AI Properties for Open Deals in HubSpot
“Data Parrot adds AI properties to every open deal: overall deal health, customer intent, next steps, and more.
If this isn't available, here are details on how to enable it.
Data Parrot AI Analysis properties on an open deal in HubSpot
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.