# Data Parrot - Full Content Index Data Parrot is an AI revenue intelligence platform that learns how your company sells and shows revenue leaders which deals will close, which customers need attention, and why deals are won or lost. --- ## Main Website Pages ### Data Parrot URL: https://dataparrot.ai/ Markdown: https://dataparrot.ai/md/home Last updated: 2026-09-23 AI revenue intelligence for deal health, pipeline movement, sales forecasting, and customer signal. #### Summary Data Parrot helps revenue teams understand deal health, pipeline movement, sales forecasting, customer health, win-loss patterns, and revenue signals from CRM activity. The platform is built for teams that need objective deal evidence, better forecast context, and less manual reporting work. #### Core product surfaces - [Deal Health](https://dataparrot.ai/product/deal-health) - Score every deal from what is actually happening in the CRM, not from rep optimism or stale fields. - [Sales Forecasting](https://dataparrot.ai/product/sales-forecasting) - Build a forecast from real pipeline behavior, risk signals, and movement instead of spreadsheet guesswork. - [Sales Activity](https://dataparrot.ai/product/sales-activity) - Track meetings, calls, emails, deals, and leads in one dashboard instead of pulling separate CRM activity reports. - [Pipeline Inspection](https://dataparrot.ai/product/pipeline-inspection) - Track what changed in pipeline value, stage velocity, and deal momentum without building fragile custom reports. - [Customer Health](https://dataparrot.ai/product/customer-health) - Extend the same decision-ready signal into renewals, expansion, and customer risk. - [Win-Loss](https://dataparrot.ai/product/win-loss) - Analyze won and lost HubSpot deals to find the signals that drive success or failure in the sales process. - [Research Trends](https://dataparrot.ai/product/research-trends) - See the themes customers repeat across deals so your team can act on praise, friction, and requests without combing through every conversation. - [Briefs & Alerts](https://dataparrot.ai/product/briefs) - Generate executive-ready briefs and deliver high-signal sales updates by email and Slack. #### Core links - [Pricing](https://dataparrot.ai/pricing) - [Integrations](https://dataparrot.ai/integrations) - [Answers](https://dataparrot.ai/answers) - [Docs](https://dataparrot.ai/docs) - [Blog](https://dataparrot.ai/blog) ### About Data Parrot URL: https://dataparrot.ai/about Markdown: https://dataparrot.ai/md/about Last updated: 2026-09-23 Data Parrot is an AI revenue intelligence platform that learns how your company sells and shows revenue leaders which deals will close, which customers need attention, and why deals are won or lost. #### What Data Parrot does - [Deal Health](https://dataparrot.ai/product/deal-health) - Scores every open deal on health, status, purchase intent, and close-date confidence. Each score comes with the reasoning and the deal activity behind it. - [Sales Forecasting](https://dataparrot.ai/product/sales-forecasting) - Breaks your forecast down by deal health, with conservative, most likely, and optimistic scenarios. Click any total to see the deals behind it. - [Pipeline Inspection](https://dataparrot.ai/product/pipeline-inspection) - Shows whether pipeline grew or shrank over any period, what caused each change, and which deals drove it. Pipeline Time Machine compares historical snapshots. - [Sales Activity](https://dataparrot.ai/product/sales-activity) - Puts calls, meetings, emails, deals, and leads for your whole team on one dashboard. Change the date, owner, team, or pipeline filter and every widget updates. - [Customer Health](https://dataparrot.ai/product/customer-health) - Scores every customer account, flags renewal risk and expansion opportunities, and explains each score in a written headline. - [Win-Loss](https://dataparrot.ai/product/win-loss) - Reviews your closed deals and ranks the reasons behind wins and losses by deal count and revenue impact. It updates as deals close. - [Research Trends](https://dataparrot.ai/product/research-trends) - Finds the recurring themes across your pipeline: what buyers like, what keeps stalling deals, and what customers keep asking for. - [Briefs & Alerts](https://dataparrot.ai/product/briefs) - Sends daily and weekly briefs by email and Slack with at-risk deals, wins, losses, and team activity, personalized by pipeline, owner, and stage. #### What makes Data Parrot different - Set up by AI, not by your team: Connect HubSpot and Data Parrot learns your pipelines, stages, and customers from the data already there. You don't build reports or pay a setup fee to get started. - Scores come from what customers actually did: Data Parrot scores each deal from customer activity and how the deal has moved through your pipeline. When a buyer goes quiet, Data Parrot marks the deal as stuck, even if the CRM stage still looks fine. - Every score shows its reasoning: Deal and customer scores come with a written explanation and the activity behind them. You can check the evidence before you bring a deal up in a forecast call. - Covers new business and existing customers: Data Parrot scores open deals, builds the forecast, explains closed deals, and tracks the health of your existing customers. Leadership reviews new business and renewals in the same app. - Shows up in HubSpot, Slack, email, Claude, and ChatGPT: Scores appear on HubSpot deal records, briefs go out by email and Slack, and your team can ask Claude or ChatGPT about your pipeline through the Data Parrot MCP server. - Published pricing, monthly or yearly: Every plan's price is on the pricing page. Starter is free for up to 5 users, and you can pay for Pro and Max monthly or yearly. #### Who uses Data Parrot - SMB and mid-market B2B companies that run sales in HubSpot - CEOs and founders who want to know which deals will close without reviewing each one themselves - VP Sales and CROs who own the forecast and present it to the board - Sales managers running pipeline reviews and deal coaching - RevOps leaders who want to spend less time building reports - Private equity operating partners tracking pipeline across portfolio companies #### Why I started Data Parrot I've spent my whole career around CRM. I started as a developer at a CRM software company, and over the next decade I also sold it, implemented it, and trained thousands of people to use it. Almost every company I worked with bought a CRM for the same reason. Leadership wanted to know what was really happening in the pipeline. The data went in, and the answers still didn't come out. I watched VP Sales dig through the CRM, reread email threads, and replay calls on their biggest deals because the reports couldn't tell them which deals were real. Later I led growth and revenue operations at high-growth startups, and building those answers became my job. I also consulted for and supported a lot of businesses stuck on the same problem. The analysis was always built by hand, and every new company meant building it again. I always wanted software to do that work, but the technology couldn't understand a deal the way a good sales leader does. It could count emails. It couldn't tell that a friendly email from a customer was really a warning. Large language models changed that. For the first time, software could reason about a deal: who was engaged, what the buyer had actually agreed to, and what was missing. That's when I started Data Parrot. A revenue leader shouldn't need to know the right question to ask, or wait for someone to build the report. Data Parrot should tell them what matters before they ask. Chris Hamoen, Co-founder & CEO #### The team behind Data Parrot Data Parrot is based in Austin, Texas. - Chris Hamoen, Co-founder & CEO: Chris studied computer science at the University of Waterloo and spent 15 years in the CRM industry across software development, product management, sales, and implementation. He then spent a decade leading growth, revenue operations, and sales at startups from seed to Series B. - Rob Franz, Co-founder: Rob has more than 20 years of experience designing integrations and data solutions at observability and networking companies, including Cribl, BigPanda, ThousandEyes (now part of Cisco), and Sandvine. He joined Data Parrot as founding engineer in 2024. #### How Data Parrot works - Connect HubSpot. Data Parrot learns your pipelines, stages, and customers from the data already in your CRM and connected tools. - Daily and weekly briefs arrive by email and Slack with the deals, pipeline changes, and team activity that need attention. - Data Parrot writes scores and forecasts back to HubSpot as custom AI properties, and its HubSpot UI extension shows them on the deal record. - Your team can ask revenue questions in Claude or ChatGPT through the Data Parrot MCP server on Pro and Max plans. - Help docs and support are at dataparrot.ai/docs. Enterprise plans add white-glove onboarding and quarterly strategy reviews. #### Data Parrot key facts - Company name: Data Parrot (Data Parrot, Inc.) - Type: AI revenue intelligence platform - Founded: 2023 - Co-founders: Chris Hamoen (Co-founder & CEO), Rob Franz (Co-founder) - Headquarters: Austin, Texas - Website: https://dataparrot.ai - Core offering: Deal Health, Sales Forecasting, Pipeline Inspection, Sales Activity, Customer Health, Win-Loss, Research Trends, Briefs & Alerts - Best fit: SMB and mid-market B2B revenue teams using HubSpot - CRM support: HubSpot (available now), Salesforce (coming soon) - Integrations: HubSpot, Slack, Fathom, Zoom, and Aircall - Where results appear: Data Parrot web app, HubSpot deal records and AI properties, email and Slack briefs, and Claude or ChatGPT through the Data Parrot MCP server - Pricing: Starter: $0 (5 free users); Pro: $96/month plus $21 per user/month billed yearly, or $120/month plus $26 per user/month billed monthly; Max: $200/month plus $21 per user/month billed yearly, or $250/month plus $26 per user/month billed monthly; Enterprise: custom pricing, annual billing only - Contract terms: Monthly or yearly billing for Pro and Max. Annual billing for Enterprise. - Programs and partners: HubSpot App Partner, Microsoft for Startups, Google for Startups, LAUNCH Accelerator, Fission - Notable customers: PatientIQ, Teesnap, TRG Arts, Teleo Capital - Commonly compared with: HubSpot's built-in forecasting and reports, spreadsheets, Gong, Clari, Forecastio - Social: LinkedIn, X #### Frequently asked questions about Data Parrot - What is Data Parrot? Data Parrot is an AI revenue intelligence platform that learns how your company sells and shows revenue leaders which deals will close, which customers need attention, and why deals are won or lost. It connects to HubSpot today, with Salesforce support coming soon. - Who founded Data Parrot? Data Parrot's co-founders are Chris Hamoen (CEO) and Rob Franz. Chris started the company in 2023, and Data Parrot is based in Austin, Texas. - Does Data Parrot replace HubSpot? No. HubSpot stays your CRM and system of record. Data Parrot analyzes your HubSpot data and writes its scores back to HubSpot as custom AI properties. - Which CRMs does Data Parrot support? Data Parrot supports HubSpot today. Salesforce support is coming soon. - How much does Data Parrot cost? Starter: $0 (5 free users). Pro: $96/month plus $21 per user/month billed yearly, or $120/month plus $26 per user/month billed monthly. Max: $200/month plus $21 per user/month billed yearly, or $250/month plus $26 per user/month billed monthly. Enterprise: custom pricing, annual billing only. - What does RevOps need to set up? Connect HubSpot. Data Parrot learns your pipelines, stages, and customers from the data already there, so RevOps doesn't build reports or maintain scoring rules to get started. ### Partners URL: https://dataparrot.ai/partners Markdown: https://dataparrot.ai/md/partners Last updated: 2026-07-02 Data Parrot works with technology partners and startup ecosystems that support AI-native revenue teams. #### Data Parrot Partner Program Our partner ecosystem helps Data Parrot connect with the tools, platforms, and operators revenue teams already trust. We work with CRM, startup, and go-to-market partners that help teams adopt AI-native revenue intelligence. #### Partner pages - [HubSpot](https://dataparrot.ai/partners/hubspot) - Leading CRM platform providing software and support to help businesses grow better. - [Microsoft](https://dataparrot.ai/partners/microsoft) - Digital ecosystem providing free access to technology, coaching, and support for founders. - [LAUNCH](https://dataparrot.ai/partners/launch) - Supporting founders & inspiring innovation by backing builders through investments and resources. - [Fission](https://dataparrot.ai/partners/fission) - HubSpot Platinum Partner helping businesses maximize their HubSpot investment. - [Google for Startups](https://dataparrot.ai/partners/google-for-startups) - Google for Startups helps startups grow faster by providing access to Google's resources and tools. #### Ready to Partner with Data Parrot? Partner with Data Parrot to help revenue teams understand deal risk, forecast context, and customer signals with AI agents. - [Contact Data Parrot](https://dataparrot.ai/contact#send-us-a-message) ### Contact Data Parrot URL: https://dataparrot.ai/contact Markdown: https://dataparrot.ai/md/contact Last updated: 2026-04-13 Get in touch with Data Parrot about demos, support, partnerships, and product questions. #### Contact options - Schedule a demo to see Data Parrot in action. - Email the team at hello@dataparrot.ai for support, product, partnership, press, career, or other questions. - Use the website contact form for sales, support, partnerships, careers, press, or other inquiries. ### Sales Forecasting and Deal Health | Sign Up for Data Parrot URL: https://dataparrot.ai/signup Markdown: https://dataparrot.ai/md/signup Last updated: 2026-09-23 Create a Data Parrot account for AI sales forecasting, deal health, pipeline analysis, and customer health from HubSpot data. No setup or configuration. #### Know what's really happening in sales. Data Parrot reviews your deals, customer activity, and pipeline history so you can see whether the sales forecast matches what buyers are actually doing. Create your account and Data Parrot's AI handles the rest, with no setup or configuration. #### Primary action By signing up, you agree to Data Parrot's Terms of Service and Privacy Policy. - [Sign Up](https://app.dataparrot.ai/) - Create or access your account through the Data Parrot app. #### Customer quote "We use Data Parrot reports, not HubSpot reports, in what we send to our board." Stephen Skrypec, Chief Operating Officer, TRG Arts. #### Featured customer logos - PatientIQ - Teleo Capital - Teesnap - Rand McNally #### Legal links - [Terms of Service](https://dataparrot.ai/terms-of-use) - [Privacy Policy](https://dataparrot.ai/privacy-policy) ### Privacy Policy URL: https://dataparrot.ai/privacy-policy Markdown: https://dataparrot.ai/md/privacy-policy Last updated: 2026-09-04 How Data Parrot collects, uses, and protects information. #### Introduction Last updated: April 27, 2026. This Privacy Notice ("Policy") describes the information that Data Parrot gathers on or through the Service, how Data Parrot uses and discloses such information, and the steps Data Parrot takes to protect such information. This Policy is incorporated into, and is subject to, the Data Parrot Terms of Use. Capitalized terms used but not defined in this Policy have the meaning given to them in the Data Parrot Terms of Use. #### 1. Definitions "Client" means a customer of Data Parrot. "Client Data" means personal data, reports, addresses, and other files, folders or documents in electronic form that a User of the Service stores within the Service. "Personal Data" means any information relating to an identified or identifiable natural person. "Public Area" means the area of the Site that can be accessed both by Users and Visitors, without needing to log in. "Restricted Area" means the area of the Site that can be accessed only by Users, and where access requires logging in. "User" means an employee, agent, or representative of a Client, who primarily uses the restricted areas of the Site for the purpose of accessing the Service in such capacity. "Visitor" means an individual other than a User, who uses the public area, but has no access to the restricted areas of the Site or Service. #### 2. Roles & Responsibilities Data Parrot is the controller of your Personal Data, as described in this Privacy Notice, unless otherwise stated. Please note that this Privacy Notice does not apply to the extent that we process Personal Data in the role of a processor (or a comparable role such as a “service provider” in certain jurisdictions) on behalf of our Clients, including where we offer to our Clients various cloud products and services, through which our Clients (and/or their affiliates) connect their own websites and applications to our hosted platform, sell or offer their own products and services, send electronic communications to other individuals, or otherwise collect, use, share or process Personal Data via our cloud products and services. In such cases, Data Parrot does not own, control or direct the use of any of the Client Data stored or processed by a Client or User via the Service. Only the Client or Users are entitled to access, retrieve and direct the use of such Client Data. The Client or the User is the data controller under the Regulation for any Client Data containing Personal Data. For detailed privacy information applicable to situations where a Data Parrot Client (and/or a Client affiliate) who uses Data Parrot's cloud products and services is the controller, please reach out to the respective Client directly. We are not responsible for the privacy or data security practices of our Clients, which may differ from those set forth in this Privacy Notice. If not stated otherwise either in this Privacy Notice or in a separate disclosure, we process such Personal Data in the role of a processor or service provider on behalf of a Client (and/or its affiliates), who is the responsible controller of the applicable Personal Data. If your Personal Data has been submitted to us by or on behalf of a Data Parrot Client and you wish to exercise any rights you may have under applicable data protection laws, please inquire with the applicable Client directly. Data Parrot is largely unaware of what Client Data is actually being stored or made available by a Client or User to the Service and does not directly access such Client Data except as authorized by the Client, or as necessary to provide Services to the Client and its Users. Except as provided in this Privacy Notice, Data Parrot does not independently cause Client Data containing Personal Data stored in connection with the Services to be transferred or otherwise made available to third parties, except to third party subprocessors who may process such data on behalf of Data Parrot in connection with Data Parrot's provision of Services to Clients. Data Parrot is not responsible for the content of the Personal Data contained in the Client Data or other information stored on its servers (or its subprocessors’ servers) at the discretion of the Client or User nor is Data Parrot responsible for the manner in which the Client or User collects, handles disclosure, distributes or otherwise processes such information. #### 3. The Information We Collect We collect different types of information from or through the Service. #### 3.1 Information you provide directly to Data Parrot Account signup: When you sign up for an account to access one or more of our services, we ask for information like your name, contact number, email address, company name and country to complete the account signup process. You may also provide us with more information such as your photo, time zone and language, but we don’t require that information to sign up for an account. Event registrations and other form submissions: We record information that you submit when you (i) register for any event, including webinars or seminars, (ii) subscribe to our newsletter or any other mailing list, (iii) submit a form in order to download any product, whitepaper, or other materials, (iv) participate in contests or respond to surveys, or (v) submit a form to request customer support, or to contact Data Parrot for any other purpose. Payment processing: When you buy something from us, we or our payment processor may collect your name, billing contact information, and payment account information needed to process the transaction. We do not store full credit card numbers. Payment information is processed and stored by our payment processor in accordance with that provider's security and privacy terms. Testimonials: When you authorize us to post testimonials about our products and services on websites, we may include your name and other personal information in the testimonial. You will be given an opportunity to review and approve the testimonial before we post it. If you wish to update or delete your testimonial, you can contact us at info@dataparrot.ai. Interactions with Data Parrot: We may record, analyze and use your interactions with us, including email, telephone, and chat conversations with our sales and customer support professionals, for improving our interactions with you and other customers #### 3.2 Information Collected by Clients A Client or User may store or upload Client Data into the Service. Data Parrot has no direct relationship with the individuals whose Personal Data it hosts as part of Client Data. Each Client is responsible for providing notice to its customers and third persons concerning the purpose for which Client collects their Personal Data and how this Personal Data is processed in or through the Service as part of Client Data. #### 3.3 Automatically Collected Information Information from browsers, devices and servers: When you visit our websites, we collect information that web browsers, mobile devices and servers make available, such as the internet protocol address, browser type, language preference, time zone, referring URL, date and time of access, operating system, mobile device manufacturer and mobile network information. We include these in our log files to understand more about visitors to our websites. Information from cookies and website tracking technologies: We use cookies, beacons, tags, scripts, pixels, and similar technologies to identify visitors, remember preferences, measure traffic and engagement, understand how our websites are used, improve our products and marketing, and support advertising, retargeting, custom audiences, lookalike audiences, and similar marketing activities. Some of these technologies are set by us and some are set by our service providers or advertising partners. Information from application logs, product analytics, diagnostics, error monitoring, and session replay tools: We collect information about your use of our products and services to operate, secure, support, maintain, and improve the Service. This information may include clicks, scrolls, features accessed, access time and frequency, errors generated, performance data, storage utilized, user settings and configurations, and devices used to access the Service and their approximate locations. These tools are not used for cross-context behavioral advertising. #### 3.4 Information that we collect from third parties Product sign-in and connected accounts: Data Parrot uses an authentication provider to manage product sign-in. You may sign in with Google, Microsoft, or an email address and password. Those identity providers and our authentication provider may share information needed to authenticate your identity and maintain your account, such as your name, email address, and profile information. HubSpot is a separately connected integration and may share CRM account information after you authorize access. You should review the relevant providers' terms of use and privacy policies before authorizing access. Referrals: If someone has referred any of our products or services to you through any of our referral programs, that person may have provided us your name, email address and other personal information. You may contact us at privacy@dataparrot.ai to request that we remove your information from our database. If you provide us information about another person, or if another person gives us your information, we will only use that information for the specific reason for which it was provided to us. Information from our reselling partners and service providers: If you contact any of our reselling partners, or otherwise express interest in any of our products or services to them, the reselling partner may pass your name, email address, company name and other information to Data Parrot. If you register for or attend an event that is sponsored by Data Parrot, the event organizer may share your information with us. Data Parrot may also receive information about you from review sites if you comment on any review of our products and services, and from other third-party service providers that we engage for marketing our products and services. Information we collect and process when you integrate the Service with third parties: You may connect third party integrations to your Data Parrot account, which may ask for certain permissions to access data or send information to or from your Data Parrot account. It is your responsibility to review any third party integrations you authorize. We may collect information about what types of integrations you use in your Data Parrot account. Any permission(s) granted by you, grants these third parties access to your data, which may include (but is not limited to) granting third party applications access to view, store, and modify your Data Parrot account data. We are not responsible for the practices of third party integrations, so please carefully review the permissions you grant to third party applications. Information from social media sites and other publicly available sources: When you provide feedback or reviews about our products, interact, or engage with us on marketplaces, review sites or social media sites such as Facebook, Twitter, LinkedIn and Instagram through posts, comments, questions and other interactions, we may collect such publicly available information, including profile information, to allow us to connect with you, improve our products, better understand user reactions and issues, or to reproduce and publish your feedback on our websites. We must tell you that once collected, this information may remain with us even if you delete it from these sites. Data Parrot may also add and update information about you, from other publicly available sources. #### 4. How We Use the Information We Collect We use the information that we collect in a variety of ways in providing the Service and operating our business, including the following: #### 4.1 Operations We use the information – other than Client Data - to operate, maintain, enhance and provide all features of the Service. To set up and maintain your account, and to do all other things required for providing our services, such as enabling collaboration, providing website and email hosting, and backing up and restoring your data To provide customer support, and to analyze and improve our interactions with customers To detect and prevent fraudulent transactions and other illegal activities, to report spam, and to protect the rights and interests of Data Parrot, Data Parrot's users, third parties and the public We process Client Data solely in accordance with the directions provided by the applicable Client or User. #### 4.2 Improvements We use the information: To understand how users use our products and services, to monitor and prevent problems, and to improve our products and services using automatically collected, aggregated, or de-identified usage and performance information; To analyze trends, administer our websites, and track visitor navigations on our websites to understand what visitors are looking for and to better help them; Should this purpose require Data Parrot to process Client Data, then the data will only be used in anonymized or aggregated form. #### 4.3 Communications In addition to the purposes mentioned above, we may use your information for the following purposes: To communicate with you (such as through email) about products and materials that you have downloaded and services that you have signed up for, changes to this Privacy Notice, changes to the Terms of Service, or important notices; To keep you posted on new products and services, upcoming events, offers, promotions and other information that we think will be of interest to you; To ask you to participate in surveys, or to solicit feedback on our products and services; #### 4.4 Analytics To update, expand and analyze our records, identify new customers, and provide products and services that may be of interest to you; To monitor and improve marketing campaigns and make suggestions relevant to the user. #### 4.5 Legal Bases for Processing Personal Data (for United Kingdom and European Economic Area and other relevant jurisdictions) If you are an individual in the United Kingdom, the European Economic Area (EEA), or of another relevant jurisdiction, we collect and process information about you only where we have a legal basis or bases for doing so under applicable laws. The legal bases depend on the products and services that your organization has purchased from Data Parrot, how such products and services are used, and how you choose to interact and communicate with Data Parrot's websites, systems, and whether you attend Data Parrot events. This means we collect and use your Personal Data only where: We need it to operate and provide you with our products and services, provide customer support and personalized features, and to protect the safety and security of our products and services; It satisfies a legitimate interest of Data Parrot's (which is not overridden by your data protection interests and rights), such as for research and development, to provide information to you about our products and services that we believe you and your organization may find useful, and to protect our legal rights and interests; You give us consent to do so for a specific purpose; or We need to comply with a legal obligation. Where we rely on legitimate interests to process your Personal Data, you can object to that processing as described below under "Your Choices." In response to your objection, we will stop processing your information for the relevant purposes unless we have compelling grounds in the circumstances or the processing is necessary in the context of legal claims. Data Parrot may also process other information that constitutes your Personal Data for direct marketing purposes and you have a right to object to Data Parrot's use of your Personal Data for this purpose at any time. #### 4.6 AI and Model Training We may use artificial intelligence, machine learning, and similar technologies to operate, support, and improve the product features we provide to you. We do not use Client Data, connected customer data, or personal data collected through the Service to train generalized AI or machine learning models. Where we use third-party AI or model providers to help deliver product functionality, we require those providers to handle data in accordance with our contractual restrictions and applicable law. #### 4.7 Additional Limits on Connected Account Data If you authorize Data Parrot to access data from a connected account or integration, we use that data only to provide, secure, support, and improve the features you enable. For example, if you connect HubSpot, we use authorized HubSpot data to synchronize, analyze, display, and act on CRM and related business information within the Service. We do not sell connected account data, use it for advertising, or use it to train generalized artificial intelligence or machine learning models. We restrict personnel access to connected account data to authorized Data Parrot personnel with a business need to provide, support, secure, maintain, troubleshoot, or improve the Service for the customer; investigate security, abuse, or service issues; comply with law; or follow customer instructions. Personnel with access to such data are subject to confidentiality obligations and access controls. #### 5. To Whom We Disclose Information Except as described in this Notice, we will not intentionally disclose the Personal Data or Client Data that we collect or store on the Service to third parties without the consent of the applicable Visitor, User or Client. We may disclose information to third parties if you consent to us doing so, as well as in the following circumstances: #### 5.1 Unrestricted Information Any information that you voluntarily choose to submit for public display on our websites or through the Service, such as a testimonial or other content you ask us to publish, may be available to any Visitor or User who has access to that content. #### 5.2 Other Users in Your Company Account Certain information about your use of the Data Parrot Services is available to the administrator(s) of your Data Parrot Account and, depending on the settings chosen by the Users of the Account, also to other Users for the purposes of providing the Data Parrot Services. #### 5.3 Service Providers We work with third party service providers who provide website, application development, hosting, maintenance, security and fraud detection, and other services for us. These third parties may have access to, or process Personal Data or Client Data as part of providing those services for us. We limit the information provided to these service providers to that which is reasonably necessary for them to perform their functions, and our contracts with them require them to maintain the confidentiality of such information. #### 5.4 Public Content and Submitted Materials We make available blogs, resource materials, and other public-facing website content. If you submit content for public display, such as a testimonial, review, or other material you ask us to publish, that information may be publicly available and may be read, collected, and processed by others who visit our websites. We urge you to consider the sensitivity of any information you choose to make public. If you want us to update or remove content that you submitted for publication, you may contact us as described in Section 10 "Your Choices." #### 5.5 Social Media Data Parrot's websites may use social media features, such as the Facebook "like" button, LinkedIn and Twitter sharing features, and other similar widgets ("Social Media Features"). You may be given the option by such Social Media Features to post information about your activities on a website to a profile page of yours that is provided by a third- party social media network in order to share content with others within your network. Social Media Features are either hosted by the respective social media network, or hosted directly on our websites. To the extent the Social Media Features are hosted by the respective social media networks and you click through to these from our website, the latter may receive information showing that you have visited our website. If you are logged in to your social media account, it is possible that the respective social media network can link your visit to our websites with your social media profile. Your interactions with Social Media Features are governed by the privacy policies (and any other applicable terms) of the respective companies that provide the relevant Social Media Features. #### 5.6 Advertising and Marketing We may work with advertising partners and service providers to measure campaigns, build custom audiences, create lookalike audiences, retarget visitors, and deliver or optimize advertising on our behalf. These technologies are used for Data Parrot's marketing website, marketing emails, and advertising activities. We do not use Customer Data, connected account data, CRM records, meeting transcripts, or Service content for advertising, retargeting, custom audiences, or lookalike audiences. However, under some privacy laws, certain disclosures of personal information to advertising partners for cross-context behavioral advertising may be considered "sharing" or a "sale" even when no money changes hands. #### 5.7 Partners We may share data with trusted Data Parrot partners to contact you based on your request to receive such communications, help us perform statistical analysis, provide sales support, or provide customer support. Partners are prohibited from using your Personal Data except for these purposes, and they are required to maintain the confidentiality of your data. We partner with trusted third parties to provide content that we think may be relevant to you. When you engage with these partners, we will tell you who we are sharing data with and provide a link to the partner’s privacy policy so you can learn how to opt out of the partner’s communications. These partners are required to adhere to our privacy and data protection policies. #### 5.8 Non Personally Identifiable Information We may make certain automatically-collected, aggregated, or otherwise non-personally-identifiable information available to third parties for various purposes, including (i) compliance with various reporting obligations; (ii) for business or marketing purposes; or (iii) to assist such parties in understanding our Clients', Users' and Visitors' interests, habits, and usage patterns for certain programs, content, services, and/or functionality available through the Service, all of the foregoing being subject to additional limits on use of your data as stated in this Privacy Notice. #### 5.9 Law Enforcement, Legal Process and Compliance We may disclose Personal Data or other information if required to do so by law or in the good-faith belief that such action is necessary to comply with applicable laws, in response to a facially valid court order, judicial or other government subpoena or warrant, or to otherwise cooperate with law enforcement or other governmental agencies. We also reserve the right to disclose Personal Data or other information that we believe, in good faith, is appropriate or necessary to (i) take precautions against liability, (ii) protect ourselves or others from fraudulent, abusive, or unlawful uses or activity, (iii) investigate and defend ourselves against any third-party claims or allegations, (iv) protect the security or integrity of the Service and any facilities or equipment used to make the Service available, or (v) protect our property or other legal rights, enforce our contracts, or protect the rights, property, or safety of others. #### 5.10 Change of Ownership Information about Users and Visitors, including Personal Data, may be disclosed and otherwise transferred to an acquirer, successor or assignee as part of any merger, acquisition, debt financing, sale of assets, or similar transaction, as well as in the event of an insolvency, bankruptcy, or receivership in which information is transferred to one or more third parties as one of our business assets and only if the recipient of the User or Visitor Data commits to a Privacy Policy that has terms substantially consistent with this Privacy Notice. Client Data may be physically or electronically transferred to an acquirer, or successor or assignee as part of any merger, acquisition, debt financing, sale of assets, or similar transaction, as well as in the event of an insolvency, bankruptcy, or receivership in which information is transferred to one or more third parties as one of our business assets, for the sole purpose of continuing the operation of the Service, and only if the recipient of the Client Data commits to a Privacy Policy that has terms substantially consistent with this Privacy Notice. #### 6. Data Security At Data Parrot, we take data security very seriously. We have taken steps to implement appropriate administrative, technical, and organizational safeguards designed to prevent unauthorized access, use, modification, disclosure, or destruction of the information you entrust to us. However, no security system is perfect, and due to the inherent nature of the Internet, we cannot guarantee that data, including Personal Data, is absolutely safe from intrusion or other unauthorized access by others. You are responsible for protecting your password(s) and other authentication factors, as well as maintaining the security of your devices. If you believe your Personal Data has been compromised or need to report a security concern, please contact security@dataparrot.ai. If we learn of a security systems breach, we will inform affected parties and authorities as required by applicable law. #### 7. International Data Transfers Data Parrot may transfer your Personal Data to countries other than the one in which you live, including transfers to the United States. Where required by applicable law, we use appropriate safeguards for international transfers of Personal Data, which may include standard contractual clauses, adequacy decisions, data privacy frameworks, or other lawful transfer mechanisms. #### 8. Minors and Children's Privacy Protecting the privacy of young children is especially important. Our Service is not directed nor intended to children under the age of 18, and we do not knowingly collect Personal Data from children under the age of 18. If you are under 18 years of age, then please do not use or access the Service at any time or in any manner. If we learn that Personal Data has been collected on the Service from persons under 18 years of age and without verifiable parental consent, then we will take the appropriate steps to delete this information. If you are a parent or guardian and discover that your child under 18 years of age has obtained an Account on the Service, then you may alert us at privacy@dataparrot.ai and request that we delete that child's Personal Data from our systems. #### 9. Data Retention We retain Personal Data for a period of time that is consistent with the original purpose of the data collection, or as necessary to comply with legal obligations, resolve disputes, enforce our agreements, maintain security, prevent fraud or abuse, or meet tax, accounting, or compliance requirements. Upon verified customer request or termination of the Service, Data Parrot deletes Customer Data from active production systems within 30 days, unless retention is required for legal, security, fraud-prevention, dispute-resolution, tax, accounting, or compliance purposes. Production database backups expire on a rolling basis according to our managed database backup schedule, currently within 7 days. Logs, records, and retained information kept for security, fraud prevention, legal, dispute-resolution, or compliance purposes remain protected and are not used for advertising, generalized AI or machine learning model training, or unrelated product purposes. #### 10. Your Choices #### 10.1 Your rights with respect to information we hold about you as a controller Right to access – you have the right to know which data we hold about you (if any). Right to data rectification – you have the right to require corrections to your Personal Data in case they are inaccurate or incomplete. Right to data deletion – you have the right under certain conditions to request the deletion of your Personal Data including in situations where the processing of your Personal Data is no longer necessary for the purposes for which it was collected, or if the processing of your Personal Data was based on your consent and you wish to withdraw your consent, and there are no other grounds for processing your Personal Data. Right to restriction of processing – You may also have the right to request to restrict the use of your information in certain circumstances, such as when you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it. Right to data portability – You have the right to transfer your information to a third party in a structured, commonly used and machine-readable format, in circumstances where the information is processed with your consent or by automated means. Right to object – You have the right to object to the use of your information in certain circumstances, such as the use of your personal information for direct marketing. Right to complain – You have the right to complain to the appropriate supervisory authority if you have any grievance against the way we collect, use or share your information. This right may not be available to you if there is no supervisory authority dealing with data protection in your country. We respect your privacy rights and provide you with reasonable access to the Personal Data that you may have provided through your use of the Services. If you wish to access or amend any other Personal Data we hold about you, or to request that we delete or transfer any information about you that we have obtained from an Integrated Service, you may contact us as set forth in the “How to Contact Us” section. At your request, we will have any reference to you deleted or blocked in our database. Additionally, You may update, correct, or delete your Account information and preferences at any time by accessing your Account settings page on the Service. Please note that while any changes you make will be reflected in active user databases instantly or within a reasonable period of time, we may retain limited information for backup expiration, security, fraud and abuse prevention, analytics, satisfaction of legal obligations, or where we otherwise reasonably believe that we have a legitimate reason to do so. You may decline to share certain Personal Data with us, in which case we may not be able to provide to you some of the features and functionality of the Service. Optional information: You can choose not to provide optional profile information such as your photo. You can also delete or change your optional profile information. You can always choose not to fill in non-mandatory fields when you submit any form linked to our websites. At any time, you may object to the processing of your Personal Data, on legitimate grounds, except if otherwise permitted by applicable law. If you believe your right to privacy granted by applicable data protection laws has been infringed upon, please contact us at privacy@dataparrot.ai . #### 10.2 Navigation Information You may manage non-essential cookies and similar tracking technologies on our marketing website through the Cookie Settings link in the website footer. Depending on your browser and region, we may also honor Global Privacy Control signals for certain website tracking choices. You can also use browser controls to disable or delete cookies. If you disable cookies, some features of the website or Service may not function properly. #### 10.3 Opting out from Commercial Communications You may opt out of receiving newsletters and other non-essential messages by using the 'unsubscribe' function included in all such messages or by sending an email to privacy@dataparrot.ai . Please note that you will continue to receive essential notices and emails such as account notification emails (password change, renewal reminders, etc.), security incident alerts, security and privacy update notifications, and essential transactional and payment related emails. Users may also be able to view and modify notification and communication settings from the applicable settings areas within the Service, such as Personal Settings. #### 10.4 Information processed on Data Parrot Client’s behalf Data Parrot has no direct relationship with the Client’s customers or third party whose Personal Data it may process on behalf of a Client. An individual who seeks access, or who seeks to correct, amend, delete inaccurate data or withdraw consent for further contact should direct his or her query to the Client or User they deal with directly. Data Parrot Clients can delete, amend or block access to any Personal Data inside Data Parrot application, or by contacting Data Parrot Support. #### 11. Your California Privacy Rights Under the California Consumer Privacy Act of 2018 (“CCPA”), California residents have certain rights to understand and request that we disclose details about how we handle your Personal Data. To learn more about how we collect, use, disclose, and share your Personal Data, please see below. #### 11.1 Categories of Personal Data Collected In the preceding 12 months, we have collected the following categories of Personal Data about California consumers. We may collect this Personal Data directly from you, from third parties, and from your interactions with us. For additional details about the Personal Data that we collect and the sources from which we collect this Personal Data, please review Section 3 above. The Personal Data categories are: Identifiers, such as name, email address, address, and phone number; Commercial information, such as records of products or services purchased and other transactional data; Internet or other network or device activity details, such as technical data about your use of our website, products and services; Geolocation data, such as your approximate location based on IP address; Financial information, such as Payment Information or financial account numbers in the process of providing you with a subscription. Other Personal Information, in instances when you interact with us online, by phone or mail in the context of receiving help through our help desks or other support channels; participation in customer surveys or contests; or in providing the Service. Inferences drawn from any of the above information. We may retain this Personal Data for as long as is needed for the purpose(s) for which it was collected and no longer than is relevant and reasonably necessary. Our retention periods vary based on business, legal and regulatory needs. #### 11.2 Your Rights We may collect all of the above categories of Personal Data to run our business and carry out our day-to-day activities, as described above in Section 4. We have disclosed each of these categories of Personal Data with our service providers for various business purposes, as described above in Section 5, in the preceding 12 months. #### 11.3 Categories of Personal Data We May Disclose for Cross-Context Behavioral Advertising We do not sell customer data. We may, however, disclose some of the categories of Personal Data described above to advertising partners in connection with cookies, pixels, custom audiences, lookalike audiences, retargeting, campaign measurement, and other cross-context behavioral advertising activities related to our own marketing website, marketing emails, and advertising activities. We do not use Customer Data, connected account data, CRM records, meeting transcripts, or Service content for these activities. Under the CCPA, this type of disclosure may be considered "sharing" or a "sale" even when no money changes hands. Data Parrot does not have actual knowledge that it sells or shares the Personal Data of consumers under 16 years of age. #### 11.4 Your Rights The CCPA gives you certain rights regarding the Personal Data we collect about you: Right to Know About Personal Data Collected, Disclosed, or Sold. You have the right to request to know what Personal Data we collect, use, disclose, share and sell about you. Right to Request Deletion of Personal Data. You have the right to request the deletion of your Personal Data collected or maintained by us as a business. Right to Opt-Out of the Sale or Sharing of Personal Data. You have the right to opt-out of certain disclosures of your Personal Data for cross-context behavioral advertising. While we do not sell customer data, some disclosures to advertising partners may be considered a “sale” or “sharing” under the CCPA. Right to Limit the Use and Disclosure of Sensitive Personal Data. In some instances, we may use or disclose your Sensitive Personal Data for the legitimate business purposes as outlined under the CCPA, and for any other purposes as set forth in Section 4, above. Right to Correct Inaccurate Personal Data. You have the right to request the correction of your Personal Data if it is inaccurate and you may submit a request as further described below. Right to Non-Discrimination for the Exercise of Your Privacy Rights. You have the right not to receive discriminatory treatment by us for the exercise of your privacy rights conferred by the CCPA. #### 11.5. How to Exercise your California Rights You can exercise your rights yourself or you can alternatively designate an authorized agent to exercise these rights on your behalf. Please note that to protect your Personal Information, we will verify your identity by a method appropriate to the type of request you are making. We may also request that your authorized agent have written permission from you to make requests on your behalf, and we may also need to verify your authorized agent's identity to protect your Personal Information. Financial Incentives. We do not provide any financial incentives tied to the collection, sale, or deletion of your Personal Data. If you would like to make a request and exercise your rights described above, please contact us via privacy@dataparrot.ai . #### 12. Do Not Track (DNT) and Global Privacy Control (GPC) Some internet browsers have enabled 'Do Not Track' (DNT) features, which send a signal to the websites that you visit indicating that you do not wish to be tracked. Because there is no consistent industry standard for DNT, we do not respond to DNT signals at this time. We may, however, honor Global Privacy Control (GPC) signals for certain website tracking and advertising choices where required by applicable law. #### 13. Changes and Updates to this Notice Please revisit this page periodically to stay aware of any changes to this Notice, which we may update from time to time. If we modify the Notice, we will make it available through the Service, and indicate the date of the latest revision, and will comply with applicable law. Your continued use of the Service after the revised Notice has become effective indicates that you have read, understood and agreed to the current version of the Notice. #### 14. How to Contact Us Please contact us with any questions or comments about this Notice, your Personal Data, our use and disclosure practices, or your consent choices by email at privacy@dataparrot.ai . ### Terms of Service URL: https://dataparrot.ai/terms-of-use Markdown: https://dataparrot.ai/md/terms-of-use Last updated: 2026-09-04 Terms and conditions for using Data Parrot. #### Introduction Last updated: May 7, 2026. These Terms of Service ("Terms") govern access to and use of the Data Parrot Services. The Terms are entered into by Data Parrot and the Client or User who accesses or uses the Data Parrot Services. Supplier may suspend or terminate access to, or use of, the Data Parrot Services for anyone who violates these Terms. Free trials are governed by the applicable provisions of these Terms. The original language of these Terms is English. Supplier may make translations available for convenience, but the English version controls if a translation conflicts with it. #### 1. Definitions Account: The primary means for accessing and using the Data Parrot Services, subject to payment of a Fee designated in the selected Plan Activity: Appointments, tasks, events and actions (such as call, meeting, video chat, or any other type) on a calendar Additional Terms: Provisions applicable to the Client's use of a particular Feature as indicated by the Supplier in relevant areas of Data Parrot Services Authorization: the set of rights and privileges on the Web Site assigned to a User by a Client Beta Service: A Feature or functionality of Data Parrot Services that is in development or has not been released as a final product which Supplier has made available to Client for testing and evaluation Client: a natural or legal person who has accepted these Terms with the Supplier Client Data: Files and any other digital data and information, which is subjected to the Data Parrot Services or otherwise inserted to the System by the Client (including the specific Users, Contacts, Companies, Activities, Sales Pipelines, Stages and Deals /Opportunities associated with the Client) Content: any data and information available through Data Parrot Services or contained within the structure of the System, articles, documents, brochures, presentations, pictures, images, audiovisual works, other informational materials and any comments Deal / Opportunity: a Client's ongoing, lost or won sales to an Organization or person Feature: A function or set of functions providing a particular capability within Data Parrot Services as determined by the Supplier Fee: regular payment for using the activated Account Files: documents of any kind (images, spreadsheets, text files, etc.) that are inserted to the System by the Client Free Trial: temporary access for the purposes of trying out the Web Site and Data Parrot Services in accordance with any selected Plan without paying a Fee Guidelines: additional guidelines or rules applicable to specific Features, applications, products, or services which may be posted from time to time on the Platform or otherwise made available on or through the Data Parrot Services Organization: legal persons (such as companies) and other entities with which that Client is selling to or interacting with Data Parrot Materials: the visual interfaces, graphics, design, systems, methods, information, computer code, software, services, "look and feel", organization, compilation of the content, code, data, and all other elements of the Data Parrot Services Data Parrot Services: the Web Site, System, Content, Platform and all content, services and/or products available on or through the Platform #### 2. Authority to Enter into These Terms with Supplier The use of the Data Parrot Services is subject to acceptance of these Terms. To accept these Terms for itself or on behalf of a Client, a person must have the legal capacity to do so. In the case