Atrium's 2024 Product Release Roundup: Accountability on Autopilot

2024 has been a big year for Atrium, marking our final transition from a data-driven sales management platform to a fully automated sales performance management solution.

We’ve expanded what sales management can achieve by introducing three core functionalities that work together to drive accountability and coaching for your sales team:

  • Manager Co-Pilot: Guides managers on where to focus on coaching and accountability, ensuring team members get the support they need when they need it.

  • Automated Goal Tracking: Keeps teams and reps on track with clear goals and timely alerting, so there’s no mystery around expectations and how reps and teams are trending.

  • Direct-to-Rep Sales Coach: Supports reps with targeted, actionable insights to elevate performance without the intervention of the human manager.

Our CEO, Jason Heidema, recently created this 5-minute Atirum pitch and product tour to showcase these features at a high level. 

Below is a look at the product updates from 2024 you should know about.

All of our 2024 releases fall into the following themes: 

Note that some of this release language is a bit technical. If you have any questions or want to dive into anything deeper, don’t hesitate to contact support@atriumhq.com. 

 

Atrium Launches Complete Customization (8 Updates)


Caption: Using Atrium Custom Metrics, one customer can now track their insight into how Solutions Architect-assigned opportunities progress more effectively through the sales funnel and identify which deals lack SA support.

Enable Multiple Variables in Custom Metrics
Release Date: September 6, 2024
Custom Metrics now supports multiple variables and advanced expressions, including WHERE and SELECT subqueries. This enhancement enables organizations to perform more complex calculations, unlocking new possibilities for analyzing performance across specific scenarios. This update allows users to tailor metrics to address nuanced use cases, improving insights and decision-making precision.

Learn more about Custom Metrics in Atrium. 📊

Support for “Now” Custom Metrics
Release Date: August 18, 2024
We now support “Now” Custom Metrics, which deliver real-time performance data with a default “This second” timeframe and goal anomaly detection. These metrics provide managers instant visibility into live performance, enabling quick, data-driven decisions. This release ensures timely insights by grouping data without delay. Future phases will introduce peer anomaly comparisons for even richer real-time analysis.

Learn more about Custom Metrics in Atrium. 📊

Custom Metrics Improvements
Release Date: July 26, 2024
Custom Metrics now include user-facing configuration options, ratio metrics, “High is Bad” indicators, Opportunity Line Item support, Lead Object support, and the ability to turn off anomalies. These enhancements give teams greater flexibility to tailor metrics to their needs, whether tracking performance ratios, managing nuanced scenarios like flagging high values as concerning, or fine-tuning anomaly detection for more accurate insights.

Learn more about Custom Metrics in Atrium. 📊

Custom Metrics
Release Date: July 1, 2024 (and ongoing)
The full power of Custom Metrics is in your hands, allowing you to define, automate, and track the exact KPIs that matter most to your business—no spreadsheets, no manual work. Whether it’s bespoke conversion ratios, complex scoring frameworks, or team-specific goals, Custom Metrics ensures your unique performance indicators integrate seamlessly into Atrium’s AI-driven coaching and accountability. With this release, you’re not just tracking metrics—you’re unlocking a more innovative, faster, and fully tailored approach to managing your sales team’s performance.

Learn more about Custom Metrics in Atrium. 📊

Custom Roles
Release Date: February 16, 2024
We now support Custom Roles, allowing organizations to define user roles that match their unique sales structure. Whether you want to rename existing roles like “SMB” to “Growth” or create entirely new disciplines and segments, Custom Roles allow you to align Atrium with your team’s terminology, hierarchy, and workflows. This feature also supports customized metric priorities, ramping rules, and settings, helping managers track performance and coach teams with precision that fits their organizational needs.

Learn more about Custom Roles in Atrium. 👥

Metric Priorities
Release Date: March 14, 2024
The Custom Metric Priorities feature lets organizations prioritize metrics specific to their sales goals. This enhancement allows managers to customize which metrics are most visible to team members, focusing efforts on the most impactful KPIs to improve performance tracking and align with strategic objectives.

Learn more about Metric Priorities in Atrium. 🥇

 

Fully Automated Sales Management with Atrium's Sales Coach (7 Updates)

Caption: A preview of an Atrium Sales Coach report loading and reporting out for Butch the Bulldog.

