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 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

• View All Release Notes: See complete release history and updates
• Log In To Data Parrot (opens in a new tab): Experience these new features in your account