of an individual, the individual must be at least 18 years of age or have valid authorization from his/her legal representative or custodian. In the case of a legal entity, the entity must be duly incorporated and in good standing. The Terms are accepted as soon as one of the following occurs first: the person has received the confirmation of the creation of the Account and necessary credentials from Supplier in order to log in to his/her/its Account; or for those Data Parrot Services and parts of the Web Site the use of which is not dependent on creating an Account, upon the moment of gaining access to such services. You may not, without Supplier's prior written consent, access the Data Parrot Services (i) for production purposes, (ii) if you are a competitor of Data Parrot, (iii) to monitor the availability, performance or functionality of the Data Parrot Services or (iv) for other benchmarking or competitive purposes. Once accepted, these Terms remain effective until terminated as provided for herein. #### 3. Modifications to Terms Supplier reserves the right, at its sole discretion, to change, modify, add, or remove portions of the Terms at any time by posting such changes on or through the Platform or the Data Parrot Services. Please check these Terms periodically for changes. Your continued use of the Data Parrot Services after such changes have been posted as provided above constitutes your binding acceptance of such changes. Such amended Terms will automatically be effective upon the earlier of (i) your continued use of the Data Parrot Services, or (ii) 30 days from posting of such modified Terms on or through the Platform. Notwithstanding the foregoing, the resolution of any dispute that arises between you and Supplier will be governed by the Terms in effect at the time such dispute arose. #### 4. Our Responsibilities #### 4.1. Provision of Data Parrot Services Supplier will (a) make the Data Parrot Services, Content and Client Data available to a Client pursuant to these Terms, (b) provide applicable standard support for the Data Parrot Services to Client at no additional charge, and/or upgraded support (for an additional charge, if applicable), (c) use commercially reasonable efforts to make the Data Parrot Services available 24 hours a day, 7 days a week, except for: (i) planned downtime (of which Supplier shall give advance electronic notice as provided in the Guidelines), and (ii) any unavailability caused by circumstances beyond Supplier's reasonable control, including, for example, an act of God, act of government, flood, fire, earthquake, civil unrest, act of terror, strike or other labor problem, Internet service provider failure or delay, or denial of service attack. #### 4.2. Protection of Client Data Supplier will maintain administrative, physical, and technical safeguards for protection of the security, confidentiality and integrity of Client Data. Those safeguards will include, but will not be limited to, measures for preventing access, use, modification or disclosure of Client Data by Supplier personnel except (a) to provide the Data Parrot Services and prevent or address service or technical problems, (b) as compelled by law in accordance with Section 7.4 (Compelled Disclosure) below, or (c) as a Client or User expressly permit in writing. #### 5. Using the Data Parrot Services #### 5.1 Establishing an Account Certain Features, functions, parts or elements of the Data Parrot Services can be used or accessed only by holders of an Account. The person who wishes to create an Account must accept these Terms by clicking "Sign up" or other similar button. Each Client may have only one Account. If several persons need to use an Account on behalf of Client, Client must designate such persons as Users. Each such User shall be subject to the restrictions set forth in these Terms. If Client has designated Users and granted them Authorization, such Users will be deemed to be authorized to act on behalf of Client when using the Account. Supplier is not responsible for and shall have no liability for verifying the validity of Authorization of any User. However, Supplier may, in its discretion, request additional information or proof of the person's credentials. If Supplier is not certain if a User has been granted Authorization, Supplier may, in its sole discretion, prevent such User from accessing the Data Parrot Services. A User may be associated with multiple Clients and Accounts. Deleting a User from one Account will not remove the User from the Platform if they are connected to multiple Accounts. The Client and any User associated with an Account must provide Supplier with true, accurate, current, and complete information about the Client, Users or Account and keep it up to date. #### 5.2 Logging Into an Account Supplier shall provide Client with a username and password ("Login Credentials") to be used to log in to its Account unless the Client uses the single sign-on Feature or another service to log in. These Login Credentials must not be used by multiple persons. If Client has designated several Users, each User will be provided with separate Login Credentials. Client and each User are responsible for keeping confidential all login credentials associated with an Account. Client must promptly notify Supplier: of any disclosure, loss or unauthorized use of any Login Credentials; of a User's departure from the Client's organization; of a change in a User's role in the Client's organization; of any termination of a User's right for any reason. #### 5.3 Termination of Account Client may terminate these Terms at any time as provided in Section 17. #### 5.4 Fees The use of an Account is subject to a Fee, unless they are using the Free Plan or have negotiated special terms. Upon sign-up for an Account, the Client must select a Plan. Different rates apply to different Plans. The applicable Fee is charged in advance on monthly or annual payment intervals, unless agreed otherwise between parties. All Fees are non-refundable, i.e. there are no refunds or credits for periods where the Client did not use an activated Account, used it only partially, or deactivated the Account or terminated these Terms during an ongoing payment interval. If, after signing up, Client elects to upgrade to a more expensive Plan, the unused portion of any prepaid Fees shall be applied to the Fee of the more expensive Plan. All Fees are exclusive of all taxes, levies or duties applicable under any applicable law, unless stated otherwise stated herein. Client is solely responsible for the payment of such taxes, levies or duties. #### 5.5 Changing Plans Any Client has the right to upgrade or downgrade a current Plan at any time by selecting a new Plan among the collection of Plans determined by the Supplier. In such an event, the Client's credit card on file with the Supplier will automatically be charged with a Fee for the next payment interval with the rate stipulated in the new Plan. Downgrading of the current Plan may cause the loss of Features, functionality, or capacity of the Account, as well as the loss of Client Data. #### 5.6 Free Trial A new Client may be entitled to a Free Trial, unless the Client has applied for the Account as a result of an ongoing marketing campaign organized by the Supplier in co-operation with its partners. The Client is not required to provide any credit card information during the period of Free Trial. If the period of Free Trial has expired, the Account will be automatically deactivated. In order to prevent deactivation or to reactivate the Account, the Client is required to select a suitable Plan and pay the first Fee. If the Client does not pay the first Fee within 2 weeks as of the expiry of the Free Trial, Supplier has the right to permanently delete the Account, including all Client Data therein. At any stage during the Free Trial the Client may sign up to a paid Plan of the Data Parrot Services and in doing so their Free Trial will automatically expire. In addition to the current collection of Plans, Supplier may offer special discounts and motivation schemes (for example finder's fees, etc.). #### 6. Payment #### The following provisions are applicable only if you purchase access to the Data Parrot Services directly from Supplier. If you purchase access to the Data Parrot Services through a Reseller, the payment terms are set forth in the agreement with your Reseller. #### 6.1 Payment Card Authorization Supplier may seek pre-authorization of Client's payment card account prior to your purchase of Data Parrot Services in order to verify that the card is valid and has the necessary funds or credit available to cover your purchase. You authorize such payment card account to pay any amounts described herein, and authorize Supplier to charge all sums described in these Terms to such card account. You agree to provide Supplier updated information regarding your payment card account upon Supplier's request and any time the information earlier provided is no longer valid. #### 6.2 Direct Debit Payments In some markets Supplier may, if Client elects, request that Client complete a direct debit mandate to enable direct debit payments. In such cases Supplier shall comply with all applicable national rules and regulations related to direct debit payments. #### 6.3 Electronic Invoice If Supplier has not sought pre-authorization of your payment card, then before the end of each payment interval, Client will be issued an electronic invoice for payment of the Fee of the next payment interval. Client must pay the invoice by the due date indicated on the invoice. #### 6.4 Overage Charges Upon delay with any payments, Supplier may require the Client to pay interest on the delay (penalty for late payment) for the period as of the time the payment obligation falls due until conforming performance is rendered. The interest rate of penalty for late payment due shall be 1% per month; provided, however, if any interest paid to Data Parrot, Inc is determined to be in excess of the then legal maximum rate, then that portion of each interest payment representing an amount in excess of the then legal maximum rate shall be deemed a payment of amounts owing under Section 6.2. Upon calculation of the penalty for late payment, one year shall be deemed to contain 365 calendar days. #### 7. Client data #### 7.1 Uploading Client Data to Platform If the Client uploads Client Data to the Platform or authorizes an integration with another platform (ie Hubspot, Salesforce), with the intent of utilizing the Data Parrot Services to access the Client Data, such Client Data and any processing of such Client Data must be in compliance with these Terms and applicable law. All rights, title and interest in and to the Client Data belong to the Client or third persons (including Users, persons and Organizations) whether posted and/or uploaded by you or made available on or through the Data Parrot Services by Supplier. By uploading or integrating Client Data to the Platform, Client authorizes Supplier to process the Client Data. The Client is responsible for ensuring that: the Client and any of the Users associated with the Account do not create, transmit, display or make otherwise available any Client Data that violates the terms of these Terms, the rights of Supplier, other Clients or Users, persons or Organizations or is harmful (for example viruses, worms, malware and other destructive codes), offensive, threatening, abusive, harassing, tortuous, defamatory, vulgar, obscene, invasive of another's privacy, hateful or otherwise unlawful; and the Client and all of the Users associated with the Account have the necessary rights to use the Client Data, including to insert it into the Platform and process it by means of the Account. #### 7.2 No Guarantee of Accuracy Supplier does not guarantee any accuracy with respect to any information contained in any Client Data, and strongly recommends that you think carefully about what you transmit, submit or post to or through the Data Parrot Services. You understand that all information contained in Client Data is the sole responsibility of the person from whom such Client Data originated. This means that Client, and not Supplier, is entirely responsible for all Client Data that is uploaded, posted, transmitted, or otherwise made available through the Data Parrot Services, as well as for any actions taken by the Suppliers or other Clients or Users as a result of such Client Data. #### 7.3 Sensitive Information and Unlawful Client Data You will not use the Data Parrot Service in any way that violates these Terms, to intentionally process regulated sensitive information, or to process Client Data in a manner prohibited by law. For purposes of these Terms, regulated sensitive information includes protected health information subject to HIPAA, payment card data other than information handled by our payment processor, government identification numbers, children's data, and special categories of personal data under applicable privacy laws, unless Data Parrot has expressly agreed in writing to support that data type. Supplier is not obliged to pre-screen, monitor, or filter Client Data or its processing to determine whether it is regulated sensitive information or unlawful in nature. However, if the Supplier has reason to believe that Client Data is unlawful or regulated sensitive information, or the act of processing it is unlawful in nature, Supplier has the right to: notify the Client of such unlawful Client Data or regulated sensitive information; deny its publication in the Data Parrot Services; demand that the Client bring the unlawful Client Data into compliance with these Terms and applicable law; temporarily or permanently remove the unlawful Client Data or regulated sensitive information from the Data Parrot Services, restrict access to it, or delete it. If Supplier is presented convincing evidence that the Client Data is not unlawful or regulated sensitive information, Supplier may, at its sole discretion, restore such Client Data, which was removed from the Data Parrot Services, Account or access to which was restricted. In addition, in the event the Supplier believes in its sole discretion Client Data violates applicable laws, rules or regulations or these Terms, or is regulated sensitive information, the Supplier may (but has no obligation), remove such Client Data at any time with or without notice. Without limiting the generality of the preceding sentence, Data Parrot, Inc. complies with the Digital Millennium Copyright Act, and will remove Client Data from the Platform upon receipt of a compliant takedown notice. The Data Parrot Service is not designed to comply with industry-specific regulations such as HIPAA, FISMA, or GLBA unless Data Parrot separately agrees in writing. Nothing in this section prevents Data Parrot from processing ordinary business contact, CRM, communication, meeting, or integration data that Client submits or authorizes for the ordinary use of the Services. #### 7.4 Compelled Disclosure Supplier may disclose a Client's confidential information to the extent compelled by law to do so. In such instance, Supplier will use commercially reasonable efforts to provide Client with prior notice of the compelled disclosure (to the extent legally permitted) and Client shall provide reasonable assistance, at its cost, if Client wishes to contest the disclosure. If Supplier is compelled by law to disclose Client's confidential information as part of a civil proceeding to which Supplier is a party, and Client is not contesting the disclosure, Client will reimburse Supplier for its reasonable cost of compiling and providing secure access to that confidential information. #### 8. Services #### 8.1 Use of the Data Parrot Services Subject to these Terms, and the payment of the applicable service Fee, Supplier grants Client and its authorized users a non-exclusive, non-transferable, non-sub-licensable license to use the Data Parrot Services to: collect, store, organize and analyze Client Data, such as Contacts, Companies, Deals/Opportunities and Sales Activities and other Client Data; modify and delete Client Data; customize the standard Features or functionality of the Data Parrot Services; receive reasonable help and guidance and from Supplier regarding the use of the Data Parrot Services. If Supplier determines Client usage of the Services to be outside of the permitted and intended use as outlined herein, or bandwidth usage of the Service or any Features or functionality to be significantly excessive in relation to other Users, Supplier reserves the right to suspend respective Client Account, (or part thereof) until Client assures Supplier that Client shall refrain from further abuse of the Services. #### 8.2 Technical Support Supplier shall provide reasonable technical support to Client and its authorized User at the reasonable request of the Client. Supplier shall respond to enquiries of support from a Client utilizing the contacts set forth below as soon as reasonably possible. Responding to enquiries of Clients and Users who have accepted these Terms but do not have an Account may be less expedient, or may not occur at all. The contacts for all enquiries of support are: instant messaging, built-in notification application on the Web Page, or e-mail: support@dataparrot.ai Business hours are 9:00am to 6:00pm EST, Monday through Friday, excluding holidays. #### 8.3 Modifications to Service Supplier reserves the right to modify the Data Parrot Services or any part or element thereof from time to time without prior notice, including, without limitation: rebranding the Data Parrot Services at its sole discretion; ceasing providing or discontinuing the development any particular Data Parrot Service or part or element of the Platform temporarily or permanently; taking such action as is necessary to preserve Supplier's rights upon any use of the Data Parrot Services that may be reasonably interpreted as violation of Supplier's intellectual property rights, distribution of Internet viruses, worms, Trojan horses, malware, and other destructive activities or illegal activity. As applicable, Client may be notified of such modifications when logging in to the Account. Modifications, including change in applicable rates for the Data Parrot Services, will become effective thirty (30) days before the effective date of such modification. If the Client does not accept the modification, the Client shall notify Supplier before the effective date of the modification, and these Terms will terminate on the effective date of the modification. The Client's continued use of the Data Parrot Services, or any part or element thereof, after the effective date of a modification shall indicate its consent to the modifications. Supplier shall not be liable to the Client or to any third person for any modification, suspension or discontinuance of the Data Parrot Services, or any part or element thereof. #### 8.4 Additional Features Supplier may from time to time make additional Features available through the Data Parrot Services, which may be subject to Additional Terms. The Client's use of any such Feature is subject to their acceptance of Additional Terms presented within the relevant Feature or these Terms of Service. #### 8.5 Beta Services Supplier may offer certain Features of functionality for the purpose of testing and evaluation ("Beta Service" or "Beta Services"). The Supplier reserves the right to fully or partially discontinue, at any time and from time to time, temporarily or permanently, any of the Beta Services with or without notice to the Client. The Client agrees that the Supplier will not be liable to the Client or to any third party for any harm related to, arising out of the Client's use of the Beta Services, or caused by the modification, suspension or discontinuance of any of the Beta Services for any reason. #### 9. Data Processing Addendum To the extent Data Parrot processes Client Data on behalf of Client, Data Parrot's Data Processing Addendum applies and forms part of these Terms. The Data Processing Addendum is available at https://dataparrot.ai/dpa. #### 10. Restrictions #### 10.1 Prohibited Activities Client and its authorized Users may use the Data Parrot Services and any part or element thereof only in the scope, with the means and for purposes as identified in these Terms and applicable law. By way of example, neither the Client nor any User may: use the Data Parrot Services or any part or element thereof to commit a crime, breach any applicable law or entice or invite others to carry out such illegal actions; copy, duplicate, distribute, modify, adapt, hack, create derivative works, reverse engineer or decompile the Data Parrot Services or any part or element thereof, or attempt to extract the source code thereof, unless (i) it is expressly allowed under applicable law, and (ii) to the extent that the Supplier is not permitted by that applicable law to exclude or limit the foregoing rights; use the Data Parrot Services or any part or element thereof unless it has agreed to these Terms. #### 10.2 Certain Uses Require Supplier Consent The Client or any User may not, without Supplier's prior express written consent (e-mail, fax, etc.): sell, resell, lease, license, sublicense, distribute, provide, disclose, divulge, exploit or otherwise grant Access or make the Data Parrot Services available in whole or in part to any third persons, unless such third person is another authorized User of the same Client; use the Data Parrot Services or any part or element thereof in a scope, with means or for purposes other than those for which their functionality was created; use the Data Parrot Services or any part or element thereof by means of programs that send them automatic enquiries or requests, unless such program has been made available by Supplier; #### 10.3 Trade Control Compliance The Client, any user, reseller, or agent ("Third Party") hereby represents, warrants, covenants, and agrees that, with respect to the Data Parrot Services: Third Party has complied and shall comply with, and shall cause its directors, officers, employees, and agents to comply with, U.S., EU, and any other applicable foreign economic, trade, and financial sanctions laws and regulations, including economic and trade sanctions administered by the U.S. Department of the Treasury's Office of Foreign Assets Control ("OFAC") and the Department of State (collectively, "Sanctions"), and U.S., EU and applicable foreign laws and regulations pertaining to export controls, including those administered by the U.S. Departments of Commerce and State (collectively, "Trade Controls"). Third Party shall take no action, directly or indirectly, that would cause Data Parrot or any of its subsidiaries or affiliates, or any of their respective officers, directors, employees, or representatives, to violate any Trade Controls. Neither the Third Party nor any of its officers or directors, employees, and any agents or other representatives acting on their behalf (i) has been or is designated on any Sanctions- or export- related list of restricted or blocked persons, including designation on OFAC's List of Specially Designated Nationals and Blocked Persons (the "SDN List") or OFAC's Sectoral Sanctions Identifications List (the "SSI List"), (ii) is located in, organized under the laws of, or resident in any country or territory that is itself the subject of any economic or financial sanctions by any Governmental Authority, including, but not limited to, Cuba, Iran, Syria, North Korea, Venezuela and the Crimea Region of Ukraine, (iii) is or has been greater than 50% owned or controlled by any Person or Persons described in clause (i) or (ii) (collectively with (i) and (ii), a "Restricted Person"), or (iv) has or will provide the Data Parrot Services to any Persons described in clauses (i)-(iii). Third Party will promptly notify Data Parrot if Third Party or any personnel employed by or affiliated with Third Party (i) commits any actual or potential breach of Trade Controls relation to the Data Parrot Services, or (ii) becomes a Restricted Person. Data Parrot shall have the right to immediately terminate the access to, or use of the Data Parrot Services without notice or liability to Third Party, if Third Party, or any person employed by or affiliated with Third Party takes any action in violation of the provisions described herein or if Data Parrot determines, in its sole discretion, that the Third Party's continued use of the Data Parrot Services could violate Trade Controls. #### 11. Privacy Supplier takes the privacy of its Clients and Users very seriously. Supplier's Privacy Policy at https://dataparrot.ai/privacy-policy is hereby incorporated into these Terms by reference. Please read the Privacy Policy carefully as it governs Supplier's collection, use, and disclosure of Client's or User's personal information. #### 12. Intellectual Property Rights #### 12.1 Data Parrot's Intellectual Property Rights in the Data Parrot Services The Data Parrot Services, Data Parrot Materials, Data Parrot trade names and trademarks, and any parts or elements thereof are solely and exclusively owned and operated by Supplier and its third party vendors and hosting partners. Data Parrot Materials are protected by copyright, trade dress, patent, trade secrets, and trademark laws, international conventions and treaties, and all other relevant intellectual property and proprietary rights laws. Supplier, its affiliates and licensors retains all right, title and interest in such Data Parrot Services, Data Parrot Materials, Data Parrot trade names and trademarks, and any parts or elements. Your use of the Data Parrot Services and Data Parrot Materials, and any parts or elements does not grant to you any ownership right or intellectual property rights therein. Any commercial or promotional distribution, publishing or exploitation of the Data Parrot Materials is strictly prohibited unless you have received the express prior written permission from Supplier or the otherwise applicable rights holder. Supplier reserves all rights to the Data Parrot Services, Data Parrot Materials and Data Parrot trade names and trademarks not expressly granted in the Terms. #### 12.2 Content Owned by Data Parrot Subject to these Terms and the payment of the applicable service Fee, Supplier grants Client and its authorized users a non-exclusive, non-transferable, non-sub-licensable license to download a single copy of any part of the Content solely for your personal, non-commercial use if you retain all copyright and proprietary notices that are contained in such part of the Content. You expressly acknowledge that you do not acquire any ownership rights by downloading any copyrighted material from or through the Platform or the Data Parrot Services. You shall not copy, distribute or publish any Content or any information obtained or derived therefrom except as permitted on or through the Data Parrot Services or as otherwise permitted by applicable law. #### 12.3 Client Data Supplier may use Client Data only as necessary to provide, secure, support, maintain, and improve the Data Parrot Services for Client; to comply with law; and as otherwise instructed or permitted by Client. Supplier may use aggregated or de-identified usage and performance information to understand and improve the Services, provided that such information does not identify Client, Users, or individuals. Supplier does not use Client Data, connected customer data, or personal data collected through the Service to train generalized artificial intelligence or machine learning models. Where Supplier uses third-party AI or model providers to help deliver product functionality, Supplier requires those providers to handle data in accordance with contractual restrictions and applicable law. Client is solely responsible for its own Client Data and the consequences of posting or publishing them on or through the Data Parrot Service. In connection with Client Data, Client affirms, represents, and warrants that Client either owns its Client Data or has the necessary licenses, rights, consents, and permissions to use and authorize Supplier to process Client Data in a manner consistent with the intended features and functionality of the Data Parrot Services and these Terms. Client further represents that Client Data and Supplier's processing of Client Data under these Terms do not and will not infringe, violate, or misappropriate any third-party right, violate applicable law, or require Supplier to obtain a license from or pay fees or royalties to any third party unless Client and Supplier otherwise agree. #### 12.4 Feedback If Client or a User provides Suppliers with any comments, bug reports, feedback, or modifications for the Data Parrot Services (“Feedback”), Supplier shall have the right to use such Feedback at its discretion, including, but not limited to the incorporation of such suggested changes into the Data Parrot Services. Client or User (as applicable) hereby grants Supplier a perpetual, irrevocable, nonexclusive, royalty free license under all rights necessary to incorporate, publish, reproduce, distribute, modify, adapt, prepare derivative works of, publicly display, publicly perform, exploit and use your Feedback for any purpose. Supplier shall have the right to modify or remove any Feedback provided in the public areas of the Web Site if the Supplier deems, at its discretion, harmful, offensive, threatening, abusive, harassing, tortuous, defamatory, vulgar, obscene, invasive of another’s privacy, hateful or otherwise unlawful. #### 13. Third-Party Sites, Products and Services The Data Parrot Services may include links to other websites or services ("Linked Sites") solely as a convenience to Clients. Unless otherwise specifically and explicitly indicated, Supplier does not endorse any such Linked Sites or the information, material, products, or services contained on or accessible through Linked Sites. Furthermore, Supplier makes no express or implied warranties with regard to the information, material, products, or services that are contained on or accessible through Linked Sites. ACCESS AND USE OF LINKED SITES, INCLUDING THE INFORMATION, MATERIAL, PRODUCTS, AND SERVICES ON LINKED SITES OR AVAILABLE THROUGH LINKED SITES, IS SOLELY AT YOUR OWN RISK. Any content referred to as community provided is provided by third parties and not developed or maintained by Data Parrot. By using any community marked code or libraries in your software development, you acknowledge and agree that Data Parrot is not in any way responsible for the performance or damages caused by such community provided code or library. #### 14. Disclaimers; No Warranty UNLESS OTHERWISE EXPRESSLY STATED BY SUPPLIER, THE DATA PARROT SERVICES, DATA PARROT MATERIAL, AND ANY CONTENT, SERVICES, OR FEATURES MADE AVAILABLE IN CONJUNCTION WITH OR THROUGH THE DATA PARROT SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND EITHER EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW, SUPPLIER AND ITS AFFILIATES DISCLAIM ALL WARRANTIES, STATUTORY, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OF PROPRIETARY RIGHTS, CORRECTNESS, ACCURACY, AND RELIABILITY. UNLESS OTHERWISE EXPRESSLY STATED BY SUPPLIER, SUPPLIER AND ITS AFFILIATES DO NOT WARRANT THAT THE DATA PARROT SERVICES AND ANY CONTENT, CLIENT DATA SERVICES, OR FEATURES MADE AVAILABLE IN CONJUNCTION WITH OR THROUGH THE DATA PARROT SERVICES WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE DATA PARROT SERVICES AND ANY CONTENT, CLIENT DATA, SERVICES, OR FEATURES MADE AVAILABLE IN CONJUNCTION WITH OR THROUGH THE DATA PARROT SERVICES OR THE SERVER THAT MAKES THEM AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. UNLESS OTHERWISE EXPRESSLY STATED BY SUPPLIER, SUPPLIER AND ITS AFFILIATES DO NOT WARRANT OR MAKE ANY REPRESENTATIONS REGARDING THE USE OR THE RESULTS OF THE USE OF THE PLATFORM, THE DATA PARROT SERVICES, DATA PARROT MATERIAL OR ANY LINKED SITES, IN TERMS OF CORRECTNESS, ACCURACY, RELIABILITY, OR OTHERWISE. THE LAWS OF CERTAIN COUNTRIES AND STATES DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES OR THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES. IF THESE LAWS APPLY TO YOU, SOME OR ALL OF THE ABOVE DISCLAIMERS, EXCLUSIONS, OR LIMITATIONS MAY NOT APPLY TO YOU, AND YOU MIGHT HAVE ADDITIONAL RIGHTS. #### 15. Indemnification You agree to defend, indemnify and hold harmless Supplier and its affiliates, and their respective directors, officers, employees and agents, from any claims, losses, damages, liabilities, including attorney's fees, arising out of your use or misuse of the Data Parrot Services, Data Parrot Materials, representations made to the Supplier, its affiliates and/or third parties, violation of these Terms, violation of the rights of any other person or entity, or any breach of the foregoing representations, warranties, and covenants. Supplier reserves the right, at its own expense, to assume the exclusive defense and control of any matter for which you are required to indemnify Supplier, and you agree to cooperate with such defense of these claims. #### 16. Limitation of Liability #### 16.1 No Liability Supplier shall not be liable to the Client or User for any consequences resulting from: any modifications in these Terms, calculation and rates of Fees, the Data Parrot Services, Data Parrot Material, or any part or element thereof (including but not limited to Account), including any error, permanent or temporary interruption, discontinuance, suspension or other type of unavailability of the Data Parrot Services or Data Parrot Material; deletion of, corruption of, or failure to store any Client Data; use of Client Data by the Client or any of the Users associated with the Account; upgrading or downgrading the current Plan; any disclosure, loss or unauthorized use of the login credentials of Client or any authorized User due to Client's failure to keep them confidential; the Client's use of the Account or the Data Parrot Services by means of browsers other than those accepted or supported by the Supplier; the application of any remedies against the Client or authorized Users by the Supplier, for example if the Client or User has committed a crime or conducted a breach of applicable law by using the Data Parrot Services or any part or element thereof; the differences between technologies and platforms used for access, for example if certain Features, functions, parts or elements of the Data Parrot Services are designed for use on a personal computer or laptop and do not function on a mobile platform or a tablet; the Supplier's application of the remedies described in these Terms, even if the reasonable grounds or legal basis for the application of these remedies turned out to be unfounded or invalid afterwards. In addition, Supplier and its affiliates shall not be liable to the Client for any claim by any User, Contact, Company or third persons against the Client arising out of the Client's failure to: provide Supplier with accurate information about the Client, Users or Account; notify Supplier of any reasons due to which a User does not have the right to use the Account on behalf of the Client; provide any Products which it has agreed to provide to such a person or Organization (whether such failure arises as a result of Supplier's negligence, breach of these Terms or otherwise); ensure the lawfulness of the Client Data; obtain the necessary rights to use the Client Data; or abide by any of the restrictions described in these Terms. #### 16.2 Limitation of Liability IN NO EVENT SHALL THE AGGREGATE LIABILITY OF DATA PARROT AND ITS AFFILIATES ARISING OUT OF OR RELATED TO THESE TERMS EXCEED THE TOTAL AMOUNT PAID BY CLIENT HEREUNDER FOR THE DATA PARROT SERVICES GIVING RISE TO THE LIABILITY IN THE SIX MONTHS PRECEDING THE FIRST INCIDENT OUT OF WHICH THE LIABILITY AROSE. THE FOREGOING LIMITATION WILL APPLY WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, BUT WILL NOT LIMIT CLIENT'S PAYMENT OBLIGATIONS UNDER THE "PAYMENT" SECTION ABOVE. #### 16.3 Exclusion of Consequential and Related Damages IN NO EVENT WILL EITHER PARTY OR ITS AFFILIATES HAVE ANY LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS FOR ANY LOST PROFITS, REVENUES, GOODWILL, OR INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, COVER, BUSINESS INTERRUPTION OR PUNITIVE DAMAGES, WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, EVEN IF A PARTY’S OR ITS AFFILIATES’ REMEDY OTHERWISE FAILS OF ITS ESSENTIAL PURPOSE. THE FOREGOING DISCLAIMER WILL NOT APPLY TO THE EXTENT PROHIBITED BY LAW. #### 17. Termination of These Terms #### 17.1 For Convenience These Terms may be terminated for convenience in the following situations; by the Client any time by clicking the cancellation link on the Web Site, which will guide them through the cancellation process when logged in to the Account, or if the Client is paying for the Service with a PayPal account, by revoking the billing agreement on its PayPal profile; or if the client is paying for the Service via a Reseller, by means agreed upon between the Client and the Reseller; by Supplier upon decision to end provision of the Data Parrot Services and close the Platform; or immediately by either party, if proceedings are initiated for the other party's liquidation or insolvency or a negotiated settlement with the other party's creditors is concluded or an assignment is made on behalf of the other party for the benefit of creditors. #### 17.2 For Default These Terms may be terminated for default upon written notice to the other party as indicated in the "Notice" Section below: by either party in case of breach of these Terms by the other party, if the breach has not been cured within 30 days of receipt of a notice from the non-breaching party; or immediately by either party if the other party breaches its obligations, as applicable under Sections 12 [Intellectual Property Rights], 15 [Indemnification], or 10 [Restrictions] of these Terms. #### 17.3 Effect of Termination Upon termination of these Terms, Supplier will deactivate the Account and stop providing the Data Parrot Services. Upon verified written request or termination, Supplier will delete Client Data from active production systems within 30 days, unless retention is required for legal, security, fraud-prevention, dispute-resolution, tax, accounting, or compliance purposes. Production database backups expire on a rolling basis according to Supplier's managed database backup schedule, currently within 7 days. Logs, records, and retained information kept for permitted purposes remain protected and are not used for advertising, generalized AI or machine learning model training, or unrelated product purposes. Client must: stop using and prevent the further usage of the Data Parrot Services, including, without limitation, the Platform; pay any amounts owed to Supplier under these Terms; and discharge any liability incurred by the Client before under these Terms prior to their termination; and The following provisions shall survive the termination of these Terms: Sections 1, 7.4, 10, 11, 12, 14, 15, 16, 18 and 19. #### 17.4 Remedies If Supplier terminates these Terms as a result of an uncured breach by a Client or User, Supplier is entitled to use the same or similar remedies against any other persons who use the Data Parrot Services in conflict with these Terms. Notwithstanding the foregoing, Supplier may also apply any other remedies available to it under the applicable law. Upon application of any remedies, the Client or User may lose Access or suffer a loss of certain Features, functions, parts or elements of the Data Parrot Services. If Supplier has reasonable grounds to believe that the Client's or User's use of the Data Parrot Services, including the Account may harm any third persons, Supplier has the right to take adequate measures under its control to prevent, stop and eliminate the harm, where possible, in order to protect those third persons. The Supplier has the right to suspend access to all or any part of the Service, including removing Content, at any time for violation of this Agreement or to protect the integrity, operability, and security of the Service, effective immediately, with or without notice. Unless prohibited by law or legal process or to prevent imminent harm to the Service or any third party, Supplier typically provides notice in the form of a banner or email on or before such suspension. Supplier will, in its discretion and using good faith, tailor any suspension as needed to preserve the integrity, operability, and security of the Service. #### 18. Who You Are Contracting With #### 18.1 General The Supplier with whom Client is contracting depends on the location of the Client. The Supplier determines the location of the Client based on the country indicated in the billing address of the User who concludes these Terms on behalf of the Client. During the Free Trial, the Supplier may determine the location of the Client based on the location indicated in the IP-address of the User who concludes these Terms on behalf of the Client or by the location when signing up via a 3rd party Account (such as Google or Microsoft). By accepting these Terms, the Client is contracting with the Supplier listed opposite such Client's domicile in the following table: Supplier's contact: Data Parrot, Inc., registered in the State of Delaware, operating in the state of Virginia. #### 18.2 Governing Law and Jurisdiction In the event of a dispute, controversy or claim arising out of or in relation to these Terms, including but not limited to the formation, validity, breach or termination thereof, the parties shall attempt to solve the matter amicably in mutual negotiations. In the event a mutually acceptable resolution cannot be reached within a reasonable time, either party will be entitled to seek all available remedies, including legal remedies subject to the terms and conditions set forth below. Notwithstanding the foregoing and subject to the terms and conditions set forth below, either party may seek injunctive relief with respect to any disputed matter to the extent possible under applicable law. Should an amicable settlement between parties not be possible, the dispute shall be finally solved in court or by arbitration as designated herein subject to the terms and conditions set forth below. The United Nations Convention on Contracts for the International Sale of Goods (Vienna Convention of 1980) shall not be applied to these Terms. These Terms (and any further rules, policies or guidelines incorporated by reference therein) shall be governed by and construed in accordance with the laws of the State of Delaware, without giving effect to any principles of conflicts of law. Unless otherwise agreed in writing by the Client and Data Parrot, Inc, any dispute arising out of or relating to these Terms, or the breach thereof, shall be governed by the terms set forth in this Section 18.2. We each agree that we shall bring any dispute against the other in our respective individual capacities and not as a plaintiff or class member in any purported class, representative proceeding or as an association. In addition, we each agree that disputes shall be arbitrated only on an individual basis and not in a class, consolidated or representative action. The arbitrator does not have the power to vary these provisions. If any part of this provision is ruled to be unenforceable, then the balance of this provision shall remain in full effect and construed and enforced as if the portion ruled unenforceable were not contained herein. Use of the Data Parrot Services is not authorized in any jurisdiction that does not give effect to all provisions of these Terms, including without limitation, this section. Notwithstanding the foregoing, you and the Suppliers agree that nothing herein shall be deemed to waive, preclude, or otherwise limit either party's right to (i) pursue enforcement actions through applicable federal, state, or local agencies where such actions are available, (ii) seek injunctive relief in a court of law, or (iii) to file suit in a court of law to address intellectual property infringement claims. #### 19. General Provisions #### 19.1 Relationship of the Parties The parties will act solely as independent contractors. These Terms shall not be construed as creating an agency, partnership, joint venture, fiduciary duty, or any other form of legal association between the Client and either Supplier, and the Client shall not represent to the contrary, whether expressly, by implication, appearance or otherwise. These Terms are not for the benefit of any third parties. #### 19.2 Severability If any term, condition or provision of these Terms is held to be invalid, unenforceable or illegal in whole or in part for any reason, that provision shall be enforced to the maximum extent permissible so as to effect the intent of the parties. The validity and enforceability of the remaining terms, conditions or provisions, or portions of them, shall not be affected. #### 19.3 Entire Agreement These Terms are the entire agreement between Client and Supplier regarding Client's use of the Data Parrot Services and supersedes all prior and contemporaneous agreements, proposals or representations, written or oral, concerning its subject matter. Except as otherwise provided herein, no modification, amendment, or waiver of any provision of these Terms will be effective unless in writing and signed by the party against whom the modification, amendment or waiver is to be asserted. #### 19.4 Assignment Client may not, directly or indirectly, in whole or in part, by operation of law or otherwise, assign or transfer these Terms or delegate any of its rights and/or obligations under these Terms without Supplier's prior written consent. Any attempted assignment, transfer or delegation without such prior written consent will be void and unenforceable. Notwithstanding the foregoing, the Client, or its permitted successive assignees or transferees, may assign or transfer these Terms or delegate any rights or obligations hereunder without consent: (1) to any entity controlled by, or under common control with the Client, or its permitted successive assignees or transferees; or (2) in connection with a merger, reorganization, transfer, sale of assets or product lines, or change of control or ownership of the Client, or its permitted successive assignees or transferees. #### 19.5 No Waiver Failure of either Party to exercise or enforce any provision of or any of its rights under these Terms shall not be deemed a waiver of future enforcement of that or any other provision or right. #### 19.6 Notices Except as otherwise specified in these Terms, all notices related to these Terms will be in writing and will be effective upon (a) personal delivery, (b) the second business day after mailing, or (c), except for notices of termination or an indemnifiable claim ("Legal Notices"), which shall clearly be identifiable as Legal Notices, the day of sending by email. Billing-related notices to you will be addressed to the relevant billing contact designated by you. All other notices to you will be addressed to the relevant Services system administrator designated by you. ### Data Processing Addendum URL: https://dataparrot.ai/dpa Markdown: https://dataparrot.ai/md/dpa Last updated: 2026-05-07 Data Parrot's Data Processing Addendum for customer personal data processed through the Services. #### Summary The Data Processing Addendum describes how Data Parrot processes Customer Personal Data on behalf of customers in connection with the Data Parrot Services. Effective: May 7, 2026. #### 1. Definitions "Agreement" means the written or online agreement governing Customer's use of the Data Parrot Services. "Customer" means the entity that has entered into the Agreement with Data Parrot. "Customer Personal Data" means personal data that Data Parrot processes on behalf of Customer in providing the Services. "Data Protection Laws" means applicable privacy and data protection laws, including the GDPR, UK GDPR, Swiss data protection law, the CCPA as amended by the CPRA, and other similar privacy laws to the extent applicable to the processing of Customer Personal Data. "Personal Data Breach" means a breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to Customer Personal Data in Data Parrot's possession or control. "Services" means Data Parrot's hosted software, applications, integrations, support, and related services provided under the Agreement. "Subprocessor" means a third party engaged by Data Parrot to process Customer Personal Data on behalf of Customer in connection with the Services. #### 2. Scope and Roles This Data Processing Addendum (DPA) forms part of the Agreement between Customer and Data Parrot and applies only to Data Parrot's processing of Customer Personal Data under the Agreement. For Customer Personal Data subject to Data Protection Laws, Customer is the controller or business, and Data Parrot is the processor or service provider acting on Customer's behalf. If Customer is a processor acting on behalf of a third-party controller, Data Parrot acts as Customer's subprocessor. Customer remains responsible for determining the purposes and means of processing Customer Personal Data, providing required notices, obtaining required consents, and ensuring that Customer's instructions comply with applicable law. #### 3. Processing Instructions Customer instructs Data Parrot to process Customer Personal Data as necessary to provide, secure, support, maintain, and improve the Services for Customer; to comply with applicable law; and as otherwise documented in the Agreement, this DPA, Customer's configuration and use of the Services, or Customer's written instructions. Data Parrot may use aggregated or de-identified usage and performance information to understand and improve the Services, provided that such information does not identify Customer, users, or individuals. Data Parrot will not sell Customer Personal Data, share Customer Personal Data for cross-context behavioral advertising, or process Customer Personal Data outside the direct business relationship with Customer except as permitted by Data Protection Laws. Data Parrot does not use Customer Personal Data, connected customer data, or personal data collected through the Services to train generalized artificial intelligence or machine learning models. #### 4. Description of Processing Subject matter: Data Parrot's provision of sales intelligence, workflow, integration, analytics, reporting, AI-assisted, and related software services to Customer. Duration: For the term of the Agreement and as required to provide the Services, comply with law, resolve disputes, enforce agreements, complete active-system deletion, or allow backups and permitted records to expire in accordance with Data Parrot's retention practices. Nature and purpose: Collection, retrieval, synchronization, hosting, storage, organization, analysis, transformation, enrichment, transmission, display, deletion, support, security monitoring, and related processing needed to provide the Services. Frequency: Continuous or as initiated by Customer, its authorized users, or enabled integrations. Categories of data subjects: Customer personnel, authorized users, prospects, customers, customer personnel, business contacts, meeting participants, and other individuals whose information is included in Customer Personal Data. Categories of personal data: Names, business contact details, company information, CRM records, deal and activity data, communications metadata, meeting or transcript information where enabled, user account information, usage data, and other business information submitted or authorized by Customer. Sensitive data: The Services are not intended for regulated sensitive data such as protected health information, payment card data other than information handled by payment processors, government identification numbers, children's data, or special categories of personal data unless Data Parrot has expressly agreed in writing to support that data type. #### 5. Confidentiality and Personnel Data Parrot will ensure that personnel authorized to process Customer Personal Data are subject to confidentiality obligations or appropriate statutory obligations of confidentiality. Data Parrot will limit personnel access to Customer Personal Data to those who need access to provide, secure, support, or maintain the Services or to comply with applicable law. #### 6. Security Measures Data Parrot will maintain appropriate technical and organizational measures designed to protect Customer Personal Data against accidental or unlawful destruction, loss, alteration, unauthorized disclosure, or unauthorized access. These measures may include access controls, authentication controls, encryption or equivalent protections where appropriate, logging and monitoring, backup and recovery controls, vulnerability management practices, and vendor security review processes appropriate to the nature of the Services. Customer is responsible for configuring and using the Services in a manner appropriate for the sensitivity of Customer Personal Data and for managing its users, credentials, connected accounts, and integration permissions. #### 7. Subprocessors Customer authorizes Data Parrot to engage Subprocessors to provide the Services. Data Parrot remains responsible for its Subprocessors' performance of data-processing obligations relating to Customer Personal Data. Data Parrot will enter into written agreements with Subprocessors that impose data protection obligations materially consistent with this DPA, taking into account the nature of the services provided by the Subprocessor. Data Parrot maintains a customer-shareable Subprocessor list and will provide it upon request as part of a security or privacy review. If Data Parrot adds or replaces a Subprocessor that materially processes Customer Personal Data, Data Parrot will provide notice through a reasonable channel. Customer may object on reasonable data protection grounds, and the parties will work in good faith to address the objection. #### 8. International Transfers Customer acknowledges that Data Parrot and its Subprocessors may process Customer Personal Data in the United States and other countries where Data Parrot or its Subprocessors operate. Where Data Protection Laws require transfer safeguards for Customer Personal Data, Data Parrot will use appropriate safeguards such as standard contractual clauses, adequacy decisions, data privacy frameworks, or other lawful transfer mechanisms. If the European Commission Standard Contractual Clauses or UK transfer addendum are required for a restricted transfer, they are incorporated into this DPA by reference to the extent required by applicable law. #### 9. Assistance and Data Subject Requests Taking into account the nature of processing and information available to Data Parrot, Data Parrot will reasonably assist Customer with requests relating to data subject rights, security of processing, data protection impact assessments, regulatory consultations, and deletion or return of Customer Personal Data. If Data Parrot receives a request from a data subject relating to Customer Personal Data, Data Parrot will direct the requester to Customer where reasonably practicable and will not respond on Customer's behalf unless required by law or authorized by Customer. Customer will reimburse Data Parrot for reasonable costs of assistance where permitted by the Agreement and applicable law. #### 10. Personal Data Breach Data Parrot will notify Customer without undue delay after becoming aware of a Personal Data Breach affecting Customer Personal Data. Data Parrot will provide information reasonably available to Data Parrot to help Customer meet its own breach-notification obligations, including the nature of the incident, affected data where known, remediation steps taken or planned, and contact information for follow-up. Data Parrot's notification of or response to a Personal Data Breach is not an admission of fault or liability. #### 11. Return and Deletion Upon termination or expiration of the Agreement, or upon Customer's verified written request, Data Parrot will delete or return Customer Personal Data in accordance with the Agreement and Customer's reasonable written instructions. Unless retention is required by applicable law or for security, fraud-prevention, dispute-resolution, tax, accounting, or compliance purposes, Data Parrot deletes Customer Personal Data from active production systems within 30 days. Production database backups expire on a rolling basis according to Data Parrot's managed database backup schedule, currently within 7 days. Logs, records, backups, and archives retained for permitted purposes remain protected and are not further processed except for those permitted purposes. #### 12. Audit and Compliance Information Upon reasonable written request, Data Parrot will make available information reasonably necessary to demonstrate compliance with this DPA, subject to confidentiality, security, and operational restrictions. Any customer-requested audit must be conducted no more than once annually unless required by Data Protection Laws or following a confirmed Personal Data Breach, during normal business hours, on reasonable notice, and in a manner that does not unreasonably interfere with Data Parrot's operations. Data Parrot may satisfy audit requests by providing security documentation, third-party reports, written responses, policies, or other evidence reasonably appropriate to the request. #### 13. CCPA Service Provider Terms To the extent the CCPA applies, Data Parrot acts as a service provider or contractor for Customer Personal Data processed on behalf of Customer. Data Parrot will not retain, use, disclose, sell, or share Customer Personal Data except as necessary to provide the Services, as permitted by the Agreement, this DPA, and applicable law, or as otherwise instructed by Customer. Data Parrot will not combine Customer Personal Data with personal data received from or on behalf of another person except as permitted for service providers or contractors under