 

Sales Coach Spotlight Distributions
Release Date: October 11, 2024
Sales Coach now includes Spotlight Distributions, making it easy for managers to share focused coaching initiatives with their teams. This feature helps highlight specific training or performance goals, promoting consistent engagement across key areas. For example, one customer distributes their Sales Coach Spotlight for “Call Blitz Tuesdays” so stakeholders understand the activity and outcomes for the initiative each week. 

Learn more about Sales Coach Spotlight in Atrium. 🔎 

 

EnableAI
Release Date: June 19, 2024
EnableAI is an AI-powered assistant designed to answer your team’s most pressing sales and performance management questions. Out of the box, it delivers expert guidance on SDR, AE, and managerial best practices while supporting Atrium product questions, ensuring reps, managers, and leaders always have the insights they need when needed.

Learn more about EnableAI in Atrium. 🤝

 

Sales Coach “Next Steps”
Release Date: May 15, 2024
Sales Coach “Next Steps” feature transforms performance insights into actionable guidance, providing targeted coaching and encouragement tailored to specific metrics. Managers can deliver precise, metric-based action items—like coaching emails, high fives, or enablement plans—while reps benefit from self-directed chats and coaching suggestions. Focusing on one performance area at a time, “Next Steps” helps teams drive measurable improvements, streamline communication, and achieve their goals faster.

Learn more about Sales Coach Next Steps in Atrium. ➡️

 

Updated Home Page
Release Date: April 17, 2024
Our redesigned home page moved Sales Coach to the forefront, providing a streamlined and intuitive experience. This update included Sales Coach loading automatically on the home page, giving users immediate access to key insights and coaching tools without extra clicks. The prior home page features, like Goals and the Metrics Library, are still just one click away (in the top navigation bar), ensuring everything you need is easy to find. This update reflects Atrium’s commitment to making Sales Coach the hub for sales performance management, helping reps and managers focus on what matters most—consistent coaching and accountability.

Learn more about Sales Coach in Atrium. ✨

 

Dynamic Insight Linking in Sales Coach
Release Date: January 25, 2024
Dynamic Insight Linking now connects relevant insights within Sales Coach, guiding managers and reps to deeper data points directly from insights. This feature provides a seamless way to access related data, giving users a more comprehensive view of performance trends and recommended actions for each coaching session.

Learn more about Sales Coach in Atrium. ✨

 

Share Sales Coach Report & Enablement Program Emails
Release Date: December 20, 2023
Users can now share Sales Coach reports and Enablement Program insights directly via email. Whether celebrating wins, delivering coaching feedback, or distributing enablement content, this feature makes it easy to send tailored, actionable insights to reps with just a few clicks.

Learn more about Sales Coach in Atrium. ✨

 

2nd-Level Leader Sales Coach Report and Communications
Release Date: December 13, 2023
With this enhancement, Atrium enables second-level leaders, such as Directors and VPs, to receive specialized Sales Coach reports, making tracking team performance across multiple levels of teams easier. The Daily Huddle feature helps leaders and teams stay aligned on daily priorities, while Friday Shoutouts provide a built-in way to celebrate weekly wins. These tools are designed to foster a collaborative, accountability-oriented culture, driving consistent performance improvements.

Learn more about Sales Coach in Atrium. ✨

 

Optimize Pipeline Management with Opportunity Sales Coach (4 Updates)

Caption: A preview of Atrium’s Opportunity Sales Coach in Action!

 

Opportunity Sales Coach Search
Release Date: January 25, 2024
The Opportunity Sales Coach Search feature makes finding specific opportunities directly within Sales Coach easy, speeding up access to deal-specific insights. This improvement helps managers and reps quickly drill down into opportunities, enabling faster, more precise coaching and accountability.

Learn more about Opportunity Sales Coach in Atrium. 💼 

 

Opportunity Sales Coach Enhancements
Release Date: January 25, 2024
Conditional Coloring has been introduced in Opportunity Sales Coach, bringing instant visual cues to key opportunity metrics. This enhancement makes identifying at-risk deals or high-performing opportunities easy by using color-coded indicators, allowing managers and reps to prioritize follow-ups and actions more effectively.

