What is Deal Pulse in Data Parrot?

Deal Pulse is a command center for managing active deals in your sales pipeline. It provides comprehensive deal cards that display key information like deal name, amount, close date, owner, and stage. Each card shows AI-assessed metrics including deal health, forecast category, deal status, and competitive position, giving sales leaders quick visibility into which opportunities need attention.

How does Deal Pulse help with deal management?

Deal Pulse simplifies deal management through filtering options that let you focus on specific segments of your pipeline. You can filter by deal health (high/medium/low), forecast category (commit/best case/pipeline), deal status (active/stuck/dormant), and other criteria. This targeted approach helps sales managers conduct efficient deal reviews, identify at-risk opportunities, and understand where to allocate coaching resources.

Deal Pulse

The Deal Pulse (opens in a new tab) page is your command center for managing and tracking your open sales deals. It displays all of your open sales deals in a filterable, searchable list so you can review the Data Parrot AI Insights and take action.

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

Deal Pulse Overview - Filter, Expand, and Review Deals

Key Features

Deal Pulse provides comprehensive tools to manage your sales pipeline:

Filters & Search

Powerful filtering system with AI-powered analysis filters:

Main Filters: Pipeline/Stage, Deal Owner, Team
AI Filters: Deal Health, Forecast Category, Customer Intent, and more
Engagement Filters: Track calls, meetings, and email activity
Save filter presets for quick access to your most-used views

Learn more about filtering →

Viewing and Analyzing Deals

Customizable deal views with comprehensive insights:

Customizable columns and sorting options
Expandable deal cards showing AI Analysis, Timeline, and Suggestions
Visual indicators for quick health assessment
Bulk operations for efficient pipeline management

Learn more about viewing deals →

Deal Pulse Mode

Accelerated deal review interface for maximum efficiency:

Full-screen focus on one deal at a time
Gamified experience with progress tracking and timers
Real-time HubSpot updates for Close Date, Stage, and Amount
Integrated note and task creation
Forecast impact tracking as you make changes

Learn more about Deal Pulse Mode →

Polly Says...

Deal Pulse combines the power of AI analysis with practical workflow tools. Start with filters to focus your review, use the standard view for detailed analysis, then switch to Deal Pulse Mode for rapid updates during deal review meetings.

Getting Started

Set up your filters: Create and save filter presets for your common use cases
Customize your view: Add the columns that matter most to your process
Review with AI insights: Use the expanded view to understand deal dynamics
Run efficient reviews: Use Deal Pulse Mode for team meetings and pipeline updates

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: Explore to see a detailed view of all your sales engagements across your sales team.
Read more on our website (opens in a new tab): Learn more about AI deal scoring.

Activity Dashboard Filters & Search