Keen Platform Release Notes

Keen Audience

New to Beta; for Planning Module segments only - request to be added via your Keen account team. Bridge financial and reach-based planning objectives with the new Audience-based planning workflow. Optimizations now reflect not just how much to spend — but how many people your budget will reach and how often they'll see your ad.

Learn more here.

AI Knowledge Chat

Currently in Limited Beta - request to be added via your Keen account team. Across all pages of the application, engage with an intelligent AI trained on Keen’s knowledge base for help answering questions.

AI-Driven Configuration

Currently in Limited Beta; for Planning Module segments only - request to be added via your Keen account team. Across all steps of the planning wizard, direct an AI to take actions on your behalf to build and refine your plans.

Coming Soon

Keen Buy

Translate tactics to in-market campaign management, driving alignment from P&L-based strategic planning all the way down through to discreet campaign bids and budgets.

AI Knowledge Chat

Currently in Limited Beta - request to be added via your Keen account team. Across all pages of the application, engage with an intelligent AI trained on Keen’s knowledge base for help answering questions.

AI-Driven Configuration

Currently in Limited Beta; for Planning Module segments only - request to be added via your Keen account team. Across all steps of the planning wizard, direct an AI to take actions on your behalf to build and refine your plans.

Planning Module Improvements

The default tactic list for new segments has been refined and condensed based on user feedback, and the default KPI has been set to Revenue Contribution Same Yr to best align with industry-equivalent ROAS.

Other Updates & Bug Fixes

The Data Connector setup UI has been redesigned for greater consistency and transparency into completion progress.
Portfolio decomposition of changes charts now correctly use predicted results rather than fitted results, aligning with the single-segment paradigm.
Business Environment entries in the Planning Module are now accounted for as expected in plan investment recommendations and forecasts.

Coming Soon

AI Specialization: Model & Plan Context Tools

Portfolio-Wide Groups in Plans & Reports

Tactics can now be grouped either within their parent segment, or across a full portfolio. These groupings carry through from the model into both Plans and Reports, i.e. planners can set a single budget allocation for all Meta tactics across a portfolio of brands, and view historical or projected performance for this grouping.

This has been one of our user top requests since the release of the Keen Platform, and fundamentally improves how aggregations can be used. Note that groups can be refreshed in reports following model simulations, but you’ll need to resimulate the model in order to update tactic categorizations in plans, or jump the rails to the alternate grouping type.

See it in action live, or read more here.

Shopify Data Connector

Pipe your Shopify Sales and Revenue data directly into the platform nightly. Read more here.

AI Knowledge Chat – currently in Limited Beta

Across all pages of the application, engage with an intelligent AI trained on Keen’s knowledge base for help answering questions. Work with your Account Director to request inclusion.

Other Updates & Bug Fixes

ID fields in files generated via a Google or Meta data connector now correctly read as attributes rather than metrics, meaning they can used for filtering in data mapping.

Coming Soon

Keen Measurement Product

Keen Planning Module: AI-Driven Configuration

Newly Released

Multi-Factor Authentication

Multi-Factor Authentication (MFA) adds an additional layer of best-in-class security to the Keen Platform. It introduces a second authentication step after a user enters their credentials in which users must provide a 6-digit verification code generated by an authenticator app (e.g., Google Authenticator or Microsoft Authenticator).

This feature can be enabled at the user level or enforced at the company or agency level, ensuring compliance with any client-specific security requirements.

Currently in Internal Beta

Portfolio-Wide Groups in Plans & Reports

Tactics can now be grouped across a full portfolio for both reporting and planning purposes. Read more here.

AI Knowledge Chat

Across all pages of the application, engage with an intelligent AI trained on Keen’s knowledge base for help answering questions.

Coming Soon

Keen Measurement Product

Keen Planning Module: AI-Driven Configuration

All updates are in the Keen Professional product unless otherwise indicated.