Learn more about Opportunity Sales Coach in Atrium. 💼

 

Share Report for Opportunity Sales Coach
Release Date: January 10, 2024
Managers can now share Opportunity Sales Coach reports and comments, fostering clearer communication around opportunity strategy. This feature lets team members review and collaborate on key insights and next steps, aligning everyone on priority actions to drive deals forward.

Learn more about Opportunity Sales Coach in Atrium. 💼

 

Opportunity Sales Coach
Release Date: December 13, 2023
Opportunity Sales Coach delivers AI-powered, opportunity-specific insights to help managers and reps keep deals on track. By analyzing key metrics—like activity levels, close dates, and engagement signals—Opp Sales Coach identifies stalled opportunities, highlights areas for improvement, and provides actionable recommendations. This targeted approach ensures better pipeline hygiene, reduces deal slippage, and helps reps close more deals efficiently.

Learn more about Opportunity Sales Coach in Atrium. 💼

 

Drive Transparency and Accountability with Goal History (6 Updates)

Caption: A preview of Atrium’s Goal History in action!

 

Improved Color Coding on Goals History Page
Release Date: December 18, 2024
The Goals History Page now features enhanced color coding to provide more transparent, actionable visibility into goal performance. Goals are categorized into five statuses—Missed, High Risk, Behind Pace, On Track, and Hit—with updated colors that distinguish each state. This improvement ensures managers and reps can quickly identify performance risks, focus on the right areas, and celebrate wins, all with a glance. 

Learn more about Goal History in Atrium. 🎯 

 

Goal Hit Rate Row
Release Date: June 4, 2024
The new Goal Hit Rate Row delivers a clear snapshot of goal attainment at both the rep and team levels. By showcasing the ratio of hit versus missed goals, this feature helps managers quickly assess performance, celebrate top achievers, and identify where additional support is needed to keep everyone aligned with targets.

Learn more about Goal History in Atrium. 🎯

 

Log Retroactive Goals
Release Date: May 30, 2024
The Log Retroactive Goals feature enables managers to set goals for past performance periods, creating a complete and accurate historical record. Backfilled goals are visually distinguished with dashed borders, ensuring clarity between original and retroactive targets. This update allows organizations to track goal attainment over time, even when goals were missed or adjusted, providing a seamless and continuous performance narrative.

Learn more about Goal History in Atrium. 🎯

 

Goal History
Release Date: March 27, 2024 (and ongoing)
Goal History provides a retrospective view of team and individual progress, visualizing goal attainment over time. Managers can analyze historical performance, identify improvement trends, and spot uneven participation that might require action. With retroactive backfilling—clearly marked by dashed borders—this feature delivers a complete, actionable picture to refine targets and drive consistent performance growth.

Learn more about Goal History in Atrium. 🎯

 

Enhanced Usability with Customization and Flexibility (5 Updates)

Customer-Managed User Access
Release Date: September 18, 2024
We now enable organizations to manage user access permissions directly, providing more control and flexibility over who can view, edit, and access specific areas of Atrium. Admins can seamlessly toggle Atrium Access settings from the org chart page, with built-in safeguards for changes that impact seat counts. This update enhances security, streamlines user management, and ensures organizations can adapt access levels as needed.

Learn more about license management in Atrium. 🪪 

 

Improved Peer Anomaly UI
Release Date: September 6, 2024
The updated Peer Anomaly UI improves visibility into performance outliers, making it easier for managers to identify reps who stand out—positively or negatively—compared to their peers. This visual update enhances clarity and speeds up analysis, helping managers swiftly support or recognize team members.

 

Dynamic Back of Card Column Sizes
Release Date: August 27, 2024
Dynamic column sizing on the back of Sales Coach cards automatically adjusts column widths based on content, ensuring optimal readability and a cleaner data display. Whether a single number or detailed custom metric text, this improvement eliminates narrow columns and makes key insights easier to view.

 

Copy as Template
Final Release Date: August 1, 2024
The “Copy as Template” feature makes replicating saved views and folders across teams or organizations effortless. Users can now easily duplicate configurations, maintaining consistency and efficiency when sharing key reports, dashboards, and goal views. This update reduces manual work, enabling faster setup and alignment for performance tracking and sales management.

