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New Templates, Smarter Widgets, and a Cleaner Way to Build Dashboards

Written by Sorcha McVeigh

At Hurree, we're always working to make reporting easier, faster, and more valuable for every team. This release brings a fresh wave of updates designed to give you richer ways to visualize your data, more control over what you share, smarter AI, and a smoother experience from the very first login.

Whether you use Hurree for marketing, sales, finance, operations, or client reporting, V18 is built to help you get more out of your Dashboards.

Here's everything new.

A new way to visualize: The Funnel Widget

Some stories are best told as a journey, from first touch to final conversion. That's exactly what our new Funnel Widget is built for.

The Funnel Widget lets you visualize how values move through a series of stages, making it easy to spot where momentum builds and where it drops off. Pull in data from up to five Connectors and combine up to five Datapoints in a single funnel, so you can see the full picture in one place.

Each stage displays its Connector logo, the Datapoint name, the value, and its percentage share, giving you an instant read on how each step compares. You can lay your funnel out vertically or horizontally, adjust the formatting and colors to suit your Dashboard, and set date ranges per Datapoint for precise comparisons.

From lead-to-customer journeys and sales pipelines to onboarding flows and campaign conversions, the Funnel Widget helps teams turn multi-step processes into a clear, visual story.

Save your own custom Dashboard Templates

Great Dashboards are worth reusing, and now you can. With custom Templates, you can save any Dashboard as a reusable Template, then build from it whenever you need to.

Simply save a Dashboard as a Template, give it a name and a description, and it'll appear in your Template library alongside Hurree's pre-built options, with your custom Templates kept separate from the ready-made ones. You can also filter Templates by Connector, making it faster to find the right starting point for the job at hand.

We've also redesigned the Template view itself. Instead of static preview images, Templates now showcase real Widgets, so you can see exactly what you're getting before you build.

For teams that produce similar reports across clients, campaigns, or departments, custom Templates mean less repetitive setup and a faster path from blank canvas to finished Dashboard.

Hidden Widgets: More control over what you share

Not every Widget is meant for every audience. With Hidden Widgets, you can hide any Widget or Section from viewers and Snapshots, while keeping it available for your internal team.

Hidden items move into a dedicated area at the bottom of your Dashboard, where they can be unhidden at any time. Calculated Widgets will still work when the Widgets feeding into them are hidden, and you can choose to keep these Widgets hidden in your Snapshot or show them so you have the full picture.

Clickable links in Rich Text Widgets

The Rich Text Widget is one of the easiest ways to add context, instructions, and storytelling to your Dashboards, and now it does even more.

You can now add hyperlinks to your Rich Text Widgets. Just highlight your text and apply a link using the same formatting toolbar you already use for bold, italic, and underline. Links are easy to edit or remove, and they open in a new tab so readers never lose their place.

Your links stay intact when you share a Dashboard via Snapshot, so whether you're pointing colleagues to a source, linking a client to a campaign, or adding a reference for context, the connection travels with your Dashboard wherever it goes.

Twitter is now X

We've upgraded our Twitter and Twitter Ads Connectors to the new X API, and as a result, they're now the X and X Ads Connectors.

The important part for you is that this is a smooth transition. Your existing Widgets will continue to work as normal, with no need to rebuild or reconnect anything. The name has changed to reflect the platform's move to X, but your data continues to flow just as before. We're also exploring additional X Datapoints that may become available through the new API over time.

Excel OneDrive Connector

We've released a new feature that lets you connect Excel files stored in OneDrive directly to Hurree, giving teams another way to bring spreadsheet data straight into your Dashboards.

No more exporting, reformatting, or re-uploading every time your numbers change. Once connected, you can pull your Excel data in and turn it into clear, visual Dashboards automatically, so your team is always looking at the latest version, not last week's spreadsheet.

It's built for teams who already live in Excel and OneDrive day-to-day and want their reporting to keep up without manual Admin.

Built for every team, powered by AI

Every update we make comes back to the same goal of helping your team do more with your data. From richer Visualizations and reusable Templates to greater control over what you share, multilingual AI, and a smoother start for new users, this release is all about giving you clearer insight and more flexibility, with less effort.

More updates coming soon

We're continuing to invest heavily in Hurree, with more product releases already in development. Stay tuned for the next wave of improvements.

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