Plan Environment Redesign

The plan environment tab has been redesigned to surface what matters most: the estimated sales volume impact of each factor's activity projection — upfront, before simulation. The new UI is fully interactive and introduces several new common baselines (Match Prior Year, Match Prior Period, Hold to Last Actual) alongside Keen's existing AutoTrend default. We’ve also introduced guardrails to flag outliers and get ahead of believability challenges downstream. Notes:

This is available for both single-segments and portfolios.
Existing plans are grandfathered in with any current custom values — nothing will be overwritten.

Learn more here.

Home Page Resources

A widget has been added to the Home Page to help users quickly search and extract information from our knowledge center, aiding in self-service platform usage. The article list shown is based on the level of progress the segment has achieved, however you can search for topics related to any area of the app.

Portfolio Model Comparison

Portfolio-level models can now be compared to one another, or to any single-segment model within its hierarchy. After selecting the models and metrics of interest, you’ll be provided with a downloaded XLSX with metadata, factors, priors, posteriors, and performance differences to help you uncover and assess the drivers of change.

See it in action live, or read more here. Note: to access the full list of models across a portfolio, you must be at the highest level portfolio segment.

Portfolio-Wide Groups in Plans & Reports - new to Beta

Tactics can now be grouped across a full portfolio for both reporting and planning purposes. This has been one of our top requests from Enterprise customers since the release of the Keen Platform, and fundamentally improves how plan aggregations can be treated. As always, groupings can be refreshed in reports following model simulations, but you’ll need to resimulate the model in order to update tactic categorizations in plans or jump the rails to the alternate grouping type.

See it in action live, or read more here.

Other Updates & Bug Fixes

Table View mode has been added to the single-segment Decomp chart.
The plan Environment Template CSV (entity names; historical data) has been fixed.
The Total Performance metric selection bug has been fixed.

Coming Soon

AI Chat

Across all pages of the application, engage with an intelligent AI trained on Keen’s knowledge base for help answering questions.

Shopify Data Connector

Pipe your Shopify Sales and Revenue data directly into the platform nightly.

Plan Environment Redesign

New to Beta - talk to your Account Director to opt in

The environment tab has been redesigned to surface what matters most: the estimated sales volume impact of each factor's activity projection — upfront, before simulation. The new UI is fully interactive and introduces several new common baselines (Match Prior Year, Match Prior Period, Hold to Last Actual) alongside Keen's existing AutoTrend default. We’ve also introduced guardrails to flag outliers and get ahead of believability challenges downstream. Notes:

This is available for both single-segment and portfolio.
Existing plans are grandfathered in with any current custom values — nothing will be overwritten.
Interpretation watch-outs: the default time period in the plan Brief is currently set to prior period. We’re updating this to year-over-year for an easier comparison with the table in the plan build. In the meantime you can quickly get to the comparison view with a few basic panel edits.

Learn more here.

Factors Redesign

The Factors tab now provides much greater QC power, by providing both financial and activity data in one dual-axis chart, along with a secondary cost-per chart (shown as weekly/monthly values for per-period factors, or a flat annual line for annual factors).

Environment factors have also been separated into their own section for clarity. And, the Sales factor has been updated to include aggregate annual sales volume for clearer throughlines to the revenue-per-unit relationship.

Model Comparison Report Upgrade

We’ve added a time aggregation option to the single-segment and portfolio model comparison reports, so that users can compare models via both an apples-to-apples lens (same model date ranges) and an apples-to-oranges view (disparate date ranges) and better understand how much difference is driven by rewrites of the past vs. the addition of brand new information.

Other Updates & Bug Fixes

Timing Constraints cannot be added when a tactic is zero’d out
If an attribute value no longer exists in a file upon replacement, the user is now alerted with a secondary, more discoverable toast message.
Halo charts now feature clearer segment labeling.
The Factor Details tab now features a clear message when no data has been found in a factor’s mapped files.

Coming Soon

Portfolio-Wide Groups in Plans & Reports

AI Chat

AI Insights Report Flow

We’ve added the ability to generate AI insights from a report template upfront, further building upon previous enhancements that make insights cohesive and focused across all panels.

