Release Notes

Release Notes

Stay updated with the latest features, improvements, and bug fixes in Data Parrot. For more details on our product, visit www.dataparrot.ai (opens in a new tab).

Oct 1, 2025 Update ↗

Key Updates

The HubSpot UI Extension is now available for all users.

You can now 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, risk, and more
  • See why deals were won or lost with outcome analysis
  • Chat with your deals with built-in context from associated companies and contacts, not just the deal
  • Create tasks inline from AI suggestions to take action directly in HubSpot

These capabilities are live today in HubSpot for all Data Parrot users.

Details

Example Cards in HubSpot

HubSpot UI Extension showing Data Parrot AI Deal Health Analysis

HubSpot UI Extension showing Data Parrot AI Deal Health Analysis

HubSpot UI Extension showing Data Parrot AI Deal Health Analysis

HubSpot UI Extension showing Data Parrot AI Deal Health Analysis

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.

  1. In HubSpot, Go to Settings → Integrations → Data Parrot → App Cards
  2. Select Manage Locations
  • 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:

  • Choose your views
  • Add Data Parrot cards
  • Adjust card order

Once added, users with Data Parrot access will see the Deal Health cards on the Deal Form.

Availability by Plan

This is what is available in the HubSpot UI Extension by Data Parrot Version.

Data Parrot VersionOpen Deal AnalysisWon/Lost Deal Analysis
EssentialsAvailable (Credits)Coming Soon (Credits)
ProAvailableAvailable
Win Loss Review Plus AddonComing Soon

For Beta Users

Thank you to everyone who joined the beta. 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.

You can add the new cards and remove the old ones by doing the following:

  1. Go to Settings → Objects → Deals → Record Customization
  2. Remove the old beta cards from your views
  3. Add the new cards here or via Settings → Integrations → Data Parrot → App Cards

If you have any issues or questions let us know and we are happy to help.

Chat with your Deal ↗ (opens in a new tab)

Next Steps

Sep 18, 2025 Update ↗

Key Updates

This week we have some great updates to our HubSpot direct integration, added chat to the deal form in Data Parrot, and improvements to the Win-Loss Plus addon.

  • HubSpot UI Extension: We've added "Why We'll Win / Why We'll Lose" and improved the overall layout
  • Chat with your Deal in Data Parrot: On the new Deal Form in Data Parrot, you can chat with your deal
  • Improved Win Loss Review Plus: We have standardized the Win/Loss Reasons to make it easier to understand the themes around why you win/lose deals

Details

HubSpot Integration Updates

HubSpot UI Extension showing Why We'll Win and Why We'll Lose

Enhanced HubSpot UI Extension with Why We'll Win / Why We'll Lose Analysis

We've made significant updates to our HubSpot UI Extension including:

  • Dynamically calculating "Why We'll Win" and "Why We'll Lose" - Get real-time insights into deal strengths and risks
  • Expand to see details for summary, signals, and hygiene metrics
  • General cleanup and design improvements for better user experience

The extension has been a big hit - let us know what else you would like to see!

How to Install:

  1. In Data Parrot: Go to Settings → Integrations (opens in a new tab) and select "Install Data Parrot Card"
  2. In HubSpot: Add the Data Parrot cards to your deal view (the main panel, sidebar, or both!)

Install Data Parrot HubSpot Extension ↗ (opens in a new tab)

Help Guide ↗

Polly Says...

Pro Tip: The "Why We'll Win / Why We'll Lose" analysis updates dynamically as your deal progresses. Check it after key customer interactions to see how the AI's assessment changes based on new engagement data.

Chat With Your Deal in Data Parrot

Chat with Deal feature in Data Parrot Deal Form

Chat With Your Deal Directly in Data Parrot's Deal Form

You can now ask any questions about your deal directly within Deal Pulse Mode or the Deal Form in Data Parrot.

What the Chatbot Considers:

The AI chatbot analyzes comprehensive deal context including:

  • Primary deal data including custom properties and historical values
  • Associated engagements and interaction patterns
  • Associated companies and contacts
  • Deals and engagements associated to companies and contacts

Key Benefits:

  • Instant Insights: Get immediate answers about deal status, next steps, and risks
  • Comprehensive Analysis: AI considers all related data, not just the deal record
  • Strategic Guidance: Ask for creative ideas to re-engage customers or overcome obstacles

We have a lot more planned for the chatbot - stay tuned!

Chat with your Deal ↗ (opens in a new tab)

Win-Loss Plus Improvements

Win-Loss Plus standardized reason categories

Improved Win-Loss Plus with Standardized Reason Categories

The Win-Loss Plus Addon has been improved to standardize the Win and Loss Reason categories.

What's Changed:

  • Standardized Categories: Previously there could be overlap with similar reasons - now the grouping is more natural
  • Clearer Themes: Easier to identify patterns in why deals are won or lost
  • Better Reporting: More actionable insights from aggregated win/loss data

Benefits of Standardization:

  • Pattern Recognition: Quickly identify recurring themes across won and lost deals
  • Training Opportunities: Use standardized data to coach reps on common objections
  • Strategic Planning: Make data-driven decisions about product, pricing, and positioning

Coming Next: We're continuing to enhance Win-Loss Plus with standardization for:

Win-Loss Plus is an Addon available for Annual customers. It is currently in early release and the pricing will be updated in the future as we continue to expand it.

Go to Win-Loss Plus ↗ (opens in a new tab)

Get the Addon ↗

Polly Says...