the CCPA and its implementing regulations. Data Parrot certifies that it understands and will comply with the restrictions in this section. #### 14. Order of Precedence and Modifications If there is a conflict between this DPA and the Agreement regarding the processing of Customer Personal Data, this DPA controls to the extent of the conflict. Data Parrot may update this DPA from time to time to reflect changes in law, the Services, or Data Parrot's privacy and security practices. Material changes will be posted on this page or communicated through a reasonable channel. --- ## Partner Pages ### HubSpot URL: https://dataparrot.ai/partners/hubspot Markdown: https://dataparrot.ai/md/partners/hubspot Last updated: 2026-04-13 Data Parrot is a certified HubSpot App Partner. Seamlessly integrate with HubSpot CRM for AI-powered sales intelligence and revenue analytics. HubSpot is a leading CRM platform that provides software and support to help businesses grow better. Our platform includes marketing, sales, service, and website management products that start free and scale to meet our customers' needs at any stage of growth. Today, thousands of customers around the world use our powerful and easy-to-use tools and integrations to attract, engage, and delight customers. [See how Data Parrot integrates with HubSpot →](https://dataparrot.ai/integrations/hubspot) ### Microsoft URL: https://dataparrot.ai/partners/microsoft Markdown: https://dataparrot.ai/md/partners/microsoft Last updated: 2026-04-13 Data Parrot is part of Microsoft for Startups. Founders Hub provides Azure credits, access to the latest generative AI models, and startup guidance from Microsoft. Microsoft for Startups Founders Hub helps startups build and grow with access to Microsoft technology, startup support, and guidance from Microsoft experts and partners. Founders Hub gives eligible startups access to Azure credits, the latest generative AI models through Microsoft and Azure, and resources that help teams move from prototype to production. That support gives Data Parrot a strong platform ecosystem as we keep building AI-native revenue software for operating teams. ### LAUNCH URL: https://dataparrot.ai/partners/launch Markdown: https://dataparrot.ai/md/partners/launch Last updated: 2026-04-13 Data Parrot is a Launch Accelerator alumni. Building the future of sales intelligence with support from top investors and advisors. Founded by Jason Calacanis. We support founders & inspire innovation by backing builders. We do this through a series of free events, podcasts, books, research products, and by investing millions of dollars a year into promising, early-stage startups. To date, we've invested in over 300 startups, eight of which have gone on to achieve valuations over a billion dollars: Uber, Thumbtack, Calm, Datastax, Wealthfront, Robinhood, Desktop Metal & Density. We invest in ~100 startups per year through our LAUNCH Fund & Syndicate. Our check sizes range from $25k to $5M. ### Fission URL: https://dataparrot.ai/partners/fission Markdown: https://dataparrot.ai/md/partners/fission Last updated: 2026-04-13 Data Parrot partners with Fission Strategy for strategic go-to-market excellence and revenue operations expertise. Fission is a [HubSpot](https://dataparrot.ai/integrations/hubspot) Platinum Partner dedicated to helping small-to-medium sized businesses get the most out of their HubSpot investment. With expert support, businesses can streamline their CRM processes, enhance collaboration among teams, and minimize repetitive tasks. Fission's customized services aim to smoothen the buyer's journey, making it seamless and efficient. With Fission, businesses can rely on HubSpot as their Single Source of Truth, empowering them to make informed decisions and nurture lasting customer relationships - across Marketing, Sales, and Client Success. Fission is committed to driving your business growth through effective HubSpot management, enabling you to focus on what truly matters: your business's success. ### Google for Startups URL: https://dataparrot.ai/partners/google-for-startups Markdown: https://dataparrot.ai/md/partners/google-for-startups Last updated: 2026-04-13 Data Parrot is part of Google for Startups. Powered by Google Cloud AI for advanced sales analytics and intelligence. Google for Startups connects startups with the right people, products, and best practices to help them thrive and grow. Whether you're starting out, building your startup, or scaling up to meet consumer needs, Google provides the resources and support to help you succeed. Through their global network of Google for Startups Campuses, programs, and partnerships, they've helped startups hire over 22,000 employees and raise more than $1.6B in funding since 2018. They're committed to fostering a diverse and inclusive startup ecosystem, supporting over 600 underrepresented entrepreneurs worldwide. Join a community of innovative founders solving important global challenges with access to Google's technology, expertise, and worldwide network of startup organizations. --- ## Products ### Deal Health URL: https://dataparrot.ai/product/deal-health Score every deal from what is actually happening in the CRM, not from rep optimism or stale fields. Coach smarter and close faster with clear deal evidence on quality and risk. No more guessing which deals will close. Features: - Overall deal health and progress status - Reasoning behind each score - Purchase intent, chance of winning, and sales performance signals - Why we'll win and why we'll lose context - Next-best actions and coaching suggestions - Timeline and recent change context #### Objective deal health based on what actually happened. Deal health built on real emails, calls, meetings, and deal progression. Objective and unbiased. Every score comes with the activity that produced it. - Health scores reflect the objective truth of what happened with the customer, based on real activity and communications. - Every score comes with specific reasoning and evidence so you understand why a deal looks strong or weak. - Data Parrot uses deal progression and momentum signals so your team can see which deals are getting stronger or weaker. #### Personalized to how your company sells. Data Parrot learns how your company sells. Your pipelines, your deal types, your sales cycles. Zero setup. Zero maintenance. - Personalized to your business and pipeline types, so scores reflect how your team actually sells. - Understands the context of your deal stages, typical progression behavior, and what healthy activity looks like for your business. - Works across multiple pipelines and deal types within the same account. #### Catch deal risk early while you can still change the outcome. The earlier you know a deal is at risk, the more you can do about it. Data Parrot shows the reasons every deal will win or lose as soon as the signals develop, so your team can act while there's still time. - Spot at-risk deals early, while you still have time to change the outcome. - Review every deal's "why we will win" and "why we will lose" with the same signals the AI is grading on, in plain language. - Next best actions and coaching suggestions give reps and managers a clear path forward on every deal. #### Deal Health lives in your CRM, right where your team already works. Deal health scores, signals, and next actions directly inside the deal records your team already uses. No tab-switching, no new app to learn. - AI-powered health scores, coaching suggestions, and risk signals embedded directly in every deal record. - Reps see coaching suggestions and risk signals in the same view where they update their deals. - Managers can review deal health during pipeline reviews without leaving the CRM. ### Sales Forecasting URL: https://dataparrot.ai/product/sales-forecasting Build a forecast from real pipeline behavior, risk signals, and movement instead of spreadsheet guesswork. An executive thesis on the quarter, the leads to investigate first, and deal-level evidence behind every number. No more rep optimism dressed up as commit. Features: - Deal-level forecast drilldown - Health, status, and intent breakdowns - Pipeline, stage, and owner filtering - Time-based progression views - Forecasts tied back to the deals behind the number #### Your forecast, broken down by deal health. Stack your pipeline by health tier and watch the forecast build over the next six months. Goal risk is obvious at a glance. - Cumulative forecast over six months, stacked by Very High through Very Low health. - Goal line overlaid so you can see risk and gaps at a single look. - Every band tied back to the deal-health signals behind the number. #### Your CRM tells you the total. We tell you the quality. A $25M pipeline against an $18M goal looks fine. Then you see how little of it is in strong deals. Data Parrot breaks down every forecast dollar by deal health so you know whether you'll hit or miss before the meeting starts. - Every forecast dollar graded on a five-point deal-health scale, so you can see what's real and what's noise. - Goal, total pipeline, and the deal-health breakdown side by side in one view. - Spot weak forecasts before they become missed quarters. The part HubSpot reports can't tell you. #### Automatically build Forecast Scenarios with AI Composer. Strong deals to commit. Big deals at risk. Deals with timing risk. Deals that aren't moving. Data Parrot's AI creates the forecast scenarios based on your data so you can forecast with confidence. - Forecast scenarios generated from your real pipeline data, not generic templates. - Every angle covered: timing risk, health risk, big deals at risk, strongest commit. - One click and the AI Composer streams in scenarios named and ready to open. #### Walk into the meeting with the brief already written. Data Parrot reviews your pipeline and writes a board-ready forecast brief. An executive summary that names the story, the opportunities to push, the risks to manage, and the recommended actions for each. Exported to PDF before the meeting starts. - Executive summary that names what's actually happening in your forecast. - Opportunities and risks called out by name, with the why and the recommended next move. - Exported to PDF and ready to share with leadership before the meeting. ### Sales Activity URL: https://dataparrot.ai/product/sales-activity Track meetings, calls, emails, deals, and leads in one dashboard instead of pulling separate CRM activity reports. Calls, meetings, emails, deals, and leads for your whole team. One dashboard where one filter updates every widget on the page. No more building and maintaining separate reports for every combination of owner, pipeline, and time period. Features: - Calls, meetings, emails, deals, and leads in one dashboard - Filters by date range, owner, team, and pipeline - Filters update every widget at once - Add, remove, drag, drop, and resize widgets - Activity by deal stage - Saved layouts for recurring reviews - CSV export and HubSpot deep links #### One dashboard. Filter how you want. No more building a report for each owner, each pipeline, each time period. One dashboard with filters that update everything at once. Switch from this week to last month, from one rep to the whole team, from one pipeline to all of them. - Filter by date range, owner, team, or pipeline and every widget on the page updates at once. - Switch between yesterday, this week, this quarter, or any custom window without building a new report. - No more maintaining twenty reports for twenty questions. One dashboard handles them all. #### Filter rep activities by the deal stage when it happened. Want to see meetings that happened in Discovery? Calls made during Negotiation? Emails sent in Proposal? Add a column for any activity in any deal stage, based on where the deal was at the time, not where it sits today. - Add a column for meetings held in Discovery, calls in Negotiation, emails in Proposal, any combination. - Based on where the deal was at the time, not where it is now. - Combine with owner and pipeline filters and every widget updates to match. #### Add, remove, and drag what you want to see. The dashboard is a dynamic grid you can shape however you want. Add widgets for calls, meetings, emails, deals, or leads, remove the ones you do not need, drag and resize until the layout matches what your team actually looks at. Save it once and it stays. - Add widgets for calls, meetings, emails, deals, or leads. Remove whatever you do not need. - Drag, drop, and resize any widget on the grid. - Save the layout once. It persists across sessions without rebuilding. ### Pipeline Inspection URL: https://dataparrot.ai/product/pipeline-inspection Track what changed in pipeline value, stage velocity, and deal momentum without building fragile custom reports. Quickly identify whether your pipeline is growing or shrinking, what caused the change, and which deals are driving it. Features: - Point-in-time pipeline comparisons - Deal movement across stages - Historical pipeline change context - Drilldown to the deals behind the delta - Stage velocity and bottleneck inspection #### Is your pipeline growing or shrinking? See your pipeline's start value, end value, and the net change across any time period. One clear answer to the question every revenue leader asks first. #### What caused the change? Every dollar of pipeline change attributed to a category. New deals, closed deals, amount changes. See exactly where the movement came from. #### Drill into the deals behind any number. Every aggregate is one click from the deals it represents. No more 'what deals are in this number' questions during pipeline review. ### Customer Health URL: https://dataparrot.ai/product/customer-health Extend the same decision-ready signal into renewals, expansion, and customer risk. By the time a customer tells you they are leaving, you have already lost them. Data Parrot checks the signals across every account and flags the ones that need you, before it is too late. Features: - Customer health status and prioritization - At-risk, critical, and healthy account filtering - Search and direct CRM linkage - AI-scored health labels for every account - Account health tied to Deal Health, Forecasting, and Pipeline Inspection #### Review your entire customer base in seconds. Stop reviewing customer accounts one at a time. Sort and filter the whole base by health, trend, or revenue and the accounts that need you appear immediately. Every metric you care about is rolled up next to the AI score, with no workflows to build. - Sort and filter by health, trend, lifetime value, or anything that matters. - Last touch, open deal value, and lifetime revenue rolled up next to every account. - No black-box AI: every score comes with a written headline and the receipts behind it. ### Win-Loss URL: https://dataparrot.ai/product/win-loss Analyze won and lost HubSpot deals to find the signals that drive success or failure in the sales process. Data Parrot analyzes your closed deals and ranks the signals behind wins and losses by deal count and revenue impact. See the customer pains, sales motions, compelling events, and internal blockers costing or creating revenue. No surveys. No tagging. No manual postmortems. Features: - AI win-loss analysis for won and lost HubSpot deals - Overall summary for every deal, including key reasons and the most surprising impact - Sales performance analysis across sales motions, internal assists, and internal blockers - Customer dynamics analysis across buyer pains, compelling events, stakeholders, and customer friction - Drill into any signal to see the deals and AI evidence behind it #### The real reasons deals close, not the ones reps type into a dropdown. Rep-entered loss reasons are usually one word, often wrong, and rarely useful for coaching. Data Parrot reviews every email, call, and meeting in the deal timeline, then tells you what really happened across every deal in your CRM. - AI reviews the entire deal timeline. No surveys, no tagging, no follow-up calls. - Personalized to your business, your pipelines, and your industry. - Updates automatically as deals close. Zero ongoing work. #### Know the pains and compelling events that drive winning deals. Data Parrot reveals the customer pains and compelling events that push buyers to make a decision, so you can see what actually leads to wins. Marketing can use that data to evolve ICP targeting, build landing pages around proven buyer pain, run sharper campaigns, and generate higher-quality leads. Sales can use it to sharpen discovery calls, anchor follow-up around real urgency, and repeat what is already working in won deals. - See the customer pains buyers bring into deals you win. - Find the deadlines, renewals, projects, and business events that create urgency. - Turn those reasons into ICP updates, landing pages, outbound, ads, and campaigns. - Give sales discovery and follow-up language tied to why customers actually buy. #### Find the internal blockers costing you deals. Data Parrot shows when deals are lost because the support system around the sales team broke down: proposals took too long, approvals dragged, contract steps stalled, pricing questions bounced around, or the team did not get the internal help needed to win. - See which lost deals were hurt by proposal delays, approval drag, contract slowdowns, and internal handoff issues. - Find the blockers your sales team deals with every day but rarely captures cleanly in CRM fields. - Fix the internal support system around sales with evidence from real deal timelines. #### See the evidence behind every win and loss. Data Parrot turns each deal into a clear account of what happened: the buyer pain, the compelling event, the sales moments that mattered, and the evidence behind the outcome. You can move from a ranked signal to the exact deals behind it without digging through CRM fields, emails, and call notes. - See why the deal was won or lost in plain sales language. - Review the buyer pain, compelling event, customer profile, and key timeline moments. - Find the details your CRM fields miss, including the part of the deal you would not have guessed. - Use real deal evidence for coaching, forecast reviews, messaging, and product feedback. ### Research Trends URL: https://dataparrot.ai/product/research-trends See the themes customers repeat across deals so your team can act on praise, friction, and requests without combing through every conversation. Data Parrot reviews calls, emails, and meeting notes across your pipeline and pulls out the themes. What customers love, what keeps creating friction, and what they keep asking for. One report instead of a hundred conversations. Features: - Positive feedback trends - Negative feedback trends - Top customer requests - Pipeline, owner, and date-range filtering - Auto-generated weekly reports - On-demand reports with PDF export #### See what customers love about your product and process. Data Parrot reviews every conversation across your pipeline and finds the themes driving deal momentum. What messaging is landing, what parts of the product get customers excited, which buying experiences keep earning strong responses. Ranked by frequency, grounded in real quotes. #### Know what keeps killing deals before it spreads. Budget objections, integration fears, competitor pressure, slow legal. Data Parrot finds the recurring blockers showing up across your deals and tells you which ones are costing the most pipeline. Fix the blockers you can control. Prepare for the ones you can't. #### Hear what customers keep asking for. Feature requests, integration needs, pricing questions, implementation asks. Pulled straight from what buyers are saying in calls and emails, ranked by how often they come up. Hand it to product or bring it to your next leadership review. #### Runs every week. Generate one any time. A weekly report generates automatically so your team always has a current view. Need to study one pipeline, one rep's deals, or one quarter? Create a report on demand with the filters you want. Save it, export it as PDF, share it with anyone. ### Briefs & Alerts URL: https://dataparrot.ai/product/briefs Generate executive-ready briefs and deliver high-signal sales updates by email and Slack. Connect HubSpot and Data Parrot automatically sends the deal movement you need to act on: at-risk deals, trending down deals, wins, losses, and team activity. No report building. No dashboard hunting. Features: - Daily and weekly AI-generated briefs - AI summary, deal updates, pipeline status, wins and losses, team activity - Research trends and industry insights - Delivery to email and Slack - Configurable cadence and alert routing #### Start the day with the deals that need attention. Data Parrot checks the latest HubSpot movement and sends the deals most likely to impact your forecast: at-risk deals, slipping deals, key wins and losses, and the activity behind them. - At-risk deals and deals trending down flagged while there is still time to save them. - Wins, losses, and activity summarized without asking RevOps or managers for another report. - Personalized to exactly what you and your team need to focus on, down to pipeline, stage, and owner. #### See why your pipeline grew or shrank this week. Every week, Data Parrot reveals what happened across your pipeline, which deals drove the change, and where sales leaders need to focus next week. - Know whether your pipeline grew or shrank, and drill into exactly what drove the change right down to the individual deals. - Catch deal amount changes, reopened deals, wins, losses, and slipping deals without exporting HubSpot data. - Plan next week from the deals and pipeline changes that actually moved the number. #### Get it in Slack. The full brief, delivered as a Slack message. Same personalized headline, same content, same priority as the email. - Full brief, delivered in Slack. - Personalized by pipeline, owner, and stage, same as the email. - Built for teams that run their day in Slack. #### Personalized by pipeline, owner, and stage. Each user picks the pipelines, deal owners, and stages they care about. The brief shows up scoped to exactly that, so reps see their own deals, managers see their team, and the CRO sees the whole company. Open the Briefs page any time to drill into the same deals, adjust the filters, and share the update with the team. - Pipeline: APAC reps do not see EMEA. Enterprise reps do not see SMB. - Deal owner: reps see their own deals, managers see their team, the CRO sees everyone. - Stage: skip the part of the funnel you do not operate in. --- ## Pricing ### Starter Explore Data Parrot free $0/month (annual). - Daily and weekly briefs by email and Slack - Briefs page with AI summaries - HubSpot, Slack, and Fathom integrations ### Pro Full AI power for your team $96/month (annual). - Everything in Starter - Connect MCP-compatible AI assistants - Deal Health Agent on every deal - AI Forecast with scenarios and drilldown - Pipeline Time Machine - Activity Dashboard - Research Trends Agent - Win-Loss Agent - Customer Health Agent - Zoom and Aircall integrations ### Max Advanced AI for deep revenue insights. $200/month (annual). - Everything in Pro - Win-Loss Agent Max - Customer Health Agent Max ### Enterprise For teams that want hands-on support Custom pricing. - Everything in Max - White-glove onboarding - Quarterly strategy reviews - Priority feature requests - Custom integrations - Enterprise SSO --- ## Integrations ### Fathom URL: https://dataparrot.ai/integrations/fathom Availability: Available Now Fathom Transcripts Power Your AI Sales Agents AI meeting assistant that records, transcribes, and summarizes your meetings so you can focus on the conversation. Features: - Fathom transcripts in Deal Health scoring - Conversation themes in Win-Loss analysis - Customer sentiment in Health scores - Automatic meeting association - Connect once and it just works - Zero maintenance required Benefits: - Know what's really happening in your deals - Stop guessing why deals won or lost - Catch at-risk accounts before they churn - Just connect Fathom and you're done #### Deal Health Powered by Fathom Transcripts Your Deal Health scores now reflect what actually happened in your Fathom recordings. When a deal is flagged at risk, you'll know if the champion went quiet or if the buyer raised a new objection in the last meeting. - Deal scores grounded in real Fathom conversations - Know why a deal is at risk without re-listening - Spot stalled deals from meeting signals #### Win-Loss Analysis From Fathom Recordings The Win-Loss agent analyzes your Fathom transcripts to understand what actually happened in winning and losing deals. See what objections killed deals and what conversations closed them. - Discover what gets said in winning deals - Identify objections that lead to losses - Find conversation themes across outcomes #### Customer Health From Meeting Context The Customer Health agent uses your Fathom meeting history to understand the full story of each customer relationship. Spot accounts going cold and catch churn risks before they escalate. - Understand customer sentiment from Fathom transcripts - Catch accounts going cold early - See the complete picture of customer engagement #### Forecasts Informed by Conversation Reality AI Forecasting gets smarter when it knows what's actually being said in your Fathom meetings. Forecast confidence improves when the AI understands deal momentum from real conversations. - Forecasts based on conversation signals - Get a better view of which deals will actually close - See fewer forecast surprises from hidden deal issues ### HubSpot URL: https://dataparrot.ai/integrations/hubspot Availability: Available Now Add AI Intelligence to your HubSpot CRM CRM and marketing automation platform for managing contacts, deals, and sales processes. Features: - Deal Health AI Agent - AI Sales Forecasting - Pipeline Inspection - Research Trends AI Agent - Sales Activity AI Agent - Win-Loss AI Agent Benefits: - See which HubSpot deals need attention before they slip - Get accurate forecasts without the manual work - Track how your pipeline changes over time - Know what your team is actually doing in HubSpot - Learn why you win and lose deals - Make decisions with data, not gut feelings #### Improve Forecast Accuracy Improve forecast accuracy for your HubSpot pipeline. Know what will actually close and what is at risk. - Forecast with confidence instead of hope - Reduce the time it takes to create a confident forecast - Build dynamic scenarios that adapt to your business - Make decisions based on data, not opinions #### Deal Health AI Agent The Deal Health Agent scores every sales deal in your HubSpot pipeline automatically. No rules to set up or maintain. See which deals are strong, which are at risk, and exactly why. - Get the true, unbiased health score for every deal - Spot deals going sideways before they slip - Stop being surprised by lost deals - Coach reps on specific deal risks #### Inspect Your Pipeline Connecting HubSpot to Data Parrot reveals what is growing your pipeline, what is shrinking it, and what isn't moving at all. - Easily track full pipeline history with no data warehouse required - Track pipeline behavior over time - Drill in and see the individual deals impacting your pipeline - Slice and dice by pipeline, stage, team, and more #### Sales Activity AI Agent The Sales Activity Agent tracks your sales team engagements in a single interactive dashboard. Filter by team, rep, date range, and more. - See your calls, meetings, and emails in a single interactive dashboard - Filter by outcome, team, rep, date range, and more with no separate reports required - AI automatically recognizes duplicate meetings - Track your team's activity over time to spot trends #### Win-Loss AI Agent The Win-Loss Agent analyzes your closed HubSpot deals to show what drives wins and causes losses. Learn from every outcome. - Understand why you're winning and losing deals - Stop repeating the same loss reasons - Improve your sales process with data - Get specific recommendations #### Research Trends AI Agent The Research Trends Agent discovers hidden trends in your HubSpot data that impact revenue. See what's driving your pipeline and what's causing deals to slip. - Reveal positive themes across your HubSpot deals that drive momentum - Find recurring blockers that trigger deal slippage and losses - Uncover top customer requests for product, pricing, and more - Run on autopilot once HubSpot is connected ### Slack URL: https://dataparrot.ai/integrations/slack Availability: Available Now Personal AI Sales Notifications Delivered in Slack Team communication platform with channels, direct messaging, and workflow integrations. Features: - Summarized executive-style briefs on the most important pipeline changes - Catch deals that are going sideways before it's too late - Daily and weekly Slack DM notifications - Filter by pipeline, stage, owner, and more - Automated trend discovery reports - Proactive notifications of deal wins, losses, and why Benefits: - Stay informed without opening another dashboard - Get personalized updates for only the deals that matter - Receive AI analysis of what changes mean - Discover trends automatically each week - Start each day with clear deal priorities - Never miss a deal that needs attention #### Daily Sales Brief Get your personalized daily sales brief delivered via Slack DM. AI analyzes deal changes and highlights the five most important updates you need to know. - Start each day knowing exactly what changed - Focus on deals that actually moved or became stuck - Get AI analysis of why changes matter - Never miss critical deal updates #### Personalized Deal Filters Configure notifications for your specific pipelines, stages, and deal owners. Only see updates for the deals you care about and nothing else. - Filter by your pipelines only - Focus on specific deal stages - Track your team's deals exclusively - Eliminate notification noise #### Weekly Pipeline Summary A weekly summary shows how your pipeline evolved. See pipeline changes from start to end of week plus AI-discovered trends. - Understand week-over-week pipeline movement - See the complete picture of pipeline health - Highlight the key changes that drove pipeline movement - Get context for leadership discussions #### AI Trend Discovery Weekly notifications include automatically generated trend reports. AI highlights positive themes, negative signals, and product feedback from your deals. - Discover themes you'd miss manually - See what's accelerating deals forward - Identify friction points in the sales process - Capture product feedback automatically #### Key Deal Changes Track critical changes like amount adjustments, stage movements, and close date shifts. AI explains the impact of each change on deal health. - Know when deal amounts increase or decrease - Track stage progression and regression - Monitor close date changes - Understand the business impact immediately #### Activity Impact Analysis See yesterday's calls, meetings, and emails with AI analysis of their impact. Understand which activities moved deals forward and which didn't. - Connect activities to deal progress - See which engagements had impact - Learn from successful interactions - Coach based on activity effectiveness ### Zoom URL: https://dataparrot.ai/integrations/zoom Availability: Available Now Give Your AI Agents Context From Your Zoom Meetings Collaboration platform for video meetings, team chat, VoIP phone, webinars, whiteboard, and events. Features: - Zoom transcripts in Deal Health scoring - Meeting themes in Win-Loss analysis - Customer sentiment tracking - Automatic meeting association - Connect once and it just works - Nothing to configure or maintain Benefits: - Understand the reality of your deals - Learn from wins and losses automatically - Spot at-risk accounts early - Just connect Zoom and you're done #### Deal Health Informed by Zoom Meetings Deal Health scores now include context from your Zoom recordings. When a deal gets flagged, you'll understand if it's because of something said in a recent Zoom meeting or if engagement dropped off. - Deal scores that reflect Zoom conversation reality - Understand deal risks without rewatching recordings - Catch deals going sideways from meeting signals #### Win-Loss Insights From Zoom Recordings The Win-Loss agent studies your Zoom meeting transcripts to learn what separates won deals from lost ones. Understand the conversations that close deals and the ones that don't. - Learn what top performers say differently on Zoom - See which objections derail deals - Understand themes in closed-won versus closed-lost #### Customer Health With Zoom Context The Customer Health agent analyzes your Zoom meeting history to gauge relationship strength. Know how customers actually feel based on what they say in your Zoom calls. - Customer sentiment from real Zoom conversations - Early warning when accounts go quiet - Get the full picture of customer relationship health #### Smarter Forecasts From Meeting Signals AI Forecasting improves when it can use signals from your Zoom meetings. The forecast agent understands deal momentum better when it knows what's actually happening in customer conversations. - Forecast confidence backed by Zoom meeting data - Spot deals that look good but aren't - See fewer end-of-quarter surprises ### Apollo.io URL: https://dataparrot.ai/integrations/apollo-ai Availability: Coming Soon Apollo.io sales intelligence is coming soon Sales intelligence and engagement platform for prospecting and outreach. ### Google Docs URL: https://dataparrot.ai/integrations/google-docs Availability: Coming Soon Google Docs sales reporting is coming soon Cloud-based document creation and collaboration platform. ### Microsoft Teams URL: https://dataparrot.ai/integrations/microsoft-teams Availability: Coming Soon AI-powered sales updates for Teams are coming soon Microsoft's collaboration platform combining workplace chat, meetings, file storage, and application integration. Features: - Executive-level deal summaries highlighting critical changes - Early warning system for at-risk opportunities - Daily and weekly Teams chat notifications - Configurable filters for pipeline, stage, and owner - AI-generated trend analysis reports - Automated win-loss insights and explanations Benefits: - Planned Teams chat delivery for Data Parrot sales insights - Future filtered updates for relevant deals - Planned AI explanations of important pipeline changes - Future revenue trend notifications - Join the waitlist to hear when Teams support is ready - Planned risk alerts for deals that may slip #### Morning Deal Digest Planned Teams support will provide a personalized morning digest, with AI identifying critical deal movements that need attention. - Planned morning summary of deal priorities - Prioritize deals requiring immediate action - Understand the impact of overnight changes - Stay ahead of potential deal risks #### Custom Pipeline Monitoring Planned Teams support will monitor specific pipelines, deal stages, and owners so updates match your criteria. - Planned monitoring for relevant pipelines - Track specific stage transitions - Follow your team's opportunities - Reduce information overload #### Weekly Executive Brief Planned weekly analysis will summarize pipeline progression with AI-identified themes and trends. - Planned weekly pipeline progression summaries - Visualize pipeline health trends - Understand the drivers behind pipeline shifts - Prepare for executive reviews #### Trend Alerts Planned trend alerts will report emerging deal accelerators, blockers, and customer feedback themes. - Planned detection of hidden revenue trends - Identify common deal accelerators - Spot recurring obstacles early - Collect product insights automatically #### Deal Movement Tracking Planned deal movement tracking will monitor value adjustments, stage transitions, and timeline shifts with AI context. - Planned tracking for deal value fluctuations - Monitor progression through stages - Watch for close date movements - Planned impact analysis in Teams #### Engagement Effectiveness Planned engagement analysis will review customer interactions and highlight which activities appear to advance deals. - Planned activity-to-outcome analysis - Identify high-impact engagements - Replicate successful approaches - Improve coaching effectiveness ### Notion URL: https://dataparrot.ai/integrations/notion Availability: Coming Soon Notion sales knowledge sync is coming soon All-in-one workspace for notes, docs, and collaboration. ### Office 365 URL: https://dataparrot.ai/integrations/office-365 Availability: Coming Soon Microsoft Office sales intelligence is coming soon Microsoft's cloud-based productivity suite including Word, Excel, PowerPoint, and Outlook. ### Salesforce URL: https://dataparrot.ai/integrations/salesforce Availability: Coming Soon Salesforce AI revenue intelligence is coming soon Salesforce provides applications focused on sales, customer service, marketing automation, e-commerce, analytics, artificial intelligence, and application development. Features: - Deal Health AI Agent - AI Sales Forecasting - Pipeline Inspection - Research Trends AI Agent - Sales Activity AI Agent - Win-Loss AI Agent Benefits: - Planned support for identifying Salesforce opportunities that need focus - Future AI forecasting for Salesforce opportunities - Planned pipeline movement and inspection for Salesforce teams - Future activity and performance context from Salesforce data - Planned win-loss analysis for Salesforce opportunities - Join the waitlist to hear when Salesforce support is ready #### Forecast With Confidence Planned Salesforce support will bring AI-driven forecasts to Salesforce opportunities, with context on what may close and which opportunities may need attention. - Planned AI analysis for Salesforce opportunities - Reduce manual digging through Salesforce reports - Future dynamic forecasts for scenario planning - Ground Salesforce forecast decisions in deal evidence #### Deal Health AI Agent Planned Salesforce support will score opportunities automatically, helping teams understand deal strength, risk factors, and next best actions. - Planned unbiased AI health scores for Salesforce opportunities - Future risk flags for opportunities that may slip - Focus on the deals that need attention - Give managers deal-level coaching focus #### Pipeline Inspection Planned Salesforce support will analyze sales pipelines to show what's growing, shrinking, and stalling. - Planned pipeline change monitoring without complex reports - Future visibility into pipeline movement trends - See which opportunities impact pipeline movement - Segment by pipeline, stage, team, and more #### Sales Activity AI Agent Planned Salesforce support will show team activities in a single view, including calls, meetings, and emails with filtering and trends. - Planned unified view of Salesforce activities - Segment by result, rep, team, and time period - Future duplicate meeting detection - View by day, week, or month to spot trends #### Win-Loss AI Agent Planned Salesforce support will analyze wins and losses to show what moves deals forward and what creates risk. - Learn what drives successful Salesforce deals - Identify recurring loss reasons - Build a better sales strategy with data - Future analysis of won and lost opportunities #### Research Trends AI Agent Planned Salesforce support will reveal themes affecting revenue, including what accelerates deals and what causes friction. - Identify positive signals that accelerate Salesforce deals - Spot warning signs that cause delays and losses - Capture key product feedback, pricing issues, and more from customers - Planned autonomous analysis after Salesforce is connected --- ## Answers ### How do I find deals that are quietly dying? URL: https://dataparrot.ai/answers/how-do-i-find-deals-that-are-quietly-dying Last updated: June 23, 2026 Category: Deal Health Find quietly dying deals by looking for open deals where customer progression has stopped. The clearest signs are no recent completed meeting, no scheduled next step, long time in stage, repeated close date pushes, weak stakeholder activity, and a forecast category that has not changed even though the deal has gone quiet. #### What to check first - No completed meeting in the last review window - No scheduled next step - No meaningful customer reply - Long time in the current stage - Close date pushed without new progress - Only one stakeholder active - Deal still included in current-quarter pipeline #### Definition A quietly dying deal is an open deal that still looks active in the CRM but is no longer moving through the customer's buying process. #### Why these deals are hard to see Quietly dying deals often have enough CRM data to avoid obvious cleanup. They have an owner, amount, stage, close date, and maybe a task. What they lack is current customer movement. #### How methodology spots stalled deals Every serious sales method tests movement. BANT asks whether timing and need still exist. MEDDIC checks pain, champion, and decision process. SPIN and Challenger test whether the customer has a reason to change. If those answers are stale, the deal needs review. #### How to check it in your CRM In HubSpot, Salesforce, or another CRM, filter for open deals with no recent meeting, no next activity, long stage age, close date movement, and high amount. Start with deals that still affect the current forecast. #### Quietly dying deal signals | Signal | What it means | What to do | | --- | --- | --- | | No recent meeting | Customer attention may be gone | Ask for the last live engagement | | No next step | The path forward is unclear | Get a customer-owned next step or move it down | | Long stage age | The stage may no longer be earned | Review stage confidence | | Close date pushed | Timing is weakening | Test close date confidence | | One active contact | The deal may lack support | Review stakeholder coverage | #### Example A deal can stay open for months because the rep keeps sending follow-up emails and moving the close date. If the customer has not met recently and no decision step is scheduled, the deal is quietly dying. #### How Data Parrot helps Data Parrot identifies weakening deals with deal health, deal status, purchase intent, close date confidence, risk reasons, and suggested next actions. #### About Data Parrot Data Parrot Deal Health shows which deals are healthy, which are slipping, and why, with score reasoning, signals, and next actions from connected CRM activity. #### FAQ ##### Is a quietly dying deal the same as a stale deal? They are close. A stale deal usually has no recent activity. A quietly dying deal may still have rep activity, but customer progression has stopped. ##### Should quietly dying deals be closed lost? Some should be closed lost. Others should be re-qualified, moved down, pushed out of the forecast, or coached toward a real customer next step. ##### What is the most practical first filter? Start with open deals in the current forecast period that have no recent completed customer meeting and no scheduled next meeting. ### What is AI deal health? URL: https://dataparrot.ai/answers/what-is-ai-deal-health Last updated: June 23, 2026 Category: Deal Health AI deal health is a current view of whether an open deal is progressing toward a close. It helps sales teams understand which deals look strong, which are losing momentum, and which need manager review before they stay in the forecast. #### What to check first - Has the customer had a recent completed call or meeting? - Is there a next meeting or mutual next step? - Is the deal moving through the buying process? - Does the close date still match the work left to do? - Are the right stakeholders involved? - Does the stage match the customer's progress? #### Definition Deal health is a practical summary of deal strength. It combines progression, purchase intent, timing, engagement, risk, and deal context so a manager can decide whether the deal deserves trust. #### Why deal health matters Most sales methodologies ask whether a deal is qualified, whether the customer has a real reason to act, whether the right people are involved, and whether the deal is moving toward a decision. AI deal health turns that same operating question into a current deal view. #### How to use deal health in your CRM Start with open deals that matter to the forecast. Review close dates, stage age, last completed call or meeting, next activity, forecast category, and stakeholder coverage. Then ask whether the customer is still progressing or whether the record only looks good because the fields have not been updated. #### Common deal health signals | Signal | What it usually means | What to ask | | --- | --- | --- | | No recent call or meeting | The customer may not be spending real time on the deal | When did the customer last engage live? | | No next meeting | The deal may not have a clear path forward | What is on the calendar? | | Close date moved | The timing may be weaker than the forecast says | Why is the new date believable? | | Late stage, weak progression | The stage may be ahead of the deal | What happened to earn this stage? | | Only one active contact | The deal may depend on one person | Who else needs to approve? | #### Example A deal can be in a late CRM stage and still have poor deal health if the customer has not met in three weeks, no next meeting is scheduled, and procurement has not started. The record may still look useful for the forecast, but the deal is not progressing. #### How Data Parrot helps Data Parrot turns CRM activity into signals like deal health, deal status, purchase intent, close date confidence, risk reasons, and suggested next actions. #### About Data Parrot Data Parrot Deal Health shows which deals are healthy, which are slipping, and why, with score reasoning, signals, and next actions from connected CRM activity. #### FAQ ##### Is deal health the same as CRM probability? No. CRM probability usually comes from stage rules or rep input. Deal health looks at whether the deal is actually progressing. ##### Who uses deal health? Sales managers, VP Sales, CROs, RevOps, and founders use deal health to decide which deals need review before a pipeline or forecast call. ##### Can deal health help with coaching? Yes. Deal health helps managers focus coaching on deals where progression, timing, stakeholders, or next steps need attention. ### How do you identify at-risk deals in HubSpot? URL: https://dataparrot.ai/answers/how-to-identify-at-risk-deals-in-hubspot Last updated: June 23, 2026 Category: Deal Health You identify at-risk deals in HubSpot by finding deals that are not progressing. The simplest first check is whether the deal has had a meaningful customer engagement recently, especially a completed call or meeting. Deals without progression should be reviewed before they stay in the forecast. #### What to check first - Deals closing this month or quarter - High-value deals - Commit or Best case deals - Deals with no completed call or meeting in your normal review window - Deals with no next meeting - Deals where the close date moved recently - Deals that have been in the same stage too long - Deals with only one active contact #### Definition An at-risk deal is an open HubSpot deal where the expected outcome is no longer well supported by the way the deal is progressing. The deal may still close, but it needs review before the team trusts the stage, close date, amount, or forecast category. #### Why recent customer engagement matters A completed call or meeting does not prove a deal is safe, but the absence of one is often a warning sign. Email can matter too, but calls and meetings are usually stronger because the customer is still giving the deal real time. #### How sales methodologies overlap BANT, MEDDIC, MEDDPICC, SPIN, Miller Heiman, and Challenger use different language, but they all ask whether the customer is moving through a real decision process. A deal is risky when the seller's forecast is ahead of that progress. #### How to check for at-risk deals in HubSpot Build a short review list before the forecast call. Start with deals carrying forecast weight, then inspect activity history, last completed meeting, next activity, stage age, close date movement, amount changes, and stakeholder coverage. #### Types of deal risk | Risk type | What it means | Signal to review | | --- | --- | --- | | Qualification risk | The deal may not be real enough for pipeline | Purchase intent and deal health | | Progression risk | The deal is not moving forward the way the stage implies | Deal status and recent customer engagement | | Timing risk | The deal may be real but not close on the current date | Close date confidence | | Forecast risk | The deal may not belong in the current forecast category | Forecast risk and deal health | | Stakeholder risk | The deal depends on the wrong person or too few people | Contacts, meetings, and deal context | #### Common signs a deal is at risk | Sign | What it usually means | What to ask | | --- | --- | --- | | No recent call or meeting | The deal may have lost momentum | When did the customer last spend real time on this? | | No next meeting | The deal may not have a real next step | What is on the calendar? | | Close date moved repeatedly | The team may be rolling the deal forward | Why is this date more believable than the last one? | | Late stage, weak customer movement | The stage may be too optimistic | What happened on the customer side to earn this stage? | | One active contact | The deal may not have enough support | Who else needs to be involved? | | Commit deal with no approval path | The category may reflect pressure | What makes this Commit? | #### Example A deal is worth $80,000 and marked Best case. It is supposed to close this month. But there has not been a completed call or meeting in 21 days, there is no next meeting, legal has not started, the close date moved once already, and the only active contact cannot sign. That deal may still be real, but it is at risk. #### How Data Parrot helps Data Parrot connects to HubSpot and helps sales teams find deals that need review before the forecast call. - Which deals are getting weaker - Which deals are not progressing - Which deals have not had a recent call or meeting - Which close dates look wrong - Which stages look too optimistic - Which Commit or Best case deals need review #### About Data Parrot Data Parrot connects to HubSpot and turns CRM activity into deal health, forecast risk, pipeline movement, customer health, and sales briefs for revenue teams. #### FAQ ##### Can HubSpot show at-risk deals by itself? HubSpot can show deal records, activity history, close dates, stages, owners, forecast categories, and reports. Those are the starting point. The team still has to decide whether the deal is progressing enough to stay in the forecast. ##### What is the fastest way to find risky deals in HubSpot? Start with open deals closing this period. Review high-value deals, deals with no completed call or meeting in your normal review window, deals with no next meeting, recently changed close dates, long stage age, and Commit or Best case deals. ##### What is the difference between an at-risk deal and a stale deal? A stale deal has stopped moving. An at-risk deal may still have activity, but the activity does not support the close date, stage, amount, or forecast category. ##### Should sales managers remove every at-risk deal from the forecast? No. Risk does not mean the deal is dead. It means the deal needs review. The manager should look at whether the deal is progressing, challenge the close date or forecast category if needed, and decide what would make the deal stronger. ### What is deal stage confidence? URL: https://dataparrot.ai/answers/what-is-deal-stage-confidence Last updated: June 23, 2026 Category: Deal Health Deal stage confidence is whether a deal has earned its current CRM stage. A stage is confident when the customer has progressed far enough in the buying process to support that stage. #### What to check first - What customer action moved the deal into this stage - Whether the next step matches the stage - Whether the right stakeholders are involved - Whether the decision process is known - Whether the deal has been in stage too long - Whether the latest completed call or meeting supports the stage #### Definition Deal stage confidence separates the stage label from trust in the stage. The label may be correct in the CRM, but the confidence depends on whether the customer has progressed enough. #### Why stage confidence matters Many forecasts depend on stage probability. If a deal sits in a late stage without real customer progression, the weighted number can look better than the deal actually is. #### How to check it in your CRM Review late-stage deals, long stage age, recent activity, last completed meeting, next activity, stakeholder involvement, and notes about decision process. Ask what the customer did to earn the stage. #### Stage confidence checks | Check | Strong sign | Weak sign | | --- | --- | --- | | Discovery | Customer pain and urgency are clear | Problem is vague | | Evaluation | Decision criteria are known | Customer is only browsing | | Proposal | Customer agreed to review terms | Proposal was sent without a clear next step | | Negotiation | Commercial terms are being reviewed | Pricing was mentioned once | | Contract | Paper process is in motion | Legal or procurement has not started | #### Example A deal in negotiation has weak stage confidence if legal has not started, the signer is unknown, and the customer has not met since the proposal. The stage says one thing, but the buying process says another. #### How Data Parrot helps Data Parrot uses CRM activity and deal context to show stage confidence, deal status, purchase intent, risk reasons, and suggested next actions. #### About Data Parrot Data Parrot Deal Health shows which deals are healthy, which are slipping, and why, with score reasoning, signals, and next actions from connected CRM activity. #### FAQ ##### Is deal stage confidence the same as deal stage? No. Deal stage is the CRM label. Deal stage confidence is whether the deal has progressed enough to deserve that label. ##### What lowers stage confidence? Long stage age, no recent customer engagement, missing stakeholders, unclear next step, or no decision process can lower confidence. ##### Why does stage confidence matter for forecasting? Stage confidence matters because stage often drives weighted forecast views and manager expectations. ### How do I know if pipeline is real or inflated? URL: https://dataparrot.ai/answers/how-do-i-know-if-pipeline-is-real-or-inflated Last updated: June 23, 2026 Category: Pipeline Inspection Pipeline is real when the open deal value is supported by customer progression. It is inflated when the CRM shows enough value, but many deals have weak activity, stale stages, unrealistic close dates, unclear stakeholders, or no current reason for the customer to act. #### What to check first - Open pipeline by current-period close date - Deals with no recent completed meeting - Deals with no scheduled next step - Late-stage deals with weak stakeholder coverage - Deals that have slipped multiple times - Deals created long ago but still counted as active - Pipeline coverage by deal quality and value #### Definition Inflated pipeline is pipeline value that overstates real revenue potential because deals remain open even though the customer is not progressing or the timing is no longer credible. #### Why pipeline value can mislead a CRO A pipeline number can look healthy while the deals underneath it are weak. The risk is not the math. The risk is counting deal value that will not convert in the period or at the expected amount. #### How methodology separates real from inflated The common thread across BANT, MEDDIC, MEDDPICC, SPIN, Miller Heiman, and Challenger is qualification through customer reality. Does the customer have a reason to change, a path to decide, the right people involved, and current movement? If not, the pipeline may be inflated. #### How to check it in your CRM Use your CRM to group pipeline by stage age, last meeting, next activity, close date movement, forecast category, and amount. Then inspect whether the largest groups are supported by recent customer progress. #### Real pipeline vs inflated pipeline | Check | Real pipeline | Inflated pipeline | | --- | --- | --- | | Customer engagement | Recent live meeting or clear customer action | No recent completed meeting | | Next step | Mutual next step is scheduled | Task exists but no customer commitment | | Stage | Stage matches customer progress | Stage advanced without customer proof | | Timing | Close date matches remaining steps | Close date keeps moving | | Coverage | Multiple stakeholders are active | One contact carries the deal | #### Example A team may have 4x pipeline coverage and still have an inflated pipeline if half the value is tied to deals with no recent meeting, no next step, and close dates inside the current quarter. #### How Data Parrot helps Data Parrot ties pipeline movement to deal health, purchase intent, deal status, close date confidence, and forecast risk. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### Is inflated pipeline the same as bad data? Not always. The data may be filled in, but the deal value can still be inflated if customer progression does not support the record. ##### What is the quickest way to test pipeline quality? Filter high-value open deals by no recent meeting, no next step, long stage age, and repeated close date changes. ##### Should inflated deals be closed lost? Only if they are no longer viable. Many inflated deals should be moved down, pushed out, re-qualified, or coached before being closed lost. ### Why does my team have enough pipeline but still miss the number? URL: https://dataparrot.ai/answers/why-does-my-team-have-enough-pipeline-but-still-miss-the-number Last updated: June 23, 2026 Category: Pipeline Inspection Teams miss the number with enough pipeline because pipeline coverage measures value, not quality. If the pipeline includes stale deals, weak customer engagement, poor close date confidence, inflated amounts, or deals that are not progressing, the coverage ratio can look healthy while the forecast is weak. #### What to check first - Coverage by forecast category - Coverage by close date confidence - High-value deals with no recent meeting - Deals that slipped out of the period - Deals with long stage age - Pipeline created late in the quarter - Expansion or new-business assumptions behind the target #### Definition Pipeline coverage compares open pipeline value to a sales target. Pipeline quality asks whether that value can realistically convert in the period. #### Why coverage is not the same as confidence A coverage ratio can make the quarter look protected. The real question is whether the deals inside that coverage are active, qualified, timed correctly, and moving through the buying process. #### How sales methodologies explain the miss Most methodologies warn against counting deals that are not qualified, do not have a real business pain, lack authority, lack a decision process, or have no compelling reason to act. Those deals can inflate coverage without improving the forecast. #### How to inspect coverage quality In your CRM, split coverage by forecast category, stage age, close date movement, recent meetings, next activity, amount changes, and stakeholder activity. Then ask which coverage is real enough to rely on. #### Why coverage fails | Pipeline issue | What it does to coverage | What to inspect | | --- | --- | --- | | Stale deals | Inflates value without current movement | Last meeting and next step | | Weak close dates | Pulls future value into the current period | Remaining approval steps | | Low-intent deals | Adds value that may never convert | Customer urgency and business pain | | Stage inflation | Makes conversion look stronger than it is | Stage confidence | | Late-created pipeline | Adds hope late in the period | Source, qualification, and timing | #### Example A team may enter the quarter with 3x pipeline coverage and still miss if the largest deals have no recent meeting, weak purchase intent, and close dates that keep moving. The coverage was there. The quality was not. #### How Data Parrot helps Data Parrot helps revenue teams review the deals behind the forecast with Deal Health, Sales Forecasting, Pipeline Inspection, close date confidence, purchase intent, deal status, and forecast risk. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### What is a healthy pipeline coverage ratio? It depends on win rate, sales cycle, segment, deal size, and timing. The better question is how much of the coverage is active, qualified, and likely to close in the period. ##### Can pipeline coverage create false confidence? Yes. Coverage can hide weak deal quality if stale deals, unrealistic close dates, and low-intent opportunities remain in the number. ##### What should a CRO ask when coverage looks strong? Ask which deals make the coverage believable, which deals are likely to slip, and which deals have recent customer progression. ### Is 3x pipeline coverage enough to trust the forecast? URL: https://dataparrot.ai/answers/is-3x-pipeline-coverage-enough-to-trust-the-forecast Last updated: June 23, 2026 Category: Pipeline Inspection 3x pipeline coverage can be enough when the deals inside that coverage are active, qualified, timed correctly, and progressing. It is not enough when the coverage depends on stale deals, weak close dates, low purchase intent, or forecast categories that are stronger than the customer progression supports. #### What to check first - Coverage by forecast category - Largest deals carrying the coverage - Recent completed meetings on current-period deals - Scheduled next steps - Close date confidence - Stage confidence - Deals that slipped into or out of the period #### Definition Pipeline coverage is open pipeline value divided by the sales target for a period. A 3x ratio means the team has three dollars of open pipeline for every dollar of target. #### Why 3x is a starting point A 3x coverage target can help a sales leader judge whether enough pipeline exists. It cannot prove the forecast is safe because the ratio does not know which deals are real, which dates are believable, or which customers are still moving. #### How sales methodology changes the answer BANT, MEDDIC, MEDDPICC, SPIN, Miller Heiman, and Challenger all pressure-test customer reality. If the deals behind 3x coverage lack pain, decision path, stakeholders, timing, urgency, or recent movement, the ratio can create false confidence. #### How to check it in your CRM In your CRM, review coverage by forecast category, close date, stage, owner, amount, and recent activity. Then inspect the deals that create most of the coverage before you trust the headline ratio. #### When 3x coverage deserves trust | Coverage condition | Trust level | Manager question | | --- | --- | --- | | High coverage with recent meetings | Stronger | Did the customer move closer to a decision? | | High coverage with no next steps | Weaker | What makes these deals real this period? | | High coverage concentrated in a few deals | Riskier | Which one or two deals can break the forecast? | | High coverage with repeated close date pushes | Weaker | Why are future deals still counted now? | | Lower coverage with strong Commit quality | Context dependent | Is the path to target narrow but believable? | #### Example A team can have 3x coverage and still miss if the largest deals have no recent meeting, no scheduled next step, and close dates inside the quarter only because they were rolled forward. #### How Data Parrot helps Data Parrot helps teams inspect the deals behind the forecast with Deal Health, Sales Forecasting, Pipeline Inspection, purchase intent, close date confidence, stage confidence, and forecast risk. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### Is 3x pipeline coverage a benchmark? It is a common planning heuristic, not a universal benchmark. The right coverage depends on win rate, sales cycle, deal size, segment, and pipeline quality. ##### Can a team miss with 3x coverage? Yes. A team can miss with 3x coverage if the coverage includes stale deals, weak customer progression, poor timing, or inflated amounts. ##### What should a CRO inspect after seeing 3x coverage? A CRO should inspect the largest deals, Commit quality, close date confidence, stage confidence, recent customer engagement, and deals that recently slipped. ### Should Commit, Best Case, and Pipeline count the same in coverage? URL: https://dataparrot.ai/answers/should-commit-best-case-and-pipeline-count-the-same-in-coverage Last updated: June 23, 2026 Category: Forecasting Commit, Best Case, and Pipeline should not count the same when a CRO is deciding whether to trust coverage. They can all appear in open pipeline value, but Commit should have stronger customer progression, Best Case should have a clear path to move up, and Pipeline should be inspected for qualification and timing before it supports the forecast. #### What to check first - Commit deals with no recent meeting - Best Case deals without a scheduled next step - Pipeline deals closing inside the current period - Forecast category changes since the last submission - Close date confidence by category - Stage confidence by category - High-value deals outside Commit #### Definition Forecast categories group deals by forecast judgment. In CRM tools like HubSpot and Salesforce, teams often use categories such as Commit, Best Case, Pipeline, and omitted or custom categories depending on setup. #### Why equal counting creates false confidence A dollar in Commit and a dollar in early Pipeline are both open pipeline value, but they do not have the same forecast meaning. Treating them the same can make coverage look safer than the sales leader would defend in a forecast call. #### How methodology applies Forecast category should reflect the customer's buying progress, not pressure to hit a number. MEDDIC and MEDDPICC would test pain, decision process, champion, and timing. Challenger and SPIN would test whether the customer has a reason to change now. #### How to check it in your CRM Split coverage by forecast category. Review Commit for slipping risk, Best Case for movement into Commit, and Pipeline for qualification. Then inspect close dates, recent meetings, stage confidence, and next steps inside each category. #### Coverage by forecast category | Category | Coverage question | Risk to inspect | | --- | --- | --- | | Commit | Can this still close when expected? | Weak close date confidence | | Best Case | What must happen to move this up? | No customer-owned next step | | Pipeline | Is this qualified enough for this period? | Early interest counted as forecast support | | Omitted | Why is this excluded? | Real deals hidden outside the forecast | #### Example A team may show 4x total coverage, but only 1.2x of that coverage may be Commit. If the rest depends on Best Case and early Pipeline deals with weak next steps, the forecast is less protected than the total suggests. #### How Data Parrot helps Data Parrot compares forecast category with deal health, purchase intent, close date confidence, stage confidence, and forecast risk so category review starts from the deals behind the number. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Should Pipeline category deals count toward coverage? They can count toward total open pipeline, but a CRO should inspect qualification, timing, and customer progression before relying on them for the forecast. ##### Is Best Case pipeline reliable? Best Case can be reliable when the deal has a clear path to Commit. It is weak when the next step, approval path, or timing is vague. ##### What makes a Commit deal risky? A Commit deal becomes risky when the customer is not progressing fast enough to support the close date, forecast category, approval path, or next step. ### Which deals should be discounted before trusting pipeline coverage? URL: https://dataparrot.ai/answers/which-deals-should-be-discounted-before-trusting-pipeline-coverage Last updated: June 23, 2026 Category: Pipeline Inspection Discount deals before trusting pipeline coverage when they have no recent completed meeting, no scheduled next step, repeated close date pushes, long time in stage, one active stakeholder, weak purchase intent, or a forecast category that no longer matches the way the customer is progressing. #### Deals to review first - High-value deals with no recent completed meeting - Deals closing this period with no next step - Commit deals with recent close date movement - Best Case deals with no buyer-owned action - Late-stage deals with long stage age - Deals with amount increases but no new customer reason - Deals with one active stakeholder #### Definition Discounting pipeline coverage means reducing trust in open deal value before using it to support a forecast or target coverage ratio. #### Why discounting is a forecast discipline A sales leader does not need to close every weak deal as lost. The first step is to stop giving weak deals the same forecast trust as active, qualified deals with buyer movement. #### How methodology helps decide The common sales methodology question is whether the customer has earned the deal's place in the forecast. If pain, urgency, authority, decision path, stakeholder coverage, or timing is missing, the deal should carry less weight in coverage. #### How to check it in your CRM Create CRM views for current-period deals with no recent meeting, no next activity, repeated close date changes, long stage age, and high amount. Start with the deals that carry the most coverage or sit in Commit and Best Case. #### Discounting checks | Deal signal | Why it matters | Coverage decision | | --- | --- | --- | | No recent meeting | Customer attention may be gone | Discount until progress resumes | | No next step | There is no mutual path forward | Discount unless a next step is secured | | Close date moved twice | Timing may be hopeful | Discount current-period trust | | Long stage age | The stage may no longer be earned | Review stage confidence | | One stakeholder | The buying process may be fragile | Discount larger deals until coverage expands | #### Example If a $120,000 Best Case deal has no meeting in three weeks, no scheduled next step, and a close date still inside this month, the deal may stay open. It should not carry full weight in coverage. #### How Data Parrot helps Data Parrot Deal Health shows which deals are healthy, which are slipping, and why, with purchase intent, close date confidence, stage confidence, deal status, and forecast risk. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### Does discounting mean removing a deal from pipeline? No. Discounting means reducing forecast trust. The deal may remain open while the manager re-qualifies timing, next step, stakeholder coverage, or forecast category. ##### Should all stale deals be discounted? Stale high-value or current-period deals should be reviewed first. Some may be pushed out, moved down, re-qualified, or excluded from forecast coverage. ##### What is the fastest discounting check? Start with high-value deals closing this period that have no recent completed meeting and no scheduled next step. ### What should a CRO do when pipeline coverage is high but forecast confidence is low? URL: https://dataparrot.ai/answers/what-should-a-cro-do-when-pipeline-coverage-is-high-but-forecast-confidence-is-low Last updated: June 23, 2026 Category: Forecasting When pipeline coverage is high but forecast confidence is low, a CRO should inspect the deals carrying the coverage before asking for more pipeline. Start with Commit and Best Case quality, recent customer progression, close-date confidence, stage confidence, stakeholder coverage, and slipped deals. #### What to check first - Coverage split by Commit, Best Case, and Pipeline - Largest deals in the current period - Deals with no recent customer meeting - Deals with weak close-date confidence - Deals that slipped or moved backward - Forecast category changes since the last call - Manager notes on why confidence is low #### Definition High coverage with low forecast confidence means the open pipeline value appears sufficient, but the sales leader does not trust enough of that value to close on time. #### Why this is usually a quality problem A team can have plenty of pipeline and still lack a defensible forecast. The issue is often stale deals, weak timing, stage optimism, low purchase intent, or risk concentrated in a few large opportunities. #### How methodology explains the gap Methodologies converge on the same question: has the customer progressed far enough to support the forecast? If the answer is weak across pain, decision path, stakeholders, urgency, or mutual next step, coverage will not create confidence. #### How to check it in your CRM Use your CRM to review the current period by forecast category, amount, close date, last activity, next activity, and stage age. Then review the largest deals and the deals that changed since the last forecast call. #### CRO response by issue | Issue | CRO response | Forecast impact | | --- | --- | --- | | Commit risk | Inspect close date and next step | May move down or push out | | Coverage concentrated in large deals | Review each deal individually | Forecast depends on few outcomes | | No recent engagement | Challenge whether the deal is active | Coverage may be overstated | | Strong Best Case but weak Commit | Ask what moves Best Case up | Upside may be unclear | | Repeated slippage | Inspect timing standards | Current-period coverage may be inflated | #### Example A CRO sees 4x coverage but only trusts half the Commit number. The right next step is not a generic pipeline push. It is reviewing the few deals that create the coverage and deciding which ones still deserve forecast trust. #### How Data Parrot helps Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal health, forecast risk, close date confidence, stage confidence, purchase intent, and pipeline movement before the forecast call. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Should a CRO ask for more pipeline when coverage is already high? Not first. The CRO should inspect whether the existing coverage is real. If quality is weak after that review, more pipeline may still be needed. ##### Why can coverage and confidence disagree? Coverage measures value. Confidence depends on whether the deals behind that value are progressing, timed correctly, qualified, and supported by the customer. ##### What is the best first question for the forecast call? Ask which deals make the coverage believable and which deals would break the forecast if they slipped. ### How should sales managers review pipeline coverage before a forecast call? URL: https://dataparrot.ai/answers/how-should-sales-managers-review-pipeline-coverage-before-a-forecast-call Last updated: June 23, 2026 Category: Pipeline Inspection Sales managers should review pipeline coverage before a forecast call by starting with the deals that carry the number. Split coverage by forecast category, inspect recent customer progression, test close-date confidence, challenge stage confidence, and decide which deals should stay in the forecast. #### Forecast-call coverage review - Start with current-period close dates - Sort by amount and forecast category - Review high-value Commit and Best Case deals - Check last completed meeting and next step - Inspect close date movement - Inspect stage age and stage confidence - Write down which deals changed the forecast #### Definition A pipeline coverage review is a manager review of whether the open pipeline value behind a target is real enough to support the forecast. #### Why managers should not review every deal equally The forecast call needs judgment, not a tour of the CRM. Managers should start with the deals that can change the number: high-value deals, Commit deals, Best Case deals, close dates inside the period, and deals that changed since the last call. #### How methodology keeps the review honest A good coverage review asks whether the customer is progressing through a buying process. That means pain, urgency, stakeholders, decision path, business case, next step, and timing should all support the deal's place in coverage. #### How to check it in your CRM Use CRM views for current-period deals by amount, forecast category, close date, last activity, next activity, and stage age. Then inspect the deals with the highest forecast impact before reviewing smaller deals. #### Pipeline coverage review order | Review step | Manager question | Decision | | --- | --- | --- | | Commit deals | Can each one still close when expected? | Keep, move down, or push out | | Best Case deals | What makes this move up? | Coach next action | | Large Pipeline deals | Is this qualified for the period? | Include or discount | | Slipped deals | Why did timing change? | Adjust forecast confidence | | New pipeline | Is this real or newly created hope? | Inspect qualification | #### Example Before a forecast call, a manager reviews the five largest current-period deals. Two have strong meetings and confirmed next steps. One Commit deal has no recent customer action. Two Best Case deals depend on procurement work that has not started. The coverage number stays the same, but the forecast confidence changes. #### How Data Parrot helps Data Parrot prepares managers with deal health, purchase intent, deal status, close date confidence, stage confidence, pipeline inspection, and risk reasons before the forecast call. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### How many deals should a manager review before the forecast call? Start with the deals that can change the forecast: large Commit deals, high-value Best Case deals, deals with recent close date movement, and deals with weak customer progression. ##### Should managers review coverage by rep or by deal? Both can help, but the forecast call should start with deal-level trust. Rep views are useful after the manager knows which deals create the risk. ##### What should managers do after the coverage review? They should decide which deals stay in the forecast, which move down, which need coaching, and which require a confirmed customer-owned next step. ### What Is AI Sales Pipeline Inspection? URL: https://dataparrot.ai/answers/what-is-ai-pipeline-inspection Last updated: August 4, 2026 Category: Pipeline Inspection AI pipeline inspection is a way to review how pipeline changed and which deals caused the movement. It helps sales leaders see whether pipeline is getting stronger, weaker, or just larger on paper. #### What to check first - What entered pipeline - What left pipeline - What slipped out of the period - Which deals changed amount - Which stages are slowing down - Which important deals moved backward or stalled #### Definition Pipeline inspection is different from a dashboard. A dashboard shows the current number. Pipeline inspection explains the movement behind that number. #### Why pipeline inspection matters A pipeline can grow and still become less reliable. New dollars may enter while late-stage deals slip, stall, shrink, or lose customer momentum. The useful question is whether the pipeline is becoming more likely to close, not whether the total is larger. #### How to check it in your CRM Compare pipeline at the start and end of the period. Review stage movement, close date changes, amount changes, new deals, lost deals, and deals that moved out of the forecast period. Then inspect the specific deals behind each change. #### Pipeline movement to inspect | Movement | What it can mean | Question to ask | | --- | --- | --- | | New pipeline | More coverage entered the period | Is it qualified or just newly created? | | Slipped deals | Pipeline moved out of the period | Why did timing change? | | Amount increases | Coverage improved on paper | Did the customer justify the larger amount? | | Stage aging | Deals are not progressing | Which stage is slowing down? | | Closed lost movement | Pipeline quality may be weaker than expected | Was the loss predictable earlier? | #### Example A team starts the month with $900,000 in pipeline and ends with $920,000. The number looks stable. But $180,000 slipped to next month and two late-stage deals moved backward. Pipeline inspection makes that visible before the forecast call treats the month as healthy. #### How Data Parrot helps Data Parrot compares pipeline across periods and connects movement back to the deals behind it, including stage movement, amount changes, close date changes, and deal health. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### Is pipeline inspection the same as a pipeline dashboard? No. A dashboard shows current totals. Pipeline inspection explains what changed and which deals caused the change. ##### Can pipeline inspection help with forecast reviews? Yes. It helps managers see whether the forecast is getting stronger or weaker before they rely on the headline pipeline number. ##### What should a sales leader inspect first? Start with slipped deals, large amount changes, late-stage deals with no recent customer engagement, and deals carrying forecast weight. ### What is pipeline hygiene? URL: https://dataparrot.ai/answers/what-is-pipeline-hygiene Last updated: June 23, 2026 Category: Pipeline Inspection Pipeline hygiene means keeping deal records current enough that sales leaders can trust the pipeline. In a CRM, that usually means stages, close dates, amounts, owners, contacts, next steps, and recent activity match what is actually happening with customers. #### What to check first - Deals with past close dates - Deals with no next activity - Deals with no recent completed call or meeting - Deals stuck in stage - Deals missing owner or key contacts - Deals with amount changes that are not explained #### Definition Pipeline hygiene means the open pipeline can be trusted for review, coaching, and forecasting. Clean fields matter because they support that judgment. #### Why hygiene matters Poor pipeline hygiene makes forecast calls slower and less trustworthy. Managers spend time asking whether the record is current instead of deciding what to do about the deal. #### How to check it in your CRM Create views for open deals with past close dates, no next activity, no recent meeting, long stage age, missing contacts, and large amount changes. These views are the starting point for cleanup and manager review. #### Pipeline hygiene checks | Issue | Why it matters | Action | | --- | --- | --- | | Past close date | The record is behind reality | Update timing or move the deal | | No next activity | The deal may not be progressing | Schedule or confirm the next step | | Long stage age | The deal may be stuck | Review whether the stage still fits | | No recent meeting | The customer may not be engaged | Ask what the customer is doing next | | Missing contacts | Stakeholder coverage may be weak | Add the people involved in the decision | #### Example A pipeline can look healthy by amount while several deals have past close dates, no next meeting, and no completed customer call in a month. That is a hygiene problem and a forecast problem. #### How Data Parrot helps Data Parrot flags hygiene issues that affect deal health, pipeline inspection, close date confidence, and forecast risk. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### Is pipeline hygiene just CRM cleanup? No. Cleanup is part of it, but pipeline hygiene is about whether the pipeline can be trusted for management decisions. ##### How often should teams review pipeline hygiene? Most teams should review hygiene before pipeline and forecast calls, with extra attention near month-end or quarter-end. ##### What is the biggest pipeline hygiene issue? A common issue is a record that still looks current even though the customer is not progressing. ### What is a pipeline inspection report? URL: https://dataparrot.ai/answers/what-is-a-pipeline-inspection-report Last updated: June 23, 2026 Category: Pipeline Inspection A pipeline inspection report explains how pipeline changed over a period and which deals caused the movement. It should show what entered, exited, slipped, expanded, shrank, or stalled. #### What a pipeline inspection report should include - Starting pipeline value - Ending pipeline value - Net change - New deals - Closed won and closed lost deals - Slipped deals - Amount changes - Stage movement and bottlenecks #### Definition A pipeline inspection report is a movement report. It explains why the pipeline changed and which deals drove the current total. #### Why it matters Pipeline totals can hide risk. A team can add new pipeline while late-stage deals slip out of the month. A pipeline inspection report helps managers see whether pipeline quality improved or weakened. #### How to check it in your CRM Compare pipeline snapshots across a period. Review stage changes, close date changes, amount changes, created deals, closed deals, and deals that moved out of the current forecast period. #### Report sections | Section | What it shows | Why it matters | | --- | --- | --- | | Net change | Overall movement | Shows whether pipeline grew or shrank | | Entered | Deals added to the period | Shows new coverage | | Exited | Deals closed or lost | Shows realized movement | | Slipped | Deals moved out of period | Shows timing risk | | Stage movement | Deals moving forward or backward | Shows progression | #### Example A report may show pipeline up $40,000, but the useful detail is that $120,000 slipped, $90,000 entered, and two late-stage deals lost momentum. #### How Data Parrot helps Data Parrot inspects pipeline movement and connects it back to specific CRM deals, stage changes, amount changes, and deal health. #### About Data Parrot Data Parrot Pipeline Inspection shows what changed across the pipeline, where deals moved, and why movement or velocity shifted over time. #### FAQ ##### Is a pipeline inspection report the same as a CRM report? Not exactly. A CRM report may show totals. A pipeline inspection report should explain movement and the deals behind it. ##### Who uses pipeline inspection reports? Sales leaders, managers, RevOps, and founders use them before pipeline reviews, forecast calls, and board updates. ##### What is the most important part of the report? The deal-level breakdown is usually the most important part because it explains what caused the movement. ### Why is my sales forecast wrong even when the CRM is updated? URL: https://dataparrot.ai/answers/why-is-my-sales-forecast-wrong-even-when-crm-is-updated Last updated: June 23, 2026 Category: Forecasting When the CRM is updated and the forecast is still wrong, the gap is usually customer progression. Forecast accuracy depends on whether customers are still moving through a buying process. Filled-in fields like amount, stage, close date, and forecast category are only the starting point. #### What to check first - Commit and Best Case deals with no recent completed meeting - Deals where the close date moved but the forecast category did not - Late-stage deals with no next meeting - Deals with stage changes but no customer action - Large deals carried by one active contact - Deals where procurement, legal, or approval steps have not started #### Definition A CRM-updated forecast is a forecast built from current fields. A trustworthy forecast is built from current fields plus evidence that the customer is progressing toward a decision. #### Why clean CRM data still misses HubSpot, Salesforce, or another CRM can show the current stage, amount, owner, close date, and forecast category. Those fields matter, but they do not prove the customer is still moving. Most forecast misses come from the gap between record hygiene and customer progression. #### How sales methodologies frame the problem BANT, MEDDIC, MEDDPICC, SPIN, Miller Heiman, and Challenger use different language, but they keep coming back to the same test: is there a real business reason to act, a real decision path, the right people involved, and current movement toward a decision? #### How to inspect it before the forecast call Start with the deals carrying the number. For each deal, test the forecast category against recent customer engagement, next meeting, decision process, stage confidence, close date confidence, and any change since the last forecast submission. #### Why the forecast can look clean and still be weak | CRM says | What may be missing | Question for the forecast call | | --- | --- | --- | | Commit | Customer has not met recently | What happened recently that supports Commit? | | Late stage | The buying process has not advanced | What customer step earned this stage? | | Close date this month | Legal or procurement has not started | What has to happen before that date? | | Next step logged | No meeting is actually scheduled | What is on the calendar? | | Large amount | Only one stakeholder is active | Who else needs to agree? | #### Example A team can have every close date updated before the forecast call and still miss badly if the largest Commit deals have no recent customer meeting, no scheduled next step, and no movement through approval. The CRM is current. The forecast is still weak. #### How Data Parrot helps Data Parrot connects the forecast number to deal health, deal status, purchase intent, close date confidence, forecast risk, and forecast briefs so the review starts with the deals behind the number. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Does a clean CRM mean the forecast is reliable? No. Clean fields help, but forecast reliability depends on whether the customer is progressing and whether the close date and forecast category can be defended. ##### What should a CRO inspect first when the forecast feels wrong? Start with high-value Commit and Best Case deals, especially deals with no recent meeting, no next meeting, changed close dates, or weak stakeholder coverage. ##### Is this a rep problem or a forecast process problem? Usually it is a process problem. Reps can update fields, but managers still need a consistent way to test whether the deal deserves forecast trust. ### Which deals should I inspect before a forecast call? URL: https://dataparrot.ai/answers/which-deals-should-i-inspect-before-a-forecast-call Last updated: June 23, 2026 Category: Forecasting Inspect the deals that can change the forecast and the deals whose current category is least defensible. Start with large Commit and Best Case deals, deals closing soon, deals with no recent completed meeting, deals with close date movement, and deals where the CRM stage is ahead of customer progression. #### What to check first - Largest Commit deals - Best Case deals needed to hit the number - Deals closing inside the current forecast period - Deals with no recent completed call or meeting - Deals with close date changes - Deals in late stage without procurement, legal, or approval progress - Deals with no scheduled next step #### Definition Forecast call inspection is the review of the deals that determine whether the forecast can be trusted. It is not a full pipeline cleanup exercise. #### The CRO version of deal inspection A CRO does not need every deal narrated. The useful forecast call tests the deals that carry the number, the deals that can slip the number, and the deals where rep confidence is higher than customer progression. #### How methodology helps without taking over the call MEDDIC and MEDDPICC push you to test pain, decision criteria, decision process, champion, and paper process. BANT checks need, authority, budget, and timing. SPIN and Challenger make you test whether the customer has a reason to change. The forecast call should turn those ideas into a few hard deal questions. #### How to use your CRM list In your CRM, build the review from filters that expose risk: forecast period, forecast category, amount, stage age, last meeting, next activity, close date changes, and owner. Review the risky high-impact deals first. #### Forecast call inspection order | Deal group | Why inspect it | What to ask | | --- | --- | --- | | Large Commit deals | They carry the forecast | What makes Commit defensible? | | Best Case coverage deals | They may be needed to hit plan | What has to happen to move this up? | | Deals closing soon | Timing risk is immediate | Can the remaining steps finish in time? | | No recent meeting | Progression may have stopped | When did the customer last engage live? | | Close date moved | Timing confidence changed | Why is the new date believable? | #### Example If the quarter depends on eight deals, inspect those eight first. A smaller deal with no activity may matter later, but a large Commit deal with no recent meeting can change the forecast call today. #### How Data Parrot helps Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal health, forecast risk, close date confidence, purchase intent, and the deals that explain the number. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Should every open deal be inspected before a forecast call? No. Start with deals that can move the forecast, then inspect additional deals if they show timing risk, stalled progression, or weak activity. ##### Should Commit or Best Case deals get more attention? Commit deals need defense because they are already in the number. Best Case deals need review when the team may need them to cover a gap. ##### What is the fastest risk signal before a forecast call? No recent completed meeting is often the fastest practical signal. It does not prove the deal is lost, but it makes the forecast category worth inspecting. ### How do I know which Commit deals are actually at risk? URL: https://dataparrot.ai/answers/how-do-i-know-which-commit-deals-are-at-risk Last updated: June 23, 2026 Category: Forecasting A Commit deal is at risk when the forecast category says confidence but the customer progression does not support it. Look for no recent completed meeting, no scheduled next step, close date movement, weak stakeholder coverage, delayed paper process, or a stage that has not been earned by customer action. #### What to check first - Last completed customer meeting - Next meeting or mutual next step - Close date history - Stage age - Legal, procurement, security, or approval status - Decision maker and champion coverage - What changed since the deal became Commit #### Definition Commit risk is the chance that a deal counted with high forecast confidence will slip, shrink, move down, or fail to close in the period. #### Why Commit is a judgment, not a fact Commit is a forecast call. It should mean the team can defend why the deal belongs in the number. HubSpot, Salesforce, or another CRM can store the category, but the category still has to be tested against customer movement. #### How sales methodologies test Commit MEDDIC and MEDDPICC ask whether the decision process, paper process, pain, and champion are real. BANT asks whether timing and authority are credible. Challenger and SPIN ask whether the customer has a strong enough reason to act. A Commit deal should hold up across those common tests. #### How to review Commit without blaming the rep Ask for the customer facts. What meeting happened, who attended, what decision step changed, what approval remains, and what is scheduled next? That keeps the review focused on deal quality instead of rep optimism. #### Commit risk checks | Risk signal | Why it matters | Forecast question | | --- | --- | --- | | No recent meeting | Customer time is the clearest sign of movement | Why is this still Commit? | | No next step | The deal may have no path forward | What is scheduled? | | Close date pushed | Timing confidence weakened | What makes the new date real? | | Approval not started | The remaining path may be too long | Who still has to approve? | | Single active contact | The deal may lack coverage | Who can say yes or no? | #### Example A Commit deal can be risky even when the rep is confident. If the customer has not met in two weeks, procurement has not started, and the close date is still this month, the category needs inspection. #### How Data Parrot helps Data Parrot brings close date confidence, deal health, deal status, purchase intent, risk reasons, and forecast briefs into the Commit review. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Is every quiet Commit deal at risk? No. Some deals go quiet during normal approval steps. The risk increases when there is no recent meeting, no next step, unclear approval path, or a close date that no longer matches the work left. ##### Should a risky Commit deal be moved down immediately? Not always. First decide whether the risk changes timing, amount, category, or manager action. Some deals need coaching before they need category movement. ##### What is the best Commit inspection question? Ask what customer action proves the deal belongs in Commit. If the answer is only rep confidence, the deal needs review. ### What should I look at before trusting this quarter's forecast? URL: https://dataparrot.ai/answers/what-should-i-look-at-before-trusting-this-quarters-forecast Last updated: June 23, 2026 Category: Forecasting Before trusting this quarter's forecast, inspect the deals behind the number. Focus on Commit quality, Best Case coverage, close date confidence, recent customer meetings, next steps, stage confidence, stakeholder coverage, and pipeline movement into or out of the quarter. #### What to check first - Commit deals needed to hit the forecast - Best Case deals needed to cover risk - Close dates inside the quarter - No recent completed meeting - No scheduled next step - Late-stage deals without approval progress - Pipeline that moved into the quarter late #### Definition Trusting a quarterly forecast means the number can be defended from the deals up. Historical conversion rates and manager confidence are useful only when the current deals support the call. #### The executive forecast test A CRO should be able to explain why the number is believable, which deals create risk, which deals can cover the gap, and what changed since the last forecast call. #### How methodology supports the review Methodologies give the review discipline. BANT checks timing and authority. MEDDIC and MEDDPICC check pain, decision process, champion, and paper process. Challenger and SPIN check whether the customer has a strong reason to change. The forecast should hold up against those common tests. #### How to use CRM data without stopping there HubSpot, Salesforce, and other CRM tools can organize the forecast by stage, category, amount, owner, and close date. The leadership review should then test whether those fields are supported by current customer behavior. #### Quarterly forecast trust checks | Area | What to inspect | Why it matters | | --- | --- | --- | | Commit | Deals counted in the number | Shows whether the forecast base is defensible | | Best Case | Deals that can cover misses | Shows upside quality | | Close dates | Dates inside the quarter | Protects timing | | Engagement | Recent meetings and next steps | Shows progression | | Pipeline movement | What entered, exited, slipped, or shrank | Explains forecast change | #### Example A forecast can look trustworthy at the summary level and fail at the deal level. If the top three Commit deals all have weak close date confidence, the quarter depends on risk that the summary number hides. #### How Data Parrot helps Data Parrot organizes the quarterly review around forecast risk, deal health, close date confidence, pipeline movement, purchase intent, and forecast briefs. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Should I trust the forecast if the team has enough coverage? Only after checking coverage quality. Enough pipeline value does not help if the deals are stale, weakly engaged, or unlikely to close in the quarter. ##### What matters most near the end of the quarter? Timing and customer progression matter most. Late-stage deals need recent engagement, clear approval steps, and close dates that match the remaining work. ##### Should forecast review start with the CRM summary? The summary is useful, but the review should quickly move to the deals that explain the number and the risks behind it. ### What is AI sales forecasting? URL: https://dataparrot.ai/answers/what-is-ai-sales-forecasting Last updated: June 23, 2026 Category: Forecasting AI sales forecasting helps revenue teams judge whether the forecast is supported by the deals behind it. It looks beyond stage probability and checks progression, close date confidence, deal health, pipeline movement, and forecast risk. #### What to check first - Which deals carry the most forecast weight - Which close dates look weak - Which stages are ahead of customer progress - Which deals have not had a recent completed call or meeting - Which Commit or Best case deals need review - Which pipeline changes explain the forecast movement #### Definition AI sales forecasting should connect the forecast number back to open deals and explain why the number looks strong or weak. #### Why AI forecasting matters Traditional forecast views can make the number look precise while the deals underneath are still uncertain. AI forecasting is useful when it helps managers challenge the deals that make the forecast fragile. #### How sales teams use it Sales leaders use AI forecasting before forecast calls, board updates, pipeline reviews, and manager coaching. The goal is to spend less time rebuilding the forecast by hand and more time deciding which deals need action. #### Forecast checks that matter | Check | Why it matters | What to ask | | --- | --- | --- | | Close date confidence | Timing drives the forecast period | Can this still close on the current date? | | Deal status | Stage should reflect progression | Is the deal moving toward a decision? | | Purchase intent | Interest is not the same as buying intent | Is there a reason to act now? | | Pipeline movement | The forecast changes when deals move | What entered, exited, slipped, or expanded? | | Customer engagement | Live engagement is a strong progression signal | When was the last completed call or meeting? | #### Example A weighted forecast may show $700,000 for the month. AI forecasting is useful when it shows that $220,000 of that number depends on deals with weak close date confidence, no recent meeting, or a stage that no longer matches customer progress. #### How Data Parrot helps Data Parrot connects CRM deal and activity data to show forecast risk, deal health, close date confidence, stage confidence, suggested close dates, and forecast briefs. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Is AI sales forecasting the same as weighted pipeline? No. Weighted pipeline applies probability to deal amount. AI sales forecasting should also inspect whether the deals behind the number are progressing. ##### Can AI forecasting replace the forecast call? No. The forecast call still needs manager judgment. AI forecasting gives the team a better starting point. ##### What makes AI forecasting useful? It is useful when it explains which deals make the forecast stronger or weaker, not when it only gives another number. ### How do you improve forecast accuracy in HubSpot? URL: https://dataparrot.ai/answers/how-to-improve-forecast-accuracy-in-hubspot Last updated: June 23, 2026 Category: Forecasting You improve forecast accuracy in HubSpot by reviewing whether the deals in the forecast are actually progressing. Start with close date confidence, stage quality, recent completed calls or meetings, forecast category, amount changes, and pipeline movement. #### What to check first - Commit and Best case deals - Deals closing this period - Deals with no recent completed call or meeting - Deals with close date changes - Deals stuck in stage - Deals with amount changes - Deals with only one active contact #### Definition Forecast accuracy is the degree to which forecasted revenue matches what actually closes. The practical work is reviewing whether the current forecast is supported by the deals behind it. #### Why HubSpot forecasts drift HubSpot can hold stages, amounts, close dates, and forecast categories. Accuracy breaks when those fields stay clean but the buying process changes. That is why the forecast review has to inspect deal progression and the deals behind the totals. #### How to improve the forecast review Use HubSpot forecast views as the starting point. Then review the deals carrying the number. Ask whether the customer is progressing, whether the close date is realistic, whether the stage is earned, and whether the category still fits. #### Forecast accuracy checks | Check | Why it matters | Question | | --- | --- | --- | | Close date confidence | Timing decides the forecast period | Can this close on this date? | | Deal status | Progression decides whether the deal is moving | Is the customer moving toward a decision? | | Forecast category | Category decides what leadership trusts | What makes this Commit or Best case? | | Stage confidence | Stage drives probability and manager expectations | Did the customer earn this stage? | | Pipeline movement | Movement changes coverage | What changed since the prior period? | #### Example A forecast can miss even when HubSpot is clean if several Commit deals have no recent meeting, weak close date confidence, and no clear approval path. The forecast issue is not data entry. It is deal progression. #### How Data Parrot helps For HubSpot forecast reviews, Data Parrot connects deal health, close date confidence, stage confidence, forecast briefs, purchase intent, and pipeline inspection. #### About Data Parrot Data Parrot connects to HubSpot and turns CRM activity into deal health, forecast risk, pipeline movement, customer health, and sales briefs for revenue teams. #### FAQ ##### Can clean HubSpot data still produce a bad forecast? Yes. Clean fields help, but the forecast can still miss if the deals behind the fields are not progressing. ##### What is the fastest forecast accuracy improvement? Start reviewing close date confidence and recent customer engagement on high-value Commit and Best case deals. ##### Should forecast accuracy be owned only by RevOps? No. RevOps can improve reporting and process, but managers and sales leaders own the judgment behind the forecast. ### How do you forecast in HubSpot? URL: https://dataparrot.ai/answers/how-to-forecast-in-hubspot Last updated: June 23, 2026 Category: Forecasting You forecast in HubSpot by using forecast categories, close dates, amounts, owners, and submissions to build a period forecast. The better forecast comes from reviewing the deals behind that number and checking whether they are progressing. #### What to check first - Forecast period - Forecast category definitions - Deals in Commit and Best case - Close dates inside the period - Recent completed calls or meetings - Stage age and stage movement - Manager submissions or rep updates #### Definition HubSpot forecasting is the process of using CRM deal data to estimate expected revenue for a period. The forecast is only as useful as the deal review behind it. #### Why the deal review matters A HubSpot forecast can look clean while the deals underneath are weak. Forecast categories and close dates help organize the review, but managers still need to inspect progression, timing, and risk. #### How to run the review Start with deals in the forecast period. Review Commit and Best case first. Challenge close dates, check recent customer engagement, inspect stage confidence, and ask what needs to happen before each deal closes. #### HubSpot forecast review checks | Check | Why it matters | Question | | --- | --- | --- | | Forecast category | Shows what the team is counting | What makes this category believable? | | Close date | Places the deal in the period | Can this still close on time? | | Deal stage | Shows process position | Has the customer earned this stage? | | Recent meetings | Shows customer time spent | When did they last meet? | | Next step | Shows path forward | What is scheduled? | #### Example A HubSpot forecast may show enough Commit dollars to hit the month. The review still needs to find Commit deals with no next meeting, weak close date confidence, or missing approval steps. #### How Data Parrot helps Data Parrot adds deal health, close date confidence, stage confidence, forecast risk, and forecast briefs to help managers review the deals behind HubSpot forecast numbers. #### About Data Parrot Data Parrot connects to HubSpot and turns CRM activity into deal health, forecast risk, pipeline movement, customer health, and sales briefs for revenue teams. #### FAQ ##### Is HubSpot forecasting enough by itself? HubSpot gives teams the forecast structure. Managers still need to review whether the deals in the forecast are progressing. ##### What should managers review first? Start with Commit and Best case deals closing this period, especially high-value deals and deals with no recent completed call or meeting. ##### Can Data Parrot support HubSpot forecast reviews? Yes. Data Parrot connects with HubSpot and helps teams review deal and forecast signals in a HubSpot-centered sales process. ### What is a sales forecast brief? URL: https://dataparrot.ai/answers/what-is-a-sales-forecast-brief Last updated: June 23, 2026 Category: Forecasting A sales forecast brief is a short summary of what changed in the forecast and which deals need attention. It should help a manager walk into the forecast call knowing where the number is strong, where it is weak, and which deals need review. #### What a forecast brief should include - Forecast movement since the prior period - Commit and Best case deals that need review - Deals with weak close date confidence - Deals with no recent completed call or meeting - Pipeline movement that affects the number - Key risks and suggested next actions #### Definition A forecast brief is preparation material for forecast judgment. It should explain the deals and risks behind the totals. #### Why forecast briefs matter Forecast calls break down when leaders have to inspect every record live. A good brief moves the review from record hunting to judgment: which deals stay in, which move down, and what needs action. #### How to use one with your CRM Use CRM forecast views and pipeline data as the base. Then summarize close date risk, category changes, stage risk, deal health, and notable pipeline movement before the meeting. #### Useful forecast brief sections | Section | Why it matters | Example question | | --- | --- | --- | | Forecast movement | Shows how the number changed | What changed since the last forecast? | | Risky deals | Focuses manager time | Which deals need review? | | Close date risk | Protects timing | Which dates look weak? | | Pipeline movement | Explains coverage | What entered, exited, slipped, or expanded? | | Next actions | Turns review into action | What should happen next? | #### Example A useful forecast brief might show that the forecast is up $60,000, but two Commit deals have low close date confidence and one large Best case deal has no meeting scheduled. That is the context a manager needs before the call. #### How Data Parrot helps Data Parrot creates forecast context from CRM-connected deal activity, deal health, close date confidence, pipeline movement, and risk signals. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Who uses a sales forecast brief? VP Sales, CROs, sales managers, RevOps, and founders use forecast briefs to prepare for forecast calls and leadership updates. ##### Is a forecast brief the same as a forecast dashboard? No. A dashboard shows numbers. A brief explains what changed and which deals need judgment. ##### What makes a forecast brief useful? A useful brief points to specific deals, timing risk, pipeline movement, and next actions. ### What is CRM forecast accuracy? URL: https://dataparrot.ai/answers/what-is-crm-forecast-accuracy Last updated: June 23, 2026 Category: Forecasting CRM forecast accuracy is how closely forecasted revenue matches actual closed revenue. In practice, it also depends on whether CRM stages, close dates, amounts, forecast categories, and deal progression give managers enough trust to call the number. #### What to check first - Forecast submission versus actual closed revenue - Close date changes - Commit and Best case conversion - Deals with no recent completed call or meeting - Stage age and stage movement - Pipeline movement into and out of the period - Deals that slipped after being counted #### Definition Forecast accuracy is usually measured after the period ends. Forecast quality has to be reviewed before the period ends, while there is still time to act. #### Why CRM accuracy breaks A CRM can be clean and still produce a weak forecast if the deals in the forecast are not progressing. The fields may be updated, but the customer may not be moving toward a decision. #### How to improve it Review the deals behind the forecast before the period closes. Challenge close dates, forecast categories, stage confidence, customer engagement, and pipeline movement on the deals carrying the number. #### Forecast accuracy inputs | Input | What it affects | Question | | --- | --- | --- | | Close date | Forecast period | Can this close on time? | | Amount | Forecast size | Is the amount still realistic? | | Forecast category | Forecast confidence | What makes this category believable? | | Stage | Probability and process | Has the customer earned this stage? | | Customer engagement | Progression | When did the customer last meet? | #### Example A team may forecast $1.2 million and close $900,000. The miss might come from three deals that stayed in Commit even though each had low close date confidence and no recent customer meeting. #### How Data Parrot helps Data Parrot connects CRM forecast accuracy drivers across deal health, close date confidence, stage confidence, forecast risk, pipeline inspection, and forecast briefs. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Is forecast accuracy only a RevOps metric? No. RevOps can measure it, but sales leaders and managers influence it through deal reviews and forecast judgment. ##### Does a clean CRM guarantee forecast accuracy? No. Clean data helps, but teams still need to review deal progression, timing, forecast category, and customer engagement. ##### What improves CRM forecast accuracy fastest? Reviewing high-value Commit and Best case deals for close date confidence, recent customer engagement, and stage confidence is usually the fastest start. ### Why do close dates keep slipping? URL: https://dataparrot.ai/answers/why-do-close-dates-keep-slipping Last updated: June 23, 2026 Category: Close Dates Close dates keep slipping because the CRM date is often an estimate, while the customer buying process has real steps that cannot be skipped. If the customer has not met recently, no next step is scheduled, approval has not started, or the business reason to act is weak, the date will keep moving. #### What to check first - How many times the close date has changed - Last completed customer meeting - Next scheduled meeting - Remaining legal, procurement, security, or approval steps - Whether the customer has a real deadline - Whether the current stage matches customer progress - Whether the deal is still in Commit or Best Case #### Definition Close date slippage is repeated movement of the expected close date because the deal is not moving fast enough to close when the CRM says it will. #### Why the date is usually the symptom The close date rarely slips by itself. It slips because something earlier is weak: urgency, decision process, stakeholder coverage, paper process, budget timing, or customer engagement. #### How methodology explains slippage MEDDPICC calls out decision process and paper process because late-stage deals often fail there. BANT tests timing and authority. SPIN and Challenger test whether the customer has enough reason to change. Different methods, same operating truth: the date has to match the buying process. #### How to check it in your CRM In your CRM, review close date history beside last meeting, next activity, stage age, forecast category, and approval status. A date that moved without new customer progress deserves less trust. #### Why close dates slip | Cause | What it usually means | What to ask | | --- | --- | --- | | No recent meeting | The customer is not spending time on the deal | When did they last engage live? | | No decision process | The team does not know how the customer buys | What steps remain? | | Paper process not started | The date may be too aggressive | When do legal or procurement start? | | Weak urgency | The customer may delay without consequence | Why act by this date? | | Repeated date pushes | The date is being reset, not validated | What changed that makes this date credible? | #### Example A deal moves from June 15 to June 30 because procurement has not opened the vendor review. If the team still has no procurement meeting scheduled, the new date is another guess, not a stronger forecast. #### How Data Parrot helps Data Parrot reviews close date confidence beside deal health, customer engagement, purchase intent, deal status, and forecast risk. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Is one close date slip a serious problem? Not always. One change can be normal. Repeated changes or a new date without new customer progress are stronger risk signals. ##### Should slipped deals stay in Commit? Only if the new timing is defensible. A slipped Commit deal should be reviewed for remaining approval steps, recent engagement, and close date confidence. ##### What is the best way to reduce close date slippage? Review close dates against the actual buying process before the forecast call, especially for high-value deals and deals needed to hit the number. ### What causes deals to slip? URL: https://dataparrot.ai/answers/what-causes-deals-to-slip Last updated: June 23, 2026 Category: Close Dates Deals slip when the customer is not progressing fast enough to support the close date. The deal may still be real, but timing breaks when the next meeting, decision process, stakeholders, approvals, or urgency do not match the date in the CRM. #### What to check first - No completed call or meeting in the normal review window - No next meeting - Close date moved before - Legal, procurement, security, or finance has not started - Decision maker is not involved - Customer urgency is unclear - The deal has stayed in the same stage too long #### Definition Deal slippage means an open deal moves out of the expected close period. In your CRM, it usually appears as a changed close date, but the risk often starts earlier. #### Why deals slip before the date changes A close date is a field. The customer still has to move through a buying process. If meetings slow down, approvals are unknown, or the next step is vague, the deal can be slipping even before the rep updates the CRM. #### How to check slippage in your CRM Review deals closing this month or quarter. Look for recent close date changes, no next meeting, long stage age, no recent customer response, missing stakeholders, and forecast categories that look stronger than the deal's progress. #### Common causes of deal slippage | Cause | What it means | What to ask | | --- | --- | --- | | Weak urgency | The customer has no strong reason to act now | Why would they buy this month? | | No mutual next step | The seller may be chasing the deal alone | What is scheduled? | | Unmapped approval path | The team does not know what must happen before signature | Who approves and in what order? | | Late paper process | Legal or procurement timing may be ignored | Has the process started? | | One contact | The deal depends on one person | Who else is involved? | #### Example A deal is supposed to close Friday, but procurement has not started, the signer has not joined a call, and the next meeting is only a rep follow-up. The close date may still be in the CRM, but the deal is already slipping. #### How Data Parrot helps Data Parrot flags slippage risk with close date confidence, deal status, deal health, purchase intent, and risk reasons tied to CRM activity. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Is a slipped deal always a bad deal? No. A slipped deal may still close. The issue is that the timing no longer deserves the same trust. ##### What is the first sign a deal may slip? A common first sign is no recent completed call or meeting and no next step on the calendar. ##### How should managers handle slipped deals? Managers should review why the date changed, what must happen next, and whether the forecast category should change too. ### How do you know if a close date is realistic in HubSpot? URL: https://dataparrot.ai/answers/how-to-know-if-a-close-date-is-realistic-in-hubspot Last updated: June 23, 2026 Category: Close Dates A close date is realistic in HubSpot when the customer is progressing fast enough to close on that date. The date should match the meetings, next steps, stakeholders, approval path, paper process, and urgency still required to get the deal signed. #### What to check first - Who chose the date - Whether the customer has confirmed timing or urgency - Whether there is a next meeting - Whether the signer or economic buyer is involved - Whether legal, procurement, security, or finance has started when needed - Whether the remaining work fits the time left #### Definition A realistic close date is a date a sales manager can defend without relying on hope, quota pressure, or a rep's confidence alone. #### Why close dates are often wrong Close dates are often entered before the buying process is fully known. That is normal early in a deal. The risk starts when the date stays the same while customer progression, approval work, or stakeholder involvement does not support it. #### How to check it in HubSpot Review deals closing this period. Look at last completed meeting, next activity, stage age, close date changes, decision maker involvement, and notes about legal, procurement, finance, or security. Then decide whether the timing still holds. #### Close date pressure test | Question | Strong answer | Weak answer | | --- | --- | --- | | Who gave us this date? | The customer tied it to a real timeline | The rep picked it for the forecast | | What is next? | A mutual next step is scheduled | The rep plans to follow up | | Who can approve? | The approval path is known | Only one contact is involved | | What work remains? | Legal, procurement, or security is mapped | The paper process is a surprise | | Why now? | There is urgency or a business deadline | No clear reason to act | #### Example A close date three weeks from now may be realistic if the customer has a board deadline, the signer is involved, procurement has started, and the next step is scheduled. The same date is weak if the customer only said the product was interesting and has not met again. #### How Data Parrot helps Data Parrot shows close date confidence by reviewing deal activity, customer engagement, stage movement, close date changes, and the remaining path to close. #### About Data Parrot Data Parrot connects to HubSpot and turns CRM activity into deal health, forecast risk, pipeline movement, customer health, and sales briefs for revenue teams. #### FAQ ##### Is close date the same as close date confidence? No. Close date is the expected date. Close date confidence is whether the deal is progressing fast enough to make that date believable. ##### What is the fastest sign a close date is weak? No next meeting or no recent completed customer engagement is often the fastest sign. ##### Should early-stage deals have close dates? They can, but early-stage dates should be treated as assumptions based on qualification, urgency, buying process, and similar past deals. ### What is close date confidence? URL: https://dataparrot.ai/answers/what-is-close-date-confidence Last updated: June 23, 2026 Category: Close Dates Close date confidence is a measure of whether a deal is likely to close on the date shown in the CRM. It checks whether customer progression, next steps, stakeholders, approval work, and recent engagement support the timing. #### What to check first - The last completed call or meeting - The next scheduled step - Who owns the next action - Whether the approval path is known - Whether legal, procurement, security, or finance is in motion - Whether the date has moved before #### Definition Close date confidence is different from the close date itself. The date answers when the deal is expected to close. Confidence answers whether the deal is on track to close then. #### Why close date confidence matters Forecasts miss when timing is trusted too easily. A date can look clean in the CRM while the customer is not moving fast enough to meet it. #### How managers use it Managers use close date confidence to decide whether a deal should stay in the forecast period, move down in category, or get a stricter review before the forecast call. #### Strong vs weak close date confidence | Area | Strong | Weak | | --- | --- | --- | | Customer engagement | Recent completed meeting with clear next step | No recent live engagement | | Decision path | Approvers and order are known | Decision process is vague | | Timing | Date ties to customer urgency | Date came from the rep | | Paper process | Legal or procurement is started when needed | Paper process is still unknown | | Stage | Stage matches completed customer work | Stage moved ahead of progress | #### Example A deal may have a close date this month and still have low close date confidence if there is no next meeting, the signer has not joined, and procurement has not started. #### How Data Parrot helps Data Parrot reviews CRM deal activity and customer engagement to show close date confidence alongside deal health, deal status, purchase intent, and forecast risk. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Can a deal have a close date but low close date confidence? Yes. The field may have a date while the deal is not progressing fast enough to make that date believable. ##### What lowers close date confidence? No next meeting, no recent completed call, unclear approval path, repeated date changes, and unknown legal or procurement steps can lower confidence. ##### How does close date confidence help forecasting? It helps managers decide whether a deal belongs in the current forecast period. ### What is deal slippage? URL: https://dataparrot.ai/answers/what-is-deal-slippage Last updated: June 23, 2026 Category: Close Dates Deal slippage is when a deal moves out of its expected close period. The deal may still be active, but the customer is not progressing fast enough to support the current close date. #### What to check first - Close date changes - No next meeting - No recent completed call or meeting - Paper process not started - Missing decision maker - Long time in stage - No clear customer urgency #### Definition A slipped deal is not always lost. It is a timing failure. The team expected the deal to close in one period, but the buying process did not keep pace. #### Why slippage matters Slippage weakens forecast trust. It also hides pipeline quality problems because a deal can keep moving forward on paper while the real close path is not ready. #### How to find deal slippage in your CRM Review close date history, forecast category changes, stage age, recent customer engagement, and deals moved out of the current period. Prioritize high-value and Commit deals first. #### Slippage signs | Sign | What it means | What to ask | | --- | --- | --- | | Date moved once | Timing changed | Why did it move? | | Date moved repeatedly | Timing may not be understood | What makes the new date believable? | | No recent meeting | Customer may not be progressing | When did they last engage live? | | Approval not started | Timeline may be unrealistic | Who needs to approve? | | No urgency | The deal may drift | Why act now? | #### Example A deal scheduled for June moves to July after the customer misses the legal review window. That is deal slippage. The deal may still close, but it no longer belongs in the June forecast. #### How Data Parrot helps Data Parrot flags slippage risk with close date confidence, deal status, purchase intent, deal health, and forecast risk tied to CRM activity. #### About Data Parrot Data Parrot Sales Forecasting shows what is likely to close, what is slipping, and why, with deal-level drilldown tied to deal health, status, and pipeline context. #### FAQ ##### Is deal slippage the same as losing a deal? No. A slipped deal can still close. The problem is that it did not close when expected. ##### What causes deal slippage? Common causes include weak urgency, no next meeting, missing stakeholders, unclear approval path, and legal or procurement delays. ##### How should slipped deals affect the forecast? Managers should review whether the deal stays in the forecast period or moves to a later period or weaker category. ### What is the difference between HubSpot deal stage and forecast category? URL: https://dataparrot.ai/answers/hubspot-deal-stage-vs-forecast-category Last updated: June 23, 2026 Category: HubSpot HubSpot deal stage and forecast category answer different questions. Deal stage is where the deal sits in the sales process. Forecast category is the manager's judgment about whether the deal belongs in the forecast. #### What to check first - Does the stage match customer progression? - Does the forecast category match forecast confidence? - Which deals are late stage but not Commit? - Which Commit deals have weak close date confidence? - Which deals moved stage but not category? #### Definition Deal stage is process language. Forecast category is judgment language. They are related, but they should not be treated as the same field. #### Why the distinction matters A deal can be late stage and still not belong in Commit. Another deal can be earlier stage but deserve attention because the customer has strong urgency and a clear decision path. Managers need both views. #### How to check it in HubSpot Review deals by stage and forecast category together. Look for late-stage deals with weak customer progression and Commit deals with no recent meeting, weak close date confidence, or missing approval path. #### Stage vs category | Field | What it answers | Example question | | --- | --- | --- | | Deal stage | Where is this deal in the sales process? | Has the customer earned this stage? | | Forecast category | How should this deal count in the forecast? | What makes this Commit, Best case, or Pipeline? | | Close date | When is it expected to close? | Can it close on this date? | | Deal health | How strong is the deal overall? | Is the deal progressing? | #### Example A proposal-stage deal may stay Best case if the decision process is still unclear. A negotiation-stage deal may leave Commit if there has been no customer meeting in two weeks and legal has not started. #### How Data Parrot helps Data Parrot reviews stage confidence, forecast risk, close date confidence, deal status, and deal health together instead of treating HubSpot fields as separate facts. #### About Data Parrot Data Parrot connects to HubSpot and turns CRM activity into deal health, forecast risk, pipeline movement, customer health, and sales briefs for revenue teams. #### FAQ ##### Should deal stage automatically determine forecast category? No. Stage can inform forecast category, but managers should also review timing, progression, stakeholders, and risk. ##### Can a late-stage deal be outside Commit? Yes. A late-stage deal can still be risky if the customer is not progressing or the close date is weak. ##### Which field matters more? Neither field is enough by itself. Stage shows process, category shows judgment, and the deal review should test both. ### How do you find stale deals in HubSpot? URL: https://dataparrot.ai/answers/how-to-find-stale-deals-in-hubspot Last updated: June 23, 2026 Category: HubSpot You find stale deals in HubSpot by looking for open deals that have stopped moving. Start with deals that have no recent completed call or meeting, no next activity, long time in stage, or a close date in the past. #### What to check first - Open deals with no next activity - Open deals with no completed call or meeting in your normal review window - Deals with past close dates - Deals in the same stage too long - Deals with no recent customer response - High-value deals that have gone quiet #### Definition A stale deal is an open deal that has stopped progressing. It may still be in HubSpot pipeline, but the customer is not moving toward a decision. #### Why stale deals matter Stale deals make pipeline look larger than it is. They also waste manager time because the same deals keep appearing in reviews without a clear path forward. #### How to check it in HubSpot Use saved views for no next activity, last activity date, last meeting date, close date in the past, and days in stage. Prioritize stale deals that are high value or inside the forecast period. #### Stale deal checks | Check | What it means | What to do | | --- | --- | --- | | No next activity | No clear next step | Confirm the next customer action or move the deal | | No recent meeting | Customer may not be engaged | Ask whether the deal is still active | | Long stage age | Deal may be stuck | Review stage and qualification | | Past close date | Record is behind reality | Update or remove from forecast | | No customer response | Seller may be chasing alone | Decide whether to close out or re-engage | #### Example A deal can sit in proposal for 45 days with no next meeting and still appear in pipeline. That deal is stale even if the rep has sent follow-up emails. #### How Data Parrot helps Data Parrot identifies stale or weakening deals through deal status, deal health, recent activity, close date confidence, and risk reasons. #### About Data Parrot Data Parrot connects to HubSpot and turns CRM activity into deal health, forecast risk, pipeline movement, customer health, and sales briefs for revenue teams. #### FAQ ##### Is a stale deal always lost? No. Some stale deals can be revived. The point is that the deal should not be trusted until it starts progressing again. ##### What is the fastest stale deal check? Look for open deals with no next activity and no recent completed call or meeting. ##### Should stale deals stay in the forecast? Usually not without review. If the deal is not progressing, the manager should challenge the close date and forecast category. ### What questions should a sales manager ask in pipeline review? URL: https://dataparrot.ai/answers/what-questions-should-a-sales-manager-ask-in-pipeline-review Last updated: June 23, 2026 Category: Sales Management A sales manager should ask pipeline review questions that test customer progression, not rep narration. The best questions cover recent customer engagement, next step, business pain, decision process, stakeholders, stage confidence, close date confidence, and the action needed before the next review. #### What to ask first - When did the customer last meet with us? - What customer-owned next step is scheduled? - What business problem is driving the deal? - Who can approve or block the decision? - What has changed since the last review? - Can the close date still be defended? - What risk should change the forecast category? #### Definition A pipeline review is a manager-led inspection of open deals to decide what is real, what is risky, what needs coaching, and what should change in the forecast. #### Why the question quality matters Weak pipeline reviews ask reps to narrate updates. Strong reviews test whether the customer is moving and whether the manager should coach, change the forecast, or focus effort elsewhere. #### How sales methodologies inform the questions The best review questions borrow from many methods without becoming a methodology quiz. BANT gives timing and authority. MEDDIC and MEDDPICC give decision process, champion, and paper process. SPIN and Challenger give business pain and reason to change. #### How to use CRM data in the review Use your CRM to bring the right deals into the conversation. Then ask questions that test the field values against customer movement. #### Pipeline review questions by area | Area | Question | What it tests | | --- | --- | --- | | Progression | When did the customer last meet with us? | Whether the deal is active | | Next step | What is scheduled with the customer? | Whether the path forward is real | | Pain | Why does the customer need to act now? | Whether there is a business reason | | Decision process | What steps remain before signature? | Whether the close date is realistic | | Forecast | What risk would move this deal down? | Whether the category is honest | #### Example Instead of asking, 'What is the update?', ask, 'What customer action happened since the last review that makes this deal stronger or weaker?' That moves the conversation from narration to inspection. #### How Data Parrot helps Data Parrot prepares managers for pipeline reviews with deal health, deal status, purchase intent, close date confidence, risk reasons, and suggested next actions. #### About Data Parrot Data Parrot is an AI revenue intelligence platform that learns how your company sells and shows revenue leaders which deals will close, which customers need attention, and why deals are won or lost. #### FAQ ##### How many deals should a manager review in one pipeline review? Review the deals with the most forecast impact first, then review deals with stalled progression, high value, or coaching need. ##### Should pipeline reviews use a sales methodology? Yes, but lightly. Use methodology to ask better questions, not to turn the review into a checklist exercise. ##### What is the best pipeline review question? Ask what customer action proves the deal is progressing. If there is no customer action, the deal needs closer review. ### How can I tell if reps are sandbagging the forecast? URL: https://dataparrot.ai/answers/how-can-i-tell-if-reps-are-sandbagging-the-forecast Last updated: June 23, 2026 Category: Sales Management You can spot possible sandbagging by comparing the rep's forecast position with customer progression. If the customer is engaged, the next step is scheduled, stakeholders are active, timing is clear, and the rep still keeps the deal out of the forecast or in a weak category, the deal deserves review. #### What to check first - Deals with strong recent meetings but weak forecast category - Deals with clear next steps kept out of Best Case or Commit - Late-stage deals forecasted conservatively without a clear risk reason - Deals where the customer deadline supports the current period - Reps with repeated late-quarter upside - Forecast changes that happen only after manager pressure #### Definition Sandbagging is when forecast confidence is held back relative to deal reality. It may be intentional, but it can also come from weak inspection habits, unclear category rules, or reps protecting themselves from overcommitment. #### Start with behavior, not accusation A good CRO review does not begin by accusing reps. It begins by asking whether the submitted forecast matches customer movement. The point is to find the gap between deal facts and forecast posture. #### How sales methodology helps Use common methodology checks to make the discussion concrete. Does the customer have pain, authority, timing, a decision process, a champion, and a reason to act? If those answers are strong, a low forecast category needs a clear risk reason. #### How to inspect it in your CRM In your CRM, compare forecast category with stage, recent meetings, next activity, close date, stakeholder activity, and stage movement. Look for deals where customer progression is stronger than the forecast submission. #### Sandbagging signals to review | Signal | What it may mean | Manager question | | --- | --- | --- | | Strong activity, weak category | The deal may be understated | What risk keeps this out of the forecast? | | Late-stage deal outside Best Case | Category rules may be unclear | What must change for this to move up? | | Repeated late upside | The rep may hold confidence too long | When did we know this was real? | | Customer deadline this period | Timing may be stronger than submitted | Why would this miss the period? | | No written risk reason | Conservatism may be habit, not evidence | What specific risk are we managing? | #### Example A rep keeps a late-stage deal in Pipeline even though the customer met this week, legal is reviewing redlines, and the buyer has a board deadline this month. That may not prove sandbagging, but it is enough for a manager to challenge the category. #### How Data Parrot helps Data Parrot compares forecast category with deal health, purchase intent, close date confidence, deal status, and forecast risk so forecast coaching starts from deal facts. #### About Data Parrot Data Parrot is an AI revenue intelligence platform that learns how your company sells and shows revenue leaders which deals will close, which customers need attention, and why deals are won or lost. #### FAQ ##### Is sandbagging always intentional? No. Some reps are protecting credibility, using unclear category rules, or reacting to past forecast pressure. Review the deal facts before judging intent. ##### What is the fairest way to challenge a sandbagged deal? Ask what customer fact keeps the deal out of a stronger category. If the rep has a real risk reason, inspect it. If not, the forecast position may need to change. ##### Can sandbagging hurt forecast accuracy? Yes. Overly conservative forecasts can create surprise upside, poor resource planning, and weak trust in the forecast process. ### How do sales managers review open pipeline? URL: https://dataparrot.ai/answers/how-sales-managers-review-open-pipeline Last updated: June 23, 2026 Category: Sales Management Sales managers review open pipeline by checking which deals are progressing and which deals need action. The review should focus on recent customer engagement, next meetings, close date confidence, stage quality, forecast category, and blockers. #### What to check first - Deals closing this period - High-value deals - Deals with no recent completed call or meeting - Deals with no next step - Deals stuck in stage - Deals where close date moved - Commit and Best case deals #### Definition An open pipeline review is a manager review of active deals that have not closed yet. The goal is to decide what is real, what is stuck, what is risky, and what action should happen next. #### Why the review should start with progression The most useful pipeline review asks whether the customer is moving toward a decision. Stage, amount, and close date matter, but they need to be tested against customer meetings, next steps, stakeholders, and approval path. #### How to run the review in your CRM Use saved views for deals closing soon, high-value deals, no next activity, no recent meeting, long stage age, and changed close dates. Review the most important deals first instead of walking every record. #### Pipeline review questions | Area | Question | Why it matters | | --- | --- | --- | | Progression | Is the customer moving toward a decision? | Shows whether the deal is alive | | Timing | Can this close on the current date? | Protects the forecast period | | Stage | Did the customer earn this stage? | Protects stage quality | | Stakeholders | Are the right people involved? | Protects decision path | | Next action | What is scheduled? | Turns review into action | #### Example A manager reviewing open pipeline might start with all deals closing this month over $50,000, then sort by no next activity or no recent meeting. That finds the deals most likely to hurt the forecast. #### How Data Parrot helps Data Parrot gives managers deal health, deal status, purchase intent, close date confidence, risk reasons, and suggested next actions before pipeline reviews. #### About Data Parrot Data Parrot is an AI revenue intelligence platform that learns how your company sells and shows revenue leaders which deals will close, which customers need attention, and why deals are won or lost. #### FAQ ##### How often should sales managers review open pipeline? Most managers review important open pipeline weekly, with more focus near month-end and quarter-end. ##### Should managers review every deal? Not every time. They should prioritize deals with forecast impact, timing risk, stalled progression, or high value. ##### What is the biggest mistake in pipeline reviews? The biggest mistake is reviewing fields without asking whether the customer is actually progressing. --- ## Documentation ### Data Parrot Docs URL: https://dataparrot.ai/docs Data Parrot is an AI-powered revenue intelligence platform with sales analytics tools, predictive sales analytics, sales coaching software, and pipeline inspection. Revenue Operating Docs Data Parrot helps revenue teams understand deal health, pipeline movement, and forecast risk from the CRM data they already trust. Data Parrot is an AI-powered revenue intelligence platform that connects to your CRM and helps teams understand pipeline health, forecast posture, and deal momentum. ## Get Oriented Start with these pages if you are new to the product or need to get a workspace live. - What is Data Parrot?: Learn what the platform does, who it is for, and the revenue problems it is built to solve. URL: https://dataparrot.ai/docs/getting-started/what-is-dataparrot - Quick Start: Set up your workspace, connect HubSpot, and get value from the first login. URL: https://dataparrot.ai/docs/getting-started/quick-start - Connect an AI Assistant: Connect Claude, Codex, or Grok to Data Parrot and ask questions about your revenue data. URL: https://dataparrot.ai/docs/mcp - Custom AI Properties in HubSpot: Push Data Parrot insights directly into HubSpot deal properties. URL: https://dataparrot.ai/docs/getting-started/custom-ai-properties-in-hubspot - Read the Changelog: See product updates, new releases, and changes that matter to the team. URL: https://dataparrot.ai/docs/changelog ## Explore the App These pages cover the main product surfaces teams use day to day. - Briefs: Daily and weekly AI sales briefs with deal movement, won/lost summaries, and key metrics. URL: https://dataparrot.ai/docs/features/briefs - Activity Dashboard: See a consolidated view of meetings, calls, emails, and deal engagement. URL: https://dataparrot.ai/docs/features/activity-dashboard - Deals: AI-scored deal table with health scores, filters, and detailed deal analysis. URL: https://dataparrot.ai/docs/features/deals - AI Forecast: Forecast with more confidence using AI-driven pipeline signals. URL: https://dataparrot.ai/docs/features/ai-forecast - Pipeline Time Machine: Compare pipeline states over time and inspect what changed. URL: https://dataparrot.ai/docs/features/pipeline-time-machine - Win/Loss: Analyze why deals win or lose with AI-powered pattern detection. URL: https://dataparrot.ai/docs/features/win-loss - Research Trends: Turn deal feedback and activity into pattern-level revenue insight. URL: https://dataparrot.ai/docs/features/research-trends - Customer Health: Health scores for every customer with churn risk prediction. URL: https://dataparrot.ai/docs/features/customer-health ## Best Practices Use these guides to get more from the product once the workspace is running. - Improve Data Parrot AI: Improve AI quality by keeping HubSpot data and activity signals in good shape. URL: https://dataparrot.ai/docs/how-to-guides/improve-data-parrot-ai - HubSpot Integration: Configure the HubSpot connection, custom properties, and UI extension. URL: https://dataparrot.ai/docs/integrations/hubspot - Other Integrations: See the other supported systems and how they fit into the workflow. URL: https://dataparrot.ai/docs/integrations - Notifications: Configure daily and weekly delivery via Email or Slack. URL: https://dataparrot.ai/docs/features/notifications ## Workspace Settings Manage users, billing, and account settings from the workspace control surface. - Personal Settings: Update profile details, display preferences, and personal notification behavior. URL: https://dataparrot.ai/docs/settings/personal-settings - User Management: Add teammates, manage roles, and control workspace access. URL: https://dataparrot.ai/docs/settings/user-management - Subscription Details: Review billing posture and the plan attached to the current workspace. URL: https://dataparrot.ai/docs/settings/subscription-details - Get Help: Contact Data Parrot support from inside the docs. URL: https://dataparrot.ai/docs/support ### Get Help URL: https://dataparrot.ai/docs/support Contact Data Parrot support for product questions, account help, integration issues, or feedback. Use this page when you need help with your Data Parrot account, a product workflow, an integration, or anything in the docs. ## Direct Email If email is easier, reach us at support@dataparrot.ai. ## What to Include - The workspace or company you are using - The Data Parrot page or HubSpot screen where the issue happened - What you expected to happen - What happened instead - Any screenshots, error messages, or example deals that help explain the issue ### Jul 18, 2024 URL: https://dataparrot.ai/docs/changelog/2024-07-18 A new Data Parrot interface is now live, including updated navigation across Home, Interaction Insights, Deal Progress, AI Forecast, and Settings. **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. !Pipeline Trends Interface **Light mode and dark mode**: Both light and dark mode are available across the app. !Light and Dark Mode Options **Interaction Insights with Key Trends**: The Interaction Insights section includes Key Trends analysis across all your emails. !Interaction Insights Interface ### Aug 1, 2024 URL: https://dataparrot.ai/docs/changelog/2024-08-01 Updated Deal Progress cards, improved settings, and added AI-generated pipeline mappings. **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. ### Sep 17, 2024 URL: https://dataparrot.ai/docs/changelog/2024-09-17 Homepage News Feed launches, Deal Pulse replaces Deal Progress, and calls and meetings are added to engagement insights. **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." ### Jan 30, 2025 URL: https://dataparrot.ai/docs/changelog/2025-01-30 Team Activity Dashboard early access launches, AI Forecast shows total amounts, Deal Pulse gets AI feedback filtering, and notification emails get smarter summaries. **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. ### Feb 13, 2025 URL: https://dataparrot.ai/docs/changelog/2025-02-13 Team Activity Dashboard gets early-access improvements, AI Forecast adds new timeframe filters, and Data Parrot previews an upcoming AI Builder. **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↗ ### Feb 20, 2025 URL: https://dataparrot.ai/docs/changelog/2025-02-20 Team filtering is now available across the app, accelerated HubSpot sync can run every 15 minutes for 2 hours, and Deal Pulse Mode now shows a live forecast impact chart. **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 ↗ !Filtering by Team **Accelerated HubSpot sync**: In Settings you can now activate accelerated sync, which increases the sync frequency to every 15 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 ↗ !HubSpot 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 ↗ !Deal Pulse Mode Chart ### Feb 27, 2025 URL: https://dataparrot.ai/docs/changelog/2025-02-27 Introduced Research Trends, custom property analysis, and new Deal Pulse Mode filters. **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↗ ### Mar 13, 2025 URL: https://dataparrot.ai/docs/changelog/2025-03-13 Won deal analysis in Playground, Team Activity Dashboard improvements, home currency support, and custom property usage updates. **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. ### Apr 11, 2025 URL: https://dataparrot.ai/docs/changelog/2025-04-11 Ask Polly debuts, Pipeline Time Machine replaces Pipeline Trends, and the new help site goes live. **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↗ ### Apr 17, 2025 URL: https://dataparrot.ai/docs/changelog/2025-04-17 Win Loss Review launches for Pro users with short outcome summaries, Win Loss Review Plus adds deeper analysis, and Activity Dashboard plus billing navigation both get updates. **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. ### May 7, 2025 URL: https://dataparrot.ai/docs/changelog/2025-05-07 Slack notifications are now available across all Data Parrot plans, alongside major updates to the Win Loss Review Plus add-on. **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 ↗ !Data Parrot Slack Integration - Weekly Notification **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 ↗ !Data Parrot Win Loss Review Plus - AI Analysis of a Won or Lost HubSpot Deal !Data Parrot Win Loss Review Plus - Deal Overview !Data Parrot Win Loss Review Plus - Sales Cycle Timeline **Other updates**: Improved onboarding experience for new users, performance improvements, and fixed some quirky behavior with the filters. ### May 29, 2025 URL: https://dataparrot.ai/docs/changelog/2025-05-29 Released interactive filters, a custom GPT for HubSpot help, and user management updates. **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. ### Jun 26, 2025 URL: https://dataparrot.ai/docs/changelog/2025-06-26 Team Activity Dashboard updates, AI Forecast improvements, and new help pages for Data Parrot. **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: - How to Run Deal Review Meetings - Guide for your Sales Team on the Data Parrot custom properties in HubSpot - How to Improve the Data Parrot AI ### Jul 9, 2025 URL: https://dataparrot.ai/docs/changelog/2025-07-09 Deal Pulse Mode gets a faster review layout, engagement-based deal filters, and a more flexible deal table. **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. ### Jul 23, 2025 URL: https://dataparrot.ai/docs/changelog/2025-07-23 New Activity Dashboard for sales team insights and Deal Pulse help overlay. View calls, meetings, emails with dynamic filtering and sorting. **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 ### Aug 14, 2025 URL: https://dataparrot.ai/docs/changelog/2025-08-14 Data Parrot card now available in HubSpot deal views. Get AI-powered deal health, signals, and next steps without leaving HubSpot. **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. ### Aug 22, 2025 URL: https://dataparrot.ai/docs/changelog/2025-08-22 Major HubSpot UI Extension improvements including real-time AI recalculation, feedback system, and configurable sidebar card. Get instant insights and help improve our AI. **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. ### Sep 11, 2025 URL: https://dataparrot.ai/docs/changelog/2025-09-11 Improved HubSpot UI Card layout, deal chat in HubSpot, and updated guidance for installing and using the Data Parrot card. **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 ↗ ### Sep 18, 2025 URL: https://dataparrot.ai/docs/changelog/2025-09-18 Enhanced HubSpot UI with Why We'll Win/Lose insights, new Deal Chat in Data Parrot, and improved Win-Loss Plus standardization for better sales analysis. **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 ↗ ### Oct 1, 2025 URL: https://dataparrot.ai/docs/changelog/2025-10-01 HubSpot UI Extension is now available for all users, bringing AI deal health, won/lost analysis, deal chat, and inline tasks directly into HubSpot. **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. ### Oct 9, 2025 URL: https://dataparrot.ai/docs/changelog/2025-10-09 Email and Slack notifications now include team activity, deals, and leads, and the Team Activity Dashboard now includes lead and deal data. **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 ↗ !Data Parrot AI Powered Email Notifications that include Deal and Lead data to help you connect sales activity with sales outcomes **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 ↗ !Team Activity Dashboard showing Leads, Deals, Calls, Meetings and Emails ### Oct 22, 2025 URL: https://dataparrot.ai/docs/changelog/2025-10-22 New Data Parrot Homepage consolidates Pipeline Movement, Team Activity, Research Trends, and Deal updates in one interactive dashboard. Everything you need in one screen - no scrolling required. **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 View your Home Page ↗ ### Nov 4, 2025 URL: https://dataparrot.ai/docs/changelog/2025-11-04 Fathom integration now available in Beta to improve Data Parrot AI analysis for Deal Intelligence. Plus, new Personal Settings page for notification preferences and integrations. **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 ↗ ### Nov 20, 2025 URL: https://dataparrot.ai/docs/changelog/2025-11-20 Win Loss Plus major update turns every closed HubSpot deal into clear, objective win/loss analysis with automatic classification of Sales Motions, Internal Blockers, and Customer Context. **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 ### Jan 1, 2026 URL: https://dataparrot.ai/docs/changelog/2026-01-01 Data Parrot Wrapped 2025 is now available with your Pipeline Hero, top trends, customer requests, won vs lost insights, and team activity standouts. **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. Go to Data Parrot Wrapped ↗ ### Feb 10, 2026 URL: https://dataparrot.ai/docs/changelog/2026-02-10 Data Parrot v3 is live with in-app Briefs, a rebuilt AI Forecast, custom properties, flexible tables, saved views, and remembered working state. **Data Parrot v3**: We rebuilt Data Parrot from the ground up. It is faster, more intuitive, and gives us a foundation to ship improvements multiple times per week. ## What's new - Daily and weekly Briefs are now available in-app - AI Forecast has a major update with saved views and an interactive matrix - Custom properties are available in columns and filters - Tables now support add, remove, resize, and reorder actions - Saved views persist, and your working state is remembered **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 major 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 - Filters now include custom properties - One-click access to time range and group-by, including quarter - Top summaries update with your current breakdown - The new interactive forecast matrix includes won and lost deals, and you can click any cell to see the underlying deals **Custom properties and table controls**: Custom properties are now available as table columns and filter options across the app. You can add, remove, resize, and reorder columns, then come back to the same working state later. **28 themes**: Choose from 28 built-in themes including light and dark mode. Change it any time from the sidebar. ## Coming next Three sections were not live yet in this release and were scheduled to ship over the next one to two days with major updates: - Customer Health - Win Loss Max - Activity Dashboard The previous app remains accessible from the left-side menu. ## Feedback If you hit an issue or want to share feedback, reply to the email update or use the help icon in the app. We were already working through a short list of known issues and shipping fixes over the next few days. ### Feb 24, 2026 URL: https://dataparrot.ai/docs/changelog/2026-02-24 Customer Health trend indicators and AI Forecast improvements. **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. ### Feb 26, 2026 URL: https://dataparrot.ai/docs/changelog/2026-02-26 AI Forecast now supports HubSpot goals, AI Composer-generated views, and Analyze with AI for faster forecast review and deeper deal-level insight. Today we have three major updates for AI Forecast: - **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 ### Create a forecast brief Use Analyze with AI to create a brief that reveals strengths and weaknesses in your forecast. - Summarize the current forecast context based on your timeframe and filters - Highlight key upsides and risks - Include confidence scoring with reasoning - Recommend next steps - Download to markdown or PDF We built this to help teams save time and avoid missing the key issues when investigating forecast changes. ### Generate forecast scenarios with AI Use AI Composer to create forecast scenarios, or views, based on the data. Each view is built by the AI, including filters, time ranges, and even deal columns. Examples include: - New business deals not moving - Expansion deals at risk of delays - Best near-term deals ### Support for HubSpot Goals HubSpot Goals are now supported in AI Forecast. You can see which users have goals, compare goals against forecast, and click any goal in the worksheet to open the goal breakdown. If you do not see goals, refresh your HubSpot connection from settings. Open AI Forecast ↗ ### Mar 19, 2026 URL: https://dataparrot.ai/docs/changelog/2026-03-19 Activity Dashboard is now live for Pro and Max with a rep-by-rep activity matrix, configurable charts, drill-down detail tables, and saved layouts. **Activity Dashboard is now live**: The Activity Dashboard is now available for Pro and Max teams. It gives you one operating view of rep activity across calls, meetings, emails, deals, and leads, without bouncing between CRM reports, exports, and pivot tables. You can review the whole team in one matrix, click into any number to see the records underneath, and shape the page around the views your team actually uses. ## What is included - Rep-by-rep activity matrix for calls, meetings, emails, deals, and leads - Detail tables for engagements, deals, and leads, with drill-down from the dashboard - Configurable time-series charts for the metrics you care about - Daily, weekly, and monthly chart grouping, plus line, bar, and cumulative chart views - Custom columns and stage-scoped activity breakdowns - Drag, resize, and rearrange controls so each team can shape the layout around its review workflow - Saved working state and backend-persisted layout, so the dashboard comes back the way you left it - CSV export and action-ready links where they help you move from summary to follow-up faster ## Why it matters Most sales teams have the activity data already, but not a usable surface for reviewing it. The hard part is not collecting calls, meetings, and emails. The hard part is turning that activity into something a manager can scan in one pass, spot weak coverage, compare reps fairly, and drill into specifics without rebuilding the view every time. That is what Activity Dashboard is built to do. It is a real operating surface for weekly reviews, coaching, and pipeline inspection, not another static report. ### May 5, 2026 URL: https://dataparrot.ai/docs/changelog/2026-05-05-briefs-executive-and-newspaper Briefs has Executive and Newspaper layouts, Share with Team, and toolbar controls for daily and weekly reads, formats, pipelines, and owners. **New Briefs layouts**: Pick the format that fits how you read. Switch between **Executive** and **Newspaper** from the Briefs toolbar while keeping the same daily or weekly brief context. ## What changed - **Executive**: A fast read with the headline, deal movement, watchlist, closed deals, and activity in a focused page flow. - **Newspaper**: A wider, scan-first layout with the lead story, metrics, open deal highlights, closed deals, and activity arranged side by side. - **Toolbar controls**: Use the top toolbar to move between **Yesterday** and **Last week**, switch formats, and narrow the brief by pipeline or owner. - **Share with Team**: Admins can share the current brief with existing Data Parrot users or HubSpot users from the Briefs header. ## How to use it Start with **Executive** when you want the quickest read on what changed. Use **Newspaper** when you want more of the brief visible at once for review or discussion. Your selected format stays in place while you work, so you can move between filters without having to reselect the layout. Use **Share with Team** when another user should review the same brief context from Data Parrot. Read the Briefs guide. ### May 22, 2026 URL: https://dataparrot.ai/docs/changelog/2026-05-22-win-loss-max Win/Loss Max is now live with automated signals for won and lost deals, category views, and deal-level drilldowns. **Win/Loss Max is now live**: Win/Loss Max helps teams understand why deals are won and lost by finding repeated signals across closed HubSpot deals. Data Parrot reviews the activity connected to each deal and groups the findings into categories such as **Top Reasons**, **Sales Motions**, **Internal Assists**, **Internal Blockers**, **Pain Points**, **Compelling Events**, **Stakeholders**, and **Customer Friction**. ## What is included - Automated signals for closed-won and closed-lost deals - Won and Lost views, with filters for date range, pipeline, owner, and supported custom properties - Category views for Top Reasons, Sales Motions, internal assists or blockers, customer pain points, compelling events, stakeholders, and customer friction - Signal ranking by deal count or deal amount - Main driver and Influenced counts for each signal - A deal table for reviewing the matching deals behind each signal - Click-through from a signal row to the full Data Parrot deal review ## Why it matters Win/Loss Max gives revenue teams a better way to use closed-deal history. Instead of relying only on manually filled HubSpot fields, teams can review the signals Data Parrot found across real deal activity and use them for sales coaching, qualification, marketing, product feedback, forecast reviews, and enablement. Read the Win/Loss Max guide. ### Jun 3, 2026 URL: https://dataparrot.ai/docs/changelog/2026-06-03-deal-form-updates Open deal pages and Win/Loss Pro deal pages now give sales teams a clearer way to review deal health, risk, reasons, and activity. **Clearer deal pages for sales reviews**: Open deals and Win/Loss Pro closed deals now have cleaner deal pages built for the way sales teams review pipeline, risk, and deal outcomes. ## What changed - **Open deals** now bring the deal summary, health, status, sales signals, hygiene checks, win/loss reasons, timeline, and suggested next steps into one review page. - **Win/Loss Pro deals** now focus on the closed-deal headline, the primary win or loss reason, and the activity timeline behind the outcome. - Both views are easier to scan when a manager or rep needs to understand what is happening in a deal before a forecast review, one-on-one, or post-sale discussion. ## How to use it Use the open deal page when you need the current deal readout: what is healthy, what is risky, what could help the deal win, and what still needs attention. Use the Win/Loss Pro deal page when you want the plain-language story behind a won or lost deal and the activity trail that led to the outcome. Read the Deals guide or read the Win/Loss Pro guide. ### Jun 5, 2026 URL: https://dataparrot.ai/docs/changelog/2026-06-05-deal-focus-cards Deals now has focus cards for common open-deal reviews from the top of the page. **Focus cards are now available on Deals**: The Deals page now starts with focus cards for common open-deal reviews, including **Best Deals**, **Hot Deals Going Quiet**, **Developing Deals**, **Close Date Risk**, **Get Back on Track**, **Trending Up**, and **Trending Down**. ## What changed - Focus cards show the matching deal count and total amount for the current page filters. - Selecting a card narrows the table to matching deals. - Deals brings relevant columns forward for the selected card, such as health trend, deal health, reasoning, days to close, and age. - The **All** card clears the selected focus card and returns to the full open-deal table for the current filters. ## How to use it Start with a focus card when you want a focused review path, then add filters for pipeline, owner, team, or timeframe when you need a narrower view. Read the Deals guide. ### Jul 6, 2026 URL: https://dataparrot.ai/docs/changelog/2026-07-06-starter-at-risk-briefs Starter Briefs now focus on up to 3 open Deals to Check that Data Parrot found likely to need attention. **Starter Briefs now focus on Deals to Check**: Starter accounts now get a focused Briefs experience built around up to 3 open deals Data Parrot found likely to need attention. Deals to Check highlights a small set of open deals based on recent deal activity, CRM changes, close-date risk, and deal health signals. Data Parrot selects deals from detected risk signals, then AI-analyzes them before they appear in the brief. Starter accounts now use **Daily** and **Weekly** on the Briefs page. **Daily** shows the prepared Deals to Check list for the latest daily period, and **Weekly** shows the prepared list for the weekly period. ## What changed - Starter Briefs now show up to 3 open Deals to Check. - Each deal can include deal details, deal health, current status, a summary, signals, and hygiene indicators. - The at-risk read can include open deals that appear stuck or dormant, have close date risk, changed meaningfully, show engagement risk, or were previously identified by AI as stuck or concerning. - If there are more risk-detected deals, Starter can show a count such as **+X more at-risk deals** and a short risk breakdown. - If no open deals match the Deals to Check criteria, Starter shows an empty state for that period. - Pro and Max continue to include broader Briefs analysis, full deal lists, expanded reasoning, and full AI Deal Signals. - Pipeline and owner filters are available in Pro and remain disabled for Starter. - Email, Slack, and the Starter Briefs page use the same Deals to Check source for the same period. ## How to use it Open **Briefs** from Data Parrot and use **Daily** or **Weekly** if you are on Starter. Review the surfaced Deals to Check first in HubSpot or with your team. Upgrade to unlock AI analysis across every deal. Read the Briefs guide. ### Jul 15, 2026 URL: https://dataparrot.ai/docs/changelog/2026-07-15-data-parrot-mcp Connect compatible AI assistants to Data Parrot through the new Data Parrot MCP Server. **The Data Parrot MCP Server is now available for Pro and Max workspaces.** Connect a compatible AI assistant to Data Parrot and ask questions about deals, pipeline movement, forecasts, qualifying HubSpot sales goals when available, sales activity, customer health, and win/loss evidence. ## What changed - Data Parrot now provides a remote Model Context Protocol server with OAuth sign-in. - We have successfully connected the server to Codex, Claude.ai, Claude Desktop, Grok CLI, and Grok.com. Claude Code is also supported through its standard remote MCP setup. - ChatGPT on the web works through Developer mode. Until an approved Data Parrot plugin is available, this setup is intended for advanced users. - The assistant can use focused tools for open deals, deal timelines, activities, pipeline history, forecast evidence, qualifying HubSpot sales goals when available, customer health, win/loss, and data definitions. - If a user belongs to more than one Data Parrot workspace, the assistant asks them to choose a workspace and keeps that selection tied to the client connection. Users can explicitly switch it later. - Users who still need setup or workspace access receive the appropriate connect, create, request-access, or upgrade path. - Starter workspaces receive an upgrade path instead of revenue data. ## How to use it Add the Data Parrot MCP Server URL to your AI client, complete the authorization flow, review the requested Data Parrot access, then enable Data Parrot for your conversation. Your AI client or workspace may require an owner or admin to add a custom connector. Read the Data Parrot MCP Server overview or follow the connection guide. ### Jul 16, 2026 URL: https://dataparrot.ai/docs/changelog/2026-07-16 Open and closed deal pages now show tasks, communications, clearer activity details, and engagement impact colors. **Deal timelines now include more activity**: Open and closed deal timelines now show tasks and communications alongside the existing engagement and CRM history. ## What changed - Tasks and communications now appear alongside emails, calls, meetings, notes, and CRM property changes when that activity is available. - Notes, tasks, and communications show clearer subjects, details, and status or channel labels. This includes readable note content, task statuses, and communication channels such as WhatsApp. - Engagement colors now reflect activity impact across open and closed deal timelines. On open deals, CRM property changes also use directional colors to distinguish improvements, regressions, and neutral changes. ## How to use it Open a deal from **Deals**, **Win/Loss Pro**, or **Win/Loss Max**. Use the timeline to review engagement activity together with stage, amount, close date, owner, and deal health changes. Read the Deals guide, the Win/Loss Pro guide, or the Win/Loss Max guide. ### Jul 24, 2026 URL: https://dataparrot.ai/docs/changelog/2026-07-24-data-parrot-mcp-access The Data Parrot MCP Server now searches more precisely, handles larger results, shows supporting evidence more clearly, and includes updated prompts and access controls. **The Data Parrot MCP Server now gives you more complete, easier-to-review answers from your workspace data.** Connect Claude, ChatGPT, Codex, or Grok and ask about your deals, pipeline, forecast, sales activity, Customer Health, and Win/Loss. ## What changed - Searches are more precise and can handle larger result sets without dropping the supporting details behind the answer. - Forecast, Pipeline, Customer Health, and Win/Loss results make their supporting evidence clearer. - The Data Parrot MCP Prompt Library has been expanded with more ready-to-copy questions for forecasting, pipeline analysis, deal reviews, sales coaching, activity, Customer Health, and Win/Loss. - Connection and troubleshooting guides are updated for each supported AI assistant. - Workspace admins can manage each user's MCP access in **Settings → User Management**. ## Find your next question Open the Data Parrot MCP Prompt Library to copy a question into your connected AI assistant. Use the prompts to investigate forecast risk, pipeline movement, deal health, sales activity, coaching opportunities, customer risk, or the reasons behind wins and losses. Read the Data Parrot MCP Server overview or choose an AI tool to connect. ### Jul 28, 2026 URL: https://dataparrot.ai/docs/changelog/2026-07-28-account-engagement-context See every contact on a deal, spot who has gone quiet, and focus the timeline on the people involved. **The Deal form now includes an About this account panel with the companies and contacts associated with the deal.