Reminder: company templates can now be stored with a pre-loaded focus as well, enabling Keen or Client Admins to generate narratives that focus on a segment’s evergreen interests (such as top-of-funnel vs bottom-of-funnel balance; trade vs marketing performance; etc.) Watch more here.

Media Planning Enhancements

We’ve updated the default for media planning to retain Results Brief edits following any iterations to the earlier steps in the flow (constraints; objectives). This will greatly smooth the experience for users. Note: defaults can still be reinstated as desired with a single button click.

We’ve suppressed the Hit Target objectives from media planning, which rely relatively more heavily on detailed data inputs in order to produce high-confidence outputs. To leverage these optimization objectives, talk to your account team about upgrading to Keen Professional mode. Note: any existing optimizations of this objective type were grandfathered in.

Other Updates & Bug Fixes

Removed the “Apply All” option for halo mappings in portfolio model builds to reduce the practice of vague, blanket applications that can drive downstream model failures. Users should apply halos thoughtfully to align with model building best practices and improve quality.
- Tip: set halo relationships globally at the Factor level. These will automatically pre-populate in the model build flow.
Resolved a bug that was constraining timing after a tactic was switched to "optimize"

Coming Soon

Upfront Environment Impacts

Redesigned Factors Page

Portfolio-Wide Groups in Plans & Reports

Portfolio Model Comparison

Portfolio-level models can now be compared to one another, or to any single-segment model within its hierarchy. After selecting the models and metrics of interest, you’ll be provided with a downloaded XLSX with metadata, factors, priors, posteriors, and performance differences to help you uncover and assess the drivers of change.

See it in action live, or read more here. Note: to access the full list of models across a portfolio, you must be at the highest level portfolio segment.

Halo Chart Improvements

We’ve added row totals and updated formatting on segment halo tables in portfolio-level reporting to demonstrate aggregate cross-segment impact at a glance.
You can now select multiple metrics simultaneously in halo chart panels.

Other Updates & Bug Fixes

Plans now accept investment values to two decimals only, preventing sneaky rounding issues that have historically caused unnecessary plan simulation failures.
Investment, revenue, and budget fields in Media Planning now display as whole numbers. ROI fields keep decimal precision.

Coming Soon

Upfront Environment Impacts

Redesigned Factors Page

Portfolio-Wide Groups in Plans & Reports

Improved Simulations

We loosened some overly-restrictive algorithm rules that have resulted in more successful portfolio simulations and faster failures when true roadblocks are hit. Over half that had previously failed under these rules now run successfully.

Factor Statistics Warning

Now fully released to all users. To strengthen model quality control and enhance visibility into potential issues with customized factor priors, we’re introducing automated warning messages within the Factor Statistics panel. These alerts show in the Model Brief to aid model QC, or in any Report that has this panel included.

Other Updates & Bug Fixes

Week Count - wherever Date Ranges are set across the application, we’ve added the count of periods included (monthly or weekly, depending on segment) to aid in quality control.

The Add Research CSV Download now universally includes the model name
In charts that include a Total column, we’ve suppressed previously confusing totals for ratio metrics (ROI, efficiency, cost per).

Currently Under Development

Portfolio Model Comparison

Upfront Environment Impacts

Reporting Improvements

An AI Insights Focus can now be uniformly added to all panels within a report, to drive better continuity and takeaways through. This focus can also be saved to a report template for future analyses. This feature can even be used to translate your report into another language.

Revenue per Unit and Operating Margin are now available directly in charts, rather than having to cross-reference the Factors page when building a narrative on these impacts. Available for both new and existing simulations.
Contribution & Decomp Charts now have a plan identifier added to the front of panel for clarity.

Planning Module Improvements

New Helper Text alerts users when their Objective targets are nonsensical based on the context from their overall brand financials.
Media Planning users can now represent both normal seasonal fluctuations and plan-specific expectations in their environment assumptions.

Portfolio Improvements

The business environment chart is now available directly in portfolio reports, for each segment included in the portfolio.
The Data Snapshot is now available for download from within any Portfolio Model build.

