Aug 8, 2024

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