March 2025

Wrapping Up Q1 – A Quarter of Evolution

As we close the first quarter of the year, it's time to reflect on the key innovations we’ve delivered to enhance your experience with Birdie. We’re not just spreading our wings—we’re soaring! With powerful features like Segments, New Opps Experience, and Workspaces, your insights have never had a better nest to land in.

Now, we’re excited to introduce Custom Dashboards, Prevalence Metrics, and the Cross-Reference Filter—powerful new tools to enhance your analysis, uncover deeper insights, and give you more control over your data.

Custom Dashboards – Tell Data-Driven Stories with Ease

One of the biggest releases this quarter, Custom Dashboards empower you to craft personalized views of your data, focusing on the insights that matter most. Instead of navigating multiple reports, you can now consolidate key metrics, trends, and patterns in a single, interactive space.

dashboards demo

With fully Custom Dashboards, you can:

  • ✅ Create fully personalized dashboards using widgets like text blocks, charts, and tables.

  • ✅ Track trends over time with dynamic visualizations.

  • ✅ Visualize key insights in a way that best suits your workflow and strategic goals.

  • ✅ Improve collaboration by centralizing essential data for decision-making.

dashboards demo 2

This update is a game-changer for teams looking to streamline analysis and storytelling, making it easier than ever to extract and communicate insights from Birdie.

Read the full article on Custom Dashboards

Cross Reference Filter

Making sense of feedback just got easier! With the new Cross-Reference Filter, you can refine your analysis by filtering data based on connections between different feedback entries from the same account. This means more context, better insights, and smarter decision-making.

cross-reference demo
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What this means for you:

  • Analyze feedback in relation to past interactions from the same account.

  • Identify patterns and trends across multiple feedback entries.

  • Focus on accounts with recurring themes or issues to drive more targeted actions.

This feature helps you connect the dots and uncover insights that might have been missed when looking at feedback in isolation.

Prevalence Metrics

Understanding the impact of an opportunity within different contexts is now easier than ever! With our new Prevalence Metrics, you can compare how an opportunity appears within a specific segment versus the broader organization—giving you deeper insights into its relevance and significance.

These new metrics provide a more data-driven approach to prioritization, helping you answer key questions like:

  • Is this opportunity disproportionately affecting a specific segment?

  • How does its prevalence compare to the overall organization?

New metrics introduced:

  • Opportunity Prevalence Ratio – The percentage of the opportunity in the segment divided by the percentage of the opportunity in the organization.

  • Prevalence Difference – The percentage of the opportunity in the segment minus the percentage of the opportunity in the organization.

prevalence demo
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Now you can:

  • Compare opportunities across different segments to detect patterns and trends.

  • Identify high-impact opportunities that may require specific actions.

  • Prioritize issues more effectively based on how prevalent they are within each segment.

  • Gain a clearer picture of segment-specific pain points and differentiating factors.

Explore all metrics in our Glossary

What’s Coming Next

As we move into Q2, expect even more powerful enhancements — so keep an eye on the horizon, because Birdie is always flying toward something new!

  • Smarter Alerts – Improved mechanisms for detecting emerging trends and unexpected data patterns, ensuring you never miss critical insights.

  • Advanced Notification Templates – More flexibility with custom Digest reports to keep your team informed with the most relevant updates.

  • Skye in Microsoft Teams – Get AI-powered insights directly where your team collaborates.

  • Advanced Roles & Permissions for Workspaces & Dashboards – More control over user access and security in specific areas of Birdie.

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Need guidance? We’ve got you covered! Visit our Help Center for step-by-step guides and detailed documentation on all these updates: https://ask.birdie.ai/article/product-overview-birdie

And as always, we’d love to hear from you! Your feedback helps us keep improving, so let us know what you think and what you'd love to see next.

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