Admin/Other Improvements

The platform can now be configured in a variety of Currencies from within the Segment settings, which will update all areas of the application downstream (factors; models; plans).
- Currency settings paired with report translation represents a significant step into internationalization of the Keen Platform
The License Expiration Date field now exists at the Segment level in addition to the Client level, to accommodate differing renewal dates within a single client.
We’ve added tooltips to the Data Connector setup for Google Ads, Google Analytics, and Meta Ads to assist users in selecting the right metrics to import.
We’ve edited the wording on the Data Sync settings for Sheets, Google Analytics, Amazon S3, and SFTP Stitch Connections to better represent how this works. For Google Ads and Meta, we’ve removed the date option because these platforms don’t support partial historical refreshes.
CSV Uploads in Plans now recognize investment values up to two decimal places only, to prevent ghost thousanths of pennies from inadvertently being added as an investment constraint.
Three new partners have been added to our Marketplace: Shopperations, Accretive, and Vibe.co.

Planning Module Improvements

Plans created in the Media Planning workflow are now much more durable: you can make nearly any change upstream and still retain the downstream constraints in the plans.

You can also now import the constraints from one to another, a major efficiency win.

Portfolio Improvements

Portfolio Plans are easier and more efficient to build than ever with the addition of the bulk apply constraints feature.
Portfolio Simulation Results are now available for download, from the three-dot dropdown of the Model and Plan home pages. Pro tip: this raw data includes tactic groupings, enabling easier custom portfolio analysis and chart creation. Watch it in action here.
Factor management is now easier with the addition of the "Impact Onto Segments" field in the Bulk Edit Factors table, and we’ve adapted the Impact field to only show for Segments that are included within a portfolio.

Contribution Chart Expansion

Expanded Contribution data --showing both the detailed Investment Date and Impact Date – is now available for both single-segment and portfolio contribution charts.

Segment Settings Improvements

The Segments tab is now viewable to all users, making it more transparent how certain downstream insights are impacted by settings defined here.
We’ve also updated requested defaults:
- the Distribution field defaults to Offline, to better align with our typical client
- we’ve added explanatory descriptions/placeholder text to each open-entry field for greater clarity around what we’re seeking in these fields.

Currently Under Development

Financial Metrics in Total Performance Charts

Operating margin and price per revenue will now be available directly in Reports, rather than having to cross-reference the Factors page when building a narrative on these impacts.

Business Environment Charts in Portfolio Reports

The business environment chart will now be available directly in portfolio reports, for each segment included in the portfolio.

Media Planning Expansion: ROI Research

Media Planning segments will now be able to leverage the ROI Research feature, enabling users to embed their institutional knowledge and refine their outputs.

Pro Tip: Use the conversion method outlined in the tooltip to convert ROAS or Incremental Revenue ROIs to Profit ROIs before entry. Learn more here.

Agency Admin Controls

Users with Agency Admin permissions are now able to create more than one media planning segment within a single company, greatly enhancing strategic flexibility.

Other Updates & Bug Fixes

The “Linked” icon has been added to Model and Plan summary tables to make it easier to understand how assets are connected to one another, and which are locked for editing due to their downstream impacts.
A “Report Type” column has been added to the Reports table to distinguish between Standard and Reconciliation reports.
Model QC Suggestion: A new alert will show at the data snapshot step when an environment factor should likely be logged.

Currently Under Development

Media Planning Expansion: Copy Constraints

Media Planning users will be able to copy the constraints of one plan to another with a single click, improving build efficiency.

Portfolio Expansion: Plan Bulk Constraints

Portfolio Plans will include the Bulk Apply feature, improving the efficiency of builds.

Portfolio Model: Download Data Snapshot

Portfolio Models will now feature a Download Data button at the Snapshot stage. The downloaded file will include the same data users get from single-segment models, with the addition of a ‘Segment ’ column to distinguish between the included segments.

