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
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)
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