Research Trends

The Research Trends page in Data Parrot (opens in a new tab) is an AI-driven analytics feature that provides deep insights into customer sentiment and requests, revealing positive feedback, negative feedback and feature requests.

AI-Powered Research Trends Overview

How to Use Research Trends

1. Go to Research Trends (opens in a new tab)
2. Click on the "Create New Report" button
3. Enter a name for your report and adjust your filters - Date Range, Pipeline(s) and Deal Owner(s)
4. Click on the "Run Report" button

The report will start running - it can take up to 2 minutes to complete.

Create New Research Report and Adjust Filters

When it is complete, it is already saved for you to view any time.

You can download the report as a PDF and share it with your team. You can also delete it at any time.

What Research Trends Reveals

1. Positive Feedback Trends: Identifies the top two positive sentiment patterns, such as "Ease of Use" or "Fast Support Response," with detailed analysis and confidence scores.
2. Negative Feedback Trends: Pinpoints the top two negative sentiment patterns, such as "Integration Issues" or "Pricing Concerns," with insights into areas for improvement and confidence scores.
3. Customer Requests: Identifies the top two requests from customers, for helping you prioritize product/service improvements.

Research Trend Results: Top Positive Analysis

Research Trend Results: Top Negative Analysis

Research Trend Results: Top Customer Requests

What You Can Do with the Results

You can access the report any time from the Research Trends page (opens in a new tab).

You can also download the report as a PDF and share it with your team by clicking the download icon.

Download Research Trends Report

Example PDF Download of a Research Trends 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 (opens in a new tab) at the top right of the page.

View Saved Reports

You can view all of your saved reports on the Research Trends page (opens in a new tab). Simply click them to view the results, delete or download as a PDF.

Making the Most of Research Trends

• Run for Specific Pipeline: You can run a report for a specific pipeline to see positive, negative and customer requests for that pipeline.
• Get Detailed Insights: Select one or more deal owners, date ranges, and pipeline(s) to dig into specific trends and insights.
• Revisit your Automatically Generated Reports: The week in review email automatically sends you a link to the Research Trends report for the previous week. Access it any time!

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 with Deal Pulse: Monitor deal health and progress.