Viewable Segments Tab

All Users will be able to view the Segments tab and the Settings included on in, for greater transparency on how entries here are used in downstream settings and calculations.

Segment Settings Redesign

The segment settings have been updated from a long scrollable form to a tabbed layout, grouped by info type, to improve readability and clarity of downstream impacts.

Note: Only Admin-level users can currently view this tab, but in a future release this will be opened to all Users.

Updated Model Default Dates

A new model's start and end dates now default to the first and last recorded activity and financial data for the outcome metric, preventing model failures due to missing outcome metrics.

Portfolio Add Research Redesign

The ROI Research modal for portfolio-level model has been redesigned for greater transparency, reflecting how factor priors ladder up when halo impacts have been defined.

Standardized Decimal Formatting

Metrics are now consistently displayed with two decimal places in Reports, improving visual consistency and clarity.

Streamlined Asset Names in Over Time Charts

The Over Time performance charts now use a simple “Model” label rather than the full model name.

Platform Background Color

The background of the platform has been updated for accessibility.

Other Updates & Bug Fixes

Users are now blocked from generating the data snapshot for a model where the outcome metric is negative.
Adding tactics to a Portfolio model after creating the Data Snapshot no longer returns a server error.
AI Insights run on all panels in the Media Planning Segment, regardless of the number of plans.
Resolved an error processing data connectors when an apostrophe appears in the table name.

Currently Under Development

Portfolio Expansion: Plan Bulk Constraints

Portfolio Plans will include the Bulk Apply feature, improving the efficiency of builds.

Media Planning Expansion: ROI Research

Media Planning segments will now be able to leverage the ROI Research feature.

Product Update

Plan Bookkeeping

New running total fields help users track their plan investments at the overall plan level, and across every tactic and group level, and flag mismatches immediately for correction.

Bulk Tactic Constraints

Investment and timing constraints can now be applied to multiple tactics at once, alleviating duplicative clicking to improve efficiency and make plans less error-prone.

These features, in combination, reduce error incidence and bring greater transparency and efficiency to plan builds. They are currently available for single-segment plans only, with plans to extend to portfolio plans following a beta feedback period.

Other Updates & Bug Fixes

Portfolio Tactic Charts default to displaying segments with data
Plan Comparison Report can now be created with default settings
Data Collection Project Management UI improvements
Edits to the constraints or environment inputs of a Forecast a Plan now correctly update the status to Draft

Currently Under Development

Segment Settings Redesign

Product Update

New Plan Objective: Hit Sales Volume Target

Produce a plan optimization that achieves a specific outcome metric goal (units sold, leads generated, foot traffic, etc.) as efficiently as possible. Learn more here.

Multi-Plan Response Curves & Risk Analysis

Response & Risk charts now allow you to compare multiple plans side-by-side, greatly enhancing the ease of evaluating trade-offs and optimizing investment decisions.

Other Updates & Bug Fixes

Plan Helper Text values have been updated to align with Status Quo values in all use-cases
The accounting type for each marketing tactic is now reflected on the Factors tab and in the Data Snapshot of a model build
The process for entering missing operating margin data has been streamlined
A superfluous “save” button has been removed from the data mapping workflow.

Currently Under Development

Media Planning Product

Our new lightweight planning product allows brands to quickly forecast performance and optimize plans without the heavy lift of a full historical data implementation.

Plan Bookkeeping

New running total fields help users track their plan investments across every tactic and group level, and flag mismatches immediately for correction.

Product Update

Suggested Factors

Keen’s algorithm will intelligently detect and recommend model factors that may be unaccounted for, and guide Keen’s modeling team adding them to your model to improve accuracy.

Portfolio Decomp Charts

The decomposition of changes chart is now available for Portfolio-level models and plans, allowing you to visualize how segment and portfolio tactics contribute to overall revenue changes across periods. Learn more here.

With this, Portfolio Briefs (note: new simulations only, not pre-existing) have been updated and will automatically include this chart. Panels can also be added to any standard-type Report.

