News Feed
The Newsfeed (opens in a new tab) is the first thing you see when you log in to Data Parrot. It's your go-to source for staying up-to-date with all the latest activities and changes in your sales pipeline, giving you a pulse on what's happening.
It shows you summary metrics for the last 14 days including Total Pipeline, Active Deals and Engagements.
It also shows you a timeline organized by day of the following:
- Engagements
- Deal Property Changes
- Deal AI Changes
If there are multiple updates for the same day for a deal, they will be grouped together in the timeline.
Deal Newsfeed Overview
Overview
The News Feed is the first thing you see when you log in to Data Parrot. It's your go-to source for staying up-to-date with all the latest activities and changes for your sales team, giving you a pulse on what's happening.
Summary Metrics
The summary metrics are displayed at the top of the News Feed. They show you the total pipeline amount, the number of active deals and the number of engagements (meetings, calls and emails) for the last 14 days.
Deal Newsfeed Summary Metrics
Deal Newsfeed
The Deal Newsfeed is a timeline of recent key updates for your deals. It shows you the following grouped by Day and Deal:
- Engagements (meetings, calls and emails)
- Key Deal Property Changes (Amount, Close Date, Pipeline, Deal Stage)
- Deal AI Changes
Deal Newsfeed Timeline
If there are multiple updates for the same day for a deal, they will be grouped together in the timeline.
Deal Newsfeed Grouping by Day and Deal
View Deal Details
You can expand any of these to see more details about the related deal. Simply click anywhere on the row for the timeline event and it will expand to show you more detailed information about that deal.
Expanded Deal Card with AI Analysis
The expanded view shows you the following:
| Left Column: Standard Deal Details | Right Column: AI Analysis |
|---|---|
| Deal Name | Overall Deal Health Score |
| Associated Company & Contact | AI Forecast Category |
| Amount | AI Deal Summary |
| Pipeline, Deal Stage | AI Deal Signals |
| Close Date | AI Hygiene Analysis |
| Deal Owner | AI Generated Suggestions/Next Steps |
| Last 4 Deal Activities (Engagements, Key Property Changes) |
Filtering the Newsfeed
You can filter the Summary Metrics and Newsfeed by Pipeline, Deal Stage, Deal Owner and Teams.
Click Filter:
Click to Filter
Then choose the filters you want to apply including Pipeline, Deal Stage, Deal Owner and Teams.
Select your Filters
How to Use the Deal Newsfeed Effectively
Start Your Day with a Quick Scan (opens in a new tab): Make it a habit to check the newsfeed first thing in the morning. It's a great way to get a pulse on what's happening in your pipeline.
Quickly Drill into the Details: Click on any of the timeline events to expand them and see more details about the related deal.
Set up Filter Presets: Create filters and save them as presets to quickly filter the newsfeed by different criteria such as Pipeline, Deal Stage, Deal Owner and Teams.
Next Steps
- Activity Dashboard: Explore to see a detailed view of all your sales engagements across your sales team.
- Pipeline Time Machine: Inspect your Pipeline Changes to see how your pipeline is changing over time.
- Research Trends: Check out to see how your deals are performing compared to your peers.
If you have a question, need support or have feedback for us, contact us anytime.