** If an associated company is a customer, Customer Health appears when available. Each contact shows their Engagement and Relationship signals. ## See every contact on the deal The **About this account** panel shows the contacts associated with the deal. For each contact, you can see their name, **Engagement**, **Relationship**, and most recent engagement. Their role and email also appear when available. - **Engagement** shows how recently the contact has been active against the expected cadence. That cadence uses similar won deals when enough history is available. - **Relationship** shows whether recent incoming emails, meetings, and connected calls look positive, mixed, or at risk. More recent interactions carry more weight. This makes it easier to spot single-threaded deals, active stakeholders, and contacts who have gone quiet. ## Focus the timeline on a contact Select any contact to filter the timeline to that person's activity. You can select more than one contact or clear the selection to return to the full timeline. When several contacts are selected, the timeline shows activity involving any of those people. ## Customer Health For customer deals, **About this account** also shows the company's Customer Health when it is available, including the health label, headline, and summary. Customer Health applies to the company. It is separate from the Engagement and Relationship signals shown for each contact. ## Timeline improvements - The **Contact** column shows who was involved in each activity. - Emails with attachments show the attachment count and link to the source email in HubSpot. - Longer activity details are easier to read. - The timeline remembers your column order, column widths, sorting, and column filters. ## Where to find it Open a deal from **Deals**, **Win/Loss Pro**, or **Win/Loss Max**. Learn more in the Deals guide, Win/Loss Pro guide, or Win/Loss Max guide. ### Aug 7, 2026 URL: https://dataparrot.ai/docs/changelog/2026-08-07-new-sign-in-methods Sign in to Data Parrot with Google, Microsoft, or a sign-in code sent to your work email. **You can now sign in to Data Parrot with Google, Microsoft, or a sign-in code sent to your work email.** ## Use the work email already connected to Data Parrot Whichever method you choose, use the same work email associated with your Data Parrot account. Your existing workspaces, settings, and data will still be there. ## HubSpot is no longer a sign-in method You no longer sign in to Data Parrot with HubSpot. This change only affects how you sign in. It does not disconnect your HubSpot integration or change how Data Parrot syncs HubSpot data. ## Where to sign in Go to **Sign in to Data Parrot** and choose Google, Microsoft, or your work email. If you use email, Data Parrot will send you a sign-in code. If you have trouble signing in, email support@dataparrot.ai. ### Aug 10, 2026 URL: https://dataparrot.ai/docs/changelog/2026-08-10-forecast-review-workflow Add Forecast Status and Forecast Notes to Deals, edit key deal fields, and turn on Accelerated Sync from page headers. **Forecast Status and Forecast Notes are now available in Deals.** You can also edit Close Date, Pipeline, and Stage directly, and turn on Accelerated Sync from page headers across Data Parrot. ## TL;DR - Set Forecast Status directly in Deals. - Add Forecast Notes from reps and managers, with a full version history for each person. - Edit Close Date, Pipeline, and Stage from the Deals table or Deal page. - Turn on Accelerated Sync from the top of the page when you need recent HubSpot changes in Data Parrot. ## Set Forecast Status in Deals Forecast Status enables you to classify deals based on where they are in the sales process and how likely they are to convert. Select Forecast Status on a deal and choose a value. The change saves immediately. Owners and admins can choose how Forecast Status is managed: - **Use Data Parrot** to manage Forecast Status values directly in Data Parrot, including their names, order, descriptions, and instructions for the team. - **Use a HubSpot property** to use an existing HubSpot deal property for Forecast Status. Changes stay up to date in both HubSpot and Data Parrot. Data Parrot and HubSpot keep their own Forecast Status setup. Switching between them does not copy or delete anything. ## Add Forecast Notes to deals Forecast Notes adds notes to deals for reps and managers. Each person has one current note per deal and can edit only their own. The team can read every note and its version history. Select Forecast Notes on a deal to add or update your note, read notes from other people, or review earlier versions. Clearing a note keeps its previous versions in history. Forecast Notes can be turned off without deleting existing notes or history. Turning them back on restores the saved notes. ## Update deal fields directly Close Date, Pipeline, and Stage can now be edited from the Deals table and the Deal page. Changes are saved to the matching HubSpot deal. Pipeline and Stage are updated together. Only active pipelines and open stages are available. ## Turn on Accelerated Sync from page headers The Accelerated Sync toggle is now available at the top of pages across Data Parrot. Turn it on to check HubSpot for updates every five minutes for the next two hours. Standard sync runs every hour. Accelerated Sync requires a connected HubSpot account. Owners and admins on Pro and Max can turn it on. ## Where to find it Open **Deals** to set Forecast Status, add Forecast Notes, or update Close Date, Pipeline, and Stage. Owners and admins can configure Forecast Status and Forecast Notes in **Forecast Settings**. These updates are available with Data Parrot Pro and Max. ### Aug 14, 2026 URL: https://dataparrot.ai/docs/changelog/2026-08-12-deal-attention-summary Deal Summary now brings together the quick hits from emails, meetings, notes, and related deals. **Deal Summary now gives you the quick hits from the activity behind each open deal.** At the top of the deal page, the AI summary pulls together emails, meetings, notes, and related deals. It shows what has happened, what is still unresolved, and whether the deal in HubSpot matches what the buyer is doing. Deal Health and Status remain separate below the summary. The summary focuses on the activity behind the deal, while those fields show Data Parrot's current assessment of it. ## Where to find it Open any active deal from **Deals**. Deal Summary appears at the top of the deal page after Data Parrot analyzes the deal. ### Aug 12, 2026 URL: https://dataparrot.ai/docs/changelog/2026-08-12-hubspot-next-step Edit HubSpot Next Step from deal views and review future scheduled calls, meetings, and tasks. **Next Step is now available as a column in deal views and on the Deal form.** You can edit the HubSpot Next Step property in Data Parrot, and each saved change immediately updates the deal in HubSpot. ## A smarter Next Step Next Step also shows future scheduled activities for the deal, including calls, meetings, and tasks. An activity indicator displays the number of scheduled activities. Select it to see each activity's available details, including its title, description, scheduled date and time, owner, and status. The same scheduled activities appear below the editor when you update Next Step. The HubSpot Next Step text and scheduled activities remain separate, so editing the text does not change the scheduled activities. ## Where to find it Open **Deals** and use the **Next Step** column, or open a deal and find **Next Step** with the other editable HubSpot fields on the Deal form. Next Step also appears for open deals in AI Forecast, where it is read-only. ### Aug 19, 2026 URL: https://dataparrot.ai/docs/changelog/2026-08-19-forecast-notes-deal-form Open Forecast Notes from the Deal page and edit open deals from AI Forecast. **Forecast Notes are now available on the Deal page, and AI Forecast open-deal lists include the same deal editors used in Deals.** ## TL;DR - Add, update, clear, and review Forecast Notes from an open Deal page. - Edit Forecast Status, Next Step, Close Date, Pipeline, Stage, and Forecast Notes from AI Forecast open-deal lists. - See refreshed deal information after saving changes across Deals, AI Forecast, and the Deal page. ## Open Forecast Notes from a Deal page Forecast Notes now appears in the footer of eligible open Deal pages. Open it to add or update your note, read notes from other people, or review version history. Each person has one current note per deal and can edit only their own. Clearing a note keeps its previous versions in history. The editor refreshes the current note when it opens. If a newer version exists, Data Parrot loads it before editing is available. ## Edit open deals from AI Forecast AI Forecast open-deal lists now include the same editors available in Deals: - Forecast Status - Next Step - Close Date - Pipeline - Stage - Forecast Notes Won and lost deal lists remain read-only. Changes to HubSpot-owned fields save to the matching HubSpot deal. ## See updated deal information across pages After a successful save, Data Parrot refreshes related deal information across Deals, AI Forecast, and the Deal page. Pipeline and Stage changes also refresh active filtered lists so deals can move to the correct result and totals can update. ## Where to find it Open **AI Forecast** to edit deals from an open forecast selection. Open any eligible deal to use Forecast Notes from the Deal page. These updates are available with Data Parrot Pro and Max when Forecast Notes is enabled. Owners and admins can manage Forecast Notes in **Forecast Settings**. ### Aug 20, 2026 URL: https://dataparrot.ai/docs/changelog/2026-08-20-deal-refresh Refresh an open deal from the Deal View to pull in the latest HubSpot activity and update Data Parrot's assessment. **You can now refresh Data Parrot's assessment of an open deal directly from the Deal View.** Select **Refresh deal insights** to pull in the latest deal details and activity from HubSpot. Data Parrot processes the calls, emails, meetings, notes, tasks, and other communications connected to the deal, then updates Deal Health, Status, Signals, Hygiene, Deal Summary, and the Timeline. ## Follow the refresh as it runs The progress window shows each part of the refresh. You can close the window and move to another deal while the update continues. The Deal View refreshes automatically when the new assessment is ready. If information has changed in HubSpot or one of your other connected tools, such as Fathom, Zoom, or Aircall, since the last AI analysis, Data Parrot alerts you that the insights may be out of date. Select **Refresh deal insights** to update the assessment. ## Where to find it Open any active deal from **Deals** and select **Refresh deal insights** above Deal Summary. **Refresh deal insights** is available on Data Parrot Pro and Max. ### Sep 3, 2026 URL: https://dataparrot.ai/docs/changelog/2026-09-03-data-parrot-cursor-plugin Install the public Data Parrot plugin from GitHub to use the Data Parrot MCP Server in Cursor. **The Data Parrot plugin is now available for Cursor.** Install it from the public GitHub repository, sign in to Data Parrot through your browser, and ask Cursor about forecasts, pipeline changes, deals, sales activity, customer health, and win/loss. ## What the plugin adds The plugin connects Cursor to the hosted Data Parrot MCP Server. There is no local MCP server or separate package to run. Data Parrot provides its sales analysis and supporting HubSpot information, and Cursor uses that information to answer your questions. Revenue data access is read-only. The plugin cannot edit HubSpot or Data Parrot revenue records. You need a connected HubSpot account and Data Parrot Pro or Max. ## Install the plugin Follow the Cursor connection guide to install the plugin manually from the public GitHub repository, reload Cursor, and complete browser authentication. ### Sep 9, 2026 URL: https://dataparrot.ai/docs/changelog/2026-09-09-forecast-status-classification AI classifies your team's Forecast Status values, and connected AI assistants can use Forecast Status through MCP. ## Forecast Status classification and MCP support Data Parrot now maps your team's Forecast Status values to standard meanings such as Commit, Most Likely and Best Case. Your existing names and deal assignments stay unchanged. Owners and admins can see each classification and its explanation in **Forecast Settings**, and re-run classification when needed. Saving changes to status definitions updates the affected classifications. **Forecast Status is available through Data Parrot MCP 1.1.0.** Connected AI assistants can include it in deal results, filter open deals and forecast totals by your team's values, and group deals by Forecast Status. This uses the status your team assigned, separately from Data Parrot's AI Forecast Category. ### Sep 13, 2026 URL: https://dataparrot.ai/docs/changelog/2026-09-13-deal-property-history Deal property history is now available in Deals and AI Forecast. **Deal property history is now available in Deals and AI Forecast.** You can review earlier values without leaving the deal table. ## Review changes to deal properties Numbered markers appear beside Owner, Amount, Close Date, Pipeline, Stage, and Forecast Status when a property has changed more than once. The number shows how many times the property has changed. Select a marker to open the property's history. Each entry shows the saved value, when it changed, and the person or system responsible when that information is available. Amount, Close Date, and Stage changes also show the direction of the change. History is on by default. Use the **History** switch in the table toolbar to turn the numbered markers off or back on. The help icon inside each history card also explains what the number means and where to turn History off. In AI Forecast, property history appears when you open a group of current open deals. Won, Lost, Goals, and historical views are unchanged. Amount history appears when the table uses the default Amount option. ## Where to find it Open **Deals** or **AI Forecast**. Select any numbered marker beside a supported deal property to review its history. ### Oct 1, 2026 URL: https://dataparrot.ai/docs/changelog/2026-10-01-deal-value-property Admins can choose the HubSpot property Data Parrot uses as the default deal value. **Admins can now choose the HubSpot property Data Parrot uses as its default deal value.** The selection applies across reports, forecasts, and analysis. Pipeline Time Machine also shows when historical values need to update after a change. ## TL;DR - Choose the default deal value property in Settings. - Keep separate Amount choices in saved forecast views. - See a notice in Pipeline Time Machine while historical values await an update or rebuild. ## Choose the default deal value Open **Settings > Workspace > Deal value**. Select a property under **HubSpot deal property**, then click **Save**. Available properties include **Amount**, **Amount in company currency**, and eligible custom numeric deal properties classified as amount fields. Saving changes the default selection in Data Parrot. It does not change property values in HubSpot or trigger a bulk recalculation of deal analysis. ## Keep separate Amount choices in forecasts The **Amount** controls in **AI Forecast** and **Forecast Workspace** remain available. You can choose a different amount property for an individual forecast view. An explicit choice in a saved view stays separate from the default selected in Settings. Changing the default does not replace that saved choice. ## See when historical values are updating After the default property changes, **Pipeline Time Machine** displays a notice when historical values are awaiting an update or rebuilding. Historical totals may be incomplete until the update finishes. ## Where to find it Open **Workspace Settings** to choose the default deal value property. Only admins can change this setting. Use the **Amount** controls in **AI Forecast** and **Forecast Workspace** for per-view choices. Historical update notices appear in **Pipeline Time Machine**. ### Changelog URL: https://dataparrot.ai/docs/changelog Release notes and product updates for Data Parrot. ### Activity Dashboard URL: https://dataparrot.ai/docs/features/activity-dashboard Track sales team activity with real-time metrics. Monitor meetings, calls, emails, and activity patterns to optimize sales productivity and coaching decisions. The Activity Dashboard displays meetings, calls, emails, deals, and leads in a single dashboard so you can see all team activity in one place. Activity Dashboard is available for Data Parrot Pro and Max customers. ## Filters Choose the activity range, owners, associations, and pipelines to focus on the data that matters. - **Activity Range**: Yesterday, This Week, This Month, or a custom date range - **Owners**: Filter by one or more team members - **Associations**: Toggle between Deal and Contact associations - **Pipelines**: Filter by one or more pipelines ## Owner Activity Matrix The matrix shows each team member as a row, with columns grouped by Deals, Meetings, Calls, and Emails. A heatmap overlay highlights activity intensity so you can spot patterns at a glance. Use the controls at the top right to: - **Heatmap**: Toggle the heatmap overlay on or off - **Columns**: Show or hide specific columns (14/19 visible by default) - **Add Custom Column**: Create custom metric columns - **Export**: Download the data as CSV ## Charts Below the matrix, time-series charts show activity trends for Calls, Meetings, Emails, and Deals. You can customize the view and add more charts. - **Time grouping**: Day, Week, or Month - **Chart type**: Line, Bar, or Cumulative - **Add Chart**: Add additional metric charts - **Add Table**: Add a detail table below the charts ## Engagement Details At the bottom of the page, the Engagements table shows the individual engagement records that match your filters. Click any engagement title to open it in HubSpot. ## Tips - **Heatmap for quick scans**: Turn on the heatmap to instantly see who's most active and where gaps exist. - **Not just sales**: The Activity Dashboard tracks all HubSpot engagements, not just sales. use it across your organization. - **Custom columns**: Add custom columns for metrics specific to your team's workflow. - **Export**: Download the data as CSV for further analysis or reporting. ## Next Steps - AI Forecast. Forecast with AI-driven pipeline signals. - Deals. Monitor deal health and progress. - Briefs. Get daily and weekly AI sales briefs. ### AI Forecast URL: https://dataparrot.ai/docs/features/ai-forecast AI-powered sales forecasting for accurate pipeline predictions. Visualize deal health, track pipeline trends, and make data-driven revenue decisions. The AI Forecast provides you with an interactive, AI-powered view of your Sales Forecast. You can set your filters, determine your time series grouping, and categorize the forecast bars by AI deal health, forecast category, deal status, customer intent, and more. ## How to use AI Forecast The AI Forecast page combines saved views, filters, a forecast chart, a forecast table, and an AI-generated brief so you can investigate your pipeline from any angle. ### Saved Views Saved views live in a tab strip at the top of the page. Data Parrot ships with curated views like **New Business Not Moving**, **Expansion Stalled Deals**, **Expansion Timing Risk**, and **New Business Health Risk**. Click a tab to switch views, click + to create a new one from your current filter set, and use the overflow icon to manage and pin your views. ### Filters The filter bar lives directly under the saved view tabs. Filters are grouped into chips so you can open one at a time: - **Pipeline**. pick one or more Pipelines and Stages. - **Owners**. filter to specific Deal Owners or Teams. - **AI Insights**. open the full grid of AI Analysis categories: Deal Health, Purchase Intent, Close Date Confidence, Sales Performance, Deal Status, Win Chance, Stage Confidence, and AI Forecast Category. - **More**. filters built from custom deal properties configured for your tenant. The exact filters available here depend on which properties your team has set up. **AI Filter Details:** - **Deal Health**: The overall AI Health score of the deal (Very High, High, Medium, Low, Very Low) - **Purchase Intent**: How likely the customer is to buy (Very High, High, Medium, Low, Very Low) - **Close Date Confidence**: AI confidence in the close date (Very High, High, Medium, Low, Very Low) - **Sales Performance**: How well the rep is performing on the deal (Very High, High, Medium, Low, Very Low) - **Deal Status**: Whether the deal is moving (Active, Stuck, Dormant, Dead, Inactive, No Activity) - **Win Chance**: AI-estimated probability of winning the deal - **Stage Confidence**: AI confidence the deal is in the right stage (Very High, High, Medium, Low, Very Low) - **AI Forecast Category**: The AI-assigned forecast category (Commit, Best Case, Pipeline) *All of these AI insights are automatically generated and updated as the deal progresses.* ### Time Range and Grouping Use the date controls to scope the forecast window and choose how bars are grouped: - **D / W / M / Q** pills group the forecast by Day, Week, Month, or Quarter. - The **date range picker** lets you set an explicit start and end, with quick presets (YTD, Next 3M, Next 6M, Next 12M) and a draggable timeline. - **Span +/−** expands or contracts the visible range one period at a time. ### Breakdown, Amount, and Goals Three more selectors on the filter bar shape what the chart and table show: - **Amount**. switch between deal currency and company currency. - **Breakdown**. choose how the forecast is sliced (e.g. Deal Health, Purchase Intent, AI Forecast Category). The bars stack and the table rows group by whatever you pick here. - **Goals**. show All Goals, only Pipeline-specific goals, or hide goal targets entirely. ### Forecast Chart The forecast chart is the top half of the page. It plots the total amount of deals that match your filters, grouped by your time grouping and stacked by your Breakdown selection. Chart controls (top right of the chart): - **Bar Chart / Cumulative**. toggle between per-period bars and a running cumulative view. - **Include Won**. toggle whether closed-won deals are rolled into the totals. The right-hand legend panel shows the active **Goal**, **Total Deals** (sum + count), and a per-category breakdown matching your Breakdown selection. Mouse over a bar to see the same breakdown for that period. ### Forecast Table Below the chart is the forecast table. the same data as the chart, laid out as breakdown rows × time-period columns. It includes three sections: - **Open Deals**. open pipeline broken down by your Breakdown selection (e.g. Very High → Very Low Deal Health). - **Closed Deals**. Won and Lost totals per period. - **Goals**. your goal target per period for comparison. Click any cell to drill in. Use the download button (top right of the table) to export the table as CSV. ### Create Forecast Brief The **Create Forecast Brief** button (top-left of the chart) generates an AI-written executive brief on the current view. The brief includes a headline, executive summary, and a list of key findings with observations, hypotheses, why-it-matters context, and recommended actions. You can save, copy, download, or discard the brief, and edit any section before sharing. ### Recommended Saved Views Some saved views worth creating to investigate your forecast: - **Conservative Forecast**: Very High Purchase Intent + Very High Deal Health. - **Most Likely Forecast**: Medium/High/Very High Purchase Intent + Medium/High/Very High Deal Health. - **High Quality Deals Not Progressing**: Medium/High/Very High Purchase Intent + Stuck/Dormant/Dead/Inactive/No Activity Deal Status. - **Close Date Risks**: Late-stage Pipeline filter + Medium/Low/Very Low Close Date Confidence. ### Viewing the Deals Below the forecast table is the deal list. Every deal that matches your current filters and (when you click a cell) the selected breakdown × period. Reorder columns, sort, search, add or remove columns from the column picker, and download the list as CSV. Click any deal to expand it and see the AI Analysis, Timeline, and Suggestions. The Deal Table is the same one used in Deals. Learn more about the Deal Table. ## Next Steps - **Ask about your forecast through the Data Parrot MCP Server**: Use Claude, ChatGPT, Codex, or Grok to investigate the forecast and its supporting deal evidence. - **Deals**: Learn how to use Deals to review your deals and increase HubSpot data quality. - **Research Trends**: Learn how to uncover positive and negative trends happening in your sales pipeline. - **Activity Dashboard**: Explore to see a detailed view of all your sales engagements across your sales team. - **Read more on our website**: Learn more about improving sales forecast accuracy. ### Briefs URL: https://dataparrot.ai/docs/features/briefs Your AI-generated daily and weekly sales brief. A headline read of deal movement, watchlist, won/loss, and team activity, in either an Executive or Newspaper layout. Briefs is your daily command center. What you see depends on your plan. Starter uses Briefs as a **Deals to Watch** feed. Data Parrot shows saved analysis for selected open deals and CRM details for additional deals that may need attention. Pro and Max use Briefs as a full daily or weekly sales brief with filters, deal movement, watchlist, closed deals, activity, and AI Deal Signals across more deals. | Plan | Briefs experience | Available controls | | --- | --- | --- | | **Starter** | **Deals to Watch**: selected open deals with saved analysis, followed by CRM details for additional deals that may need attention. | **Daily** and **Weekly** show the Deals to Watch selected for each period. Pipeline and owner filters are not available on Starter. | | **Pro and Max** | Full Briefs page with headline, deal movement, deal watchlist, closed deals, activity, and AI Deal Signals. | **Yesterday** and **Last week** show activity windows. Pipeline, owner, and additional deal filters are available. | ## Starter: Deals to Watch Deals to Watch highlights open deals that may need attention based on recent deal activity, CRM changes, close-date risk, and deal health signals. Data Parrot analyzes the featured deals. Additional flagged deals appear with their CRM details and reason to watch. The featured deal cards can include: - Deal name, pipeline, stage, owner, close date, and amount. - Deal health and current status. - A short summary. - Signals such as purchase intent, chance of winning, and sales performance. - Hygiene indicators such as close date confidence and stage confidence. Open a featured deal to review its saved analysis and **Why We'll Win/Lose**. Refreshing deal insights and editing HubSpot fields remain available in Pro. If Data Parrot flags additional deals, Briefs shows a compact card for each one. The card includes CRM details and the reason Data Parrot flagged it. The lock on the analysis preview opens the Pro upgrade page. The reason to watch describes what the selected scan detected. When the scan has completed, featured and additional deal cards show **Scan completed** with the actual completion date. CRM details show the current deal fields, and featured cards show the latest saved analysis. These can change after the scan. Close-date risk messages show the current CRM close date as a calendar date instead of a countdown. Historical date changes still describe the event that triggered the scan. Choose **Daily** or **Weekly** to see Deals to Watch from the latest scheduled scan for that period. Links from daily and weekly emails open the matching period. The weekly list is selected across the week; it is not a combined list of every daily selection. ## What Counts as a Deal to Watch Starter Deals to Watch are selected from open deals where Data Parrot detects a risk signal. The list focuses on deals Data Parrot flagged for review in that period, rather than every open deal or every CRM activity update. | Category | What it means | | --- | --- | | **Stuck or dormant** | The deal appears stalled, has gone quiet, or previous AI analysis identified it as stuck or concerning. | | **Close date risk** | The close date is past due, moved meaningfully, or is coming up without enough supporting deal progress. | | **Meaningful negative deal change** | A CRM property such as amount or stage changed in a way that may increase risk. | | **Engagement risk** | Recent customer activity exists, but the engagement or surrounding CRM context suggests the deal may still need attention. | Starter is a limited preview of high-risk open deals. Data Parrot analyzes only the Deals to Watch selected for the current list. If no deals are flagged in the current view, Starter shows a message instead of a deal list. That means Data Parrot did not find any open deals it considered at risk in the latest eligible scan for the selected period. Pipeline and owner filters are disabled for Starter accounts. Those filters are available in Pro. ## Pro and Max: Full Briefs Pro and Max include the full Briefs page. The sections below describe the Pro and Max Briefs experience beyond Starter's Deals to Watch. ### Filters The toolbar at the top of the page controls the period, layout, and deal-scope filters. - **Period**: **Yesterday** for the last day's movement, **Last week** for a full-week view. - **Format**: **Executive** for a tight summary, **Newspaper** for a multi-column layout. **Deal Radar** is coming soon. - **Pipeline**: limit the brief to one or more pipelines and stages. - **Owners**: limit the brief to specific deal owners. - **More Filters**: apply additional filters built from your account's deal properties. Your selections persist across visits. Format choice is remembered for next time. ### Share with Team If you're an admin, use **Share with Team** in the Briefs header to send the current brief to teammates. You can share with people who already use Data Parrot or choose HubSpot users your team wants to add. The link opens the same brief view, including the selected period, format, and any Pro or Max filters applied. ### Headline The brief opens with the period (for example, *Yesterday · May 7*), a one-line headline that summarizes what happened, and a short paragraph of context. This is the 30-second read. ### Deal Movement A two-column section of open deals that moved during the period. - **Trending Up**: deals where health or engagement improved. - **Trending Down**: deals where health, status, or engagement weakened. You can expand the lists to see more matching deals. A short paragraph above the columns summarizes the movement across the period. ### Deal Watchlist A two-column section of currently-active open deals worth attention, regardless of whether they moved. - **Best Deals**: open deals where every Signal (Health, Status, Purchase Intent, Close Date Confidence, Stage) is reading strong. - **At Risk**: open deals where Purchase Intent is strong but Health is reading low or worse. Use this section to see which active deals deserve focus today, separate from period movement. You can review the broader watchlist and open the full signal reasoning. ### Closed Deals Won and lost deals from the period, with totals at the top of each column. Each card shows the deal name, amount, owner, stage, and close date. On Pro and Max, the card includes the primary win or loss reason. Sort each section by **Amount**, **Close Date**, or **Name**. ### Activity A grid of compact cards summarizing team activity for the period: **Deals**, **Meetings**, **Calls**, **Emails**, and **Leads** if your team uses leads in HubSpot. Empty cards are hidden, so the layout adapts to what your team actually tracks. ### Deal Cards and Signals Each deal card is expandable. You can reveal the full Signals panel. Signals are Data Parrot's curated read on each deal, scored against your CRM, engagement, and history: - **Status**: whether the deal is moving (Active, Stuck, Dormant, Dead, Inactive). - **Purchase intent**: how likely the customer is to buy. - **Close date confidence**: confidence in the close date. - **Stage**: confidence the deal is in the right stage. Each signal includes a short reasoning line. Below the signals, a **Recent events** timeline shows the last few CRM changes, with dates. Sort the deal sections by **Recommended** (weighted by Signal strength), **Amount**, **Close Date**, or **Owner**. ### Executive vs Newspaper Same brief, two reads. Switch any time. **Executive** is the fast read. One headline up top, then the deals that moved, the deals worth watching, and the team's activity. Start your day with the picture and move on. **Newspaper** is the wide view. A print-style front page that puts everything side by side so you can see it all at a glance. ## Period Labels Starter Briefs use **Daily** and **Weekly** for Deals to Watch. Pro and Max Briefs use **Yesterday** and **Last week** for the full activity brief. | Plan | Labels | What the labels mean | | --- | --- | --- | | **Starter** | **Daily**, **Weekly** | Shows Deals to Watch from the latest eligible scan for the selected period. | | **Pro and Max** | **Yesterday**, **Last week** | Shows the activity/reporting window for the full Briefs page. | ## Delivery via Email and Slack Briefs content is also delivered via Email and Slack notifications. Starter notifications and the Briefs page use the same Deals to Watch source. Choose Daily or Weekly on the page to see the matching scheduled period. Email links preserve that choice. Daily and Weekly emails include the watch signal, a short analysis preview, and a direct link to the deal. Configure your notification preferences in Settings. ## Next Steps - Configure Notifications. Set up daily and weekly delivery via Email or Slack. - View Your Deals. Drill into individual deals for detailed AI analysis. - AI Forecast. See the forecast view of your pipeline. ### Customer Health URL: https://dataparrot.ai/docs/features/customer-health Monitor customer health with AI-powered health scores. Identify at-risk accounts, track customer engagement trends, and predict churn before it happens. Customer Health gives you an AI-powered health score for every customer, so you can see which accounts are thriving and which need attention before they churn. Customer Health is available for Data Parrot Pro and Max customers. Churn prediction is a Max-tier feature (coming soon). ## How It Works Data Parrot analyzes engagement patterns, deal activity, and communication signals across your customer accounts to generate a health score on a 1–5 scale: | Score | Status | What It Means | | --- | --- | --- | | 5 | Champion | Highly engaged, strong relationship, expanding | | 4 | Healthy | Regular engagement, stable relationship | | 3 | At-Risk | Declining engagement or concerning signals | | 2 | Critical | Minimal engagement, high churn risk | | 1 | Inactive | No recent engagement detected | ## Using Customer Health ### Filters Filter your customer list by: - **Health Status**: Champion, Healthy, At-Risk, Critical, Inactive - **Has Open Deals**: Focus on customers with active pipeline - **Last Won Date Range**: Filter by when the customer last closed a deal - **Time Period**: 3M, 6M, 12M, or All ### Summary Metrics At the top of the page, you can see: - **Total Customers**: The number of customers matching your filters - **Total Open Deal Value**: Sum of open deal amounts across filtered customers - **Total Lifetime Revenue**: Historical revenue from filtered customers - **Avg Health Score**: Average health score across the filtered set ### Customer Table The customer table shows each customer with their health score, open deal value, lifetime revenue, and key engagement metrics. You can: - Sort by any column - Search for customers by name - Customize visible columns - Export data to CSV ## Churn Prediction (Max Tier — Coming Soon) Coming soon on the Max tier: AI-powered churn prediction that identifies accounts most likely to churn based on engagement decay patterns, communication gaps, and deal activity trends. ## Making the Most of Customer Health - **Weekly check-in**: Review At-Risk and Critical customers weekly to catch problems early. - **Account planning**: Use health scores to prioritize which customers get proactive outreach. - **Team allocation**: Route your best CSMs to accounts showing early warning signs. - **Expansion signals**: Champion accounts with high engagement are your best candidates for upsell. ## Next Steps - **View Your Deals**: See deal-level health for individual opportunities. - **Win/Loss Analysis**: Understand why customers churned by reviewing lost deal patterns. - **Research Trends**: Surface customer sentiment and feedback trends. ### Deals URL: https://dataparrot.ai/docs/features/deals See which deals will close and which need help with AI deal scoring. Get instant health scores, risk alerts, and next steps for every opportunity. 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. ## Focus Cards Focus cards sit at the top of the Deals page. They give you starting points for common deal reviews without building a full filter combination from scratch. Each card shows: - the number of open deals in that focus area - the total deal amount for those deals - a small bar that shows how much of the current open-deal set matches the card The card counts respect the page filters you have already applied, such as pipeline, owner, team, and timeframe. For example, if you filter to one owner, the cards summarize that owner's currently loaded deals. | Focus card | What it shows | | --- | --- | | **All** | Every open deal that matches the current page filters. | | **Best Deals** | Deals with strong purchase intent and high deal health. | | **Hot Deals Going Quiet** | Deals with strong purchase intent where progress has become stuck, dormant, or inactive. | | **Developing Deals** | Deals with strong purchase intent and medium deal health. | | **Close Date Risk** | Deals with low close date confidence and medium-or-better deal health. | | **Get Back on Track** | Active deals with strong purchase intent where salesperson performance is poor or very poor. | | **Trending Up** | Deals whose health trend is improving. | | **Trending Down** | Deals whose health trend is declining. | Select a card to narrow the table to that focus area. Deals also brings the relevant columns forward for the selected card, such as health trend, deal health, reasoning, days to close, and age. This makes the table easier to scan for the question the card is meant to answer. Selecting a focus card does not replace your page filters or saved column preferences. Use **All** to clear the selected card and return to the full open-deal table for the current filters. ## 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 supported columns - search for deals by name - expand the deal to see the AI Analysis, Timeline, and Suggestions The **Next Step** column shows the HubSpot Next Step property for each open deal. Select the text, or **Add next step**, to edit it directly in Data Parrot. Saving the change updates the deal in HubSpot. When a deal has future scheduled tasks, meetings, or calls, an activity indicator shows their count. Select the indicator to review the scheduled activities. The same timeline appears below the Next Step editor while you type. Scheduled activities are read-only. Next Step is also available with the other editable HubSpot fields on the open Deal form. In AI Forecast, Next Step and its scheduled activities are read-only. ## Single Deal View When you click on a deal in the table, you will see the detailed analysis for that deal including: - deal summary, health, and status - sales signals and hygiene checks - why the deal may win or lose - timeline history, meeting transcripts when available, and AI-generated suggestions ### Refresh deal insights Use **Refresh deal insights** to update an open deal with the latest information from HubSpot. Data Parrot: - pulls the latest deal details, contacts, companies, relationships, and engagements - processes the calls, emails, meetings, notes, tasks, and other communications connected to the deal - recalculates Deal Health, Status, Signals, and Hygiene - updates the Deal Summary and Timeline Select **Refresh deal insights** above the Deal Summary. The progress window shows each part of the refresh. You can close the window or move to another deal while the refresh continues. The Deal View updates automatically when the new assessment is ready. If information has changed in HubSpot or one of your other connected tools, such as Fathom, Zoom, or Aircall, since the last AI analysis, Data Parrot alerts you that the insights may be out of date. Select **Refresh deal insights** to update the assessment. Refreshing reads the latest deal information from HubSpot. It does not change the deal in HubSpot. ## 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. ### Features URL: https://dataparrot.ai/docs/features Explore Data Parrot's features for deal health, pipeline inspection, sales forecasting, win-loss analysis, and more. Data Parrot gives revenue teams a set of AI-powered tools to understand deal health, pipeline movement, forecast risk, and team activity. all driven by CRM data. - Briefs: Daily and weekly AI sales briefs with deal movement, won/lost summaries, and key metrics. URL: https://dataparrot.ai/docs/features/briefs - Activity Dashboard: Track meetings, calls, emails, and deal engagement across your team. URL: https://dataparrot.ai/docs/features/activity-dashboard - Deals: AI-scored deal table with health scores, filters, and detailed deal analysis. URL: https://dataparrot.ai/docs/features/deals - AI Forecast: Forecast with confidence using AI-driven pipeline signals and deal health. URL: https://dataparrot.ai/docs/features/ai-forecast - Pipeline Time Machine: Compare pipeline states over time and inspect what changed. URL: https://dataparrot.ai/docs/features/pipeline-time-machine - Win/Loss: Analyze why deals win or lose with AI-powered pattern detection. URL: https://dataparrot.ai/docs/features/win-loss - Research Trends: Surface customer sentiment, feedback patterns, and requests from CRM data. URL: https://dataparrot.ai/docs/features/research-trends - Customer Health: Health scores for every customer with churn risk prediction. URL: https://dataparrot.ai/docs/features/customer-health - Notifications: Daily and weekly updates delivered via Email or Slack. URL: https://dataparrot.ai/docs/features/notifications ### Notifications URL: https://dataparrot.ai/docs/features/notifications Get AI-powered sales alerts when deals need attention. Customize notification preferences, channels, and team settings for pipeline updates that matter. Data Parrot offers the option to send Daily and Weekly notifications via Email or Slack, highlighting key deal changes, pipeline changes, and key trends. You can configure these notifications per user through the Settings page. *Note: The Slack notification is sent via a Direct Message to the user.* ## Daily Notification The Daily Sales Brief notification is sent to all users who have enabled daily notifications, filtered by Pipeline/Stage and Deal Owner if configured. The notification highlights up to 5 deals that have changed in the past day - if there are more than 5, it will highlight the most important deals impacted and include a link to see the rest in the Briefs. It is only sent if there are meaningful changes in your deals. The email includes: - AI Analysis of the deal changes and a link to the Briefs for more details. - Summary of the past day's activity including Engagements (Calls, Meetings, Emails), Leads (Created, Qualified, Disqualified), and Deals (Created, Won, Lost). - Summary of which deals are won/lost and why they were won/lost. ## Weekly Notification The Weekly Summary notification is sent to all users who have enabled weekly notifications, filtered by Pipeline/Stage and Deal Owner if configured. The Weekly Summary expands on the Daily Sales Brief and includes a summary of the past week's activity, including research trends, pipeline status, and key deal updates. ### Email Example ### Slack Example The Weekly Summary includes a Trend Report which is automatically generated and can be viewed any time in the Research Trends page. **Reminder**: You can customize the notification settings, including filtering by Pipeline/Stage and Deal Owner, in User Management. ## Next Steps - **Configure your notification settings**: Configure notification settings for Data Parrot users to receive Daily and Weekly Email notifications. - **Predict Sales with AI Forecast**: Boost forecasting with predictive analytics. - **Reveal Key Trends**: Learn how to uncover positive and negative trends happening in your sales pipeline. - **Activity Dashboard**: Explore to see a detailed view of all your sales engagements across your sales team. - **Win Loss Review**: Review your won and lost deals to improve your sales process. - **Read more on our website**: Explore CRM, communication tools, and productivity app integrations. ### Pipeline Time Machine URL: https://dataparrot.ai/docs/features/pipeline-time-machine Track how your sales pipeline changes over time. View historical deal movements, identify growth patterns, and understand what's driving pipeline changes. The Pipeline Time Machine enables you to look back through your deal history to understand how your pipeline has changed over time. It builds a detailed historical view that reveals shifts in deal amounts, progression through stages, and key metrics across any period, giving you deep visibility into your pipeline's evolution and patterns. ## How to Inspect your Pipeline The Pipeline Trends page gives you powerful tools to visualize and inspect your pipeline over time. It's the fastest, easiest way to conduct full pipeline inspections to understand what's happening. ### Filters The filter chips live at the top of the page. Open one chip at a time: - **Pipeline**. pick one or more Pipelines and Stages. - **Owners**. filter to specific Deal Owners or Teams. ### Choose your Time Period The date range picker on the right side of the filter bar controls the time range used by the chart and the Pipeline Table. Click it to expand the picker: - Quick presets: **YTD**, **Last 3M**, **Last 6M**, **Last 12M** - A draggable timeline for setting an explicit start and end - **Span +/−** to expand or contract the visible range one period at a time ### Group By The **Group** control sits to the left of the date range picker. Pick how the chart and table buckets are sized: - **Day**, **Week**, **Month**, or **Quarter** #### Historical Pipeline Chart The chart is the top half of the Pipeline Time Machine page. It plots the value of your pipeline at the end of each grouped period across your selected date range. Mouse over a bar to see the exact value for that period. Notes: - The bar values are the value of the last day in the grouped period. For example, if you are grouping by month, the bar value is the value of the last day of the month. #### Pipeline Table The Pipeline Table sits directly below the chart. It shows the same time range as the chart, broken down period-by-period across columns, with one row per pipeline change category. Each cell shows the value plus the percent change vs. the previous period (green = up, red = down). The table is grouped into three sections: - **Total @ Start**. the pipeline value at the beginning of each period. - **Changes**. what moved the pipeline value during the period: New Deals, Reopened Deals, Amount Increased, Amount Decreased, Closed Won, Closed Lost, Total Changes, and the resulting pipeline value at the end of the period (@ End). - **Stage Movement**. deals that were already in the pipeline and either stayed put (No Movement), Moved Forward, or Moved Backward in stage during the period. Click the download icon (top right of the table) to export the matrix as CSV. ##### What each row means | Row | Section | What it captures | | --- | --- | --- | | Total @ Start | Total | Pipeline value at the beginning of the period. | | New Deals | Changes | Deals created during the period. | | Reopened Deals | Changes | Deals previously closed that were reopened during the period. | | Amount Increased | Changes | Existing deals whose amount went up during the period. | | Amount Decreased | Changes | Existing deals whose amount went down during the period. | | Closed Won | Changes | Deals that closed Won during the period. | | Closed Lost | Changes | Deals that closed Lost during the period. | | Total Changes | Changes | Net of all the change rows above. | | @ End | Changes | Pipeline value at the end of the period (Total @ Start + Total Changes). | | No Movement | Stage Movement | Open deals that did not change stage during the period. | | Moved Forward | Stage Movement | Open deals that advanced one or more stages during the period. | | Moved Backward | Stage Movement | Open deals that moved back one or more stages during the period. | Here are some of the most common causes of pipeline changes: | Pipeline Change | Impact | Details | Advice / Notes | | --- | --- | --- | --- | | New Deals | Up | When new deals are created, the pipeline goes up. | When creating new deals, be sure that you are consistent in how you pick your initial Amount value. This directly impacts your pipeline value. | | Closed Deals | Down | When you Win or Lose a Deal, your pipeline goes down. | Yes - Winning Deals is *bad* for your pipeline. If your win ratio is 33%, for every deal you win, you must add 3 more deals to the pipeline. | | Amount Changes | Up or Down | When Deal Amounts change, your pipeline changes. | This is one of the hardest pipeline data points to uncover in your CRM. Data Parrot automatically reveals these changes for you. | | Re-Opened Deals | Up | Changing a deal from closed won/lost to open again will increase your pipeline. | Data Parrot reveals re-opened deals automatically. Some companies create new deals, others re-open closed deals. Data Parrot supports both! | | Pipeline/Stage Changes | Up or Down | When filtering on Pipelines/Stages, Data Parrot reveals deals that entered/exited the filtered pipeline/stages. | Examples are a deal moving from a pre-sales pipeline to a sales pipeline, or from Outbound Target to Qualified. | | Owner Changes | Up or Down | When filtering on Deal Owner, Data Parrot reveals deals that were re-assigned to/away from the filtered owner(s). | Most common use case: hiring a new rep and assigning new deals to them. Existing reps will have their pipelines go down! | Notes: - Deleted Deals will disappear from your pipeline completely including the entire history. It is typically recommended to create a custom stage, or even pipeline, to move deleted deals into instead of actually deleting them. - Merged Deals will consolidate for your pipeline history. For instance, if you had 2 duplicate deals, merged them together, then the Pipeline Chart will show only the merged deal across the history. ##### Detailed Deal-Level Changes Click any cell in the Pipeline Table to drill into the exact deals that make up that number. A deal table appears below the Pipeline Table showing every deal in the selected cell. including Deal Name, Pipeline, Current Amount, Baseline Amount, Amount Change, Baseline Stage, End Stage, Close Date, and Owner. Use the search box, column picker, and download icon to filter and export the list. The columns shown adjust to the row you selected. For example, Moved Forward shows baseline stage and end stage, while Amount Increased shows baseline amount and current amount. ## Making the Most of the Pipeline Time Machine - **Monitor Overall Health:** Use the chart to quickly assess if your pipeline is growing, shrinking, or remaining stable over time. Group by the range that makes the most sense based on your average sales cycle. - **Investigate Individual Sales Rep Pipelines:** Pipeline growth is one of the most important leading indicators of sales performance. Filter by Deal Owner to see how your reps are doing. - **Focus on the Pipeline Table:** Scan the Changes and Stage Movement rows to spot which categories are driving your pipeline up or down period over period. - **Drill Down:** Click any cell in the Pipeline Table to see exactly which deals are behind a number and investigate further. By regularly reviewing your Pipeline Time Machine to inspect your pipeline, you'll gain valuable insights into your sales process, helping you make data-driven decisions to optimize your pipeline and boost your overall sales performance. ## Next Steps - **Predict Sales with AI Forecast**: Boost forecasting with predictive analytics. - **Track Deals**: Monitor deal health and progress. - **Activity Dashboard**: Explore to see a detailed view of all your sales engagements across your sales team. - **Read more on our website**: Learn more about pipeline history tracking and analysis. ### Research Trends URL: https://dataparrot.ai/docs/features/research-trends Uncover customer sentiment and sales patterns with AI analysis. Identify positive trends, pain points, and feature requests from your CRM data automatically. Research Trends is an AI-driven analytics feature that surfaces customer sentiment, feedback patterns, and requests from CRM data. ## How to Use Research Trends The Research Trends page has two tabs in the left sidebar: **Your Reports** (reports you've generated) and **Weekly Reports** (automatically generated weekly reports). Click any report to view it, or click **New Report** to create one. To create a new report: 1. Use the filter chips at the top of the page to set the **Pipeline** and **Owners** scope for your report. 2. Click **New Report**. 3. Give the report a name and pick a date range. 4. Click **Run Report**. The report starts running and can take up to 2 minutes to complete. When it's complete, it's saved to **Your Reports** for you to view any time. You can export it as a PDF or delete it whenever you want. ## What Research Trends Reveals Each report has three sections: 1. **Positive Feedback Trends**. the top positive sentiment patterns from your selected deals (e.g. "Unified Platform Solves Cross-Functional Chaos"), each with a one-line summary and a detailed analysis. 2. **Negative Feedback Trends**. the top negative sentiment patterns (e.g. "No-Shows and Cancellations Kill Deals Fast"), with the same one-line summary + detailed analysis structure. 3. **Top Customer Requests**. the top requests from customers, broken into a **Top Request** and a **Runner-Up**, to help you prioritize product/service improvements. ## What You Can Do with the Results You can access the report any time from **Your Reports** on the Research Trends page. To share it with your team, click the **Export PDF** button at the top right of the report. ## Research Trends Limits There is a monthly limit on how many reports you can generate. You can see your remaining credits on the Research Trends page at the top right of the page. ## View Saved Reports The left sidebar has two tabs: - **Your Reports**. every report you've generated. Click any report to view it, export it, or delete it. - **Weekly Reports**. automatically generated weekly reports you can revisit any time. ## Making the Most of Research Trends - **Run for a specific pipeline**: scope the report with the Pipeline filter chip to see positive, negative, and customer-request trends for that pipeline. - **Get detailed insights**: combine the Owners and Pipeline filter chips with a tight date range to dig into specific trends. - **Revisit automatically generated reports**: check the **Weekly Reports** tab. the week-in-review email also links to the previous week's report. ## Next Steps - **Predict Sales with AI Forecast**: Boost forecasting with predictive analytics. - **See what growing (or shrinking!) your pipeline with Pipeline Time Machine**: Inspect pipeline health with analytics. - **Track Deals**: Monitor deal health and progress. - **See the Research Trends product page**: Learn more about sales strategy insights and trend analysis. ### Improve Data Parrot AI URL: https://dataparrot.ai/docs/how-to-guides/improve-data-parrot-ai Improve Data Parrot's AI accuracy by optimizing your HubSpot data. Learn to sync emails, enable meeting transcriptions, and associate contacts properly. Data Parrot does a lot of work automatically to create high quality analysis of your deals. You can see some examples of the AI analysis for Open Deals here and Won/Lost Deals here. There are a few things the team can do to help make the AI even better, and the good news is that it's good CRM practice to do these things anyways! ## 1. Ensure your emails are synced HubSpot generally makes it quite easy to sync your emails to HubSpot. Here are some quick tips: - Ensure you have connected your email account to HubSpot. Learn more here. - Validate the email extension is logged in and working. In your email account, you can validate this by clicking the extension icon and ensuring you are logged in. ## 2. Ensure your meeting transcriptions are enabled Meeting transcription tools are a great way to capture what happened in the Zoom/Teams/Google Meet/etc. meeting. There are many different tools available, and most will have a HubSpot integration. Meeting transcriptions help the Data Parrot AI further understand the deal, plus they help you catch up on what happened in the meeting and ensure you don't miss key details as well. Data Parrot doesn't endorse any particular meeting app, but we do recommend to consider how the HubSpot integration works. - Is the integration automated, or does it need manual intervention? - How does it log the meeting transcription in HubSpot? Some tools log the meeting transcription as a note on the deal, while others log it as a meeting. - Does the entire transcript get logged, or just the key points? Ensure as much of the meeting as possible is logged. - Is the transcription app "trusted" by your customers? - How accurate is the transcription? There are some older apps that are not as accurate as newer ones. - What is the pricing model? Often transcription apps offer free tiers but quickly escalate in price. ## 3. Ensure your contacts and companies are being associated to your deals HubSpot makes it very easy to associate contacts and companies to deals. Often you will have more than one person from the customer involved in your deal. By ensuring they are in HubSpot, and associated to the deal, the AI can better understand the deal. By associating all contacts (and companies) to the deal, you not only help the AI understand the deal, but this also helps your team gain wider visibility into the deal without needing to personally follow up with you. With all relevant contacts associated to the deal and the email integration enabled, emails will automatically be associated to the deal which helps enrich the deal timeline history. Pro Tip: If you associate a contact to a deal after the fact, HubSpot can automatically associate recent engagements to the deal! ## Next Steps - **Learn about Data Parrot AI in HubSpot** - **Learn more about Data Parrot** - **View Your Deals** ### How-To Guides URL: https://dataparrot.ai/docs/how-to-guides Step-by-step guides for getting the most out of Data Parrot. Learn how to run effective deal reviews and improve AI accuracy. Practical guides to help you get the most out of Data Parrot. ## Guides - **How to Improve the Data Parrot AI**. Improve Data Parrot's AI accuracy by optimizing your HubSpot data. Learn to sync emails, enable meeting transcriptions, and associate contacts properly. ### Aircall URL: https://dataparrot.ai/docs/integrations/aircall Connect your Aircall workspace to Data Parrot so call recordings and transcripts are pulled into deal analysis automatically. Connect your Aircall workspace to Data Parrot so call recordings and transcripts can be used to improve AI deal processing and insights. ## Requirements - The **Aircall AI Assist** or **AI Assist Pro** add-on must be active on your Aircall workspace. Without it, Aircall does not share call transcripts with us and we will not be able to bring transcripts into your deal analysis. - If you've just added the AI Assist add-on to your Aircall workspace, it can take up to **24 hours** before transcripts start flowing into Data Parrot. This is a delay on the Aircall side, not in Data Parrot. - Your Aircall workspace should be connected to HubSpot via Aircall's native HubSpot integration so calls are recorded as call engagements on the right deals. ## Install the Aircall Integration Aircall connects via an API ID and API Token rather than an OAuth flow. 1. In Aircall, go to **Dashboard → Integrations → API Keys** and create a new API key. Copy the **API ID** and **API Token**. 