Data Quality & Transparency Improvements

Persistent warning messages now appear in the Data Warehouse any time a file upload, replacement, or data connector refresh fails.
A new identifier & status indicator highlights which file(s) in the Data Warehouse are linked to data connectors, and flags any issues with the connection.

Other Updates & Bug Fixes

In preparation for our new Media Planning product, we’ve upgraded our security handling and removed the limit on the number of clients/segments that can be assigned to a user.
Reserved space has been removed from panels when the description section is left blank to enhance chart viewability.
Model & Plan Briefs now include enhanced download options.

The Data Review table will now always pull the most recent file replacement summary.
We’ve updated the smart mapping logic for dual mappings to improve accuracy.

Currently Under Development

Media Planning Product

Our new lightweight planning product allows brands to quickly forecast performance and optimize plans without the heavy lift of a full historical data implementation.

New Plan Objective: Hit Volume Target

Produce a plan optimization that achieves a given sales volume target.

Product Update

Model Comparison Report

Our new model comparison report allows side-by-side analysis of metadata, factors, performance metrics, and key differences between model versions.

Availability: single-segment models.

Mapped Data Summary

After completing data mapping for an uploaded file, you’ll be supplied with a summary of all the results from those mappings—providing a quick way to verify everything was mapped as intended.

Other Updates & Bug Fixes

Hyperlinks added to Factor names from the Data Snapshot
The Dictionary now opens in a separate tab
Full factor name and Segment name show on hover in Data Mapping table
Conflicting combinations of Portfolio Segment and Tactic Constraints now trigger the standard “invalid constraints” error

Coming Soon

Portfolio Decomp Charts

This feature adds a decomposition of changes chart to Portfolio models and plans, allowing you to visualize how segment and portfolio tactics contribute to overall revenue changes across periods.

Suggested Factors

Keen’s algorithm will intelligently detect and recommend model factors that may be unaccounted for, and guide users in adding them to their model to improve accuracy.

Currently Under Development

Media Planning Product

Our new lightweight planning product allows brands to quickly forecast performance and optimize plans without the heavy lift of a full historical data implementation.

Product Update

Data Snapshot QC (Quality Control)

The platform now automatically flags potentially problematic data during the data snapshot review, with smart warnings for unusual year-over-year shifts, extreme values, or data inconsistencies. These proactive alerts are surfaced before a model is run, and coming soon a “Don’t Show Again” option will silence alerts as desired. Learn more here.

Plan UI Improvements

The Plan interface now features clearer visual cues including a row highlighter; improved icons; a default expanded view of the tactic/group tree; file uploads from within a tactic modal; and lock icons supplemented by investment valeus. These refinements make the planning workflow more intuitive and aligned with the rest of the application.

Portfolio Plan Speed Improvements

Portfolio planning now runs approximately 75% faster by optimizing how the solver handles constraints and eliminating unnecessary calculations for zero-investment tactics.

Other Updates & Bug Fixes

The ROI Research file download now include includes both custom priors you’ve added and Keen’s default engine values for reference. This enables easier alignment between portfolio-level and segment-level models, by providing complete transparency into all baseline assumptions. Usability Note: As always, only custom values will be adjusted upon file upload upon file upload.
Report colors now stay consistent when new plans are create - the first plan will always keep its original color instead of shifting to accommodate newer plans. This eliminates confusion when comparing multiple runs over time.
PrimeNG 19.x Library Upgrade: The platform now runs on updated core libraries, delivering a fresher, more responsive design across the application. Users will notice improved performance and some visual updates.

Coming Soon

Portfolio Decomp Charts

This feature adds a decomposition of changes chart to Portfolio models and plans, allowing you to visualize how segment and portfolio tactics contribute to overall revenue changes across periods.

Model Comparison Report

Our new model comparison report allows side-by-side analysis of metadata, factors, performance metrics, and key differences between model versions. Availability: single-segment models.

Currently Under Development

Mapped Data Summary

After completing data mapping for an uploaded file, you’ll be supplied with a summary of all the results from those mappings—providing a quick way to verify everything was mapped as intended.