Changelog
AI quality improvement: We've made a significant upgrade to how our AI analyzes your deals. Expect sharper deal health scoring, more accurate win/loss analysis, better notification insights, and deeper research trends across the board.
Meeting transcripts: View meeting transcripts directly in the deal timeline. Click "View Transcript" next to any meeting to read the full transcript without leaving the deal view.
Deal health trend: Open deals now show a health trend column comparing the current AI health score to the prior snapshot. See at a glance which deals are improving and which are declining.
Activity Dashboard heatmap: The owner activity matrix on the Activity Dashboard has an optional heatmap overlay that highlights relative activity levels at a glance.
Activity Dashboard launch: The Activity Dashboard is now live for all users with detail tables and chart controls.
Activity Dashboard columns: Stage columns now extend to calls and emails, with support for custom column layouts.
Custom charts: The Activity Dashboard now supports custom time-series charts. Create charts for the metrics you care about and remove ones you don't.
Deals and leads charts: New chart types for deals and leads data, with all series shown by default.
Drag-and-drop layout: Charts sit in a grid you can rearrange however you want.
Key updates
- HubSpot Goals support is now built into AI Forecast
- AI Composer can generate suggested AI-powered forecast views
- Analyze with AI adds deeper forecast analysis and faster drill-down on what is driving changes
HubSpot Goals in AI Forecast
You can now pull HubSpot goals directly into AI Forecast so targets and forecast performance are evaluated in one place.
AI Composer for Forecast Views
Use AI Composer to generate forecast views from natural-language prompts, then save the views for repeat use.
Analyze with AI
Analyze with AI helps explain what is changing in your forecast and why, so you can move from numbers to actions faster.
Customer Health trend indicators: Customer Health now shows trend arrows next to each account's health score, so you can see whether accounts are improving or declining over time.
AI Forecast streaming summaries: AI Forecast can now generate a summary of your forecast on demand. The summary streams in as it's generated and highlights risks, patterns, and notable changes in your pipeline.
AI Composer: Generate suggested forecast views using the new AI Composer. Describe what you want to see and Composer creates a saved view with the right filters and breakdowns.
Forecast target icons: AI Forecast shows goal target lines on the chart so you can see how your pipeline stacks up against targets at a glance.
HubSpot Goals support: HubSpot Goals are now built into AI Forecast. See which users have goals, compare goals vs forecast side by side, and click any goal in the Worksheet to see the underlying breakdown. If you don't see goals, refresh your HubSpot connection from settings.
AI spectrum filters: Filter deals by AI health, intent, and other scores using a visual spectrum slider instead of picking from a dropdown.
Amount-range slider: Filter deals by amount range directly in the filter bar.
Win/Loss deal detail: The single-deal view for won and lost deals has improved UI and expanded timeline.
Data Parrot v3: The app has been rebuilt from the ground up. It's faster, more intuitive, and gives us a foundation to ship improvements multiple times per week.
Briefs in-app: The daily and weekly briefs are now available directly in the app. You can see key open deal movement, activity summaries, won and lost deals, and a Deal Wire that shows updates to your deals.
AI Forecast update: AI Forecast has been rebuilt to make it easier to slice the forecast, save views, and drill into the deals behind the numbers. Generate suggested views with the new AI Composer, create and save as many views as you need, and filter by custom properties. There's also a new interactive forecast matrix that includes won and lost deals.
Forecast Briefs: Use the new Analyze with AI feature to generate a brief that reveals strengths and weaknesses in your forecast. Includes confidence scoring with reasoning, highlights key upsides and risks, and recommends next steps. Download to markdown or PDF.
Forecast Scenarios with AI: Use AI Composer to generate forecast scenarios as saved views based on your data, including filters, time ranges, and deal columns.
HubSpot Goals in AI Forecast: HubSpot Goals are now supported in the Forecast. Compare goals vs forecast, and click any goal in the Worksheet to see the goal breakdown.
Custom properties in columns and filters: Custom properties are now available as table columns and filter options across the app.
Table improvements: Add, remove, resize, and reorder columns. Saved views persist, and your working state is remembered between sessions.
28 themes: Choose from 28 built-in themes including light and dark mode. Change it any time from the sidebar.
The previous app remains accessible from the left-side menu.
Data Parrot Wrapped 2025 is live: your second annual Wrapped is now available in the app.
