What's new in IdealData

A customer's total revenue figure was being limited to the past 12 months, making it identical to the separate trailing 12-month number and hiding any revenue from older orders.

Total revenue now reflects a customer's complete order history, giving you an accurate lifetime value for every customer.

Each alert's "Requires" section now shows the kinds of connections it needs — such as CRM, ERP, Analytics, Marketing, Ecommerce or Sales Channels — as short, consistent badges instead of a line of free text.

This makes it easier to see at a glance what you'd need to connect to unlock an alert, with wording that stays consistent across every alert on the page.

Teammates with read-only access could previously see action buttons — like resolving an alert, updating a cart, or editing a customer or company record — that would fail once clicked, because they don't have permission to make changes.

These controls are now hidden or disabled for read-only teammates across alerts, carts, companies, customers and products, so what you see always matches what you're able to do.

Company account pages show live order metrics, revenue trends and team members for Adobe Commerce and BigCommerce B2B stores. These figures now update immediately whenever someone joins or leaves a company, instead of waiting for that person to place an order.

This keeps every company's totals trustworthy the moment your team structure changes, with no manual recalculation needed.

HubSpot imports previously could create duplicate records, stall on data types we didn't support, or quietly finish without pulling in everything. This was especially noticeable on larger HubSpot portals, where imports with more than 10,000 records in a given time window would silently stop short.

All of this is now fixed. Imports complete fully and reliably no matter how large your HubSpot portal is, so your data arrives complete and accurate.

Low stock alerts now estimate demand more accurately and skip false alarms when there isn't enough signal to be confident. When demand is shared across multiple brands, the alert's demand chart breaks it down brand by brand, so you can see exactly who is driving the shortfall.

Each alert now also projects the lost sales a stockout would cause, split by brand, along with how big that loss is relative to the product's usual revenue and whether demand is rising, steady or falling. Alerts avoid repeating the same stockout date twice and now round lead times to whole days, so wording stays clear and urgency is only used when it's genuinely warranted.

When you raise your Signal Budget cap, signals that were held back after you hit your previous limit are now released correctly. Signals that were already processed are simply marked ready instead of being reprocessed and charged for a second time.

Recovery is also now limited to the current billing cycle, so raising your cap won't spend your new budget working through months-old signals before getting to recent ones.

Orders placed by an AI agent acting for a customer are now clearly marked in your orders list and order details, with a distinct label for a pure agent order versus one where an agent shopped but a person completed checkout. A shopper's journey timeline now also shows which page visits were driven by an agent versus the customer themselves.

This makes it easy to tell real human browsing and buying apart from automated agent activity, so your engagement and order numbers reflect what customers actually did.

Cart detail panels show exactly which items from a converted or recovered cart were purchased and which weren't, for every cart on your store. This release fixes a matching bug that could wrongly mark items as not purchased, especially for products with multiple sizes or colors, so purchase details now show correctly across the board.

You can now trust the item breakdown on every converted or recovered cart, whatever platform your store runs on.

You can now connect Claude to your store data.

This makes it easier to bring your store's data into the AI tools your team already relies on, instead of being limited to a single assistant.

Clicking a shopper's HubSpot contact now takes you straight to their matching IdealData customer profile, with no need to search.

If a HubSpot contact matches more than one IdealData customer, you'll see all matches so you can pick the right one.

When a shopper abandons a cart but completes their order from a different cart instead, we now close the original cart automatically and resolve its alert using the real order value rather than an estimate.

Open any closed cart to see exactly what happened: a banner names the order that replaced it and shows the actual revenue gained or lost, and each item gets its own badge showing whether it was bought as-is, bought in a different amount, or not bought at all.

In a customer's profile, you can now load their complete resolved alert history instead of only the latest few. Expand the history section and load more in batches to review everything that's happened for that customer.

This gives you the full picture when deciding how to approach a customer, without being limited to a short preview.