Pro Tip: Review your Win-Loss themes monthly with your team. The standardized categories make it easy to spot trends and adjust your sales strategy accordingly.

Next Steps

Sep 11, 2025 Update ↗

Key Updates

Our latest update focuses on expanding the HubSpot UI Card we recently released. It's been a huge hit and we look forward to continuing to add more.

  • Improved UI in HubSpot Cards: The scores are now more visual and the layout has been updated to be more scannable
  • Chat with your Deal: In the HubSpot card, you can now chat with your deal.
  • Data Parrot Deal Form: In Data Parrot you can now review your deal in full screen.

Details

Improved HubSpot UI Card

Improved HubSpot UI Card with Data Parrot Deal AI Analysis

Improved HubSpot UI Card with Data Parrot Deal AI Analysis

The Data Parrot card in HubSpot has been improved with a more visual layout and scores that are easier to read.

How to Install

  1. In Data Parrot, go to Settings → Integrations and select Install Data Parrot Card
  2. In HubSpot, add the Data Parrot cards to your deal view (the main panel card, sidebar card or both!)

Install Data Parrot HubSpot Extension ↗

Help Guide ↗

Chat With Data Parrot in HubSpot

Chat With Data Parrot in HubSpot

Chat With your Deal in HubSpot with the Data Parrot UI Card Extension

Now you can ask any question about the deal to Data Parrot right in HubSpot.

Key Benefits

The Data Parrot AI chatbot considers everything related to the deal including:

  • primary deal data including custom properties and historical values of the deal properties
  • associated engagements
  • associated companies, contacts
  • deals and engagements associated to companies and contacts (!)

How to Enable:

  1. In Data Parrot: Go to Settings → Integrations and select "Install Data Parrot Card" and then select "Enable Data Parrot AI Assistant"
  2. In HubSpot: Add the Data Parrot cards to your deal view

Polly Says...

Pro Tip: Ask questions like "What is a crazy idea to re-engage this customer" or "why does the close date keep slipping?"

Full Screen Deals in Data Parrot

Full Screen Deals in Data Parrot

Full Screen Deals in Data Parrot

We have added full screen deal forms to 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 ↗ (opens in a new tab)

Improved Pipeline Time Machine

Improved Pipeline Time Machine

Improved Pipeline Time Machine

We have reorganized the Pipeline Time Machine filters to make it easier track your pipeline behavior. It follows this flow:

  1. Choose your grouping (day/week/month/quarter)
  2. Pick your date range
  3. Optionally compare to previous periods

Go to Pipeline Time Machine ↗ (opens in a new tab)

Next Steps

Aug 22, 2025 Update ↗

Key Updates

Today we released big improvements to the HubSpot UI extension:

  • Real-time AI Recalculation: No need to wait for the daily update. If you change a deal, add engagements, or update associations, just click recalculate and get refreshed results
  • AI Feedback System: Give a quick thumbs up/down and share feedback to help improve the AI analysis
  • New right panel card on the Deal: Always available on the right panel, configurable so each user can choose which AI feedback to see

Details

Recalculate the AI Analysis on Demand

Recalculate (Beta) button in action within the HubSpot Deal view

Recalculate AI Insights on Demand

If you update a deal, add engagements, or change associations, you don't need to wait for the daily refresh. Simply click Recalculate and the AI will update on the spot.

Key Benefits:

  • Instant Results: Get fresh AI analysis within 5-15 seconds of clicking recalculate
  • Stay Up to Date: No more waiting for Data Parrot to update the AI, run it when you need it

Install the Data Parrot HubSpot Extension ↗

Help on how to Set it Up ↗

Data Parrot Card in the HubSpot Right Panel

Data Parrot Sidebar in HubSpot Deal View

Data Parrot Card in the HubSpot Right Panel on the Deal

The Data Parrot card is now available to display on the right panel in your HubSpot deal form. This is a great way to get a quick overview of the deal health and status.

The Card by default shows the following:

  • Deal Health - Visual indicators and explanations
  • Deal Status - Current stage and progress insights
  • AI Summary - Key takeaways and analysis

How to Configure

You can modify the card to show any of the AI analysis!

This is configurable per user, so each user can individually choose which AI insights they want to see.

Configure the sidebar card to show the sections you want to see

How to Modify which AI Insights are shown in the right panel card

Available AI Insights on the Right Panel HubSpot Card

  • Summary: Overall AI Summary of the deal
  • Deal Health: Summary of the deal health
  • Deal Status: Analysis of the status (active, stuck, dormant, dead)
  • Purchase Intent: AI analysis of the level of purchase intent (ie buyer intent, triggers, etc)
  • Competitive Position: Analysis of the competitive position of the deal
  • Sales Rep Performance: Analysis of the sales rep performance
  • Stage Confidence: AI confidence level of the deal stage
  • Close Date Confidence: AI confidence level of the close date

How to Install the Data Parrot Card in HubSpot

  1. In Data Parrot: Go to Settings → Integrations and select "Install Data Parrot Card"
  2. In HubSpot: Add the Data Parrot cards to your deal view

Key Benefits

  • Always Available - The right panel card is always available so you can see the AI insights immediately
  • Configurable per User - Every user can configure the right panel card to show the AI Feedback they want to see

Install Data Parrot HubSpot Extension ↗

Help on how to Set it Up ↗

Polly Says...