Welcome to the second annual Data Parrot Wrapped, where we summarize the most important insights from your 2025 sales year. It gives your go-to-market team a fast year-in-review of what drove outcomes, what buyers asked for most, and who led key activity metrics.
Your Wrapped reveals:
- Your Pipeline Hero
- Key positive and negative trends that drive deal outcomes
- Top customer requests for your company
- The difference between your won and lost deals
- Your top performers in emails, calls, and meetings
This is built to help your team align quickly on what worked, what did not, and where to focus first as you start 2026.
Data Parrot Wrapped 2025: The second annual Data Parrot Wrapped is here. a year-end summary of the most interesting insights from your 2025 sales data. Find out who your Pipeline Hero is, what your top customer requests were, who spent the most time in meetings, and more.
Check out your Wrapped today at legacy.dataparrot.ai/Wrapped2025. You can revisit it any time from your Personal Settings.
Win Loss Plus now classifies every closed deal: A major update to Win Loss Plus that turns every Closed Won/Lost HubSpot deal into a clear, objective view of what drove the outcome, automatically grouping reasons so you can see the themes across all your wins and losses.
For every won and lost deal, Data Parrot runs a full breakdown and classifies:
- Sales Motions: what your reps did well vs. where they struggled (e.g., "Value Messaging," "Strong Product Storytelling" vs. "Poor Qualification," "Weak Discovery")
- Internal Assists and Blockers: where your company sped things up or slowed deals down (e.g., "Marketing Content Turnaround," "Executive Involvement" vs. "Delayed Legal Approvals," "Missing Technical Resources")
- Customer Context: the specific pain points (e.g., "Manual Reporting," "Unclear Pipeline Health"), compelling events (e.g., "Sales Plan Deadline," "New VP Sales Hire"), and stakeholders (e.g., "Technical Leader Influence," "Internal Champion") that drove the buying process
These are examples -- all of this is automatically personalized to your company, product, and customers.
Use cases: Coach reps with facts showing which motions win and which patterns lose. Ramp new reps faster with real data on how deals are won. Fix internal bottlenecks where legal, approvals, or missing resources hurt the sales team. Aim marketing at real buyer pain using actual pain points and compelling events from your wins. Run deal post-mortems turning every key deal into a clear storyline.
Detailed deal view: Click on any deal in the tables to see the detailed analysis. Each Sales Motion, Internal Blocker, Internal Assist, Compelling Event, Pain Point, and Stakeholder is shown with a score and a description of the impact on the deal, dynamically adapted based on the deal's specific details.
Pricing and access: Win Loss Plus is available now as a paid add-on and requires an annual Data Parrot Pro subscription. Once enabled, the AI will begin analyzing your historical deals immediately. Add Win Loss Plus | Learn About Win Loss Plus
Fathom integration (Beta): Connect your Fathom account to improve Data Parrot AI analysis for Deal Intelligence. Fathom integration is done at the user level, not org-wide -- each sales rep must connect their own Fathom account in Personal Settings. Historical deal re-evaluation may be available in the future -- contact us to request this. Read More About Fathom Integration →
Personal Settings page: A dedicated Personal Settings page gives each user control over their Data Parrot experience. Choose how Data Parrot sends updates with Daily Email/Slack (morning summary of deal changes and insights), Weekly Email/Slack (comprehensive weekly roundup), and the ability to filter notifications by Pipeline, Stage, and Deal Owner.
Simplified Settings for Admins: The overall settings section has been reorganized with clear tabs: Personal Settings (notification preferences and integrations), User Management (manage team members and permissions, admin only), Integrations (organization-wide integrations like HubSpot, admin only), and Subscription Details (billing and plan information, admin only). Go To Settings ↗
New Homepage: The Data Parrot Home Page puts everything together in a single, filterable, interactive dashboard with no scrolling required. Filter by Pipeline, Deal Owners, and Time Range to see exactly what you need.
