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Aug 8, 2024

AI Forecast gets a new Deals by Close Date chart and the export button returns.

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.

New AI Forecast
New AI Forecast

Export is back: You can once again export your data from any view in Data Parrot.

Exporting Makes it's Return
Exporting Makes it's Return