes mean your team can trust the numbers they're seeing and act on them faster.

AI-powered features are now folded into your Analysis Limits, giving you full visibility into how your team is using Albie and other AI tools across the platform.

This means no more surprises at renewal time — you can plan capacity, monitor consumption, and make informed decisions about scaling your AI usage with confidence.

You can now apply filters directly within the widget viewer to drill into the exact data you need without leaving your dashboard.

Spend less time hunting through reports and more time answering questions — filter, compare, and explore metrics in seconds.

We've resolved an issue that was affecting widget groups in the dashboard and service account setup screens, ensuring they now load and behave consistently every time.

This means fewer interruptions when adding templates or configuring service accounts, so your team can move through setup workflows without hitting unexpected snags.

Data Kitchen is a new data transformation layer that turns raw provider data into analytics-ready datasets using reusable "recipes". Combine tables, standardize schemas across providers, or blend two systems into one — like unifying Meta, Google, and GA4 into a single ad performance source, or joining ActBlue with your CRM to see donation data alongside supporter stats.

Why it matters: instead of writing custom SQL for data source, your team can now standardize how data is combined, joined, and mapped — cutting hours of prep work and reducing the risk of inconsistent metrics across dashboards.

Optakit has been upgraded to Nuxt 4, bringing improved performance, better stability, and a stronger foundation for upcoming features.

Why it matters: pages load faster and behave more predictably, which means less waiting and fewer surprises when you're deep in analysis.

You can now write custom SQL directly against any of your sources — no more exporting data or bouncing between external tools to prototype a query. Preview results instantly, and when you're not sure how to write the SQL yourself, ask Albie to draft it or adjust your existing query in plain English.

Why it matters: this puts ad hoc analysis and one-off data pulls in reach for anyone, not just SQL-fluent analysts. Albie handles the syntax, so your team spends less time debugging queries and more time getting answers.

Saved filters now let you pick any column to filter on — like Donor State or Refcode or Fundraising Team — and leave the values blank. The filter will automatically pull every distinct value from that column into a ready-made dropdown, so you don't have to type out each option by hand.

Why it matters: setting up a new filter used to mean knowing every value in advance. Now you just point the filter at a column, and it builds the option list for you — accurate to your actual data, and instantly ready to use on the dashboard.

• Change filter values without leaving the dashboard
• Cached results for faster response times
• Shared state across dashboard widgets

The new Settings Activity Dashboard gives admins a visual breakdown of who's doing what across the platform, with a doughnut chart summary and an "Other" grouping for less frequent actions.

Why it matters: quickly spot adoption gaps, identify power users, and understand how your team is actually using Optakit — no more guessing where to focus training or license investments.

We've added dedicated health check endpoints and uptime monitoring across the platform so issues are detected the moment they occur.

Why it matters: faster detection means faster resolution. Your team gets a more reliable experience and clearer visibility into system status when things do go wrong.

Advanced technical users can now query and fully customize data sources by writing their own SQL directly in Optakit. Shape data exactly the way your team needs it — no workarounds, no waiting on engineering.

Available within Query Data and as a Source Type, Custom SQL unlocks flexibility for advanced use cases while keeping everything secure and auditable.

• Write and save custom SQL queries as reusable sources
• AI-assisted query drafting to help you get started faster
• Built-in processing limits and additional security safeguards
• Full activity logging so every change is tracked

We've migrated the Dashboard to run on backend calls, which means quicker load times, more consistent data, and a smoother experience across the board.

You shouldn't notice anything different day-to-day — except that everything just feels a little snappier.

Teams running programs across multiple Scale to Win accounts can now connect all of them to Optakit at the same time. Pull data from every account into one place without juggling logins or losing context between programs.

Tier 3 and Enterprise clients can now create their own custom database across all their sources. Start pulling data and insights directly from all your sources combined, or only select the tables that are relevant to you.

With improved validation and flexible configuration, creating a custom database is faster and more powerful than ever.