The homepage includes four views:
- Pipeline Movement: what grew your pipeline (new deals, amount increased, re-opened deals) and what shrank it (closed deals, amount decreased)
- Team Activity: meetings (booked, held, rescheduled, scrapped), calls (connected, voicemails, failed attempts), emails (sent and received), deals (created, won, lost), and leads activity tracking
- Research Trends: positive trends worth pursuing, negative trends to watch, and top customer requests and feedback patterns
- Deal Movement: open deal changes with AI health score impact, won deals with AI summaries, and lost deals with AI analysis
Updated notifications: The email and Slack notifications have been completely redesigned to be easier to read and more visual. They now include summary team activity with calls, meetings, and emails sent/received; deals created, won, or lost; and leads created, qualified, or disqualified (if you use leads). The Slack notifications are being updated to match this new design. Update your Notification Settings ↗
Activity Dashboard with leads and deals: The Activity Dashboard now includes Leads and Deals so you can see everything your team is doing in one place. View calls, meetings, emails, deals, and leads in a single table. Filter by date range, pipeline, sales team member, and association type. Sort by anything, filter out duplicate meetings with AI, interact with a chart showing data over time, and export to CSV. View Activity Dashboard ↗
HubSpot UI Extension now available for all users: Get AI-powered deal health directly inside HubSpot on deal records for open, won, and lost deals. With the extension you can get the real health of open deals with AI signals on status, purchase intent, and risk; see why deals were won or lost with outcome analysis; chat with your deals using built-in context from associated companies and contacts; and create tasks inline from AI suggestions.
How to add the cards: The Data Parrot AI cards can be added to both the main deal view and the right sidebar in HubSpot. In HubSpot, go to Settings, then Integrations, then Data Parrot, then App Cards. Select Manage Locations and choose where to place the cards -- the left box ("Data Parrot") adds it to the main panel, the right box ("Data Parrot Sidebar") adds it to the sidebar. You can also customize placement from Settings, Objects, Deals, Record Customization. Once added, users with Data Parrot access will see the Deal Health cards on the Deal Form.
Availability by plan:
| Data Parrot Version | Open Deal Analysis | Won/Lost Deal Analysis |
|---|---|---|
| Starter | Available (Credits) | Coming Soon (Credits) |
| Pro | Available | Available |
| Win Loss Review Plus Addon | Coming Soon |
For beta users: The beta app ("Data Parrot Private Beta") was shipped as a separate HubSpot app and can be safely disconnected once you migrate to the new cards. Go to Settings, Objects, Deals, Record Customization -- remove the old beta cards from your views, then add the new cards via Settings, Integrations, Data Parrot, App Cards. Contact us if you have any issues.
HubSpot UI Extension updates: The extension now dynamically calculates "Why We'll Win" and "Why We'll Lose" for real-time insights into deal strengths and risks. You can expand to see details for summary, signals, and hygiene metrics. General cleanup and design improvements have also been applied. To install, go to Settings - Integrations and select "Install Data Parrot Card," then add the cards to your deal view in HubSpot. Help Guide ↗
Chat with your deal in Data Parrot: You can now ask questions about your deal directly within Deal Pulse Mode or the Deal Form. The AI chatbot analyzes comprehensive deal context including primary deal data with custom properties and historical values, associated engagements and interaction patterns, associated companies and contacts, and deals and engagements associated to those companies and contacts. Chat with your Deal ↗
Win-Loss Plus improvements: The Win and Loss Reason categories have been standardized. Previously there could be overlap with similar reasons -- now the grouping is more natural, making it easier to identify patterns in why deals are won or lost. This enables better pattern recognition, training opportunities based on common objections, and data-driven decisions about product, pricing, and positioning. Win-Loss Plus is an Addon available for Annual customers. Go to Win-Loss Plus ↗
Improved HubSpot UI Card: The Data Parrot card in HubSpot has been updated with a more visual layout and scores that are easier to read. To install, go to Settings - Integrations in Data Parrot and select Install Data Parrot Card, then add the cards to your deal view in HubSpot (main panel, sidebar, or both). Help Guide ↗
Chat with your deal in HubSpot: You can now ask any question about a deal to Data Parrot right in HubSpot. The AI chatbot considers everything related to the deal including primary deal data with custom properties and historical values, associated engagements, associated companies and contacts, and deals and engagements associated to those companies and contacts. To enable, go to Settings - Integrations and select "Install Data Parrot Card" then "Enable Data Parrot AI Assistant." Help Guide ↗
Full screen deals in Data Parrot: Open any deal and get a single-screen view of everything going on with your deal, including Why We'll Win and Why We'll Lose. Go to Deal Pulse ↗
Improved Pipeline Time Machine: The Pipeline Time Machine filters have been reorganized for easier pipeline tracking. The flow is now: choose your grouping (day/week/month/quarter), pick your date range, then optionally compare to previous periods. Go to Pipeline Time Machine ↗
Real-time AI recalculation: If you update a deal, add engagements, or change associations, you no longer need to wait for the daily refresh. Click Recalculate and get fresh AI analysis within 5-15 seconds. Install the Data Parrot HubSpot Extension ↗
Right panel card: The Data Parrot card is now available on the right panel in your HubSpot deal form. By default it shows Deal Health, Deal Status, and AI Summary. Each user can individually configure which AI insights they want to see from the available options: Summary, Deal Health, Deal Status, Purchase Intent, Competitive Position, Sales Rep Performance, Stage Confidence, and Close Date Confidence.