Pro Tip: Use the recalculate feature after important deal updates (meetings, proposals, status changes) to get the most current AI analysis. The feedback system helps us learn what insights are most valuable to your sales process.

Rate the AI Insights

Rate the AI analysis with a simple thumbs up 👍 or thumbs down 👎 and provide optional detailed feedback to help us improve our analysis.

How it works:

  • Quick Rating: Use the thumbs up/down buttons in the top-right corner of the Data Parrot card
  • Detailed Feedback: Optionally add specific comments about insight accuracy or usefulness

Next Steps

Aug 14, 2025 Update ↗

Key Updates

  • HubSpot UI Extension Card: Add a dedicated Data Parrot card directly to your HubSpot deal views for instant access to AI insights
  • Seamless HubSpot Integration: View deal health, buying signals, and create tasks without leaving HubSpot
  • Flexible Placement Options: Place the card on the Overview tab or create a dedicated "Data Parrot" tab

Details

HubSpot UI Extension Card

Data Parrot HubSpot UI Extension Card

Data Parrot Card in HubSpot Deal View

You can now add a dedicated Data Parrot card directly to your HubSpot deal view, bringing AI-powered insights right where you need them most.

What you can do:

  • 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

Getting started with the HubSpot UI Extension is simple:

  1. In Data Parrot: Go to Settings → Integrations and select "Install Data Parrot Card"
  2. In HubSpot: Add the Data Parrot card to your deal view
  3. Done: Start viewing AI insights directly in HubSpot

Open Integrations in Data Parrot ↗

Follow the step-by-step guide ↗

Important Notes

  • Card placement: The card can only be placed in the center panel of a deal record
  • User access: Only Data Parrot users will see the AI insights — all users can still see the custom properties
  • Team control: Use HubSpot's team views to control who sees the card
  • Account requirement: Available for Data Parrot Pro accounts
Polly Says...

Pro Tip: Create a dedicated "Data Parrot" tab in your HubSpot deal view to give the AI insights their own space, making it easier for your team to focus on the most important deal signals.

Next Steps

Jul 23, 2025 Update ↗

Key Updates

  • New Activity Dashboard: View the calls, meetings and emails for your team including dynamic filtering and sorting. Quickly see the trends by day, week or month.
  • Help Overlay for Deal Pulse Mode: Make it easier to learn what each section of the deal view does.

Details

Activity Dashboard

New Activity Dashboard

New Activity Dashboard

The Activity Dashboard is a single screen view into the activities of your sales team. You can see a summary table, a chart showing engagements over time, and a list of the engagements.

  • Filter by date range, owner, and whether the activity is tied to a deal or a lead.
  • Sort any column—meetings booked, rescheduled, call connects, talk time, email counts.
  • Click Meetings, Calls, or Emails in the table header to filter the chart for that type.
  • Click a rep's name to filter the chart for that owner.
  • Group the chart by day, week, or month.
  • Toggle to hide duplicate meetings.
  • Internal emails are removed automatically.

Go to Activity Dashboard↗ (opens in a new tab)

Read More about the Activity Dashboard

Help Overlay for Deal Pulse Mode

Help Overlay for Deal Pulse Mode

Help Overlay for Deal Pulse Mode

The Help Overlay for Deal Pulse Mode is a new feature that helps you understand what each section of the deal pulse mode does.

  • Click the question mark in the top right corner of the deal view to open the help overlay.
  • Hover over the section you want to learn more about.
  • Click the close button to close the help overlay.

Go to Deal Pulse (opens in a new tab)

Read More about Deal Pulse Mode

Next Steps

Jul 9, 2025 Update ↗

Key Updates

  • New Deal Pulse Mode: Spend less time digging through deal history and more time figuring out how to win. The new layout brings AI insights, suggestions, and timeline into a single, focused view.
  • Filter Deals By Engagements: You can now filter deals based on activity. Try things like: “Deals with no emails in the last 7 days” or “Deals with a completed discovery call but low intent.”
  • New Deal Table View: Add and re-order columns, sort by multiple fields, and expand rows to view full deal details - all in one streamlined layout.
  • Notes now included in AI Scoring: Notes are now considered for Deal Health Analysis - no extra work required.

Details

New Deal Pulse Mode

New Data Parrot Deal Pulse Mode - Power your Deal Reviews

New Data Parrot Deal Pulse Mode

We’ve redesigned Deal Pulse Mode to make pipeline reviews sharper, faster, and more actionable. What’s new:

  • AI now frames each deal with “Why We Will Win” and “Why We Will Lose”
  • New layout: deals on the left, core insight in the middle, actions and history on the right
  • Timeline + Suggestions shown side-by-side for full context
  • Built to run cleanly on a single screen — no tabs, no scrolling

This new view makes it easier to coach reps, spot risks early, and clean up pipeline — without the noise. Less time reviewing, more time winning.

Go to Deal Pulse↗ (opens in a new tab)

Read More about Deal Pulse

Filter Deals by Engagements

Filter Deals by HubSpot Engagements in Data Parrot

Filter Deals by Engagements

We’ve added a powerful new way to filter deals — based on real activity.

Now you can combine AI filters (like Customer Intent or Deal Health) with engagement filters (like email, meeting, or call history).

Which high-intent deals haven’t had an email in 2 weeks? Which deals closing soon haven’t had a discovery meeting? Which low-performing deals are getting ghosted?

You can also save your favorite filters as presets — and toggle between them fast.

