Key Updates

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

Details

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

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

• 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