How to install: In Data Parrot, go to Settings - Integrations and select "Install Data Parrot Card." In HubSpot, add the Data Parrot cards to your deal view.
Rate the AI insights: Rate the AI analysis with a simple thumbs up or thumbs down and provide optional detailed feedback to help improve the analysis.
HubSpot UI Extension Card: You can now add a dedicated Data Parrot card directly to your HubSpot deal view, bringing AI-powered insights right where you need them. Place the card on the Overview tab or in its own "Data Parrot" tab. See deal health, status, and key buying signals in one consolidated view. Create tasks from AI suggestions automatically linked to the deal. View won/lost reasons for closed deals. Access all insights without switching between platforms.
How to install: Go to Settings - Integrations in Data Parrot and select "Install Data Parrot Card," then add the Data Parrot card to your deal view in HubSpot. Follow the step-by-step guide ↗
Important notes: The card can only be placed in the center panel of a deal record. Only Data Parrot users will see the AI insights (all users can still see custom properties). Use HubSpot's team views to control who sees the card. Available for Data Parrot Pro accounts.
Activity Dashboard: A single-screen view into the activities of your sales team showing a summary table, a chart of engagements over time, and a list of engagements. Filter by date range, owner, and whether activity is tied to a deal or a lead. Sort any column including meetings booked, rescheduled, call connects, talk time, and email counts. Click Meetings, Calls, or Emails in the table header to filter the chart, click a rep's name to filter for that owner, group the chart by day/week/month, toggle to hide duplicate meetings, and internal emails are removed automatically. Go to Activity Dashboard↗ | Read More about the Activity Dashboard
Help overlay for Deal Pulse Mode: A new help overlay explains what each section of Deal Pulse Mode does. Click the question mark in the top right corner of the deal view to open it, hover over any section to learn more, and click close to dismiss. Read More about Deal Pulse Mode
New Deal Pulse Mode: Deal Pulse Mode has been redesigned to make pipeline reviews sharper, faster, and more actionable. AI now frames each deal with "Why We Will Win" and "Why We Will Lose," with a new layout placing deals on the left, core insight in the middle, and actions and history on the right. Timeline and Suggestions are shown side-by-side for full context, and everything fits on a single screen with no tabs or scrolling. Go to Deal Pulse↗ | Read More about Deal Pulse
Filter deals by engagements: A new way to filter deals based on real activity. Combine AI filters (like Customer Intent or Deal Health) with engagement filters (like email, meeting, or call history) to answer questions like: Which high-intent deals haven't had an email in 2 weeks? Which deals closing soon haven't had a discovery meeting? You can save favorite filters as presets. Top-level filters (Pipeline, Stage, Team, Owners) have been moved to the top so they follow you across sessions. Read More about Filtering Deals in Deal Pulse
New deal table view: The deal table now supports choosing and reordering columns, sorting by multiple fields (like Close Date and Stage), and expanding any row to see full deal details without leaving the table.
Notes in AI scoring: Notes are now considered for Deal Health Analysis with no extra work required.
