Optakit

Meta Ads, Google Ads, and Scale2Win now support per-account data sources.

Previously, these connections pulled all your subaccounts into one combined source. Now you can split them out individually — so each account gets its own source, making it easier to build cleaner reports and more targeted dashboards per client.

No more copy-pasting dashboards for every client.

We've rebuilt Dynamic Dashboards so you can reuse the same layout across different data sources — swap out the source, and your widgets stay exactly as you built them.

• Choosing and managing your data sources is now simpler with a redesigned selector
• Source mapping is more intuitive, so each widget pulls from the right place
• Switching between configurations works consistently, without unexpected behavior

You can now search across your entire Optakit workspace from a single, unified search bar in the top navigation. Whether you're looking for a dashboard, a source, or a setting — just start typing and get there in seconds.

No more clicking through menus to find what you need. Global Search dramatically cuts navigation time so you can stay focused on the work that matters. ⚡

You now have the ability to control widget data updates at the dashboard level, giving you finer-grained control over when and how your widgets refresh.

This means You can now manage refresh behavior for an entire dashboard in one place — reducing unnecessary data processing and giving you more control over performance outcomes. 

List Tracking has been upgraded to version 4 with significant improvements to how lists are normalized, cached, and visualized across your dashboards.

• Improved normalization logic for more accurate list matching
• Better caching for faster load times when viewing list data
• Fixed chart color consistency so your list tracking visuals are easier to read at a glance

These changes make list tracking more reliable and performant — so you can trust the data and spend less time waiting for it to load. 📊

Albie is designed to make it as easy as possible to get answers to your most common questions. Simply ask Albie a question about any source on a dashboard (that you are directly permissioned to) and Albie will try to provide you an answer. 

Albie is designed to make it as easy as possible to get answers to your organizations data questions, and will always show exactly how it got to the result that it's responding with. In addition, you can easily draft a widget out of the analysis plan so that you never have to ask Albie the same question twice. 

Dashboard text widgets just received a huge feature upgrade and now support all of the most common formatting options. Allowing your organization to not just visualize data beautifully, but to analyze the data beautifully as well.

Tables now support long text fields and clickable URLs, so you can preview and access content without leaving the table view.

You can now update and fine-tune pipeline processing controls directly from the settings, giving you full flexibility over when and how your pipelines run. You can adjust pipeline schedule frequency from your organization's Processing settings page.

Managing pipeline schedules previously required workarounds or support requests. With this update, schedule frequency and processing policies can be adjusted on the fly through the UI.

You can now filter using Last X Days and Current Cycle time range options, giving you more flexible ways to slice your data without manually picking date ranges.

Similarly, we've added "Current Cycle" as a preset dynamic filter option.

We updated our Meta Ads connection to more simply show all of the sub-accounts that are currently connected to your Business ID.

We also added more streamlined instructions to make it easier to instruct sub-clients with how they can add their sub-account to your organization's Meta Business ID, and clear instructions for adding your organization's Meta Business ID to ours!

We're excited to introduce a brand-new Mailchimp connection! 🎉 You can now pull both campaign-level data and get a domain level data to help with evaluating your program's deliverability performance.

📊 You can now subscribe to scheduled dashboard reports and receive reports directly over email or text. Stay informed with daily automated reports — no need to manually check your dashboards.

• Subscribe to dashboard reports via the new Report Subscription dialog
• Automated report generation and delivery on your preferred schedule

🎉 New improvement: We've redesigned the onboarding experience so you can hit the ground running faster than ever!

Setting up your data sources, configuring tasks, and getting your workspace ready is now simpler and smoother, with a clean interface that walks you through each step at your own pace.

📧 New feature release: You can now connect your Numero Email account as a data source in Optakit! This new integration allows you to ingest and analyze email data from Numero directly within the platform.

• Full Numero Email data ingestion pipeline with support for key email metrics, including opens, clicks, donations, and other exhaust fields
• Global API Key support for streamlined authentication
• dbt models included for automatic data transformation and analysis-ready tables

Follow along here as we publish new updates! You can track new features as we release them. Want to learn more? Reach out to us!