2. In Data Parrot, go to Settings → Integrations. 3. Find **Aircall** in the list of available integrations and expand the row. 4. Paste your **API ID** and **API Token** into the form. 5. Click **Connect Aircall**. 6. The Aircall row will switch to **Connected** once your credentials are validated. ## How the Aircall Integration Is Used In the background, Data Parrot uses the connection to: - Pull recent Aircall calls on a regular schedule. - Fetch the AI Assist transcript for each call that has one. - Match each call to the corresponding HubSpot deal using the existing HubSpot ↔ Aircall sync (no extra mapping or configuration is required on your side). - Make the transcripts available to Data Parrot's deal analysis alongside any Zoom and Fathom transcripts you already have connected. Once connected, no additional user actions are required, and your API ID and API Token are stored securely and only used to fetch calls and transcripts on your behalf. ## Disconnect the Aircall Integration 1. Go to Settings → Integrations. 2. Find the **Aircall** integration and expand the row. 3. Click **Disconnect**. After disconnection, Data Parrot will stop pulling new Aircall calls and transcripts. ## Need Help? - **Email**: support@dataparrot.ai ### Fathom Integration URL: https://dataparrot.ai/docs/integrations/fathom Connect Fathom's AI-powered meeting notes and summaries to Data Parrot. Learn how to install the per-user integration and sync meeting insights automatically. Connect Fathom's AI-powered meeting notes and summaries to Data Parrot for comprehensive deal intelligence. ## Overview Improve the Data Parrot AI by connecting the Fathom Integration. Fathom integration works on a per-user basis. Each Data Parrot user needs to connect their own Fathom account in Personal Settings. ## How the Integration Works Due to Fathom's architecture, the integration operates at the individual user level rather than at the organization level. This means: - **Each user maintains their own connection** between Data Parrot and Fathom - **Team administrators** should instruct their team members to install the integration - **Data Parrot users** can easily connect their Fathom account from the Personal Settings page ## Installation Instructions Follow these steps to connect your Fathom account to Data Parrot: 1. Go to your Personal Settings page. 2. Click the "Connect Fathom" button 3. Authorize the connection on Fathom's page 4. Approve the connection in Data Parrot 5. Confirm the connection in Data Parrot 6. The "Connect Fathom" button will now show **"Connected"** to indicate your integration is active. ## Next Steps - Connect Fathom to Data Parrot - Learn about HubSpot Integration - Return to Integrations Overview ## Need Help? If you encounter issues with the Fathom integration, our team is here to help: - **Email**: support@dataparrot.ai ### Integration Guides URL: https://dataparrot.ai/docs/integrations Configure Data Parrot integrations including HubSpot, Zoom, Fathom, and Aircall. Connect your CRM and conversation tools so meeting and call transcripts flow into deal analysis automatically. Use Integrations to connect Data Parrot to your CRM and the conversation tools your team already uses. Once connected, meeting notes, call recordings, and transcripts are pulled into deal analysis automatically. ## Available Integrations ### HubSpot Configure your HubSpot sync settings, manage custom properties, and install the Data Parrot UI Extension to view AI insights directly in HubSpot. - HubSpot Integration → - View Custom Properties → ### Zoom Connect your Zoom organization so meeting transcripts are pulled into deal analysis. Installed once at the workspace level via OAuth. - Zoom Integration → ### Fathom Connect Fathom's AI-powered meeting notes and summaries. Fathom is installed per user, so each Data Parrot user connects their own Fathom account from Personal Settings. - Fathom Integration → ### Aircall Connect your Aircall workspace so call recordings and transcripts are pulled into deal analysis. Calls are matched to HubSpot deals via the existing HubSpot ↔ Aircall sync. Requires the Aircall AI Assist or AI Assist Pro add-on. - Aircall Integration → ## Next Steps - HubSpot Integration → - Zoom Integration → - Fathom Integration → - Aircall Integration → ### Zoom Integration URL: https://dataparrot.ai/docs/integrations/zoom Learn how to install, use, and disconnect the Zoom integration in Data Parrot. Connect your Zoom organization to Data Parrot so meeting transcripts can be used to improve AI deal processing and insights. Zoom is not available on the Starter plan. ## Install the Zoom Integration 1. Go to Settings. 2. Find **Zoom** in the list of available integrations. 3. Click **Connect**. 4. Complete the Zoom authorization flow and approve access. 5. You will be redirected back to Data Parrot with Zoom connected. ## How the Zoom Integration Is Used After authorization, Data Parrot stores the Zoom refresh token for your organization. Data Parrot then uses this connection in the background to pull Zoom meeting transcripts and include them in our AI deal processing. There is no separate Zoom workspace inside Data Parrot. Once connected, no additional user actions are required. ## Disconnect the Zoom Integration 1. Go to Settings. 2. Find the **Zoom** integration. 3. Click **Disconnect**. 4. Confirm the action. After disconnection, Data Parrot will stop pulling new Zoom transcripts. ## Need Help? - **Email**: support@dataparrot.ai ### Data Parrot MCP FAQs URL: https://dataparrot.ai/docs/mcp/faq Learn which AI tools work with the Data Parrot MCP Server, what HubSpot information it supports, what it costs, and how it compares with the HubSpot MCP server. For a full comparison, including how Data Parrot's analysis shows up in HubSpot's own connector, read HubSpot MCP Server vs. Data Parrot MCP Server. #### FAQ ##### Which AI tools work with the Data Parrot MCP Server? You can connect the Data Parrot MCP Server to Google Antigravity, Cline, Cursor, Claude.ai, Claude Desktop, Claude Code, ChatGPT, the Codex app, Codex CLI, Grok.com, and Grok CLI. Other AI tools can also work if they let you add a remote MCP server by URL and sign in through your browser. ChatGPT currently requires Developer mode, and you can connect more than one AI tool. ##### How much does the Data Parrot MCP Server cost? There is currently no additional Data Parrot charge for MCP on Pro and Max. You use your own LLM account, so any token or usage costs come from that provider. ##### Which Data Parrot plans can use MCP? Access to the Data Parrot MCP Server is included with Pro and Max workspaces. Starter workspaces do not include MCP access. ##### What do I need before connecting? You need a HubSpot account, a Data Parrot Pro or Max workspace, and permission to add Data Parrot in your LLM client. If your company already has a Data Parrot workspace, you can request access instead of creating another one. ##### What HubSpot information does the Data Parrot MCP Server support? Today, the Data Parrot MCP Server focuses on sales and deal questions, including forecasting, pipeline movement, deal analysis, sales activity, Customer Health, and win/loss. Customer Health Max, Service, and Marketing support are coming next. ##### What data can I see through the Data Parrot MCP Server? Anyone with access to this MCP connection can access all Data Parrot data in the selected workspace, including all synced HubSpot data. Data Parrot cannot synchronize or enforce HubSpot per-user permissions in MCP. ##### Can I use the Data Parrot MCP Server with more than one workspace? Yes. When you connect, choose the Data Parrot workspace you want your LLM client to use. That choice stays with the connection, and you can switch to another workspace whenever you need to. ##### Can the Data Parrot MCP Server update HubSpot for me? No. The Data Parrot MCP Server can answer questions and explain the information behind the answer, but it cannot edit deals, change properties, or update records in HubSpot or Data Parrot. ##### How is the Data Parrot MCP Server different from the HubSpot MCP server? The HubSpot MCP server lets your AI tool find and update records in HubSpot. The Data Parrot MCP Server is read-only and answers sales questions, such as what will close, which deals are slipping, how pipeline is changing, and why deals are won or lost, using Data Parrot's analysis and the HubSpot details behind it. The two work together. With Push to HubSpot turned on, HubSpot's MCP server can also read Data Parrot's deal properties, like Deal Health and purchase intent. ### Data Parrot MCP Server URL: https://dataparrot.ai/docs/mcp Ask Data Parrot about your forecast, pipeline, deals, sales activity, customer health, and win/loss from your AI tool. MCP stands for **Model Context Protocol**. The Data Parrot MCP Server connects your AI tool to Data Parrot's sales analysis and supporting HubSpot information. Data Parrot provides the information; your AI tool writes the answer. ## Connect an AI tool Choose the AI tool you want to connect: - Connect Data Parrot to Cursor with the public plugin on GitHub. - Connect Data Parrot to Cline from the Cline app or Cline CLI. - Connect Data Parrot to Claude for Claude.ai, Claude Desktop, or Claude Code. - Connect Data Parrot to ChatGPT or Codex for ChatGPT, the Codex app, or Codex CLI. - Connect Data Parrot to Grok for Grok.com or Grok CLI. - Connect Data Parrot to Google Antigravity from the Google Antigravity app or Antigravity CLI. - Connect Data Parrot to another AI tool using its custom connection settings. ## What can I ask through the Data Parrot MCP Server? - Where will we land this month? - Which deals are likely to slip? - What’s growing or shrinking our pipeline? - Which good deals are stuck? - Which reps need coaching right now? - Which customers should we be worried about? - Why are we winning and losing? Browse the Data Parrot MCP Prompt Library → ## What can’t the Data Parrot MCP Server do? - Change deals, properties, or other records in HubSpot or Data Parrot. - Guarantee that your AI tool will interpret the answer correctly. Review important conclusions before acting on them. Read the Data Parrot MCP FAQs ### Data Parrot MCP Prompt Library URL: https://dataparrot.ai/docs/mcp/prompts Copy Data Parrot sales prompts into Claude, ChatGPT, Codex, Grok, or another AI tool. ## Forecasting ### Where will we land this month? Using Data Parrot, what do you think our forecast will end up at this month? Include closed-won revenue, a realistic remaining forecast, best case, and the deals that could move the number. State your forecast methodology. ### Which deals put this month’s forecast at risk? Using Data Parrot, which deals are closing this month and are in late-stage or commitment stages, but are actually at risk? Rank them by amount at risk and explain the conflicting Deal Health, Purchase Intent, Stage Confidence, close-date, and recent-activity evidence. Tell me if you could not review every matching deal. ### Which deals are likely to slip? Using Data Parrot, show me this quarter’s deals that are most likely to slip into next quarter. Start with deals that have Low Close Date Confidence, check their Suggested Close Date, and rank the likely slips by amount. Explain what is holding each deal up and tell me how many Low-confidence deals you reviewed. ### Which deals can still close this quarter? Using Data Parrot, which deals are the strongest candidates to close this quarter? Rank the top ten using Deal Health, Purchase Intent, Competitive Position, momentum, Close Date Confidence, Stage Confidence, forecast category, and seller execution. Explain the evidence and remaining gap for each. Tell me if you could not review every matching deal. ### Where is forecast risk hiding? Using Data Parrot, where is forecast risk hidden by low Stage Confidence, unrealistic close dates, or little recent customer activity? Quantify each group, explain the overlap, and show me the largest examples. Tell me if you could not review every matching deal. ### How dependent are we on our biggest deals? Using Data Parrot, how concentrated is this quarter’s forecast in our top five deals, and what happens if the two weakest slip? State whether you are using all open pipeline or the realistic forecast as the denominator. ### Who could miss their number? Using Data Parrot, which reps could miss their number this month? Only include reps who have a goal available in Data Parrot. For each rep, compare closed-won revenue and realistic pipeline against the goal using the same owner and pipeline scope. ### Give me a CEO forecast brief Using Data Parrot, give me a CEO-ready forecast brief for this quarter: won revenue, realistic remaining forecast, best case, qualifying goal gap, concentration, biggest risks, and three leadership actions. Never invent a company goal. ### Create a mid-quarter board update deck Use Data Parrot to create a board-ready mid-quarter update deck for the current quarter. Include: - An executive summary of where the quarter stands, what changed, and what leadership should focus on. - Performance against goal using closed-won revenue plus open pipeline. Show closed-won separately, and only use goals available in Data Parrot. - Open pipeline ranked by Deal Health. Only include deals with Medium, High, or Very High Deal Health. - The top deals with the strongest evidence they will close this quarter. Explain why using Purchase Intent, Deal Health, Stage Confidence, Close Date Confidence, competitive position, momentum, and recent customer activity. - High-confidence deals that are at risk of slipping into next quarter. Explain the timing or execution risk behind each one. - Individual rep performance against goal using closed-won revenue plus Medium-or-stronger open pipeline. Clearly identify reps without a configured goal. - How pipeline grew or shrank during the quarter and the specific movements or deals that caused the change. - Why we won deals and why we lost deals, supported by Data Parrot evidence. - Material risks, forecast gaps, conflicting signals, missing data, and anything else the board should understand. - Recommended leadership actions tied directly to the evidence. Build a clear board narrative, not a data dump. Use charts and tables where they make the story easier to understand. State the reporting date and scope, disclose any incomplete data, and never invent missing goals, explanations, or figures. Create an editable PowerPoint file. If you cannot create one, return the complete slide-by-slide deck with chart and visual instructions. ## Pipeline Analysis ### What’s growing or shrinking our pipeline? Using Data Parrot, show pipeline growth year to date and explain exactly what is growing or shrinking it. Separate healthy conversion from leakage. ### What happened to pipeline this quarter? Using Data Parrot, explain this quarter’s pipeline waterfall: starting pipeline, new pipeline, amount changes, pipeline entered, closed won, closed lost, other movement, and ending pipeline. ### Where are we losing pipeline? Using Data Parrot, which stages are leaking the most pipeline this quarter? Separate closed-lost exits from regressions, then name the deals that explain the largest losses. Tell me if you could not review every matching deal. ## Deal Reviews ### Which good deals are stuck? Using Data Parrot, which high-value deals have strong Purchase Intent but are stuck, dormant, inactive, or going quiet? Rank them by amount and tell me what leadership should do next. Tell me if you could not review every matching deal. ### Which late-stage deals need to be challenged? Using Data Parrot, find deals in the stages this team treats as late stage or committed that have Low Close Date Confidence or Low Stage Confidence. Rank them by amount and tell me what the manager should challenge on each deal. Tell me if you could not review every matching deal. ### Which important deals have gone quiet? Using Data Parrot, which open deals closing this quarter have had no customer activity in the last 14 days? Rank them by amount, show Purchase Intent, and identify any deals that are already overdue. Tell me if you could not review every matching deal. ### Review our most important at-risk deal Using Data Parrot, find the single most important at-risk deal closing this month and give me a one-page deal inspection: CRM facts, Data Parrot signals, recent timeline evidence, why it may win, why it may lose, and the questions leadership should ask. Use the newest timestamp when evidence conflicts. ## Sales Coaching ### Which reps need coaching right now? Using Data Parrot, give me the top three sales reps who need coaching right now. Rank them using poor Sales Performance on open deals, then inspect their highest-value examples and tell me the coaching theme. Tell me if you could not review the full team. ### Which reps are wasting strong buyer intent? Using Data Parrot, which reps have the most high-intent deals where Sales Performance is poor? Rank them by deal count and amount, then explain the coaching theme using representative deals. Tell me if you could not review the full team. ### Prepare my next sales 1:1 Using Data Parrot, prepare a 1:1 for the owner with the most at-risk pipeline this quarter. Define the risk rule, quantify the exposure, name the three deals to review, separate buyer weakness from rep-execution weakness, and give me coaching questions. ## Sales Activity ### Who booked the most meetings? Using Data Parrot, which sales reps booked the most meetings this month? Rank them and tell me the held, no-show, or reschedule follow-up I should run next. ### Who has the most no-shows and reschedules? Using Data Parrot, which sales reps have the most meeting no-shows and reschedules this month? Keep those lifecycle types separate and rank owners by each. ## Customer Health ### Which customers should we be worried about? Using Data Parrot, which high-value customers should we be worried about right now? Rank Critical and At-Risk customers by lifetime won value, show their last activity dates, and explain the evidence behind their Customer Health. Flag stale or conflicting information and tell me if you could not review every matching customer. ### Which valuable customers have gone quiet? Using Data Parrot, which customers with at least $500,000 in lifetime won revenue have had no activity in the last 90 days? Rank them by lifetime won value and show their last activity date. Tell me if you could not review every matching customer. ## Win/Loss Analysis ### Why are we winning and losing? Using Data Parrot, why did we win deals this year, and why did we lose them? Rank the top signals by both deal count and revenue, and explain the difference between primary and influenced attribution. Tell me if you could not review every matching deal. ### What is costing us the most? Using Data Parrot, what customer friction, stakeholder gaps, or internal blockers are associated with the most lost revenue this year? Rank the signals and show supporting deals. Do not add overlapping influenced amounts. Tell me if you could not review every matching deal. Need to connect first? Choose your AI tool and follow its setup guide. ### Settings URL: https://dataparrot.ai/docs/settings Configure Data Parrot settings, users, and integrations. Manage HubSpot sync, team permissions, notification preferences, and subscription options. The Settings page is the control center for managing your Data Parrot account. Use settings to manage the people, integrations, and account details behind your workspace. ## What You Can Manage - **Personal Settings**. Update your profile and adjust your personal preferences. - **User Management**. Add, edit, or remove users and assign roles to control access levels. - **Integrations**. Choose which Data Parrot AI analysis is sent to HubSpot custom properties. - **Subscription Details**. Review your plan details and manage billing for your workspace. ## Notes - Available settings can vary depending on your plan. - Some configuration options are workspace-wide, while others apply only to an individual user. - For broader product context, see the Research Trends product page. ### Personal Settings URL: https://dataparrot.ai/docs/settings/personal-settings Customize your personal Data Parrot settings including notification preferences, integrations like Fathom, and filter your notifications by pipeline, stage, and deal owner. Use Personal Settings to customize your individual Data Parrot experience. Here you can manage personal integrations, configure notification preferences, and filter which deals appear in your updates. ## Personal Integrations Personal integrations connect third-party tools to your individual Data Parrot account. These integrations are personal and only affect your account - you can manage them yourself without admin permissions. ### Fathom Integration **Fathom** is an AI-powered meeting assistant and note taker that records, transcribes, and summarizes your meetings automatically. Connecting Fathom to Data Parrot enhances the AI by providing additional context from your sales calls and meetings. This helps Data Parrot deliver more accurate insights about your deals. For detailed instructions on connecting Fathom, see the dedicated Fathom Integration Guide. --- ## Notification Settings Configure how and when Data Parrot sends you updates about your sales pipeline, deals, and key trends. ### Email Notifications Data Parrot can send you email summaries on a daily or weekly cadence: - **Daily Email**: Receive a summary every business day with updates on deal changes, pipeline shifts, and key insights - **Weekly Email**: Receive a comprehensive weekly summary every Monday with trends and performance metrics To enable email notifications: 1. Navigate to **Personal Settings** 2. Under **Notification Settings**, check the boxes for **Daily Email** and/or **Weekly Email** 3. Click **Save Changes** at the bottom of the page ### Slack Notifications If your organization has connected Slack, you can receive Data Parrot notifications as direct messages in Slack: - **Daily Slack**: Receive a daily summary DM in Slack - **Weekly Slack**: Receive a weekly summary DM in Slack To enable Slack notifications: 1. Navigate to **Personal Settings** 2. Under **Notification Settings**, check the boxes for **Daily Slack** and/or **Weekly Slack** 3. Click **Save Changes** at the bottom of the page --- ## Filter My Notifications By default, Data Parrot includes all deals in your notifications. You can use filters to receive notifications only about specific deals that matter most to you. ### Enabling Notification Filters 1. Navigate to **Personal Settings** 2. Under **Notification Settings**, toggle **Filter my notifications** to ON 3. Configure your filters (see below) 4. Click **Save Changes** --- ## Related Pages - User Management - Admins can manage team access and permissions - Integrations - Organization-wide integrations like Slack and HubSpot - Subscription Details - Manage your billing and plan --- ## Need Help? If you can't find what you're looking for or need assistance with your Personal Settings, reach out to our support team. ### Subscription Details URL: https://dataparrot.ai/docs/settings/subscription-details Manage your Data Parrot subscription, including upgrading plans, managing your billing, and reviewing your plan details. The Subscription Details tab shows different things depending on whether you are on the free Starter plan or a paid plan (Pro or Max). ## Data Parrot MCP plan access Access to revenue data through the Data Parrot MCP Server is available to Pro and Max workspaces. Starter workspaces receive upgrade guidance instead of deal, pipeline, forecast, activity, customer health, or win/loss data through MCP. Learn about the Data Parrot MCP Server or follow the connection guide. ## Choosing a Plan (Starter) If you are on the **Starter** (free) plan, the Subscription Details tab shows the available plans side by side: **Starter**, **Pro**, and **Max**. Each plan card lists what is included and what is locked behind a paid plan. Click **Get started** under Pro or Max to begin checkout. This takes you to a checkout page where you can pick your billing term, set the number of seats, and pay. ## Managing your Subscription (Pro or Max) If you are on a paid plan (Pro or Max), the Subscription Details tab shows your current plan and billing term, an **Adjust your plan** area for upgrades, and buttons for switching billing cadence, managing seats, and managing billing. The page includes: - **Current plan**: your current plan name (e.g. Pro) and billing term (e.g. Billed monthly). - **Adjust your plan**: if an upgrade is available, an upgrade card shows the higher tier with Monthly and Yearly pricing, what is included, and an **Upgrade** button. - **Switch to yearly billing**: swaps your billing term from monthly to yearly. Yearly billing discounts the price. - **Manage Seats**: opens the Manage Seats dialog. Use the + and − controls to set the total number of seats, see how many are currently in use, and click **Update Seats** to apply. Changes are pro-rated on your next invoice. - **Manage Billing**: opens the billing portal in a new tab. From there you can update your payment method, view and download invoices, and review your billing history. ### User Management URL: https://dataparrot.ai/docs/settings/user-management Add, edit, or remove users and manage admin roles, MCP access, and notification settings. ## Workspace Users The User Management tab is where administrators control team access, MCP access, notification preferences, and notification filters for everyone in your workspace. The page header has an **Add User** button. The **Workspace Users** table lists every user in your workspace with their MCP Access, Email Notifications, Slack Notifications, and notification Filters at a glance. Use the pencil icon in the Actions column to edit a user, or the trash icon to remove them. ## Adding / Updating Users Click the **Add User** button to open the Add User dialog. Pick a user from the **Select User** dropdown. This is a list of your HubSpot users, so they must already exist in HubSpot to be added to Data Parrot. **Very Important: Any user of Data Parrot can see all data from HubSpot. This is common in HubSpot: all users can see everything, but it is important to know that this is the case.** *Note: If they were just added to HubSpot, the users should show up in Data Parrot shortly after.* Configuration Options: - **Admin**: toggle to make the user an administrator. Administrators can add and manage other users. - **MCP Access**: on Pro and Max plans, this is enabled by default for each user. Turn it off to block that user's new and existing MCP connections from accessing workspace revenue data. Essentials workspaces show this setting as disabled for every user; upgrading to Pro or Max enables it for the whole team so an administrator can adjust individual access. - **Email Notifications**: toggle Daily Email and Weekly Email independently. - **Slack Notifications**: toggle Daily Slack and Weekly Slack. Slack notifications require Slack to be connected in Integrations. - **Notification Filters → Deal Owners**: limit this user's notifications to specific Deal Owners. - **Notification Filters → Pipeline & Stage Filters**: limit this user's notifications to specific Pipelines and Stages. The notification filters apply to both the daily and weekly notifications (Email and Slack). *Note: If you add a user beyond your purchased seat count, the additional seat will be pro-rated on the next invoice in the billing cycle.* ### Custom AI Properties in HubSpot URL: https://dataparrot.ai/docs/getting-started/custom-ai-properties-in-hubspot Plain-language guide to every Data Parrot AI custom property that appears on an open deal in HubSpot - what it is, why it matters, and how to use it. Data Parrot adds AI properties to every open deal: overall deal health, customer intent, next steps, and more. If this isn't available, see the settings docs for enablement details. ## Why it Helps You With the Data Parrot AI feedback in HubSpot, you have a number of ways this can help you: - **Focus on high ROI deals**: See at a glance which deals have real traction so you’re always spending time where it pays off. - **Helping Busy Sales People**: The AI feedback helps the sales team catch stuck deals before they become dead deals. - **Committing with Confidence**: AI flags weak customer intent so only solid deals hit the forecast. - **Faster/Better Deal Reviews**: The Data Parrot AI summarization helps the leadership and sales team spend more time collaborating on winning deals (and less time catching up). - **More Time Selling**: No extra data entry, AI fields mean fewer required properties and less digging through timelines. ## Examples of How to Use the Custom Properties ### 1. Reviewing an Individual Deal Depending on how your HubSpot administrator set it up, you may see the Data Parrot AI Analysis properties in the left sidebar of the deal or in the main timeline (or both!). Simply open a deal and review the properties. Do you agree? Any red flags? If it's wrong, is it because the AI is wrong or because it doesn't know something it should? Read more about how to ensure the AI has the right data to work with. ### 2. Scanning for Deals that Need Attention It's a great idea to add key Data Parrot AI Analysis properties to your HubSpot views so you can quickly scan for deals that need attention. The most popular properties are: | Label | Why | |-------|---------------------| | Deal Health | The quick snapshot of the overall deal health. | | Customer Intent | How serious the customer is about buying - often considered the strongest signal of fundamental deal quality. | | Deal Progress | Whether the deal is active or stuck (or worse!). Catch stuck deals before it's too late! | Other popular properties are Next Steps, Competitive Position, and Sales Performance. ### 3. Collaborating on Deals in Deal Review Meetings The Data Parrot AI Analysis properties are a great way to collaborate on deals in deal review meetings. Instead of digging through the timeline history to figure out where to focus, you can simply scan the Data Parrot AI Analysis properties in your views. Your Deal Review Meetings will be shorter, more focused, and more effective. ### 4. Committing Deals to the Forecast Committing deals to the forecast is a critical part of the sales process. With Data Parrot, you get a second opinion on the deal health. - Are the buying triggers there? - Is the Close Date realistic? - Has this deal been progressing as expected? - Are there any red flags? ## Detailed Property Descriptions There are a number of custom properties created by Data Parrot in HubSpot. Below is the full list of properties and their descriptions. ### Deal Health: Summarizing the Deal **Data Parrot Deal Summary** * 1-2 sentence summary of the deal. **Deal Health Status** * Overall verdict on deal quality. * Values: Very High, High, Medium, Low, Very Low, Inactive. * What it tells you: whether this deal looks rock-solid or risky at a glance. **Deal Health Details** * One-sentence reason for the status. * Why it matters: reveals the main factor driving the AI Deal Health Status. **Forecast Category** * Where the AI puts the deal in our forecast roll-up. * Values: Committed, Upside, Pipeline, Low Chance, Abandon, Inactive, Lead. * What it tells you: how (or if) the revenue should be counted. **Forecast Category Details** * Short rationale for the forecast choice. **Next Steps** * Actionable moves the AI recommends right now. * What it tells you: general suggestions on next steps to take to progress the deal. ### Deal Signals: Going Deeper on the Deal **Deal Progress Status** * Analysis of the current deal velocity. Is it moving or stalled? * Values: Active, Stuck, Dormant, Dead, Inactive, No Activity. * What it tells you: whether the deal is progressing as expected. **Deal Progress Details** * Key evidence driving the deal progress status. **Customer Intent Status** * Strength of the buyer’s intent to purchase. * Values: Very Strong, Strong, Medium, Low, Very Low. * What it tells you: how serious the customer is about buying. In various sales methodologies this can be called Buyer Triggers, Compelling Event, Purchase Intent, etc. **Customer Intent Details** * Evidence supporting the intent score. **Competitive Position** * Our odds of winning against the competition. * Values: Very High, High, Medium, Low, Very Low. * What it tells you: whether we’re front-runner, neck-and-neck, or trailing. **Competitive Position Details** * Rationale for that competitive analysis. **Sales Performance** * Quality of the rep’s execution so far. * Values: Excellent, Good, Average, Poor, Very Poor. * What it tells you: how well the sales motions are being run. **Data Parrot Sales Performance Details**: Brief explanation of the sales performance rating. ### Deal Hygiene: Ensuring the Key Deal Properties are Accurate **Data Parrot Close Date Confidence**: Certainty that the current close date is realistic. Values: Very High, High, Medium, Low, Very Low. What it tells you: if the target date looks solid or wishful. **Data Parrot Close Date Confidence Details**: Brief reason for the confidence level. **Data Parrot Suggested Close Date**: AI-proposed date when the current one seems off. What it tells you: a more believable finish line. **Data Parrot Deal Stage Confidence**: Certainty the deal is parked in the right stage. Values: Very High, High, Medium, Low, Very Low. What it tells you: whether we should bump the stage forward, or back. **Data Parrot Deal Stage Confidence Details**: Reasoning behind the stage confidence. - **How to Improve the Data Parrot AI** - **Learn more about Data Parrot** - **View Your Deals** ### Setup Guide URL: https://dataparrot.ai/docs/getting-started Get started with Data Parrot's AI-powered revenue intelligence platform. Learn the basics, set up your account, and configure HubSpot integration. Welcome to Data Parrot! This section will help you get up and running with our AI-powered revenue intelligence platform. ## Quick Links - **Quick Start Guide**. Get up and running in minutes. Learn the essential steps to start using Data Parrot effectively. - **What is Data Parrot?**. Learn about Data Parrot's mission and how AI-powered deal insights can transform your sales process. - **Custom AI Properties in HubSpot**. Understand how Data Parrot pushes AI-generated insights directly into your HubSpot deal properties. - **Connect an AI assistant with the Data Parrot MCP Server**. Use Claude, ChatGPT, Codex, or Grok with Data Parrot. ## What You'll Learn - **Platform Overview**: Understand what Data Parrot does and how it helps your sales team - **Account Setup**: Complete your initial configuration - **HubSpot Integration**: Connect and sync your CRM data - **First Steps**: Navigate the app and start getting value immediately ## Next Steps After getting started, explore more of Data Parrot: - **Explore the App**: Deep dive into all features - **HubSpot Integration**: Configure advanced HubSpot settings - **How-To Guides**: Learn best practices ### Quick Start URL: https://dataparrot.ai/docs/getting-started/quick-start Start using Data Parrot's sales analytics in minutes. Connect HubSpot, auto-sync your pipeline data, and get AI-powered revenue insights with zero setup required. Data Parrot gets you from CRM chaos to clear sales insights fast. **No complex setup. Just connect and go!** 1. **Create or sign in to your Data Parrot account**: Open app.dataparrot.ai and use Google, Microsoft, or your email and password. 2. **Connect HubSpot**: Select **Connect** on HubSpot. The first person connecting the account needs HubSpot admin permissions. If there is an issue, Data Parrot will show the next action. 3. **Data Parrot Gets to Work**: Data Parrot gets right to work - no manual configuration needed. Your CRM is synced and your deals are analyzed before you're let into the app. This process typically takes a few hours depending on the size of your HubSpot account - feel free to close the tab while you wait. 4. **Onboarding Complete**: You'll receive an email when Data Parrot's done. Once analysis is complete, sign in to explore the insights Data Parrot has generated for you. Every account created is automatically on the *Data Parrot Starter* plan. You can upgrade to the Pro or Max plan at any time. View Data Parrot's pricing details here. ## Setup Options Data Parrot works out of the box, but you can tweak it for your team. Here's what's available: ### Add Users - Go to "Users" in settings here - Add HubSpot users and optionally set filters (pipelines, stages, deal owners). - They can log in right away. ### Individual User Settings - Click the pencil icon beside the user to update. - Set as admin if needed. - Choose notifications: **Daily**, **Weekly**, or none for your Email and optional Slack notifications. - Filter notifications by pipeline, stage, or deal owner (optional). ### (Pro) HubSpot Sync Settings Configure on the Integrations Page. #### Sync Data Parrot Deal AI Feedback to HubSpot Custom Properties Enrich your HubSpot deals with the Data Parrot AI insights synced directly to custom properties in your HubSpot. To set this up, go to Integrations and toggle on the AI categories you would like to sync to your HubSpot. The options are Deal Health, Deal Hygiene and Deal Signals: **1. Deal Health** Tracks overall deal status and next steps. | Label | HubSpot Property Name | Description | |----------------------------------|-------------------------------------|----------------------------------------------| | Deal Health Status | dp_overall_deal_health_score | Low, Medium, or High rating. | | Deal Health Details | dp_overall_deal_health_reasoning | Why it's rated that way. | | Forecast Category | dp_forecast_category | How to categorize for forecasting. | | Forecast Category Details | dp_forecast_category_reasoning | Reasoning behind the category. | | Deal Next Steps | dp_next_best_action | Recommended actions to take. | | Deal Summary | dp_deal_summation | Full deal overview. | **2. Deal Hygiene** Checks accuracy of key deal data. | Label | HubSpot Property Name | Description | |----------------------------------|-------------------------------------|----------------------------------------------| | Close Date Confidence | dp_close_date_confidence | Low, Medium, or High confidence level. | | Close Date Confidence Detail | dp_close_date_confidence_reasoning| How confidence was assessed. | | Suggested Close Date | dp_suggested_close_date | AI-recommended close date. | | Deal Stage Confidence | dp_deal_stage_confidence | Low, Medium, or High stage accuracy. | | Deal Stage Confidence Detail | dp_deal_stage_confidence_reasoning| How stage confidence was determined. | **3. Deal Signals** Flags momentum and risks. | Label | HubSpot Property Name | Description | |----------------------------------|-------------------------------------|----------------------------------------------| | Deal Progress Status | dp_deal_progress_status | Active or Stuck status. | | Deal Progress Details | dp_deal_progress_status_reasoning | Why it's progressing or stalled. | | Customer Intent Status | dp_customer_intent | Low, Medium, or High intent to buy. | | Customer Intent Details | dp_customer_intent_reasoning | Basis for intent rating. | | Competitive Position | dp_competitive_position | Low, Medium, or High win likelihood. | | Competitive Position Details | dp_competitive_position_reasoning | How position was evaluated. | | Sales Performance | dp_sales_performance | Excellent, Good, or Average team rating. | | Sales Performance Details | dp_sales_performance_reasoning | Why the team rated this way. | #### You're all set! That's how easy it was to set up an account with Data Parrot. Within just a few simple steps, you can be up and running with our powerful sales analytics platform. By creating your account and confirming your sales team, you are now ready to take full advantage of all the features and benefits that Data Parrot has to offer. ## Next Steps - **What is Data Parrot**: Learn how Data Parrot helps revenue leaders - **Inspect our Pipeline with Pipeline Time Machine**: Inspect pipeline health with analytics. - **Uncover Key Trends**: Run a trend analysis by pipeline, date range and deal owner to reveal key positive and negative trends across all your deals - **Release Notes**: Explore the latest features and updates If you have a question, need support or have feedback for us, contact us anytime. Start now at app.dataparrot.ai. Learn more at dataparrot.ai. ### What is Data Parrot? URL: https://dataparrot.ai/docs/getting-started/what-is-dataparrot Learn how Data Parrot turns messy CRM data into clear revenue insights for sales and revenue leaders, automating analysis and fixing CRM reporting issues. Data Parrot connects to your CRM and digs through raw data to deliver clearer revenue insights for sales and revenue teams. It is built for leaders who need to understand what is happening in their pipeline, deals, and team performance without spending time on manual reports or brittle CRM workarounds. Today Data Parrot supports HubSpot. More CRM support is planned over time. ## Why Does Data Parrot Exist? CRMs promise data-driven decisions, but the underlying data is often scattered, incomplete, or trapped in rigid reporting models. That leaves teams exporting to spreadsheets or chasing people for manual fixes just to answer basic questions like which deals are stalling or what is hurting win rate. Data Parrot is meant to reduce that friction. It turns CRM activity into insight teams can actually use, without asking them to maintain another layer of reporting logic. ## Who Needs This? - **Revenue leaders**: for pipeline reviews, forecasts, and team performance. - **B2B teams**: for clearer reads on long sales cycles and messy CRM data. - **HubSpot users**: for the most complete setup path today. If you are tired of guessing what CRM numbers mean, this is the kind of workflow Data Parrot is built for. ## How It Solves Your Problems 1. **No more manual work**: connect your CRM and let the platform scan activity, meetings, calls, and related context. 2. **Trusted data**: spend less time digging through the CRM to figure out what happened. 3. **Real answers**: see deal health, pipeline movement, and rep patterns more clearly. 4. **Time back**: use insights when they arrive instead of building the same reports repeatedly. Unlike broad analytics platforms, Data Parrot is built for revenue teams rather than data scientists. ## How It Works - **Step 1**: Create or sign in to your Data Parrot account with Google, Microsoft, or your email and password. - **Step 2**: Connect HubSpot. The first person connecting the account needs HubSpot admin permissions. - **Step 3**: Data Parrot sets up your account and starts its analysis automatically. - **Step 4**: You get dashboards and notifications on pipeline health, deal risk, and growth levers. After connection, the workspace fills in with deal-level views, forecast context, pipeline comparison, and notification surfaces tied to the same operating layer. ## Why It Matters Now Your CRM was supposed to deliver trusted insights to help you grow the business. Instead, it can become a passive database that people dislike updating, while managers end up running manual deal reviews and building forecasts in spreadsheets. Data Parrot is meant to close that gap. It gives revenue teams a faster path to answers, better forecast trust, and less grunt work. ## Next Steps: - **Get Started With Data Parrot**: start the setup path. - **Set up HubSpot**: connect the current primary CRM path. - **Read the Changelog**: see recent product updates and release notes. ### Data Parrot Win/Loss URL: https://dataparrot.ai/docs/features/win-loss Data Parrot has two versions of Win/Loss analysis: Win/Loss Pro and Win/Loss Max. Use the guide for the version included in your plan. ## Data Parrot helps you understand why you win and lose Data Parrot reads the emails, calls, meetings, transcripts, and other activity connected to your closed won and closed lost deals. It uses that activity to help you understand what helped deals close, what caused deals to fall apart, and what your team should do more or less of. Data Parrot has two versions of Win/Loss analysis: **Win/Loss Pro** and **Win/Loss Max**. ## Win/Loss availability by Data Parrot version | Data Parrot version | Win/Loss included? | What you get | | --- | --- | --- | | Starter | No | Win/Loss analysis is not included in Starter. | | Pro | Yes | An AI-written summary for each won or lost deal, plus a table to filter, search, export, and open individual deals. | | Max | Yes | A team-level win/loss analysis that finds the top signals across your won and lost deals, so you know what to repeat, what to fix, and which deals prove it. | ## Choose the help guide for your plan - Read the Win/Loss Pro help guide if your company is on Data Parrot Pro. - Read the Win/Loss Max help guide if your company is on Data Parrot Max. - Check your plan in Subscription Settings if you are not sure which version your company has. If you have questions about your plan or need help, contact Data Parrot support. ## Links - How to Improve the Data Parrot AI - Customer Health - AI Forecast ### Win/Loss Max URL: https://dataparrot.ai/docs/features/win-loss/max Use Win/Loss Max to find signals in won and lost HubSpot deals, compare them by deal count or deal amount, and review the matching deals. Win/Loss Max helps you understand why your team wins deals and why it loses them. It reviews closed-won and closed-lost HubSpot deals, looks at the activity connected to those deals, and surfaces the repeated signals that show up across them. Data Parrot uses calls, meetings, emails, transcripts, and other deal timeline activity to find those signals automatically. You do not need to set up an agent, create a fixed reason list, or depend only on a sales rep choosing a dropdown value in HubSpot. Use this page when you want to answer questions like: - Why are we losing deals? - What shows up in our best wins? - Which sales behaviors should we coach? - Which customer problems should marketing use in campaigns? - Which deal signals may point to forecast risk? - Which buyer roles, urgent events, or process delays keep showing up? Win/Loss Max is not only a report of what happened. Use it to turn closed-deal history into better sales training, qualification, ICP work, marketing campaigns, forecast reviews, and enablement. ## Key Definitions Win/Loss Max uses a few product terms. These definitions matter because the rest of the page refers to the selected signal for a category. | Term | What it means | How to use it | | --- | --- | --- | | Category | A fixed section of Win/Loss Max that covers one part of win/loss analysis. | Choose a category such as Top Reasons, Sales Motions, or Pain Points. | | Signal | A repeated reason, theme, behavior, blocker, assist, pain point, event, stakeholder pattern, or friction point found across deals. | Treat signals as the common themes Data Parrot found in your deal history. Signals are created automatically and are specific to your business. | | Main driver | The primary signal tied to the deal result. | Start here when deciding what to fix, repeat, coach, or investigate first. | | Influenced | A signal that appeared in or contributed to the deal context, even if it was not the main driver. | Use this to see how often the same signal appears around other deals. | Top Reasons uses Data Parrot's standard win/loss reason categories, such as Product, Value, Technical, Security & Compliance, Delivery, Trust, Price & Terms, Process & Timing, Stakeholder Management, Alternatives, Context, and Sales Experience. The other categories use signals Data Parrot generates from your actual deals. ## How to use Win/Loss Max Win/Loss Max has four main parts: 1. **Filters and Won/Lost selector**: choose the closed deals you want to review. 2. **Categories**: choose the type of signal you want to inspect. 3. **Signal list**: see the signals Data Parrot found for the selected deals and category. 