Team Activity Dashboard: The dashboard now supports smart de-duplication of meetings -- if one tool books a meeting and another creates a second from the transcript, duplicates are detected and displayed clearly. You can also filter the dashboard by association to view activity by lead, deal, or all. Go to Team Activity ↗ | Read More about the Activity Dashboard
AI Forecast improvements: You can now see both deal count and amount at the same time, and filter your Forecast by deals with no Close Date to find deals that need to be tidied up. The visual layout is cleaner with improved legends and more readable chart ranges. Go to the AI Forecast ↗ | Read More about AI Forecast
New help pages: Several new pages have been added to the help site:
New interactive filters: Filters have been redesigned for speed and ease of use. Main filters (pipeline, stage, deal owners, teams) are now separated from Deal Pulse filters. All filters are entirely on-page for instant results, presets are separated into Main and Deal Pulse for maximum flexibility, and as you choose Deal Pulse filters the other options dynamically update to guide you. Read More about AI Forecast
ChatGPT for HubSpot: A custom GPT that doesn't just explain how to do something in HubSpot, but gives you multiple options so you can pick the right approach for your situation. Try the Free ChatGPT for HubSpot↗
User management updates: In Settings - User Management, you can now instantly revoke access to any user and set a default session duration before re-authentication is required. Manage your Users↗
Other updates: Sidebar is now smaller, filtering no longer shows non-sales pipelines, bug fixes with drop downs, and fixes with the Start Deal Pulse Mode filtering.
Slack integration: You can now receive daily and weekly notifications via Slack. Slack integration is available on all Data Parrot plans. Configure notification settings in Settings - User Management and connect Slack in Settings - Integrations. Read More about Slack Integration ↗
Win Loss Review Plus updates: Major updates to the Win Loss Plus add-on now analyze your deals to reveal Win/Loss Reasons, your performance (sales motions, internal blockers, internal assists), customer profile (pain points, compelling event, friction, key stakeholders), and an interactive Sales Cycle Timeline for running deal post-mortems. This analysis requires significant AI so it is an optional add-on; Data Parrot Pro customers have access to the standard Win Loss Review. Learn more about Win Loss Review Plus ↗
Other updates: Improved onboarding experience for new users, performance improvements, and fixed some quirky behavior with the filters.
Win Loss Review: Now available for Data Parrot Pro users, Win Loss Review shows 1-2 sentences on why you won or lost a deal. Filter by Date Range, Pipelines, Deal Owners, and Teams. Supports export to CSV. Read More about Win Loss Review↗
Win Loss Review Plus: The first Data Parrot add-on, Win Loss Review Plus goes deep on the fundamental reasons why you win or lose deals. It covers ranked Win/Loss Reasons, Contact Roles and Influencers, Improvement Opportunities, Key Learnings, and Property Impact. For each deal, you can view a Sales Cycle Timeline showing deal health over time, stage changes, amount changes, and engagement timeline. The daily and weekly notification emails will be updated to include Won and Lost Deals. Win Loss Review Plus is $50/month and requires an annual Data Parrot Pro subscription with no additional per user fee. Learn more about Win Loss Review Plus↗
Other updates: The Engagement Insights section has been moved to a tab in the Activity Dashboard. The Billing section has been improved to be more informative and easier to use.
Ask Polly: Meet Polly, the Data Parrot AI Chatbot. Available in Playground for Pro customers who have opted in, she can answer questions about engagements related to your Open, Won, and Lost Deals. Example questions: "What deals did we lose because we didn't have integration with ___?", "What deals did we lose that were RFPs?", "What open deals require SOC2 Compliance?" Ask Polly a Question↗
Pipeline Time Machine: Pipeline Trends has been overhauled so much it's now called Pipeline Time Machine. It shows what grew your pipeline, what shrank it, open deal movement, and more. Filter by any dates, pipelines/stages, deal owners, teams, and compare previous years. The Week in Review email has been updated to match. Check out Pipeline Time Machine↗
New Help Site: The help site has expanded with content including What is Data Parrot?, Quick Start, and Release Notes. Each page in the app now has a help button that takes you to the relevant help page. Go to Docs↗
Other updates: You can now filter by Team in the Activity Dashboard, Deal Pulse Mode supports empty Close Date values, and many other small fixes and quality of life improvements. Go to Deal Pulse Mode↗
Won Deal Analysis: Now available in Playground for Pro customers with up to 10 recently won deals. Review reasons for winning, deal factors and user influencers, key turning points in the sales cycle, learnings to win future deals, and review of key deal signals. See Won Deal Analysis ↗
Team Activity Dashboard: The Team Activity Dashboard has graduated from Playground and is now available in the main app. View a summary of meetings booked, held, rescheduled, calls, and emails for your sales team with filters for date range, pipeline, deal owners, and more. View Team Activity ↗
Home currency support: Data Parrot now supports Amount in Home Currency across the entire app -- Pipeline Trends, AI Forecast, and everywhere else. All amounts now include currency symbols. Go to Data Parrot ↗
Custom property usage: Custom property analysis now includes usage data showing how and when properties are used, expanding on the existing classification that assigns a category, writes an AI description, and provides feedback. Useful graphs show the distribution of your custom properties, and you can export the custom property metadata from the table. View Your Custom Property Analysis ↗
Visualize amounts by date range: When filtering by Close Date in Deal Pulse Mode, you can now see the total amounts in a bar chart. Go to Deal Pulse Mode ↗
Filter by Deal Owner in Research Trends: You can now filter by Deal Owner in Research Trends in addition to Pipeline and Date Range.
