Platform operator console: analytics

7 October 2026

For Chorum operators (platform admin). These live in Platform > Analytics > Business Metrics and are not part of your own workspace.

  • Takings: cash actually collected through Stripe (this month, last 30 days, year to date, 12 month total, and outstanding), shown next to MRR and ARR so real money in is visible beside expected billing.
  • Churn and trial to paid conversion: conversion rate, active paying accounts, trials in flight, cancellations, and 12 month signup cohorts.
  • Integration Uptake: which integrations customers have connected (Stripe, Microsoft 365, SentinelOne, GitHub, FreeAgent and more), ranked by adoption, gathered by a privacy preserving daily snapshot from each workspace.
  • Usage Trends: active users and which modules are actually used (CRM, Helpdesk, ERP, Warehouse, Projects, Marketing, Field Services) across all workspaces.

v2026.09.17-0af59c1 — v2026.09.17 — Point of Sale, serial tracking, multi-site & Helpdesk security

17 September 2026

  • **Card payments** — accept cards at the counter through a Stripe card reader, alongside cash. The reader links to a register and the payment flows straight onto the sale, stock and accounts, no double entry.
  • **Manager-approved refunds** — refunds can now require a manager number and PIN before they go through, so cashiers can't refund unsupervised. Turn it on or off per account.
  • **Full refund audit** — every refund and card transaction is recorded: who did it, how much, and the payment reference, for clean reconciliation and loss prevention.
  • **X and Z reports, done properly** — end-of-shift and end-of-day reports now show net takings after refunds, itemised transactions, and customer names, and print as a clean report.
  • **Faster receipt lookup** — find a receipt by a partial reference or by customer, so refunds and reprints take seconds.
  • **Turn POS on when you need it** — Point of Sale is now a switch in ERP Settings. Not every business runs a till, so it stays out of the way until you enable it.
  • **Capture serials and batches at the till** — sell a specific serial-numbered or batched unit and it's recorded against the sale.
  • **Capture at put-away** — assign serial numbers and batches as stock is put away in the warehouse, so every unit has an identity from the moment it lands.
  • **Pick the exact unit** — a proper serial picker on stock movements lets staff choose the specific unit, with the stock ledger kept in step automatically.
  • **Product tracking settings that stick** — turning on serial or batch tracking for a product now saves reliably.
  • **Sites and locations** — group warehouses under a site, with settings and stock views cascading down the structure.
  • **Staff belong to locations** — assign warehouse staff and managers to the sites and warehouses they run.
  • **See only your locations** — managers and staff see the stock, movements and people for their own locations, not the whole company. Admins still see everything.
  • **Transfers with pick and put-away** — moving stock between locations now generates a picking and put-away workflow rather than a silent adjustment.
  • **More endpoint security integrations** — connect BitDefender GravityZone and CrowdStrike Falcon alongside SentinelOne, to pull device health and act on threats from inside Helpdesk. Providers still being validated against live tenants are clearly marked Beta.
  • **Knowledge base that works end to end** — the wiki Categories page now runs on live data, and publishing and saving articles is reliable again.
  • **Author documentation by AI** — your team can now create and update knowledge base articles through Chorum's assistant tools, so documentation keeps pace with support.
  • **Cleaner ticket list** — On Hold tickets no longer disappear from the list, and closed tickets show up in search.
  • **First-class automations** — CRM automations are now a proper part of the CRM, with a richer set of conditions and filters, so you can build more precise, multi-step workflows around your contacts and deals.
  • **Unified assistant connection** — one connection now exposes tickets, asset/CMDB records and the knowledge base to Chorum's assistant tools, with the API-key setup showing the full catalogue of what you can grant.
  • **Cleaner SEO** — proper 404 pages, a real robots.txt and sitemap.xml, and support for nested content page addresses, so search engines index the site correctly.

v2026.09.04-8310a05 — v2026.09.04-8310a05: Automation Builder + Point of Sale

4 September 2026

  • Build a flow by clicking Add step at any open point, or the plus on any connector to insert a step between two existing ones. Pick a function from a grouped, searchable panel that then becomes that step's editor. No dragging, and the flow auto-lays out as a fixed top-to-bottom cascade.
  • Logic nodes: If / Else branching, Only continue if (a guard that stops the flow unless a condition holds), Split to run several branches in parallel, and Wait.
  • Wait timing modes: a fixed duration, until a time of day, until the next working day, for N business hours (skipping nights and weekends), or until a date held on the record.
  • Cascading category picker (category, sub-category, item), a friendly schedule builder that replaces raw cron, and Duplicate a step so a complex node can be reused with one or two fields changed.
  • Microsoft 365 group administration from automations: add or remove a user from an Entra group, manage licences, and more.
  • Catalogue tile grid, popular items with product images, cart, split and mixed tender, cash in and out, and park and recall baskets.
  • Receipts by print and email, refunds with restock, whole-order and per-line discounts, no-sale and void auditing, and X and Z reports with per-employee commission and targets.
  • Role-aware staff PIN login with manager-gated price overrides and voids.
  • A security panel on alert-raised tickets showing the kill chain, IOCs, process lineage, and MITRE techniques.
  • SentinelOne (threats and behavioural alerts) and Microsoft Defender ingestion, response actions (isolate, scan, mitigate), and an AI SOC assessment.
  • Refreshed card treatment across CRM, ERP, and dashboards, plus uniform KPI tiles.
  • ERP purchase-order line sanitisation, helpdesk category and alert-reference fixes, and marketing CMS routing corrections.

v2026.08.27-f6aef23 — v2026.08.27-f6aef23

27 August 2026

  • Release created from GitHub