4. **Deal table**: review the matching deals for the selected signal. ## How to Filter Start by choosing **Won** or **Lost**. This changes the closed deals shown on the page. Choose **Won** to review closed-won deals. Choose **Lost** to review closed-lost deals. Use the same filters on each view when you want to compare wins and losses. Then use the filter bar to narrow the set of closed deals shown on the page. Common filters include: - **Date range**: review all closed deals, a recent month, a quarter, six months, a year, or a custom range. - **Pipeline**: filter your deals by a specific pipeline. - **Owner**: review one rep, a group of reps, or the full team. - **More Filters**: filter by supported custom properties from your HubSpot portal, limited to lookup and dropdown properties. Use the # and $ controls to sort the signal list: - # ranks signals by deal count. - $ ranks signals by deal amount. ## Select a Category Categories are the fixed sections Data Parrot uses to organize Win/Loss Max. Select a category to show the signals Data Parrot found for that part of the deal. The categories are pre-defined by Data Parrot. The signals inside each category are personalized to your business. ### Won Categories | Category | What it tells you | When to use it | Decisions it can inform | | --- | --- | --- | --- | | Top Reasons | The standard reason category Data Parrot assigned to won deals. | Use it when you want a quick read on the main reasons deals were won. | Sales messaging, enablement, supporting examples, pricing and packaging review. | | Sales Motions | Sales behaviors and execution details that appeared in won deals. | Use it when you want to know what reps did well. | Coaching, call review, onboarding, playbooks, manager 1:1s. | | Internal Assists | Internal help that supported won deals. | Use it when you want to see which internal resources supported wins. | Deal support process, executive involvement, product support, reference strategy. | | Pain Points | Customer problems the deal was trying to solve. | Use it when you want to know which problems are tied to wins. | ICP, qualification, website copy, campaigns, case study topics. | | Compelling Events | Urgency, deadlines, or business events that helped move the deal forward. | Use it when you want to know why buyers acted now. | Campaign timing, outbound triggers, forecast review, opportunity qualification. | | Stakeholders | Buyer roles and buying committee dynamics that mattered in won deals. | Use it when you want to know who needs to be involved. | Multi-threading, champion development, executive alignment, sales process design. | | Customer Friction | Buying-process friction that showed up even in won deals. | Use it when you want to find delays or risks that did not stop the deal but still slowed it down. | Forecast risk, approval process fixes, implementation readiness, sales cycle reduction. | ### Lost Categories | Category | What it tells you | When to use it | Decisions it can inform | | --- | --- | --- | --- | | Top Reasons | The standard reason category Data Parrot assigned to lost deals. | Use it when you want a quick read on the main reasons deals were lost. | Loss review, packaging review, competitive review, sales process changes. | | Sales Motions | Sales behaviors and execution details that appeared in lost deals. | Use it when you want to find execution gaps. | Coaching, call review, discovery quality, follow-up expectations, playbook updates. | | Internal Blockers | Internal issues that contributed to lost deals. | Use it when you want to find problems your team can fix internally. | Product escalation, legal or security process, technical support, handoff quality. | | Pain Points | Customer problems the deal was trying to solve. | Use it when you want to know whether poor-fit deals share certain pain points. | ICP, qualification, segment strategy, campaign exclusions, messaging changes. | | Compelling Events | Urgency, deadlines, or business events that shaped lost deals. | Use it when you want to know whether timing worked against the team. | Qualification, forecast review, campaign timing, urgency creation. | | Stakeholders | Buyer roles and buying committee dynamics that mattered in lost deals. | Use it when you want to find stakeholder gaps. | Multi-threading, executive alignment, champion inspection, procurement handling. | | Customer Friction | Friction the customer experienced during their buying process that held up the sales cycle. | Use it when you want to find delays, approval problems, missing evidence, or forecast risk. | Sales cycle reduction, deal risk review, approval planning, implementation readiness. | Most reviews use more than one category. For example, a sales cycle problem may show up in Customer Friction, Stakeholders, and Internal Blockers. An ICP problem may show up in Pain Points, Compelling Events, and Top Reasons. ## Viewing the Most Common Signals After you choose a category, the left side of the page lists the signals Data Parrot found in the selected deals. The list is sorted by deal amount or deal count, based on the # / $ control in the filter bar. Each signal shows two rows: | Row | What it means | How to use it | | --- | --- | --- | | Main driver | Deals where this was the primary signal for the selected category. | Use this when deciding what to fix, repeat, coach, or investigate first. | | Influenced | Deals where this signal appeared in the deal context, even if it was not the main driver. | Use this when checking whether the same signal appears around more deals. | Use Main driver to prioritize. Use Influenced to understand whether the signal is isolated or common enough to deserve more attention. If an Internal Blocker has a high Main driver count or amount, inspect it. If a Sales Motion has a high Main driver count or amount in won deals, it may be something the team should repeat more often. ## How to Inspect the Deals Behind the Signal Select a signal to update the deal table on the right. The signal list tells you what Data Parrot found. The deal table shows the matching deals so you can inspect the details. Use the table to review: - **Signal Summary**: a short explanation of how the signal showed up in that deal. - **Signal Details**: the supporting detail from the deal review. - Whether the signal was Main driver or Influenced for the deal. - Amount, close date, owner, and other available deal fields. In the deal table you can: - Sort by clicking a column header. - Reorder columns by dragging them. - Search by deal name. - Use the column picker to add or remove columns. - Click the HubSpot icon to open the deal in HubSpot. - Click a row to open the deal page in Data Parrot. ## Export Win/Loss Analysis Select **Export analysis** in the filter bar to download one Excel workbook. The export uses the current date, pipeline, owner, and other filters, and includes both won and lost deals regardless of which outcome is selected on the page. The workbook contains three sheets: - **Deals**: closed-deal details, outcome, amount, reasons, and unique associated company and contact names. - **Deal Signals**: the signals found on each deal and whether each one was the Main driver or an Influenced signal. - **Signal Summary**: won and lost signal totals by deal count and deal amount. The button shows **Exporting** while Data Parrot loads the required deals and signals. If the data cannot finish loading, Data Parrot shows an error and does not download a partial workbook. ## Inspect a Single Won or Lost Deal From the deal table, you can click any deal row to open the Data Parrot deal page to see the entire analysis for the won or lost deal. The Won / Lost deal page shows the full won or lost analysis for the selected deal, including: - Overall Summary - Most Surprising Impact - Key Reasons - "Our Performance", which includes Sales Motions, Internal Assists, and Internal Blockers - "Customer Profile", which includes Compelling Events, Pain Points, Stakeholders, and Customer Friction ## How Sales Leaders use Win/Loss Max Win/Loss Max helps Sales Leaders turn deal post-mortems into team coaching, internal process changes, qualification rules, sales enablement and forecast judgment. | Goal | Look at | Start with | How to use it | | --- | --- | --- | --- | | Improve sales training and enablement | Won and Lost | Sales Motions, Top Reasons, Stakeholders | Compare what shows up in won deals against what breaks down in lost deals. Turn repeated signals into coaching topics, call review themes, manager 1:1 prompts, and enablement material. | | Understand why deals are being lost | Lost | Top Reasons, Internal Blockers, Sales Motions, Customer Friction | Use # to find frequent issues and $ to find expensive issues. Review the deal table behind top signals before deciding whether the issue is messaging, qualification, process, product fit, or execution. | | Improve ICP and qualification | Won and Lost | Pain Points, Stakeholders, Compelling Events | Compare which customer pains, buyer roles, and urgency signals show up in strong wins versus poor-fit losses. Use the differences to tighten qualification, routing, and account targeting. | | Find what slows down the sales cycle | Won and Lost | Customer Friction, Internal Blockers | Look for approval delays, buying-process friction, and internal handoff issues. Use those signals to handle risk earlier in the sales process. | | Improve forecast accuracy | Won and Lost | Customer Friction, Compelling Events, Stakeholders | Use historical delay, urgency, and stakeholder signals to pressure-test open pipeline. If a current deal has signals that often appeared in lost or delayed deals, review the forecast commit more carefully. | ## How Marketing Teams use Win/Loss Max Marketing teams can use Win/Loss Max to connect HubSpot deal history to campaign planning, website messaging, case studies, and ICP optimization. | Goal | Look at | Start with | How to use it | | --- | --- | --- | --- | | Improve ad targeting & conversions | Won | Pain Points, Compelling Events | Use repeated customer problems, urgency triggers, and buying reasons from won deals to identify ad group themes, keyword ideas, landing-page tests, and offer tests. | | Decide which case studies to write | Won | Top Reasons, Pain Points, Compelling Events | Look for won-deal signals tied to important segments or large deal amounts. Choose stories that prove a common buyer problem, urgency trigger, or language that customers use. | | Improve ICP targeting | Won | Pain Points, Stakeholders, Compelling Events | Use won-deal signals to define what good-fit customers have in common, including the problems they care about, the roles involved, and the events that create urgency. | | Improve website and landing-page messaging | Won | Pain Points, Top Reasons, Compelling Events, Stakeholders | Use won-deal language and repeated reasons to sharpen headlines, supporting evidence, segment pages, and objection handling. | | Help support the sales function | Lost | Internal Blockers | Review internal blockers that delayed sales cycles or contributed to losses. Use them to decide where marketing can help with customer examples, case studies, competitive material, objection handling, or better sales collateral. | ## How Product Leaders use Win/Loss Max Product leaders can use Win/Loss Max to see where product helped deals close, where product gaps cost deals, and which customer problems should inform roadmap discussion. | Goal | Look at | Start with | How to use it | | --- | --- | --- | --- | | See where product helped win deals | Won | Top Reasons -> Product | Select won deals, open Top Reasons, and review the pre-defined Product signal. Use the matching deals to see which product capabilities, workflows, or fit points helped deals close. | | See where product cost deals | Lost | Top Reasons -> Product, Internal Blockers | Select lost deals, open Top Reasons, and review the pre-defined Product signal. Then check Internal Blockers to see whether product gaps, missing technical support, roadmap limits, or implementation concerns contributed to losses. | | Find roadmap themes from closed deals | Won and Lost | Top Reasons -> Product, Pain Points | Use won deals to see which product capabilities customers valued. Use lost deals to see where product gaps or missing fit blocked revenue. Compare both against Pain Points so roadmap discussion stays tied to real customer problems. | #### FAQ ##### What does Win/Loss Max show? Win/Loss Max shows the repeated signals Data Parrot found across closed-won and closed-lost HubSpot deals, how many deals are connected to each signal, the total deal amount connected to each signal, and the matching deals. ##### What is a signal in Win/Loss Max? A signal is a repeated reason, theme, behavior, blocker, assist, pain point, event, stakeholder pattern, or friction point found across deals. ##### Do I need to configure the signals? No. Data Parrot creates signals automatically from your connected HubSpot deal activity. You do not need to set up an agent, build a reason list, or tag deals by hand. ##### How do I see why HubSpot deals were lost? Select Lost, set the date range, pipeline, owner, and other available filters, then review categories such as Top Reasons, Internal Blockers, Sales Motions, and Customer Friction. ##### Can I review why deals were won? Yes. Select Won, set the filters, then review categories such as Top Reasons, Sales Motions, Internal Assists, Pain Points, Compelling Events, Stakeholders, and Customer Friction. ##### How do I use HubSpot data to improve sales training? Compare Won and Lost deals in Sales Motions, Top Reasons, and Stakeholders. Use repeated signals as coaching topics, call review themes, manager 1:1 prompts, and enablement material. ##### How do I use win/loss analysis to improve ICP? Compare Won and Lost deals in Pain Points, Stakeholders, and Compelling Events. Look for the problems, buyer roles, and urgency signals that show up in strong wins but not in poor-fit losses. ##### How do I find what slows down the sales cycle? Review Customer Friction, Stakeholders, and Internal Blockers. These categories help identify buying-process delays, missing stakeholders, approval issues, and internal handoff problems. ##### How can marketing use Win/Loss Max? Marketing teams can use won-deal pain points, compelling events, buyer roles, and win reasons to shape ad themes, landing-page copy, case study choices, segment pages, and sales-support material. ##### Can I open a single deal review? Yes. Click a deal row in the table to open the Data Parrot deal page for the selected won or lost deal. ##### How can product leaders use Win/Loss Max? Product leaders can use the Product signal under Top Reasons to see where product helped deals close, where product gaps cost deals, and which customer problems should inform roadmap discussion. ##### What is the difference between # and $? # sorts signals by deal count. $ sorts signals by deal amount. ##### What do Main driver and Influenced mean? Main driver means the selected signal was the primary signal tied to the deal result. Influenced means the signal appeared in or contributed to the deal context, even if it was not the main driver. ##### Can I filter by owner, pipeline, or timeframe? Yes. Use the filter bar to narrow closed deals by owner, pipeline, date range, and other supported fields available in your workspace. ##### Can I export Win/Loss Max analysis? Yes. Select Export analysis to download one Excel workbook using the current date, pipeline, owner, and other filters. It includes won and lost deals, deal-level signals, signal summaries, and unique associated company and contact names. ##### How is this different from a HubSpot closed-lost reason report? A HubSpot closed-lost reason report depends on CRM fields. Win/Loss Max reviews connected deal activity, finds signals automatically, and shows the matching deals for each signal. ### Win/Loss Pro URL: https://dataparrot.ai/docs/features/win-loss/pro Use Win/Loss Pro to review closed-won and closed-lost deals, primary win/loss reasons, filters, charts, columns, search, export, and deal links. Win/Loss Pro is the closed-deal review page for Pro customers. It shows won and lost deals, the primary reason for each deal, and the deal fields needed for a team review. ## Filter the deal list Use the filters at the top of the page to narrow the deals you want to review. Filters can include owners, teams, pipelines, and other deal fields available in your workspace. Use the **Won** and **Lost** toggle to switch between closed-won and closed-lost deals. The table updates when you switch between Won and Lost. Use the timeframe control to review all deals or focus on a recent period such as the last month, quarter, six months, or year. ## Read the chart and table The chart summarizes the currently selected deals. Use it to spot the reasons in the selected deals before you review individual rows. The table shows each matching deal with its amount, close date, owner, headline, and primary reason. Sort the table by clicking a column header. ## Adjust the columns Use the column picker to show, hide, or reorder table columns. This is useful when different review meetings need different fields. ## Search and export Use search to find a deal, owner, pipeline, headline, or reason inside the current view. Use export when you need the current table in CSV format for a meeting, spreadsheet, or offline review. ## Open a deal Click a deal row to open the deal page in Data Parrot. In Win/Loss Pro, the closed-deal page shows the win or loss headline, the primary reason, and the deal activity timeline. ## When to use Win/Loss Pro Use Win/Loss Pro for a direct review of closed deals and primary win/loss reasons. If your page shows signal tabs, signal counts, Main driver, Influenced, and a deal table for each signal, use Win/Loss Max instead. #### FAQ ##### Can I export closed won or closed lost deals? Yes. Use the Won or Lost toggle and filters to choose the closed deals you want, then export the current table to CSV. ##### When should I use Win/Loss Pro instead of Win/Loss Max? Use Win/Loss Pro when you need a direct table of closed deals, primary win/loss reasons, filters, search, export, and deal links. Use Win/Loss Max when you need signal tabs, signal counts, Main driver, Influenced, and a deal table for each signal. ### Install UI Extension URL: https://dataparrot.ai/docs/integrations/hubspot/how-to-add-data-parrot-hubspot-ui-extension Complete guide to Data Parrot's HubSpot integration. Configure sync settings, install UI extension, and manage custom properties for AI-powered insights. ## Add the Data Parrot Card directly on your HubSpot Deal Data Parrot has a HubSpot UI Extension that allows you to add the Data Parrot card directly on your HubSpot Deal both in the main panel and the sidebar. There are two ways to install the Data Parrot card in HubSpot: 1. **Easy/fast method** - Use HubSpot's Connected Apps interface 2. **Custom placement** - More control over card location The Data Parrot card will appear and show the AI analysis right on the Deal form in HubSpot for all Data Parrot users. ### What the Data Parrot card enables - View Data Parrot insights directly inside HubSpot Deal records - Access AI-powered deal health, signals, and next steps without leaving HubSpot - Share AI insights with Data Parrot users in HubSpot - Place the card on the Overview tab or create a dedicated "Data Parrot" tab for focus ### Easy/Fast Install Instructions The fastest method to install the Data Parrot card uses HubSpot's Connected Apps interface, providing a more streamlined setup process. Follow these steps: #### 1. Navigate to HubSpot Settings Click the gear icon ⚙️ in the top right corner of HubSpot to access Settings. #### 2. Go to Integrations → Connected Apps In the Settings menu, navigate to **Integrations** → **Connected Apps** to view all your installed applications. #### 3. Find and Select Data Parrot In the Connected Apps list, locate **Data Parrot** and click on it to access the app settings. #### 4. Navigate to App Cards Within the Data Parrot settings, select the **App Cards** tab to configure which cards appear in your HubSpot deal views. #### 5. Configure Card Placement Click on "Manage Locations" and choose where you want the Data Parrot card to appear: - **Main Panel**: Add cards to the main deal view - **Deal Sidebar**: Add compact cards to the right sidebar - **Custom Tabs**: Create a dedicated Data Parrot tab for focused insights Once configured, the Data Parrot card will automatically appear in your deal records with AI-powered insights. ### Custom Card Placement Install Instructions #### 1. Add the card to your HubSpot Deal view Add the Data Parrot card to the Deal view your team uses. 1. Click the gear icon in the top right corner of the navigation bar in HubSpot. 2. Go to Data Management → Deals → Record Customization and click the view you want to edit (e.g., Default view). #### Optional: Create a "Data Parrot" tab Within the view editor, you can add a new tab named Data Parrot to keep insights organized. #### 1.1 Add the Data Parrot card to the main deal view - Click Add card on the row where you want the card to appear - In the Card Library, select Data Parrot - Save your changes, then navigate back to a Deal #### 1.2 Add the Data Parrot card to the sidebar tab - Click Add card on the row where you want the card to appear - In the Card Library, select Data Parrot Sidebar - Save your changes, then navigate back to a Deal - Configure the sidebar card to show the sections you want to see ### Configuration URL: https://dataparrot.ai/docs/integrations/hubspot/hubspot-configuration Configure Data Parrot's HubSpot integration. Connect your account and push AI analysis to HubSpot custom properties. Data Parrot integrates with HubSpot to provide AI-powered insights directly in your CRM. Here we cover how to: - connect your HubSpot account - add AI analysis to custom properties ## How to Connect Your HubSpot Account Sign in to Data Parrot with Google, Microsoft, or your email and password. Then select **Connect** on HubSpot to connect your CRM. The first person connecting the account needs HubSpot admin permissions. If you do not have those permissions, ask a HubSpot administrator to complete the connection. Once connected, Data Parrot will automatically provide AI-powered insights on your Data Parrot Plan. In Integrations, you can choose which AI analysis Data Parrot sends to HubSpot custom properties. ### How to Push the AI Analysis to HubSpot Custom Properties The Push to HubSpot feature automatically creates custom properties in your HubSpot instance for the Data Parrot Deal AI Analysis. Push to HubSpot needs permission to set up and keep Data Parrot deal properties current. If that permission is missing, Data Parrot shows a warning and asks an admin to refresh the HubSpot connection. This enables you to add the Data Parrot AI analysis to your deal cards, views, reports, workflows, lists and more in HubSpot. While the Data Parrot Card allows you to see the AI analysis in HubSpot, the Push to HubSpot feature allows you to integrate the AI analysis into your HubSpot workflows and automations. You can choose which categories of AI Analysis to push to HubSpot including: - **Deal Health**: Overall deal health properties. - **Deal Hygiene**: Deal hygiene properties. - **Deal Signals**: Detailed deal signals properties. The specific property name details are available on the Custom Properties page. Notes: - You can change the custom property labels after creation in HubSpot without any impact on Data Parrot. - You can also see the last time the data was sent to your HubSpot instance. When the custom properties are created in HubSpot, we recommend you add them to your deal cards, views, and reports! View HubSpot custom property names here: HubSpot Custom Properties ## Chat Integrations This is where you can connect your Slack instance to Data Parrot. This is not yet available, but will be soon. Microsoft Teams is also on the roadmap. Lastly, you can also see your Data Parrot Wrapped for 2024, a summary of your 2024 year in Data Parrot. ## Other Integrations Data Parrot has many integrations in the works including Salesforce, Microsoft Teams, Google Docs, and more. Click here to learn more about Data Parrot Integrations. --- ## Next Steps - **Install the HubSpot UI Extension**: Add the Data Parrot card to your HubSpot deals for AI insights without leaving HubSpot - **View Custom Properties Details**: See all properties Data Parrot can push to HubSpot - **Explore Deals**: Learn about deal reviews in the main Data Parrot app - **Get Support**: Need help? Contact our team ### Custom Properties URL: https://dataparrot.ai/docs/integrations/hubspot/hubspot-custom-properties Complete reference for Data Parrot custom properties created in HubSpot. Deal health, hygiene, and signals properties. This is a complete reference for the custom properties Data Parrot creates in your HubSpot instance. The following properties are created in HubSpot when you activate Push to HubSpot. ### Deal Health Properties | Label | HubSpot Property Name | Description | |-------|---------------------|-------------| | Data Parrot Deal Health Status | dp_overall_deal_health_score | Single word description of Deal Health, such as Low, Medium, High. | | Data Parrot Deal Health Details | dp_overall_deal_health_reasoning | Explanation of Deal Health status. | | Data Parrot Forecast Category | dp_forecast_category | Description of how deal should be categorized for forecasting purposes. | | Data Parrot Deal Forecast Category Details | dp_forecast_category_reasoning | Explanation of Forecast Category categorization. | | Data Parrot Deal Next Steps | dp_next_best_action | Recommended actions to take for the deal. | | Data Parrot Deal Summary | dp_deal_summation | Overall summary of deal factoring in all metrics. | ### Deal Hygiene Properties | Label | HubSpot Property Name | Description | |-------|---------------------|-------------| | Data Parrot Close Date Confidence | dp_close_date_confidence | Description of confidence in the accuracy of Close Date, such as Low, Medium, High. | | Data Parrot Close Date Confidence Detail | dp_close_date_confidence_reasoning | Details on how Close Date Confidence was determined. | | Data Parrot Suggested Close Date | dp_suggested_close_date | Recommended Close Date based on factoring in all deal details. | | Data Parrot Deal Stage Confidence | dp_deal_stage_confidence | Description of confidence in the accuracy of the Deal's current stage, such as Low, Medium, High. | | Data Parrot Deal Stage Confidence Detail | dp_deal_stage_confidence_reasoning | Details on how Deal Stage Confidence was determined. | ### Deal Signals Properties | Label | HubSpot Property Name | Description | |-------|---------------------|-------------| | Data Parrot Deal Progress Status | dp_deal_progress_status | Description of progress status, such as Active or Stuck. | | Data Parrot Deal Progress Details | dp_deal_progress_status_reasoning | Details on how the Deal Progress Status was determined. | | Data Parrot Customer Intent Status | dp_customer_intent | Description of the customer's intent to purchase, such as Low, Medium, High. | | Data Parrot Customer Intent Details | dp_customer_intent_reasoning | Details on how Customer Intent Status was determined. | | Data Parrot Deal Competitive Position | dp_competitive_position | Description of chances of winning deal, such as Low, Medium, High. | | Data Parrot Deal Competitive Position Details | dp_competitive_position_reasoning | Details on how Competitive Position was determined. | | Data Parrot Sales Performance | dp_sales_performance | Description of performance by Sales Team, such as Excellent, Good, Average. | | Data Parrot Sales Performance Details | dp_sales_performance_reasoning | Details on how Sales Performance was determined. | ## Next Steps - HubSpot Integration → - Return to Integrations Overview ### UI Extension Guide URL: https://dataparrot.ai/docs/integrations/hubspot/hubspot-ui-extension-guide Complete guide to the Data Parrot HubSpot UI Extension. Learn about deal health insights, AI chat, task creation, recalculation, sidebar customization, win/loss analysis, and all card features. ## What is the Data Parrot Card? The Data Parrot HubSpot UI Extension brings AI-powered sales intelligence directly into your HubSpot deal records. Instead of switching between Data Parrot and HubSpot, you can view deal health, get AI recommendations, chat with your deals, and take action, all without leaving HubSpot. ### Two Card Options Data Parrot offers two card types to fit your workflow: 1. **Main Panel Card** - A comprehensive view with full deal insights, AI chat, and action buttons. Perfect for deep deal analysis. 2. **Sidebar Card** - A compact, customizable quick-view for at-a-glance insights while you work in HubSpot. ### Key Capabilities - **AI Deal Analysis**: See deal health, purchase intent, and confidence scores - **Smart Recommendations**: Get AI-suggested next best actions - **Conversational AI**: Ask questions about any deal and get instant answers - **Task Creation**: Convert AI suggestions into HubSpot tasks with one click - **Real-Time Updates**: Recalculate insights in seconds after deal changes - **Win/Loss Intelligence**: Understand why deals were won or lost ## Understanding the Main Panel Card Once installed, the main panel card provides comprehensive AI insights about your deals. Here's what each section shows: ### Deal Health & Insights The top section displays key AI assessments with color-coded indicators: #### Overall Deal Health Shows whether your deal is on track, at risk, or in trouble: - **Green (High)**: Deal is healthy with strong signals - **Yellow (Medium)**: Deal needs attention or has some concerns - **Red (Low)**: Deal is at risk or showing warning signs Click to expand and see the AI's reasoning behind the health assessment. #### Progress Status Indicates how the deal is moving through your pipeline: - **Progressing**: Deal is advancing with good momentum - **Stalled**: Deal movement has slowed down - **Stuck**: Deal hasn't progressed in a while #### Purchase Intent AI assessment of how likely the prospect is to buy. Higher purchase intent means stronger buying signals detected in communications and activities. #### Chance of Winning Data Parrot's prediction of your likelihood to close this deal based on historical patterns, engagement quality, and deal characteristics. #### Stage Confidence How confident the AI is that the deal is correctly placed in its current pipeline stage. Low confidence might suggest the deal should be in a different stage. #### Close Date Confidence AI's confidence level in the current close date. Low confidence may indicate the close date needs adjustment based on deal velocity and activities. #### Salesperson Performance Assessment of how well the rep is managing this deal compared to best practices and historical successful deals. ### Deal Summary An AI-generated narrative that explains what's happening with the deal in plain language. This summary synthesizes all the insights into an easy-to-read paragraph. ### Signals Key signals detected in your deal activities, communications, and data that impact deal health. These might include: - Engagement patterns with decision-makers - Communication frequency changes - Meeting attendance and participation - Response times and quality - Stakeholder involvement ### Hygiene Data quality and completeness indicators showing: - Missing or incomplete deal information - Data freshness and accuracy - Required fields that need attention - Recommended property updates ### Suggestions AI-suggested actions to move the deal forward, based on current deal state and successful patterns from similar deals. Each suggestion: - Explains why the action is recommended - Can be converted to a HubSpot task with one click - Is prioritized by likely impact ## Understanding the Sidebar Card The sidebar card offers a compact, at-a-glance view of deal insights while you work in HubSpot. It's perfect for quickly checking deal health without opening the full card. ### What the Sidebar Shows You can customize which metrics appear in your sidebar. Available sections include: - **Summary**: Quick AI-generated deal overview - **Overall Health**: Color-coded health indicator with score - **Progress Status**: Whether the deal is progressing, stalled, or stuck - **Purchase Intent**: Likelihood to buy assessment - **Stage Confidence**: Confidence in current pipeline stage - **Close Date Confidence**: Confidence in projected close date - **Sales Performance**: Rep performance on this deal ### Customizing Your Card Click the gear icon (⚙️) for main panel card and the "Settings" button for the sidebar card to configure which sections appear: 1. Toggle sections on/off based on what matters most to you 2. Click "Save" to apply your preferences 3. Your settings are saved per user and apply across all deals ## Key Features ### Chat with AI About This Deal The AI chat feature lets you have conversations about your deal and get instant answers. ### Create Tasks from AI Suggestions Convert AI recommendations into actionable HubSpot tasks with one click: ### Recalculate Deal Insights Get fresh AI insights in 5-15 seconds whenever you need them. The recalculate feature triggers a new analysis using the latest deal data. **How it works:** 1. Click the refresh icon (🔄) in the top-right corner of the Data Parrot card 2. The system analyzes the latest deal information, activities, and engagements 3. New insights appear within 5-15 seconds, replacing the previous analysis 4. A progress bar shows recalculation status ### Provide Feedback on AI Insights Rate the AI feedback directly from the HubSpot card. Your rating helps us improve the product experience. **How to provide feedback:** 1. Look for the thumbs up 👍 and thumbs down 👎 buttons in the top-right corner of the Data Parrot card 2. Click the appropriate button based on how helpful the insights were 3. Optionally, add specific feedback in the text box that appears 4. Click "Submit" to send your feedback to our team ## Win/Loss Analysis for Closed Deals When a deal closes (won or lost), the Data Parrot card shows specialized win/loss intelligence to help you learn from outcomes. ### What You See on Closed Deals **For Won Deals:** - Data Parrot AI-generated summary explaining why the deal was won - **Win Reasons**: Ranked list of factors that contributed to the win - Click to expand for detailed explanation - Higher confidence = stronger evidence for that reason - Key success patterns identified **For Lost Deals:** - Data Parrot AI-generated summary explaining why the deal was lost - **Loss Reasons**: Ranked list of factors that led to the loss - Click to expand for detailed explanation - Helps identify what to improve for future deals - Areas for improvement --- ## Next Steps - **Configure HubSpot Integration**: Set up sync settings and custom properties - **View Custom Properties**: See all properties Data Parrot can push to HubSpot - **Explore Deals**: Learn about deal reviews in the main Data Parrot app - **Get Support**: Need help? Contact our team ### HubSpot Integration URL: https://dataparrot.ai/docs/integrations/hubspot Complete guide to Data Parrot's HubSpot integration. Connect your account, install the UI extension, and manage custom properties for AI-powered deal insights. Data Parrot integrates deeply with HubSpot to provide AI-powered deal insights directly in your CRM. This section covers everything you need to set up and optimize your HubSpot integration. ## Getting Started Sign in to Data Parrot with Google, Microsoft, or your email and password. Then connect HubSpot from Data Parrot. After the connection is approved, Data Parrot starts syncing your CRM records and activity without field mapping or manual configuration. ## Integration Guides - **Configuration**. Set up your HubSpot connection and choose which AI analysis Data Parrot sends to HubSpot custom properties. - **Add HubSpot UI Extension**. Install the Data Parrot card directly on your HubSpot Deal records for instant access to AI insights without leaving HubSpot. - **HubSpot Card Guide**. Learn how to use the Data Parrot card in HubSpot, including viewing deal health, AI summaries, and next steps. - **Custom Properties**. Understand the custom properties Data Parrot creates in HubSpot and how to use them in views, reports, and workflows. ## Key Features - **Automatic Sync**: Data Parrot continuously syncs deal data from HubSpot - **Push to HubSpot**: Write AI analysis back to HubSpot as custom deal properties - **UI Extension**: View Data Parrot insights directly on HubSpot deal records - **Custom Properties**: Use AI insights in HubSpot reports, views, and workflows ### Connect the Data Parrot MCP Server to Claude URL: https://dataparrot.ai/docs/mcp/connect/anthropic Connect the Data Parrot MCP Server to Claude.ai, Claude Desktop, or Claude Code. Connect from Claude.ai or Claude Desktop, or follow the Claude Code instructions. ## Connect the Data Parrot MCP Server to Claude.ai or Claude Desktop Claude shares remote connectors between Claude.ai and Claude Desktop. Add Data Parrot once, then use it in either place. Claude Team and Enterprise An owner must first add Data Parrot from **Organization settings → Connectors**. Once it is available, each person can connect from **Customize → Connectors**. Open Claude's connector settings Open claude.ai or Claude Desktop, then go to **Customize → Connectors**. Add Data Parrot Select **+**, then **Add custom connector**. Enter **Data Parrot** as the name and paste the server URL. https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Sign in to Data Parrot Select **Add**, then **Connect**. Sign in to Data Parrot and approve the connection. Turn on Data Parrot in a conversation Open the **+** menu beside the message box, select **Connectors**, and turn on Data Parrot. ## Connect the Data Parrot MCP Server to Claude Code Add Data Parrot Run this command in your terminal: claude mcp add --transport http data-parrot --scope user https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Authenticate Open Claude Code, then open the MCP menu: /mcp Select **data-parrot** and start authentication. Sign in to Data Parrot in your browser. Confirm the connection Return to Claude Code and confirm **data-parrot** shows as connected. See Anthropic's Claude Code MCP documentation for current Claude Code commands. ## Troubleshoot a Claude connection | What you see | What to do | | --- | --- | | Claude does not show **Add custom connector** | On Team or Enterprise, ask a Claude owner to add Data Parrot from **Organization settings → Connectors**. | | Data Parrot is connected but unavailable in a conversation | Open the **+** menu, select **Connectors**, and turn on Data Parrot. | | Claude Code says authentication is required | Open the MCP menu as shown above, select **data-parrot**, and start authentication. | See Anthropic's custom connector guide for current Claude connector instructions. ## Disconnect Data Parrot from Claude - **Claude.ai or Claude Desktop:** Open **Customize → Connectors**, find Data Parrot, and select **Remove** or **Disconnect**. - **Claude Code:** claude mcp remove data-parrot ## Related guides - Choose another AI tool - Try a Data Parrot sales prompt - Data Parrot MCP Server overview - Contact Data Parrot support ### Connect the Data Parrot MCP Server to Google Antigravity URL: https://dataparrot.ai/docs/mcp/connect/antigravity Connect the Data Parrot MCP Server to the Google Antigravity app or Antigravity CLI. Connect from the Google Antigravity app or Antigravity CLI. Before you start, you need a Data Parrot Pro or Max workspace. ## Connect the Data Parrot MCP Server to the Google Antigravity app Open the MCP configuration In the agent side panel, select **… → MCP Servers → Manage MCP Servers → View raw config**. Add Data Parrot Add the following configuration: If the file already contains MCP servers, add the data-parrot entry inside its existing mcpServers object instead of replacing the entire file. Authenticate Data Parrot Open **Agent Settings → Customizations** and select **Authenticate** beside Data Parrot. Complete the Data Parrot sign-in in your browser, copy the authorization code, paste it into Antigravity, then select **Submit**. Confirm the connection Data Parrot reconnects automatically after authentication. Confirm it appears as connected in the Installed MCP Servers list. ## Connect the Data Parrot MCP Server to Google Antigravity CLI Add Data Parrot Run this command in your terminal: agy mcp add data-parrot https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Antigravity CLI adds the remote HTTP server to its global MCP configuration. Open the MCP manager Start Antigravity CLI, enter /mcp, and press **Enter** to open the MCP server manager. Reload the server configuration if Data Parrot does not appear. Authenticate Data Parrot Start authentication for Data Parrot, complete the Data Parrot sign-in in your browser, copy the authorization code, paste it back into Antigravity, then select **Submit**. Confirm the connection Confirm Data Parrot shows as connected in the MCP server manager. ## Troubleshoot a Google Antigravity connection | What you see | What to do | | --- | --- | | Data Parrot does not appear | Confirm the server URL is set with serverUrl, not url or httpUrl. Then reload the MCP configuration. | | Antigravity asks for OAuth client credentials | Leave them unset. Data Parrot supports dynamic client registration. | | Data Parrot does not reconnect after sign-in | Open the MCP server manager, reload the configuration, and start authentication again. | ## Disconnect Data Parrot from Google Antigravity - **Google Antigravity app:** Open **Agent Settings → Customizations**, find Data Parrot, then disable or remove it. - **Antigravity CLI:** Run: agy mcp remove data-parrot ## Related guides - Choose another AI tool - Try a Data Parrot sales prompt - Data Parrot MCP Server overview - Contact Data Parrot support ### Connect the Data Parrot MCP Server to Cline URL: https://dataparrot.ai/docs/mcp/connect/cline Connect the Data Parrot MCP Server to the Cline app or Cline CLI. Connect from the Cline app or Cline CLI. Before you start, you need a Data Parrot Pro or Max workspace. ## Connect the Data Parrot MCP Server to the Cline app Open Cline's MCP settings In Cline, select **Customize → MCP**, then select **Add MCP Server**. Add Data Parrot Enter **Data Parrot** as the server name. Select **Remote**, then paste the server URL. Keep **Streamable HTTP (recommended)** selected and select **Add server**. https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Sign in to Data Parrot Select **Connect** beside Data Parrot. Complete the Data Parrot sign-in in your browser, then select **Allow** to approve the connection. Confirm the connection Return to Cline and confirm Data Parrot shows **OAuth connected**. ## Connect the Data Parrot MCP Server to Cline CLI Add Data Parrot Run this command in your terminal: cline mcp add data-parrot https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp --transport streamable-http Cline opens an MCP server wizard. Confirm these values: - **Server name:** data-parrot - **Server type:** **Remote (HTTP)** - **Server URL:** https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp - **Authentication:** **OAuth** - **OAuth client ID:** Leave this empty for dynamic registration. Sign in to Data Parrot After Cline adds the server, it opens your browser for MCP OAuth authorization and waits for the callback. Complete the Data Parrot sign-in, then select **Allow**. Confirm the connection Return to your terminal and confirm Cline reports **MCP server "data-parrot" OAuth authorization completed.** ## Troubleshoot a Cline connection | What you see | What to do | | --- | --- | | Data Parrot needs authorization | In the Cline app, select **Connect**. In Cline CLI, finish the MCP server wizard; Cline then opens your browser. Select **Allow** after you sign in. | | The Data Parrot sign-in page does not open | Confirm Cline can open your default browser, then rerun the setup command. | | Data Parrot does not show as connected in the Cline app | Open **Customize → MCP**, make sure the server is enabled, and select **Connect** again. | ## Disconnect Data Parrot from Cline - **Cline app:** Open **Customize → MCP**, find Data Parrot, then disable or remove the server. - **Cline CLI:** Run: cline mcp remove data-parrot ## Related guides - Choose another AI tool - Try a Data Parrot sales prompt - Data Parrot MCP Server overview - Contact Data Parrot support ### Fix the Codex connection on a Mac URL: https://dataparrot.ai/docs/mcp/connect/codex-macos-workaround Use this workaround if Codex on a Mac cannot finish Data Parrot authentication or load its tools. Try the standard Codex app setup steps before using this workaround. ## Apply the workaround Quit Codex completely With Codex open, press **Command-Q**. Closing the window is not enough. Set the certificate path Open Terminal, run this command, and press **Return**: launchctl setenv CODEX_CA_CERTIFICATE /etc/ssl/cert.pem Terminal does not normally show a success message. When the prompt returns, the command has finished. This does not turn off security checks. It tells Codex to use the certificate file already on your Mac. Reopen Codex and authenticate Open Codex, then go to **Settings → Plugins → MCPs**. Find Data Parrot, select **Authenticate**, and complete the sign-in in your browser. Confirm the connection Start a new Codex task and enter: /mcp Confirm that data_parrot_mcp shows as connected. ## If Authenticate still does not work Quit Codex with **Command-Q**, open Terminal, and run: CODEX_CA_CERTIFICATE=/etc/ssl/cert.pem /Applications/Codex.app/Contents/Resources/codex mcp login data_parrot_mcp Keep data_parrot_mcp exactly as written. Complete the Data Parrot sign-in in your browser, then reopen Codex and start a new task. If Terminal says that the file or MCP server cannot be found, contact Data Parrot support and include a screenshot of the message. ## After you restart your Mac The setting lasts for your current Mac login session. If you restart your Mac or log out, apply the workaround again. You should not need to sign in to Data Parrot again unless Codex asks you to authenticate. ## Remove the workaround Quit Codex with **Command-Q**, open Terminal, and run: launchctl unsetenv CODEX_CA_CERTIFICATE Reopen Codex. ## Still can't connect? Contact Data Parrot support and include: - A screenshot of the message in Codex or Terminal - Your Mac version - Your Codex version from **Codex → About Codex** - Whether data_parrot_mcp appears under **Settings → Plugins → MCPs** ### Connect Data Parrot to Cursor URL: https://dataparrot.ai/docs/mcp/connect/cursor Install the public Data Parrot plugin from GitHub and connect it to Cursor. The Data Parrot plugin adds the hosted Data Parrot MCP Server to Cursor. You can ask about forecasts, pipeline changes, deals, sales activity, customer health, and win/loss. Data Parrot provides its analysis and supporting HubSpot information to Cursor. The plugin is available now through its public GitHub repository. ## Before you connect You need a HubSpot account, Data Parrot Pro or Max, Git, and Cursor. On a managed Cursor team, an admin may need to enable local plugin imports. Data access and HubSpot permissions Anyone with access to this MCP connection can access all Data Parrot data in the selected workspace, including all synced HubSpot data. Data Parrot cannot synchronize or enforce HubSpot per-user permissions in MCP. Revenue data access is read-only. Data Parrot cannot edit HubSpot or Data Parrot revenue records. Connection setup may save a workspace choice or send an access request. ## Connect Data Parrot to Cursor Install the plugin from GitHub Open a terminal and run: Reload Cursor Restart Cursor or run **Developer: Reload Window** from the Command Palette. Confirm the plugin Open **Customize**, then select **Plugins**. Confirm that the Data Parrot MCP server appears. Authenticate Start a conversation and ask a Data Parrot question. When Cursor asks you to authenticate, finish signing in to Data Parrot in your browser. If your account has access to more than one workspace, choose the one Cursor should use. See the public Data Parrot plugin repository for the source and Cursor's plugin documentation for current local plugin controls. ## Try Data Parrot - Where will we land this month? - Which deals are likely to slip? - What's growing or shrinking our pipeline? - Why are we winning and losing? ## Troubleshoot the plugin | What you see | What to do | | --- | --- | | Cursor does not load the plugin | Confirm the repository is at ~/.cursor/plugins/local/data-parrot, then restart Cursor or run **Developer: Reload Window**. | | Local plugin imports are disabled | Ask your Cursor team admin to enable local plugin imports. | | Data Parrot appears more than once | Keep the GitHub plugin and remove the Data Parrot MCP connection you added manually. | | Data Parrot asks you to request access | Send the access request. Data Parrot records it and attempts to notify the workspace admins. | ## Related guides - Data Parrot MCP Server overview - Data Parrot MCP FAQs - Data Parrot MCP Prompt Library - Contact Data Parrot support #### FAQ ##### What data can the Data Parrot plugin access? Anyone with access to the MCP connection can access all Data Parrot data in the selected workspace, including all synced HubSpot data. Data Parrot cannot synchronize or enforce HubSpot per-user permissions in MCP. ##### Can the Data Parrot plugin edit HubSpot records? No. Revenue data access is read-only. Data Parrot cannot edit deals, properties, or other revenue records in HubSpot or Data Parrot. Connection setup may save a workspace choice or send an access request. ##### Which Data Parrot plans include the Cursor plugin? Data Parrot MCP access is included with Pro and Max. You also need a connected HubSpot account. ### AI Tool Setup URL: https://dataparrot.ai/docs/mcp/connect Connect the Data Parrot MCP Server to Google Antigravity, Cline, Cursor, Claude, ChatGPT, Codex, Grok, or another AI tool. Choose the AI tool you use, then follow its setup instructions. https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp ## Before you connect You need a Data Parrot Pro or Max workspace. If you use a company-managed AI tool, an admin may need to let you add Data Parrot. ## Choose your AI tool - Claude.ai or Claude Desktop: Add Data Parrot from Customize → Connectors. URL: https://dataparrot.ai/docs/mcp/connect/anthropic#connect-the-data-parrot-mcp-server-to-claudeai-or-claude-desktop - Claude Code: Add Data Parrot from your terminal, then authenticate in Claude Code. URL: https://dataparrot.ai/docs/mcp/connect/anthropic#connect-the-data-parrot-mcp-server-to-claude-code - ChatGPT: Add Data Parrot through ChatGPT Developer mode. URL: https://dataparrot.ai/docs/mcp/connect/openai#connect-the-data-parrot-mcp-server-to-chatgpt - Codex app: Add and authenticate Data Parrot in Codex settings. URL: https://dataparrot.ai/docs/mcp/connect/openai#connect-the-data-parrot-mcp-server-to-the-codex-app - Codex CLI: Run the setup and login commands in Codex CLI. URL: https://dataparrot.ai/docs/mcp/connect/openai#connect-the-data-parrot-mcp-server-to-codex-cli - Grok.com: Add Data Parrot from the Grok Connectors page. URL: https://dataparrot.ai/docs/mcp/connect/xai#connect-the-data-parrot-mcp-server-to-grokcom - Cursor: Install the public Data Parrot plugin from GitHub. URL: https://dataparrot.ai/docs/mcp/connect/cursor - Cline: Connect Data Parrot from the Cline app or Cline CLI. URL: https://dataparrot.ai/docs/mcp/connect/cline - Google Antigravity: Connect Data Parrot from the Google Antigravity app or Antigravity CLI. URL: https://dataparrot.ai/docs/mcp/connect/antigravity - Grok CLI: Run the setup command, then authenticate from the MCP Servers menu. URL: https://dataparrot.ai/docs/mcp/connect/xai#connect-the-data-parrot-mcp-server-to-grok-cli - Other Clients: Connect Data Parrot to another AI tool using its custom connection settings. URL: https://dataparrot.ai/docs/mcp/connect/other-clients ## Need help? Email support@dataparrot.ai with the AI tool you are using and the error message you see. Already connected? Try a Data Parrot sales prompt. You can also read the Data Parrot MCP FAQs or return to the Data Parrot MCP Server overview. ### Connect the Data Parrot MCP Server to ChatGPT and Codex URL: https://dataparrot.ai/docs/mcp/connect/openai Connect the Data Parrot MCP Server to ChatGPT, the Codex app, or Codex CLI. Choose the instructions for ChatGPT, the Codex app, or Codex CLI. ## Connect the Data Parrot MCP Server to ChatGPT ChatGPT workspace access If you cannot see Developer mode or create a plugin, ask your ChatGPT workspace admin to enable it. Turn on Developer mode Open **Settings → Security and login**, then turn on **Developer mode**. Create the Data Parrot plugin Open **Settings → Plugins**, or go directly to chatgpt.com/plugins. Select **+**, enter **Data Parrot** as the name, and paste the server URL. https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Choose **OAuth**, check the acknowledgement box, then select **Create**. Sign in to Data Parrot Complete the Data Parrot sign-in when ChatGPT asks you to authenticate. Add Data Parrot to a conversation Start a new conversation. Open the **+** menu beside the message box, select **More**, then choose Data Parrot from the Developer mode tools. See OpenAI's guide to connecting an MCP server for current ChatGPT instructions. ## Connect the Data Parrot MCP Server to the Codex app Using Codex on a Mac? Start with the steps below. If **Authenticate** does not finish or Data Parrot tools do not appear after you sign in, follow the Mac connection workaround. Open the MCP settings Open **Settings → Plugins**, then select the **MCPs** tab. Add Data Parrot Select **Add server**. Enter **Data Parrot MCP** as the name, choose **Streamable HTTP**, and paste the server URL. https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Select **Save**. Authenticate Find Data Parrot in the MCPs list and select **Authenticate**. Sign in to Data Parrot in your browser, then return to Codex. Confirm the connection Open a Codex conversation and enter: /mcp Confirm Data Parrot appears and shows as connected. ## Connect the Data Parrot MCP Server to Codex CLI The Codex app and Codex CLI share MCP configuration on the same computer. If you already added Data Parrot in the app, you do not need to add it again. Add Data Parrot Run: codex mcp add data_parrot_mcp --url https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Using Codex CLI on a Mac? If the setup command ends with Error: No authorization support detected, run the Mac command below instead. CODEX_CA_CERTIFICATE=/etc/ssl/cert.pem codex mcp add data_parrot_mcp --url https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Codex displays an authorization link. Open it in your browser and sign in to Data Parrot. Then skip **Sign in** and continue to **Confirm the connection**. Sign in Run the login command, then sign in to Data Parrot in your browser. codex mcp login data_parrot_mcp Confirm the connection Open Codex CLI, then enter: /mcp Confirm data_parrot_mcp appears and shows as connected. See OpenAI's Codex MCP guide for current commands and authentication behavior. ## Troubleshoot an OpenAI connection | What you see | What to do | | --- | --- | | ChatGPT does not show Developer mode or the add-plugin option | Ask your ChatGPT workspace admin to check Developer mode and plugin permissions. | | Codex on a Mac shows an authorization error, **Authenticate** does not finish, or Data Parrot tools are missing | Follow the Codex connection workaround for Mac. | | **Authenticate** does not open Data Parrot sign-in | Start a Codex task and ask it to authenticate the Data Parrot MCP connection. | | Codex CLI says authentication is required | Use the login command above, then sign in through your browser. | | Codex does not show the saved server | Restart Codex, then open **Settings → Plugins → MCPs** or check the MCP menu in a conversation. | ## Disconnect Data Parrot from ChatGPT or Codex - **ChatGPT:** Open **Settings → Plugins**, find Data Parrot, and disconnect or remove it. - **Codex app:** Open **Settings → Plugins → MCPs**, find Data Parrot, and remove it. - **Codex CLI:** codex mcp remove data_parrot_mcp Removing Data Parrot from the Codex app or CLI removes the shared connection from both on that computer. The ChatGPT connection is separate. ## Related guides - Choose another AI tool - Try a Data Parrot sales prompt - Fix the Codex connection on a Mac - Data Parrot MCP Server overview - Contact Data Parrot support ### Connect the Data Parrot MCP Server to Another AI Tool URL: https://dataparrot.ai/docs/mcp/connect/other-clients Connect the Data Parrot MCP Server to another AI tool using the Data Parrot MCP Server URL and browser sign-in. Use this guide when your AI tool is not covered by our setup guides for Google Antigravity, Cline, Claude, ChatGPT or Codex, or Grok. Your AI tool must let you add a remote MCP server using a URL and sign in through your browser. If you cannot find both options, it may not support Data Parrot yet. Before you start, you need a Data Parrot Pro or Max workspace. ## Connect the Data Parrot MCP Server to another AI tool Open your AI tool's connection settings Look for **Connections**, **Connectors**, **Integrations**, or **MCP servers**. Then choose the option to add a custom MCP connection or remote MCP server. Add Data Parrot Enter **Data Parrot** as the name and paste the server URL. https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp If your AI tool asks for a connection type, choose **Streamable HTTP** or **Remote HTTP**. Sign in to Data Parrot Choose browser sign-in or OAuth if your AI tool asks. You should not need to enter an API key, client ID, client secret, or custom headers. Sign in to Data Parrot and approve the connection. If you belong to more than one Data Parrot workspace, choose the workspace you want to use. Confirm the connection Return to your AI tool and confirm that Data Parrot shows as connected. Some AI tools also require you to turn on Data Parrot for each conversation. ## Troubleshoot the connection | What you see | What to do | | --- | --- | | There is no option to add a remote MCP server by URL | Your AI tool may not support remote MCP connections yet. Check its connection or integration documentation. | | The setup only asks for a command or executable | The AI tool may only support servers installed on your computer. Data Parrot requires a remote server connection. | | The setup asks for an API key or secret | You should not need to paste an API key or client secret. Choose browser sign-in or OAuth instead. | | The Data Parrot sign-in page does not open | Confirm that your AI tool supports browser sign-in for remote connections, then try again. | | Data Parrot is connected but unavailable in a conversation | Open the conversation's tools or connections menu and turn on Data Parrot. | Still stuck? Email support@dataparrot.ai with the name and version of your AI tool and the error message you see. ## Disconnect Data Parrot Open the same connection settings, find Data Parrot, and select **Disconnect** or **Remove**. ## Related guides - Choose another AI tool - Try a Data Parrot sales prompt - Data Parrot MCP Server overview - Contact Data Parrot support ### Connect the Data Parrot MCP Server to Grok URL: https://dataparrot.ai/docs/mcp/connect/xai Connect the Data Parrot MCP Server to Grok.com or Grok CLI. Connect from Grok.com, or follow the Grok CLI instructions. ## Connect the Data Parrot MCP Server to Grok.com Grok Business and Enterprise A Grok team admin must add Data Parrot before team members can connect it. Open Grok connectors Go to grok.com/connectors. Add Data Parrot Select **New Connector → Custom**. Enter **Data Parrot** as the name and paste the server URL. https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Connect your Data Parrot account Select **Add Connector**, then sign in to Data Parrot. Data Parrot will appear on the Grok **Connectors** page. See xAI's custom connector guide for current Grok.com instructions. ## Connect the Data Parrot MCP Server to Grok CLI Add Data Parrot Run this command in your terminal: grok mcp add --transport http data-parrot https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp Authenticate Start Grok CLI, then open the MCP Servers menu: /mcps Select **data-parrot**, choose **Authenticate**, and sign in to Data Parrot in your browser. Confirm the connection Return to Grok and confirm **data-parrot** shows as connected. See xAI's Grok MCP server guide for current Grok CLI commands. ## Troubleshoot a Grok connection | What you see | What to do | | --- | --- | | Grok.com does not let you add Data Parrot | If you use Grok Business or Enterprise, ask your Grok admin to add the connector for your team. | | Grok CLI says authentication is required | Open the MCP Servers menu as shown above, select **data-parrot**, and choose **Authenticate**. | | Grok CLI cannot connect to Data Parrot | Run the diagnostic command below and review the reported connection problem. | grok mcp doctor data-parrot ## Disconnect Data Parrot from Grok - **Grok.com:** Open grok.com/connectors, find Data Parrot, and disconnect or remove it. - **Grok CLI:** grok mcp remove data-parrot ## Related guides - Choose another AI tool - Try a Data Parrot sales prompt - Data Parrot MCP Server overview - Contact Data Parrot support --- ## Blog ### HubSpot MCP Server vs. Data Parrot MCP Server: What's the Difference? URL: https://dataparrot.ai/blog/hubspot-mcp-server-vs-data-parrot-mcp-server Published: 2026-10-05 HubSpot's MCP server works with your records. Data Parrot's MCP server brings the analysis. ### Data Parrot MCP Server Is Now Available URL: https://dataparrot.ai/blog/data-parrot-mcp-now-available Published: 2026-07-28 Your CRM has the data. Now your AI has the truth. ### When Pipeline Coverage Fails: How HubSpot Teams Separate Real Pipeline From Inflated Pipeline URL: https://dataparrot.ai/blog/when-pipeline-coverage-fails-hubspot-real-vs-inflated-pipeline Published: 2026-06-23 How HubSpot teams can test whether pipeline coverage is real enough to support the forecast. ### Best HubSpot Forecasting Tools for Teams That Need More Than Weighted Pipeline URL: https://dataparrot.ai/blog/best-hubspot-forecasting-tools-for-teams-that-need-more-than-weighted-pipeline Published: 2026-06-01 A practical buyer guide to HubSpot forecasting tools for teams that need deal evidence, close-date confidence, pipeline inspection, and forecast briefs beyond weighted pipeline. ### Why HubSpot Forecasts Drift From Reality Even When Pipeline Looks Healthy URL: https://dataparrot.ai/blog/why-hubspot-forecasts-drift-from-reality-even-when-pipeline-looks-healthy Published: 2026-06-01 Why HubSpot forecasts drift even when pipeline coverage looks healthy, and how revenue teams can test whether the forecast is supported by deal evidence. ### How to Know If a Close Date Is Realistic in HubSpot URL: https://dataparrot.ai/blog/how-to-know-if-a-close-date-is-realistic-in-hubspot Published: 2026-05-31 How HubSpot teams can improve forecast accuracy by making close dates more objective, defensible, and grounded in buyer evidence. ### How to Stay on Top of Deals in HubSpot URL: https://dataparrot.ai/blog/how-to-stay-on-top-of-deals-in-hubspot Published: 2026-05-28 How HubSpot teams can stay on top of open deals with native tools, Breeze, workflows, deal health, and automated daily or weekly briefings. ### How to Score Deals in HubSpot: 5 Methods From Stage Probability to Deal Health URL: https://dataparrot.ai/blog/how-to-improve-deal-scoring-in-hubspot Published: 2026-04-14 A complete guide to the main deal scoring methods in HubSpot, how to choose the right one, how to build it, and when to move up. ### Product Update: Deal Health Trends, Meeting Transcripts, and AI Analysis Improvements URL: https://dataparrot.ai/blog/product-update-deal-health-trends-and-transcripts-april-2026 Published: 2026-04-05 Open deals now show health trends, meeting transcripts are available in the deal timeline, and Data Parrot's AI analysis has improved across the app. ### Product Update: Activity Dashboard for Calls, Meetings, Deals, and Leads URL: https://dataparrot.ai/blog/product-update-activity-dashboard-march-2026 Published: 2026-03-19 Activity Dashboard is now live for Pro and Max with a rep-by-rep activity matrix, configurable charts, detail tables, custom columns, and saved layouts. ### The Future of CRM Analytics: Why We Built Data Parrot URL: https://dataparrot.ai/blog/data-parrot-crm-analytics Published: 2024-12-01 We built Data Parrot because every company deserves an expert revenue analyst who automatically delivers exactly what you need to know, exactly when you need to know it. --- Last Updated: 2026-10-06