Jan 30, 2025: Team Activity Dashboard

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.

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

Feb 13, 2025 Jan 14, 2025