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).

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

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)

ChatGPT for How to Use HubSpot

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

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

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.

Notification settings can be configured in Settings - User Management (opens in a new tab)
Connect Slack in Settings - Integrations (opens in a new tab)

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

Win Loss Review Plus Big Updates

Compelling Events, Pain Points, Stakeholders and Friction

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

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

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 - 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)

Win Loss Review Plus

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

The Engagement Insights section has been moved to a tab in the Activity Dashboard (opens in a new tab).
The Billing section (opens in a new tab) has been improved to be more informative and easier to use.

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

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

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

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

You can now filter by Team in the Activity Dashboard (opens in a new tab).
Support for empty Close Date values in Deal Pulse Mode (opens in a new tab).
many other small fixes and quality of life improvements

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)

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

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 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

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 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

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)

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 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 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

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)

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 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

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

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)

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

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

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)

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

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

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

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

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.

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

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

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)

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)

Nov 14, 2024 Update

Key Updates

filtering by deal stage
displaying previous years on the pipeline trends

Details

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

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)

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 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!

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

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, 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

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!

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

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

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

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

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

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

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.

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:

Home (opens in a new tab): A summary of all the sections of Data Parrot
Interaction Insights (opens in a new tab): AI analysis for emails for open deals, plus AI summarized Key Trends across all your emails
Deal Progress (opens in a new tab): Reveals which deals are progressing, which are stuck and which are dormant
AI Forecast (opens in a new tab): Analyzes all your open deals to categorize them by "Purchase Intent" level (likelihood to buy)
Settings (opens in a new tab): Add/remove users, connect slack, create Data Parrot custom properties in your HubSpot instance, update notifications

Details

Pipeline Trends and What Exactly Changed

Pipeline Trends Interface

Light Mode and Dark Mode Both Available

Light and Dark Mode Options

Interaction Insights - with Key Trends Analysis

Interaction Insights Interface

Next Steps

Check out our Website (opens in a new tab): Learn more about Data Parrot and what it can do for your sales team.
Log In To Data Parrot (opens in a new tab): Log in to Data Parrot to see the latest features and improvements.
Predict Sales with AI Forecast: Boost forecasting with predictive analytics.
Track Deals with Deal Pulse: Monitor deal health and progress.
Reveal Key Trends: Learn how to 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.
Pipeline Time Machine: Inspect your Pipeline Changes to see how your pipeline is changing over time.

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