Bonus: We’ve moved top-level filters (Pipeline, Stage, Team, Owners) to the top so they follow you across sessions.

This makes it easier to focus on what matters — the deals that need attention, right now.

Filter your Deals by Engagements↗ (opens in a new tab)

Read More about Filtering Deals in Deal Pulse

New Deal Table View

New Deal Table View in Data Parrot

New Deal Table View

We’ve upgraded the Deal Table so you can control how your deals are displayed and work the way you want. Now you can:

  • Choose and reorder columns
  • Sort by multiple fields (like Close Date and Stage)
  • Expand any row to see full deal details without leaving the table

It’s a faster, more flexible way to scan your Deals, spot what matters, and take action on the spot.

Next Steps

Jun 26, 2025 Update ↗

Key Updates

  • Team Activity Dashboard: filter duplicate meetings, filter engagements by associations (lead/deal/all) and an improved table view
  • AI Forecast Improvements: displays both count and amount, improved visuals, filter on no close date and more
  • New Help Pages: How to Improve the AI, HubSpot Custom Properties Guide

Details

Team Activity Dashboard

Data Parrot Team Activity Dashboard

Data Parrot Team Activity Dashboard - Filter Duplicate Meetings

If you use integrations, you know the issue: one tool books a meeting, another creates a second meeting from the transcript.

That’s now fixed. The Team Activity Dashboard supports smart de-duplication — duplicate meetings are detected and displayed clearly.

Also new: filter the Team Activity Dashboard by association — view activity by lead, deal, or all.

Go to Team Activity↗ (opens in a new tab)

Read More about the Team Activity Dashboard

AI Forecast Improvements

Data Parrot AI Forecast Improvements

Data Parrot AI Forecast Improvements

We’ve made big upgrades to the AI Forecast chart:

  • You can now see both deal count and amount at the same time
  • Filter your Forecast by Deals with no Close Date - while no bars in the chart will show, this will help you find those deals that need to be tidied up

The visual layout is cleaner, with improved legends, more readable chart ranges and other improvements.

Go to the AI Forecast↗ (opens in a new tab)

Read More about AI Forecast

New Help Pages

We have added a few new pages to our Help Site to help your team understand how Data Parrot works:

Keep an eye on the Help site as we are continually adding/updating content!

Next Steps

May 29, 2025 Update ↗

Key Updates

  • New Interactive Filters - The new filter user experience is built for speed and ease of use.
  • ChatGPT for How to Use HubSpot - Ask ChatGPT how to do something in HubSpot and it will give you multiple options to choose from.
  • User Management - you can now instantly revoke access to any user, as well as set a default session duration before the user is required to re-authenticate.

Details

New Interactive Filters

Data Parrot Interactive Filters - AI Forecast

Data Parrot Interactive Filters - AI Forecast

Filters has never been more fun! With today's update, we have separated the "main filters" (pipeline, stage, deal owners, teams) from the Deal Pulse filters.

  • Filters are now entirely on-page, so you can make changes and see instant results
  • Presets separated into Main and Deal Pulse, giving you maximum flexibility when reviewing your deals
  • As you choose Deal Pulse filters, the other options will dynamically updating, giving you clues as where to go next

Try the new Filters↗ (opens in a new tab)

Read More about AI Forecast

Read More about Deal Pulse

ChatGPT for How to Use HubSpot

Data Parrot Win Loss Review Plus - AI Analysis of a Won or Lost HubSpot Deal

Compelling Events, Pain Points, Stakeholders and Friction

HubSpot is quite flexible - there are many ways to solve a problem. Which is the best for you? Explore it with our new Custom GPT on the OpenAI platform!

Our GPT doesn't just explain "how to do X" in HubSpot, it gives you multiple options so you can be sure to pick the right approach.

Try the Free ChatGPT for HubSpot↗ (opens in a new tab)

User Management - Revoking Access

In Settings - User Management, you can now instantly revoke access to any user, as well as set a default session duration before the user is required to re-authenticate.

Manage your Users↗ (opens in a new tab)

Other Updates

  • Sidebar is now smaller
  • Fixed the filtering to no longer show non-sales pipelines
  • Bug fixes with drop downs
  • Fixes with the Start Deal Pulse Mode filtering

Next Steps

May 7, 2025 Update ↗

Key Updates

  • Slack Integration - choose to get your Daily/Weekly notifications via Slack (update your preferences in Settings)
  • Win Loss Review Plus Big Update - We've made big updates to the Win Loss Plus addon including analysis of sales motions, compelling events, pain points and much more
  • Help Site Updates - We continually add content to our help site - lots of great content

Details

Slack Integration

Data Parrot Slack Integration - Weekly Notification

Data Parrot Slack Integration - Weekly Notification

We have released the new Slack integration so you can choose to receive the daily / weekly notifications by Email and/or Slack. Slack integration is available on all Data Parrot Plans.

Check out Slack Integration↗ (opens in a new tab)

Read More about Slack Integration↗

Win Loss Review Plus Big Updates

Data Parrot Win Loss Review Plus - AI Analysis of a Won or Lost HubSpot Deal

Compelling Events, Pain Points, Stakeholders and Friction

Data Parrot Win Loss Review Plus - Deal Overview

Full Deal Post-Mortem on why you won or lost a HubSpot Deal

Data Parrot Win Loss Review Plus - Sales Cycle Timeline

Interactive Sales Cycle Timeline showing the full history of the HubSpot Deal

We've made big changes to the Win Loss Review Plus add-on - we now analyze your deals to reveal:

  • Win/Loss Reasons
  • Your Performance - sales motions, internal blockers, internal assists
  • Customer Profile - pain points, compelling event, friction, and key stakeholders
  • 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.

