Release Updates

This one’s worth the update. Spring 2026 brings a new attribution dashboard, smarter campaign exclusions, and calculations that run roughly 3x faster. The spreadsheet never stood a chance.

New attribution dashboard

One screen. All your models. Every dollar accounted for. The redesigned dashboard gives you a single view of attributed revenue across all active models. Filter by date range, campaign type, or model to see exactly where your pipeline comes from. It’s the view your CMO has been asking for in every pipeline review.

Improved campaign exclusion rules

You can now exclude campaigns by type, status, or custom criteria. New campaigns matching your rules get excluded on their own, so your attribution data stays clean without anyone babysitting it. Set it, trust it, move on.

Performance optimizations

Attribution calculations now run up to 3x faster for orgs with large volumes of campaign member records. Background processing has been reworked to reduce peak-hour load on your Salesforce instance. For the technically curious: we rewrote the batch scheduling logic. For everyone else: it’s faster.

New to Cleot? See the Getting Started with Attribution Models guide to set up your first model in minutes.

A quieter release, but a useful one. Winter 2026 adds campaign exclusion rules, reworks the historical backfill engine, and fixes a handful of edge cases that only showed up if you had enough data to find them.

Campaign exclusion rules

You can now exclude specific campaign types from attribution calculations. Running internal test campaigns or employee events that kept showing up in your pipeline reports? Mark them as excluded and they vanish from attribution without deleting any data. The spreadsheet workaround is officially retired.

Redesigned backfill engine

Historical backfill has been rebuilt from scratch. The previous version could time out on orgs with more than 500,000 campaign member records. The new engine processes records in smaller batches, respects Salesforce governor limits more gracefully, and finishes the job even if your org has years of campaign history.

Lead conversion fixes

A small number of orgs saw attribution data drop off when leads converted to contacts in bulk. This happened because the conversion trigger fired before the attribution trigger could finish. Both triggers now coordinate properly, so no attribution records are lost during conversion.

Other improvements

• Attribution Dashboard now loads 40% faster on first visit
• Fixed a display issue where campaign names with special characters rendered incorrectly in reports
• The setup wizard now detects existing Campaign Influence configuration and warns before overwriting