View last sync: See when Data Parrot last pushed AI properties to HubSpot.
Research Trends: A new way to analyze your sales data, originally introduced in 2024 Wrapped and now available anytime for any pipeline. Pick a date range and pipeline, and let AI uncover positive trends (what's working), negative trends (where the blockers are), and customer feedback (key product and service requests). Soon you'll be able to customize the research to focus on what matters most. Go to Research Trends↗
Custom property analysis: The AI now automatically classifies your custom HubSpot properties, giving you instant insights including AI Description, AI Category, AI Feedback, and Deal Pattern Analysis. This is an early release -- next up is property usage analysis, formula detection, and customer journey stage insights. View Your Custom Property Analysis↗
Deal Pulse Mode filtering: You can now filter by Close Date and Amount Range in Deal Pulse Mode. Deal Pulse Mode is a gamified tool designed to speed up Deal Review meetings, so you spend less time digging through data and more time strategizing to win deals. Go to Deal Pulse Mode↗
Filtering by team: Team filtering is now available everywhere in the app including the Team Activity Dashboard in Playground and for Deal Pulse Mode. You can save team filters to presets, and filter by Team and Deal Owner at the same time for maximum flexibility. Filter your AI Forecast ↗
Accelerated HubSpot sync: In Settings you can now activate accelerated sync, which increases the sync frequency to every 5 minutes for 2 hours. The default is hourly. You can also see the last time the HubSpot sync was completed. Deal Pulse Mode automatically activates accelerated sync. Turn on Accelerated Sync ↗
Deal Pulse Mode chart: As you go through Deal Pulse Mode and update your deals, you see a live update for your Forecast. The light green bar is the original state, and the dark green bar is the updated state. Note: changes made directly in HubSpot during Deal Pulse Mode will not currently be reflected -- only changes made in Deal Pulse Mode and confirmed will display. Go to Deal Pulse ↗
Team Activity Dashboard updates: The Team Activity Dashboard now automatically loads your preferred Pipeline and Deal Owner default settings. Also new: total time spent in calls and meetings, giving deeper insight into team activities. The Team Activity Dashboard is available for early access in the Data Parrot Playground. Team Activity Dashboard↗
AI Forecast filter update: New timeframe options include This Month, 3 Months Out, 6 Months Out, and Custom Date Range. This aligns with Pipeline Trends and makes it easier to dig into your Forecast. A few small UI issues at various resolutions have also been fixed. Go to AI Forecast↗
Team Activity Dashboard: Now available via the Data Parrot Playground (early access), the Team Activity Dashboard shows a summary of meetings booked, held, rescheduled, calls, and emails for your sales team with filters. This was a popular request because identifying reschedules is very difficult in HubSpot. Team Activity Dashboard↗
Deal Pulse Mode AI feedback filter: The filter for Deal Pulse Mode now supports filtering by AI Feedback including Deal Health, Forecast Category, Deal Status, and more. Focus your deal review meetings on the deals that need the most attention. Go to Deal Pulse↗
AI Forecast total amounts: The AI Forecast now displays the total amount by month above the bars. Go to AI Forecast↗
Notification email AI summaries: The daily and weekly notification emails now have dynamic subjects and AI-powered summarization of the most important deal updates. Support for team activity, leads, and all engagements is coming soon.
