Control which scenarios can be merged

Let teams explore alternatives without giving every scenario authority to change the shared plan.

A scenario can be useful for exploration without being ready to influence the main plan. Teams need a clear boundary between the freedom to model an alternative and the authority to merge it into a shared baseline.

What’s new

• Enable or disable Allow Merging for each scenario

• Prevent a scenario from initiating a merge when the control is off

• Keep editing rights separate from merge rights

• Make unavailable merge actions clear in the interface

• Apply merge eligibility consistently across product and automated workflows

Color-code variable rows to scan models faster

Use color to distinguish assumptions, calculations, subtotals, and key outputs.

Large financial models contain different kinds of information: assumptions, calculations, subtotals, and final outputs. When every row looks the same, reviewers have to inspect each label or formula before understanding how the model is organized.

Variable row colors let you create a visual language for the model and draw attention to the lines that matter.

What’s new

• Apply a color to any variable row

• Visually distinguish assumptions from calculated values

• Highlight subtotals, outputs, and key drivers

• Use consistent row styling across a model

Switch Oculon to dark mode

Use a consistent dark theme across models, dashboards, databases, and AI chat.

Oculon now includes a complete dark theme across the application. Switch between light and dark mode based on your environment or preference. Once selected, Oculon remembers the setting across sessions.

See how revenue, expenses, headcount, and other metrics change without adding extra formulas.

Understanding a number often requires more than seeing its current value. You need to know how it compares with the previous month, quarter, or year.

Time comparisons let you compare values with an earlier period directly inside a model, without creating additional formulas or manually maintaining comparison rows.

What’s new

• Compare a value against an earlier time period

• Surface period-over-period movement within the model

• Reuse the same comparison logic across changing dates

• Reduce the number of supporting formulas needed for variance analysis

Create dimension-based variables without duplicating rows

Many financial metrics need to be planned across a business dimension: revenue by product, headcount by department, expenses by entity, or customers by region.

Dimension-based variables let you create one variable and automatically expand it across the members of a selected dimension. You get the detail needed for planning and analysis without manually creating and maintaining a separate row for every combination.

What’s new

• Create a variable driven by a dimension

• Break a metric out across every member of that dimension

• Add dimension members without manually rebuilding the model structure

• Keep detailed models compact and easier to maintain

Reference models, dashboards, and databases with @mentions

AI responses are more reliable when the relevant context is explicit. Use @ mentions in AI chat to reference specific Oculon files and spaces.

Instead of asking AI to infer which model or dashboard you mean, point it directly to the source it should read.

What’s new

• Mention a model in AI chat

• Reference a dashboard

• Reference a database

• Reference an Oculon space

• Ground responses in the selected workspace context

Attach images, CSVs, Excel and PDFs in AI chat

Financial work often begins with a spreadsheet, report, screenshot, or PDF. Instead of manually transferring that information or describing it in a prompt, attach the source material directly to Oculon AI chat.

Oculon can read the attachment, use its contents as context, answer questions about it, and help turn the underlying information into structured analysis or models.

What’s new

• Attach images to an AI conversation

• Upload and analyze CSV files

• Work with Excel spreadsheets

• Read and analyze PDFs

• Use attached files as context for answers and model-building

Create separate workspaces for entities, teams, and clients

You can now create and manage multiple Oculon workspaces, keeping each environment cleanly separated while making it easy to move between them.

What’s new

• Create multiple workspaces

• Switch between workspaces

• Manage each workspace independently

• Keep data, models, dashboards, and members separated by workspace

This gives organizations room to grow without forcing unrelated planning work into one shared environment.

Manage teamspaces, roles, and permissions with confidence

Not every model, dashboard, or database should be visible to everyone. Oculon now gives administrators a structured way to organize people into teamspaces and manage access through roles and permissions.

Create teamspaces for groups such as Finance, Revenue, People, or individual business units. Each teamspace provides a dedicated area for the models, dashboards, databases, and documents relevant to that team.

What's new

• Central administration for teamspaces

• User roles and permissions

• Teamspace settings

• Space-level access controls

Format variables and filter dashboard cards for clearer reporting

Present numbers consistently and focus each card on the period, dimension, and scenario that matters.

Financial information is easier to understand when numbers are presented consistently and reporting views show only what matters. This release adds variable formatting and more control over the information displayed in dashboard cards.

Format variables for their financial meaning

Control how variables appear so percentages, currencies, counts, and other metrics are immediately recognizable. Reviewers can interpret values correctly without relying on row names or additional explanations.

Focus dashboard cards on the right context

Filter dashboard cards by date, dimension, and scenario. A single dashboard can show the appropriate period, entity, department, product, or planning scenario without duplicating the underlying analysis.

What’s new

• Apply number and display formatting to variables

• Filter dashboard cards by date

• Filter cards by dimension

• Filter cards by scenario