Get Win Loss Review Plus↗ (opens in a new tab)

Learn more about Win Loss Review Plus↗

Other Updates

  • Improved onboarding experience for new users
  • Performance improvements
  • Fixed some quirky behavior with the filters

Next Steps

Apr 17, 2025 Update ↗

Key Updates

  • Win Loss Review - Instantly know the core reasons for deal outcomes with 1-2 sentence summaries. This is included with the Pro plan.
  • Win Loss Review Plus - Go deeper with detailed analysis of why deals were won or lost. This powerful add-on unlocks strategic, actionable insights through advanced AI.
  • Engagement Insights - Now conveniently located within a dedicated tab in the Activity Dashboard.
  • Improved Billing Section - We've refreshed the Billing section to be more informative and easier to navigate.

Details

Win Loss Review

Data Parrot Win Loss Review - Free with Pro Plan

Data Parrot Win Loss Review - Included with Pro Plan

We have added Win Loss Review (opens in a new tab) for Data Parrot Pro users which 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 as well.

Check out Win Loss Review↗ (opens in a new tab)

Read More about Win Loss Review↗

Win Loss Review Plus

Data Parrot Win Loss Review Plus - Expanded View of a Deal

Full Screen View of a Won or Lost Deal with Detailed Analysis

Introducing Win Loss Review Plus, our first add-on. Plus goes deep on the fundamental reasons why you win or lose deals, focusing on:

  • Ranked Win/Loss Reasons
  • Contact Roles & Influencers
  • Improvement Opportunities
  • Key Learnings
  • Property Impact

For each won or lost deal, you can view a Sales Cycle Timeline showing the deal's health over time, stage changes, amount changes, and engagement timeline. This is very powerful and can help guide post-deal action plans, deal reviews, and improve sales process to ultimately win more deals faster.

The daily and weekly notification emails will be updated to include Won & Lost Deals.

Win Loss Review Plus is $50/month and requires an annual Data Parrot Pro subscription. There is no additional per user fee.

Upgrade to Win Loss Review Plus↗ (opens in a new tab)

Learn more about Win Loss Review Plus↗

Other Updates

Next Steps

Apr 11, 2025 Update ↗

Key Updates

  • Ask Polly - Meet Polly in Playground! First up is asking questions about engagements related to your Won/Lost/Open Deals such as "What deals did we lose because of integration?"
  • Pipeline Time Machine - Massive update to how we show your pipeline history - it's now called Pipeline Time Machine and clearly shows you what grew and what shrank your pipeline. This was a very popular request!
  • New Help Site - Our help site has expanded dramatically - clicking help on any page in app takes you to the relevant help page.

Other updates include filtering the Activity Dashboard by Team and support for empty Close Date values in Deal Pulse Mode.

Details

Ask Polly

Ask Polly - Query your HubSpot Deal Engagements for your Open, Won and Lost Deals

Ask Polly - Query your HubSpot Deal Engagements for your Open, Won and Lost Deals

Meet Polly - the Data Parrot AI Chatbot. Today she is available for you to ask questions about engagements related to you Open, Won and Lost Deals. This is our first step in solving the CRM search problem.

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?

Playground is only available for Pro customers who have opted in.

Ask Polly a Question↗ (opens in a new tab)

Introducing Pipeline Time Machine

Pipeline Time Machine - Rewind your Pipeline for Full Pipeline Inspection

Pipeline Time Machine - Rewind your Pipeline for Full Pipeline Inspection

We have overhauled Pipeline Trends so much that it's now called Pipeline Time Machine.

  • What grew your pipeline
  • What shrank your pipeline
  • Open Deal movement
  • and much more

You can filter by any dates, pipelines/stages, deal owners, teams, and even compare previous years.

These improvements make it much easier to immediately understand the factors impacting your Pipeline.

The Week in Review email has been updated to match the new Pipeline Time Machine.

Check out Pipeline Time Machine↗ (opens in a new tab)

New Help Site Available

New Help Site Available

New Help Site Available

Check out our new Help Site! Highlights include:

Each page in the app (opens in a new tab) now has a help button that takes you to the relevant help page.

Go to the Help Site↗ (opens in a new tab)

Other Updates

Quick reminder: 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↗ (opens in a new tab)

Next Steps

Mar 13, 2025 Update ↗

Key Updates

  • Won Deal Analysis - Now available in Playground! For Pro customers, it has been run on up to 10 recently Won deals. See why you won, key learnings, turning points, and more
  • Team Activity Dashboard Now Live - View meetings booked, held, rescheduled, calls, emails and more for your team
  • All Amounts are Home Currency - Data Parrot now supports the home currency for Amount across the entire app
  • Custom Property Usage - You can now see usage data and AI feedback on all your custom properties. RevOps will love this!
  • Visualize Amounts by Date Range - when filtering by Close Date for Deal Pulse Mode, you can see the total amounts in a bar chart
  • Filter by Deal Owner - in Research Trends you can now filter by Deal Owner in addition to Pipeline and Date Range. Very Powerful!
  • View Last Sync - see when Data Parrot last pushed AI properties to HubSpot

Details

Won Deal Analysis Available in Playground

Won Deal Analysis in Playground

Won Deal Analysis in Playground

We have released Won deal analysis into Playground, available for Pro customers. You can see up to 10 recently won deals, and review:

  • Reasons for winning
  • Deal factors and user influencers
  • Key turning points in the sales cycle
  • Learnings to win future deals and opportunities for improvement
  • Review of key deal signals

We will be improving this as we go and would love your feedback.