Learn more about “Copy as a Template” in Atrium. 📝

 

Back of Card Column Customization
Release Date: July 11, 2024
Atrium’s new Back of Card Column Customization feature lets users personalize the information displayed on the back of any metric card in Atrium. This customization enables managers to tailor insights for each rep, making coaching sessions more relevant and focused.

 

Opportunity Level Currency Support
Release Date: April 10, 2024
With Opportunity Level Currency Support, Atrium now accommodates multiple currencies at the opportunity level, ideal for global sales teams in different regions. This feature enables precise reporting and performance tracking, reflecting the correct currency for each deal.

 

New Goal Rollover UI
Release Date: February 28, 2024
The updated Goal Rollover UI makes editing, updating, and rolling over team goals for quick summaries easier. This streamlined interface simplifies setting new targets and ensures a seamless transition between performance periods. With more straightforward editing options and improved visuals, managers can quickly align their teams on the latest goals, keeping performance tracking smooth and effective.

Learn more about Goal History in Atrium. 🎯

 

Automated Goal Recommendations
Release Date: February 16, 2024
Automated Goal Recommendations simplify the process of setting performance targets by analyzing historical performance data and trends. Atrium suggests optimized goals at the 50th percentile for each metric, providing managers with a reliable starting point tailored to their team’s performance patterns. This feature ensures realistic and motivating goals, helping teams focus on meaningful, achievable targets.

Learn more about Automated Goal Recommendations in Atrium. 🎯

 

Velocity Sales Motion Pipeline Change Card
Release Date: January 28, 2024
The Pipeline Change Card now accounts for pipeline created and resolved within the same period, delivering a more transparent, more complete view of pipeline dynamics for short sales cycles (e.g., <60 days). This update ensures that newly created opportunities that are Closed Lost, Pushed Out, or Closed Won within a quarter are accurately reflected in their respective columns alongside the “New” column. Managers can now see the complete picture of in-period pipeline shifts, helping teams adapt strategies quickly and maintain momentum for sales motions with fast deal velocity.

Learn more about the Velocity Sales Motion Pipeline Change Card in Atrium. 📊 

 

Usability Speed Improvements (3 Updates)

Home Page Speed Improvements
Release Date: August 27, 2024
Home page load times are faster, delivering a smoother and more responsive experience. Optimized caching and performance enhancements ensure users can access key insights and tools immediately upon login.

 

Sales Coach Performance Improvements
Final Release Date: August 13, 2024
Performance optimizations across Sales Coach have enhanced component rendering and prioritized insight loading by page location. These improvements create a faster, smoother user experience, allowing managers and reps to access essential coaching insights with minimal delay.

 

Speed Up Sales Coach Card Loading
Release Date: June 4, 2024
Atrium has optimized Sales Coach card loading times, allowing managers and reps to access performance insights faster. This update provides a smoother experience when navigating between coaching cards, helping teams stay focused on real-time performance metrics.

 

Data Speed Improvements (2 Updates)

Data Speed Up Data Refresh Rate SLAs
Release Date: July 17, 2024
This release boosts Atrium’s data refresh rate SLAs, providing faster data updates and ensuring users access the most current information for performance analysis. With accelerated refresh times, teams can make timely and informed decisions based on up-to-date data.

 

Data Pipeline Speed Improvements
Release Date: July 1, 2024 (and ongoing)
This ongoing enhancement improves data pipeline speeds, enabling faster data processing and updates across Atrium. These optimizations ensure that users can access real-time data for analysis and decision-making, supporting a more responsive sales management experience.

 

These updates in Atrium bring more intuitive tools to embed coaching and accountability throughout your sales team. Whether you’re a manager seeking more effective coaching opportunities or a rep striving to hit new milestones, Atrium’s 2024 enhancements make success more achievable.

Learn more about any of these product updates at support.atriumhq.com. 

If you’re a customer and would like to learn more about these features in your instance, please contact support. 

If you’re not an Atrium customer, please book time with our sales team (or watch our CEO’s 5-minute product pitch and demo) to learn more about how Atrium can help you automate sales management.