Deals

The Deals page is your command center for managing and tracking your sales deals. It displays all of your deals in a filterable, searchable table so you can review the Data Parrot AI insights and take action.

Data Parrot analyzes all of your deals and provides a Deal Health Score and Forecast Category. you can drill into the details of each deal to see additional detailed AI analysis.

Deals is available for Data Parrot Pro and Max customers.

×

Filters & Search

Main Filters

The Main Filters are the standard filters at the top of the page. You can filter on Pipeline/Stage(s), Deal Owner(s), and Team(s).

You can save and recall filters by clicking the "Save/Load Filter" dropdown.

AI Filters

There are additional AI Filters including:

• the AI Analysis categories
• Engagements (Calls, Meetings, Emails)

Expand the AI Filters to see the available filters for AI and Engagements. You can save your AI filters as presets to recall later.

AI Filters: The AI Filters are the AI Analysis categories including AI Health, Forecast Category, Deal Status, Customer Intent, Competitive Position, Sales Performance, Close Date Confidence, and Deal Stage Confidence.

Engagement Filters: The Engagement Filters include Calls, Meetings, and Emails. whether they happened, the time range, and the AI impact. For Calls you can filter on Status, and for Meetings you can filter on Outcome.

AI Filter Details

• AI Health: The AI Health Score of the deal (Very High, High, Medium, Low, Very Low)
• Forecast Category: The Forecast Category of the deal (Commit, Best Case, Pipeline)
• Deal Status: Reveals if the deal is active or stuck (Active, Stuck, Dormant, Dead, Inactive, No Activity)
• Customer Intent: The Customer Intent of the deal (Very High, High, Medium, Low, Very Low). Sometimes referred to as Purchase Intent.
• Competitive Position: The Competitive Position of your company with the deal (Very High, High, Medium, Low, Very Low)
• Sales Performance: Analysis of how well the sales person is performing with the deal (Very High, High, Medium, Low, Very Low)
• Close Date Confidence: The AI Confidence of the Close Date of the deal (Very High, High, Medium, Low, Very Low)
• Deal Stage Confidence: The AI Confidence of the Deal Stage of the deal (Very High, High, Medium, Low, Very Low)

Note: All of these AI insights are automatically generated and updated as the deal progresses.

Examples of Filter Combinations

The ability to dynamically filter deals by AI Analysis and Engagements is very powerful. Here are some examples of useful filter combinations:

• Deals closing this month, with no emails in the last 7 days, with high Customer Intent
• Deals with High Customer Intent, are Stuck/Dormant, and have no Discovery Meeting
• Deals with Low Confidence in Close Date and are Stuck/Dormant

When you combine the AI filters with the Main Filters, you can quickly scan deals and focus on the right deals at the right time. For example, set your AI filter(s), then toggle between Deal Owners to review each rep's deals.

Viewing Your Deals

Once you have applied your filters, you will see a list of deals that match your criteria.

In the deal table, you can:

• add or remove columns
• sort by any column
• search for deals by name
• expand the deal to see the AI Analysis, Timeline, and Suggestions

Single Deal View

When you click on a deal in the table, you will see the detailed analysis for that deal including:

• AI health score and forecast category
• Deal timeline with engagement history
• AI-generated suggestions for next steps
• Meeting transcripts (if available)

×

Getting Started

1. Set up your filters: Create and save filter presets for your common use cases
2. Customize your view: Add the columns that matter most to your process
3. Review with AI insights: Use the expanded view to understand deal dynamics

Next Steps

• Predict Sales with AI Forecast: Boost forecasting with predictive analytics.
• Reveal Key Trends: Automatically uncover positive and negative trends happening in your sales pipeline.
• Activity Dashboard: See a detailed view of all your sales engagements across your sales team.
• Read more on our website: Learn more about AI deal scoring.