See Won Deal Analysis↗ (opens in a new tab)

Team Activity Dashboard

Team Activity Dashboard

Team Activity Dashboard

Team Activity Dashboard has graduated from Playground and is now available in the main Data Parrot app.

View a summary of meetings booked, held, rescheduled, calls and emails for your sales team. Filter by date range, pipeline, deal owners and more.

View Team Activity↗ (opens in a new tab)

Amount is now Home Currency

Home Currency Support

Home Currency Support

Data Parrot now by default supports Amount in Home Currency across the entire app - Pipeline Trends, AI Forecast and everywhere else. This also now means that all amounts now have currency symbols.

Go to Data Parrot↗ (opens in a new tab)

Custom Property Usage

Custom Property Usage

Custom Property Usage

Custom properties analysis has improved and now includes usage data (How and when are they used?). This expands upon the existing classification which assigns a category, writes an Ai description and provides feedback.

We also show some useful graphs to get an idea of distribution of your custom properties.

In the table there is the ability to export the custom property metadata as well.

View Your Custom Property Analysis↗ (opens in a new tab)

Visualize Amounts by Date Range

Amount Visualization by Date Range

Amount Visualization by Date Range

You can now filter by Close Date and Amount Range in Deal Pulse Mode—one of our most requested updates.

Quick reminder: 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↗ (opens in a new tab)

Next Steps

Feb 27, 2025 Update ↗

Key Updates

  • Introducing Research Trends - Remember 2024 Wrapped? We've rolled it out into a dedicated section where you can pick a time range, pipeline and and see top customer issues and product feedback, including download to PDF.
  • Custom Property Analysis - Support for custom properties is underway, starting with analyzing deal pattern usage and providing AI feedback
  • Deal Pulse Mode New Filters - You can now filter by close date range and amount.

Details

Research Trends

Research Trends to see top customer issues and product feedback powered by AI

Research Trends Reveals Top Customer Issues and Product Feedback

We've launched Research Trends, a powerful new way to analyze your sales data. Pick a date range and pipeline, and let AI uncover:

  • Positive Trends – What's working?
  • Negative Trends – Where are the blockers?
  • Customer Feedback – Key product and service requests

Originally introduced in 2024 Wrapped, you can now run it anytime, for any pipeline. Soon, you'll even be able to customize the research to focus on what matters most.

Go to Research Trends↗ (opens in a new tab)

Custom Property Analysis

Custom Property Analysis

Custom Property Analysis

Custom properties are here! Our AI now automatically classifies them, giving you instant insights into:

  • AI Description
  • AI Category
  • AI Feedback
  • Deal Pattern Analysis

Right now, you can review how your properties are classified. This is an early release, and your feedback will help us refine it further.

Next up: property usage analysis, formula detection, and customer journey stage insights.

View Your Custom Property Analysis↗ (opens in a new tab)

Deal Pulse Mode Filtering

Deal Pulse Mode Filtering

Deal Pulse Mode Filtering

You can now filter by Close Date and Amount Range in Deal Pulse Mode—one of our most requested updates.

Quick reminder: 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↗ (opens in a new tab)

Next Steps

Feb 20, 2025 Update ↗

Key Updates

  • Filtering by Team - filter by Team is available everywhere in the app, including the Team Activity Dashboard in playground
  • Accelerated Sync - increase the HubSpot sync frequency to every 5 minutes for 2 hours - this was a popular request!
  • Deal Pulse Mode Chart - a chart that shows the initial state of your forecast, and the impact of the changes you are making while doing Deal Reviews

Details

Filtering by Team

Filtering by Team

Filtering by Team

Filtering by Team is now available everywhere in the app as well as the Team Activity Dashboard in Playground (opens in a new tab) and for Deal Pulse Mode. This includes saving your team filters to your presets!

Note - you can filter by Team and Deal Owner at the same time for maximum flexibility.

Filter your AI Forecast↗ (opens in a new tab)

HubSpot Accelerated Sync

HubSpot Accelerated Sync

HubSpot Accelerated Sync

In settings (opens in a new tab) you can now activate 'accelerated sync', which will increase the sync frequency to every 5 minutes for 2 hours (default is hourly). You can also see the last time the HubSpot sync was completed.

Deal Pulse Mode (opens in a new tab) automatically activates accelerated sync.

Turn on Accelerated Sync↗ (opens in a new tab)

Deal Pulse Mode Chart

Deal Pulse Mode Chart

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 - if you make changes in HubSpot during Deal Pulse Mode, it will not currently be updated. The changes only display if you make them in Deal Pulse Mode and click the confirm button.

Go to Deal Pulse↗ (opens in a new tab)

Next Steps

Feb 13, 2025 Update ↗

Key Updates

  • Team Activity Dashboard - We made this available last week for early access and the response has been very positive! The filters now default to your main app settings for Deal Owner and Pipeline, added "talk time" and "time in meetings" and a number of small fixes.
  • AI Forecast Filter Update - New timeframe options: This Month, 3 Months Out, 6 Months Out, Custom Date Range. This now aligns with Pipeline Trends and makes it easier to dig into your Forecast.
  • Preview our upcoming AI Builder - Check out our upcoming AI builder - use Data Parrot to set up your own personalized deal assessments and automatically push them to your HubSpot.