Your alerts feed now includes a Sales Rep filter, so each team member can see just the alerts for their own customers. We've also fixed the underlying rep assignment so customers linked through your CRM always show the correct owner, even when that link was made a different way than usual.

This means the filter and the counts next to it now line up correctly, and sales rep information shown on alerts can be trusted to match who actually owns the account.

Opening a cart now shows a timeline of everything the shopper did around it — site visits, cart changes, calls, and emails — all in one place, from when the cart was created to however it ended.

For carts that converted or were recovered, you'll also see an outcome summary: how much of the cart's value was bought versus not, a breakdown by item, and a direct link to the order it became. This makes it easy to see exactly what a shopper followed through on.

The customer detail panel has a new layout: a sticky bar at the top always shows a shopper's live cart status and open situations, with tabs below for Overview, Cart, Journey, and Orders. Store owners and admins land on Overview by default, while team members handling day-to-day activity land on the new Cart tab, where they can see exactly what's in a shopper's cart right now.

This makes it faster to get to the information each person needs most, without losing sight of what matters — a shopper's live cart and any open situations stay visible no matter which tab you're on.

A backend issue could cause orders attributed through web traffic to be left out of the Orders and Revenue figures in Traffic Sources, even though the order itself was correctly tracked. This has been fixed, so those orders now show up as expected.

This means your Orders/Revenue numbers in Traffic Sources are now more complete and reliable, especially for stores relying on organic or Google-driven traffic.

Bing Webmaster Tools can now be connected from the Sources page using an API key. Once connected, you'll see Bing search clicks and impressions in the same Traffic Sources view you already use for Google Search Console.

This gives you a fuller picture of your organic search performance without needing to check Bing separately.

When a VIP customer is active on your storefront, the Live Shopping Assist signal now tells you what they're actually doing in the moment, such as items they've just added to cart or pages they're browsing. If they keep returning to the same pages, you'll see which ones and how many times, so you walk into the call already knowing what they're interested in.

BigCommerce stores can now track storefront visits and cart activity with a self-installing pixel, the same way Shopify stores do. No extra setup is needed on your end.

We've also made the pixel more reliable: it now waits for a customer's identity to be confirmed before tracking starts, so early activity isn't lost, and it correctly detects new cart activity after a customer checks out or their cart changes.

The new Traffic Sources report shows sessions, share of traffic, search impressions, orders and revenue for every traffic source across all your pages, with a month-over-month comparison so you can see what's growing.

You can filter by time period, scope and channel, and sources below the threshold roll up into an "All other sources" row so the table stays easy to read.

When a shopper checks out as a guest, IdealData now links their order to their customer profile and backfills their earlier anonymous browsing into that same journey.

This means guest orders no longer show up as a disconnected, anonymous trail — you get the full picture of how that customer found and bought from you.

BigCommerce stores now have the same level of shopper tracking as our other supported platforms, including recognizing logged-in and guest shoppers and capturing cart activity like adds and removals.

This means journeys, alerts and attribution for BigCommerce stores are now built on the same complete picture as everywhere else.

If your organization manages more than one brand, you can now switch between them from a single login using the brand switcher in the header. Each brand gets its own store stats, trending products, data grids (carts, customers, orders, products), analytics and SEO reports, data source connections, and alert settings, so nothing from one brand leaks into another.

Alert notifications are also delivered per brand: messages for a brand only go to that brand's connected channels (like Slack or email), while any org-wide settings keep working as before. This makes it easy for teams running multiple storefronts to keep each brand's data, team access and alerts cleanly separated without juggling multiple accounts.

Products that don't track inventory, like digital goods or items you manage outside of stock counts, no longer show confusing stock warnings or quantities. We now recognize when a product isn't tracked and hide inventory sections that don't apply to it, including the "days left" warning on abandoned carts.

For Shopify stores, this now reflects your actual inventory tracking setting on each product, so the stock information you see always matches how you manage that product.