Keen Platform Release Notes
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.
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.
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.
Product Update
Adjustable Plan Financials
Specify varying cost-per-activity, price, and/or margin for more granular time periods within a Plan. This makes it easy to model seasonal or channel-specific cost fluctuations in a single, cohesive plan saving time and ensuring accurate, unified projections. Learn more here.
Coming Soon
Data Snapshot QC
Automated warnings flag unusual or inconsistent values in data during the snapshot review step. Each warning is tied to a specific factor and includes a clear explanation, helping you quash issues before they happen.
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
Easily compare metrics across two different models to understand key differences.
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.
Product Update
Data Collection Project Management
Streamline your workflows, reduce errors, and improve data quality. Keen’s new automated role-based data collection project manager assigns tasks, tracks progress, and reminds team members of critical deadlines. Learn more here.
Coming Soon
Adjustable Plan Cost-Pers
Specify varying cost-per-activity, price, and/or margin for more granular time periods within a Plan. This makes it easy to model seasonal or channel-specific cost fluctuations in a single, cohesive plan saving time and ensuring accurate, unified projections. Learn more here.
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
Speed Improvements
Portfolio Decomp Charts
Model Comparison Report
Product Update
Plan Objective Helper Data
No more pausing your workflow, clicking through reports, or pulling out a calculator to right-size numbers -- we’ve made it easier to set starting Plan budgets or revenue targets by supplying year-over-year data, easily applied with one click.
Coming Soon
Adjustable Plan Cost-Pers
Specify varying cost-per-activity, price, and/or margin for more granular time periods within a Plan. This makes it easy to model seasonal or channel-specific cost fluctuations in a single, cohesive plan saving time and ensuring accurate, unified projections. Learn more here.
Data Collection Project Management
Streamline your workflows, reduce errors, and improve data quality. Keen’s new automated role-based data collection project manager assigns tasks, tracks progress, and reminds team members of critical deadlines.
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
Speed Improvements
Portfolio Decomp Charts
Model Comparison Report
Product Update
New Metric: Marketing Efficiency Ratio
Quickly understand the ratio of revenue vs. marketing support (investment) for your business. Available to add to any Total Performance Panels from the back of the card.
Factor Grouping Functionality
Editing Factor Groups is now quicker & easier, with the addition of multi-select and saving on entry.
Other Updates & Bug Fixes
We’ve enhanced the filter dropdowns across all tables in the application, rectifying an issue in which the dropdown overlayed the “Apply” button.
All files downloaded from the platform have the Segment Name and Date Time Stamp appended for easier management
The Locked Plans error message has been updated to reflect that downstream assets do not need to be deleted in order to edit parent plans – they just need to be edited to trigger the draft state.
Slide Downloads show the correct report name
Coming Soon
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.
Data Collection Project Management
Streamline your workflows, reduce errors, and improve data quality. Keen’s new automated role-based data collection project manager assigns tasks, tracks progress, and reminds team members of critical deadlines.
Currently Under Development
Adjustable Plan Financials
Speed Improvements
Product Update
Result Briefs
We’ve upgraded the charting in Model and Plan Briefs to better align with the functionality available in Reports, unlocking persistent customizable edits, expanded panel settings, resizing, grouped tactics, and plan comparisons for smoother analysis.
UI Changes
Description Field for Models and Plans. Highlight important characteristics of plans and models with new descriptions. Alongside this, we’ve enacted character limits on names to improve readabililty in charts.
Plan Objective Radio Buttons. View all available plan objectives and their definition upfront.
Model Holdout Results
Model Holdout Fit & Statistics Panels are now available in Reports.
Data Warehouse File Sorting
Archived files are now pulled to the bottom of the list in the Data Warehouse for improved organization.
New Dictionary Term: Discounted Cost
The Keen Dictionary now defines discounted cost, a component of Plan performance metrics.
Hyperlinks to Segment Models
When building a Portfolio model, you’ll now have hyperlinks to segments included for easy reference and navigability.
Coming Soon
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.
Data Collection Project Management
Streamline your workflows, reduce errors, and improve data quality. Keen’s new automated role-based data collection project manager assigns tasks, tracks progress, and reminds team members of critical deadlines.
New Metric: Marketing Efficiency Ratio
Quickly understand the ratio of revenue vs. marketing support (investment) for your business.
Currently Under Development
Speed Improvements
Product Update
Report & Charting Improvements
Consistent Colors
Color assignments for years, segments, entities, and other categories are now internally consistent within an individual report. This improves clarity and readability by ensuring the same asset maintains its color across all charts and tables.
Usability Notes:
The "baseline" scenario (the first selected from within a report build) will always appear in gray.
Colors do not carry over between reports.
You’ll also notice some new colors, as we’ve expanded our palette to accommodate this feature.
Segment Identifier in Portfolio Charts
For portfolio charts in which data for a single segment is viewable at a time, the selected segment name is now shown in the upper-left of the card.
Model & Plan Improvements
Environment Factor Template
The Environment Factor Template Export in Plans now mirrors the data available in the UI, covering the full timeline of relevant assets: the Model, Linked Plans (if applicable), and Plan.
This ensures that editing environment assumptions is as easy as possible, by furnishing users with the data that they may wish to use. (i.e. year-over-year or period-over-period.)
Usability Notes: We’ve added an Entity column to the download to help quickly distingush where model/linked plan data ends and the new plan data starts.
This update improves clarity without affecting existing workflows; previously used files will still work, as the system only processes data within the relevant Plan timeframe. The Entity column and linked asset data remain optional for reuploads.
Availability: single-segment and portfolio.
Portfolio Models can leverage Segment Model Custom Priors
Custom research at the segment level now seamlessly transfers as ROI ranges and elasticities for direct impacts in Portfolio models.
Out-of-Sync Notification: When the copied elasticities are outdated due to portfolio model differences, users will be alerted. To align factor ROI ranges with portfolio-level data, convert ROIs to new elasticities. To keep elasticities identical to the single segment, run the model as-is and optionally remove ROI ranges from the modal.
Admin Improvements
Contact Us Button
Contact Us has been relocated from the Help Cetner to the top right side of the platform. This ensures a single, reliable contact method is available to users across all browsers.
'Removed User' indication
When a deleted user was the last to edit an asset, the Updated By field will now show ‘Removed User,’ rather than the current blank.
Coming Soon
Upgraded Plan & Model Briefs: We’re upgrading the charting in Briefs to better align with the functionality available in Reports, unlocking persistent customizable edits, expanded panel settings, resizing, grouped tactics, and plan comparisons for smoother analysis.
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
Factor Project Management: This new feature will enable efficient, role-based data collection by assigning tasks, tracking progress, and automating reminders, reducing manual effort and improving data accuracy.
Product Update
Portfolio Model Insights
Portfolio models now include the Factor Statistics and Model Statistics charts that were previously available only at the single-segment level.
Model Statistics: Review MAPE, Activity Periods, and R-Squared for each Segment included in the Portfolio Model.
Factor Statistics: View the statistics across factors in your portfolio model to understand the mathematical relationship between each factor and sales, and the impact of cross-effects.
Availability: 100%
All panels are now part of the Model Brief, across new & existing models.
All model performance charts are eligible for inclusion in Reports.
Coming Soon
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
Factor Project Management: This new feature will enable efficient, role-based data collection by assigning tasks, tracking progress, and automating reminders, reducing manual effort and improving data accuracy.