Details

Team Activity Dashboard Updates

Team Activity Dashboard Updated

Team Activity Dashboard

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 you deeper insight into your team's activities.

Reminder - the Team Activity dashboard is available for early access in the Data Parrot playground.

Team Activity Dashboard↗ (opens in a new tab)

AI Forecast Filter Update

AI Forecast Filter Update

AI Forecast Filter Update

New AI Forecast timeframe options: This Month, 3 Months Out, 6 Months Out, Custom Date Range. This now aligns with Pipeline Trends and should make it easier to dig into your Forecast. Plus we fixed a few small UI issues that occurred at various resolutions.

Go to AI Forecast↗ (opens in a new tab)

Next Steps

Jan 30, 2025 Update ↗

Key Updates

  • Team Activity Dashboard - Now available via our Playground (early access), It shows meetings booked, held, rescheduled, call connects, and more.
  • AI Forecast - now shows total amount above the bar chart
  • Deal Pulse Mode - You can now filter by AI Feedback to focus your Deal Reviews
  • Email Notification Summaries - the daily/weekly emails summaries now have smart subjects and summaries that quickly help you identify the most important deal updates

Details

Team Activity Dashboard

Team Activity Dashboard

Team Activity Dashboard

We have launched our new Data Parrot Playground, where we provide customers with early access to new features we're working on. First up is the Team Activity Dashboard - a summary of meetings, calls and emails for your sales team with filters.

This is a much-requested feature because it's very difficult to do in HubSpot, particularly identifying reschedules!

Team Activity Dashboard↗ (opens in a new tab)

Filter Deal Pulse Mode by AI Feedback

Filter Deal Pulse Mode by AI Feedback

Filter Deal Pulse Mode by AI Feedback

The filter for Deal Pulse Mode has been updated to filter 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↗ (opens in a new tab)

AI Forecast Now Shows Total Amount

AI Forecast Now Shows Total Amount

AI Forecast Now Shows Total Amount

We've added the total amount by month above the bars - a popular request!

Go to AI Forecast↗ (opens in a new tab)

Notification Email AI Summaries

Notification Email AI Summaries

Notification Email AI Summaries

The Daily and Weekly emails have leveled up their AI with dynamic subjects and summarization of the most important deal updates. Soon we will be adding support for team activity, leads, and all engagements.

Next Steps

Jan 14, 2025 Update ↗

Key Updates

  • Pipeline Trends Update - Filters and date range are now at the top of the page, making it easier to find what you need
  • Data Parrot Wrapped - Take a look at your 2024 in review - see who held the most meetings, closed the most deals, and what your sales data reveals

Details

Pipeline Trends Update

Pipeline Trends Update

Pipeline Trends Update

The Pipeline Trends section has been updated to move the Date Range, Group By, Previous Years comparison and Filters above the chart. This should be more intuitive and help you dig into your pipeline growth over time.

Go to Pipeline Trends↗ (opens in a new tab)

Data Parrot Wrapped - Your 2024 in Review

Data Parrot Wrapped - Your 2024 in Review

Data Parrot Wrapped - Your 2024 in Review

At the end of December, we released Data Parrot Wrapped. 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

Go to Data Parrot Wrapped↗ (opens in a new tab)

Next Steps

Dec 12, 2024 Update ↗

Introducing Deal Pulse Mode


Deal Pulse Mode helps you run fast & efficient deal review meetings. Spend less time digging through HubSpot, more time coaching your team and getting an accurate forecast.

  • Glanceable timeline of engagements and property changes
  • Data Parrot AI feedback and suggestions
  • One-click updates to HubSpot for Close Date, Amount and Stage

All with no scrolling!

Go to Deal Pulse↗ (opens in a new tab)

Next Steps

Nov 14, 2024 Update ↗

Key Updates

  • filtering by deal stage
  • displaying previous years on the pipeline trends

Details

Filtering by Deal Stage

Filtering by Deal Stage

Filtering by Deal Stage

We've brought back filtering by deal stage, and it's now easier to use than ever. All filters are now combined into a single, unified filter UI, so you can manage everything in one place.

Plus, you can save presets for different filtering scenarios to save time and effort.

We will continue to improve filtering—let us know your thoughts!

Filter your Deals↗ (opens in a new tab)

Overlay Previous Years in Pipeline Trends

Overlay Previous Years in Pipeline Trends

Overlay Previous Years in Pipeline Trends

By popular request, you can now overlay previous years in Pipeline Trends. Simply click the year you want to compare to, and it will display.

This pays attention to your filters by create date, deal owner and pipelines.

Compare your Pipeline↗ (opens in a new tab)

Next Steps

Sep 26, 2024 Update ↗

Key Updates

  • ability to filter your deals in Deal Pulse and AI Forecast
  • new notification email - we've added deal changes, direct links and more.

Filtering Your Deals

Filtering Your Deals

Filtering Your Deals

Filtering is now available! You can filter by Deal Health, Forecast Category, Deal Status, Purchase Intent, and Close Date, and even save your filters as presets for easy access.

In the screenshot above, I have created a preset for "my best deals closing in the next 30 days".

You can apply these filters to both Deal Pulse (opens in a new tab) and AI Forecast (opens in a new tab).