Pipeline Trends update: The Pipeline Trends section has been updated to move the Date Range, Group By, Previous Years comparison, and Filters above the chart. This should be more intuitive and help you dig into your pipeline growth over time. Go to Pipeline Trends↗
Data Parrot Wrapped: Your 2024 in review reveals your Pipeline Hero, key positive and negative trends that drive deal outcomes, top customer requests for your company, the difference between your won and lost deals, and your top performers in emails, calls, and meetings. Go to Data Parrot Wrapped↗
Deal Pulse Mode: Deal Pulse Mode helps you run fast and efficient deal review meetings. It includes a glanceable timeline of engagements and property changes, Data Parrot AI feedback and suggestions, and one-click updates to HubSpot for Close Date, Amount, and Stage -- all with no scrolling. Go to Deal Pulse↗
Filtering by deal stage: Deal stage filtering is back, now combined into a single unified filter UI where you can manage everything in one place. You can save presets for different filtering scenarios to save time. Filter your Deals ↗
Overlay previous years in Pipeline Trends: By popular request, you can now overlay previous years in Pipeline Trends. Click the year you want to compare and it will display, respecting your filters by create date, deal owner, and pipelines. Compare your Pipeline ↗
Deal filtering: Filtering is now available in both Deal Pulse and AI Forecast. You can filter by Deal Health, Forecast Category, Deal Status, Purchase Intent, and Close Date, and save filters as presets for easy access.
Expanded notifications: The notification emails now include calls and meetings in addition to emails, key property changes showing deals where close date or amount was changed, and smarter stuck deal detection where the AI verifies that flagged deals are in fact still stuck.
Homepage News Feed: The home page now shows a timeline of key events related to your deals including new Deal AI Analysis, new engagements associated to deals, and key property changes (Amount, Pipeline/Stage, Close Date). You can expand any line in the newsfeed to see the Deal Card, and filter by the three categories.
Deal Pulse (replaces Deal Progress): Deal Pulse adds significantly more information with AI-assessed Deal Quality including Deal Health, Forecast Category (Committed, Upside, etc.), Deal Status (Active, Stuck, Dormant), Competitive Position, and Sales Performance. It also includes Deal Hygiene with Close Date confidence ratings and improved deal stage analysis with recommended stages. All data is exportable and will be added to AI Forecast.
Calls and meetings: Calls and Meetings are now supported in the renamed "Engagement Insights" section, in addition to Emails. For now, the analysis relies on the content of those engagements inside HubSpot, with Zoom integration coming soon.
Improved AI: The AI now intelligently adapts to the pipeline and stage of each deal, recognizing whether it is pre-sales, new business, expansion, or renewal. The tone is also much more direct -- instead of "The lack of engagement indicates difficulty in assessing the purchase intent" it will say "No activity. Unlikely it's even a deal."
AI Forecast update: The AI Forecast now includes a Deals by Close Date chart. You can filter by Purchase Intent by clicking the green/yellow/red boxes, select "Show Active Deals" to remove stuck or dormant deals, and select "Show Purchase Intent" to convert the chart to a stacked bar chart showing the amount breakdown by purchase intent.
Export is back: You can once again export your data from any view in Data Parrot.
Deal Progress update: The Deal Progress section has been overhauled with filtering, scannable cards, and expandable details. Click the category boxes at the top to filter, scan AI feedback without scrolling, expand cards for additional analysis, and use the orange + button to create tasks in HubSpot.
Improved Settings: The Settings page now has a new table layout making it easy to see which users have which filters and notifications. Push to HubSpot is more clearly labeled, and Integrations has its own section. Saving Deal Owner/Pipeline filters to your profile now automatically updates your Email Notifications as well. For more on these settings, see the docs settings overview.
AI-generated pipeline mappings: You can now view the AI-generated pipeline mappings for your company. This is a work in progress and will be expanded over time.
New interface: The new Data Parrot interface is now live. The overall flow of the app includes Home with a summary of all sections, Interaction Insights with AI analysis for emails on open deals plus AI-summarized Key Trends, Deal Progress showing which deals are progressing, stuck, or dormant, AI Forecast categorizing open deals by purchase intent level, and Settings for managing users, Slack, custom HubSpot properties, and notifications.
Pipeline Trends: See exactly what changed in your pipeline with a dedicated trends view.
Light mode and dark mode: Both light and dark mode are available across the app.
Interaction Insights with Key Trends: The Interaction Insights section includes Key Trends analysis across all your emails.