Expanded Notifications

The new Notifications add the following:

  • Calls and Meetings: Calls and meetings are now included in the notifications in addition to emails.
  • Key Property Changes: Shows the deals where close date or amount was changed.
  • Smarter Stuck Deals: We updated the AI to ensure that the stuck deals are, in fact, still stuck!

Next Steps

Sep 17, 2024 Update ↗

Key Updates

  • Homepage News Feed: The home page now shows a timeline of key events - changes to deal properties (Amount, Pipeline/Stage, Close Date), New Deal AI Analysis, and engagements associated with deals.
  • New Section: Deal Pulse: Deal pulse replaces Deal Progress, and adds much more information. The AI now assesses deal quality including Deal Health, Forecast Category, Purchase Intent, Deal Status, and more. It also assigns a confidence rating on Close Date and Stage.
  • Calls and meetings: We have added support for Calls and Meetings in addition to Emails to get a larger picture of what is happening with your deals.
  • Improved AI: Our AI now intelligently adapts to the pipeline and stage of each deal for increased personalization including whether it is a pre-sales deal, new business, expansion or renewal.
  • Conversational Feedback: The 'tone' of the AI should be 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".

Details

Homepage News Feed

Homepage News Feed

Homepage News Feed

The home page now shows a timeline of key events related to your deals:

  • New Deal AI Analysis
  • New Engagements associated to Deals
  • Key Property Changes - Amount, Pipeline/Stage, and Close Date.

You can expand any line in the newsfeed to see the Deal Card, as well as filter by the 3 categories.

Deal Pulse (Replaces Deal Progress)

Deal Pulse (Replaces Deal Progress)

Deal Pulse (Replaces Deal Progress)

Deal pulse replaces Deal Progress, and adds much more information. The AI now assesses Deal Quality as Deal Hygiene.

Deal Quality:

  • Deal Health: Overall Deal Health Score
  • Forecast Category: AI suggested forecast category (Committed, Upside, etc)
  • Deal Status: Active, Stuck, Dormant, etc.
  • Competitive Position: Attempts to answer the question: if the customer does buy, will it be from you?
  • Sales Performance: assesses the performance of the sales person (Deal Owner) throughout the lifecycle of this deal.

Deal Hygiene:

  • Close Date: A confidence rating and suggested close date for this deal.
  • Deal Stage: Improved AI analysis of the current stage and assigns a recommended deal stage.

This is all available by export, and will be added to the returning AI Forecast section.

Call and Meeting Engagements

Call and Meeting Engagements

Call and Meeting Engagements

Calls and Meetings are now supported in the renamed "Engagement Insights" section. For now, we rely on the content of those calls and meetings inside HubSpot, but we will be adding Zoom integration soon. Let us know which platform you would like us to support!

You will also notice throughout the app that the AI is much more direct, and pays attention to the type of deal (Lead/Pre-Sales vs New Logo vs Renewal). We will continue to expand the personalization to really understand the situation with the overall customer and provide even smarter feedback!

Next Steps

Aug 8, 2024 Update ↗

Key Updates

Updated AI Forecast (opens in a new tab) with a new Deals by Close Date chart, and the export button is back.

Details

New AI Forecast

New AI Forecast

New AI Forecast

The AI Forecast now has a Deals by Close Date Chart.

Plus:

  • Filter by Purchase Intent - click the boxes (green/yellow/red)
  • Select "Show Active Deals" to remove any deals that are stuck or dormant
  • Select "Show Purchase Intent" to convert the chart to a stacked bar chart, so you can see the breakdown of the amount by purchase intent

Exporting Makes it's Return

Exporting Makes it's Return

Exporting Makes it's Return

You can once again export your data from any view in Data Parrot!

Next Steps

Aug 1, 2024 Update ↗

Key Updates

  • deal progress update: filtering, scannable and expandable cards
  • more intuitive settings page
  • view AI-generated pipeline mappings

Details

Deal Progress Major Update

Deal Progress Interface Update

Deal Progress Interface Update

The Deal Progress section has been updated:

  • You can click the boxes at the top to filter by each category.
  • Cards are scannable - you can see the AI feedback without any scrolling
  • Expand the cards to see additional AI feedback
  • click the orange + button to create a task in HubSpot

Improved Settings

Improved Settings Interface

Improved Settings Interface

Updates to the Settings page:

  • New table - easy spot which users have which filters and notifications
  • Push to HubSpot - more obvious about what it does
  • Integrations now in it's own section

Note that if you "Save to Profile" your Deal Owner/Pipeline filters in the main app, this will now automatically update your Email Notifications as well.

View your AI-Generated Pipeline Mappings

AI-Generated Pipeline Mappings

AI-Generated Pipeline Mappings

You can now view the AI-generated pipeline mappings for your company. This is a work in progress and we will be adding more to it over time.

Next Steps

Jul 18, 2024 Update ↗

Key Updates

New interface is now live! This is a significant step for the team here, and I'm super proud we were able to get this shipped so quickly.

Generally, the overall flow of the app is the same:

Details

Pipeline Trends and What Exactly Changed

Pipeline Trends Interface

Pipeline Trends Interface

Light Mode and Dark Mode Both Available

Light and Dark Mode Options

Light and Dark Mode Options

Interaction Insights - with Key Trends Analysis

Interaction Insights Interface

Interaction Insights Interface

Next Steps

Next Steps

PlaygroundOct 1, 2025