Key Updates

• Filtering by Team - filter by Team is available everywhere in the app, including the Team Activity Dashboard in playground
• Accelerated Sync - increase the HubSpot sync frequency to every 5 minutes for 2 hours - this was a popular request!
• Deal Pulse Mode Chart - a chart that shows the initial state of your forecast, and the impact of the changes you are making while doing Deal Reviews

Details

Filtering by Team

Filtering by Team

Filtering by Team is now available everywhere in the app as well as the Team Activity Dashboard in Playground (opens in a new tab) and for Deal Pulse Mode. This includes saving your team filters to your presets!

Note - you can filter by Team and Deal Owner at the same time for maximum flexibility.

Filter your AI Forecast↗ (opens in a new tab)

HubSpot Accelerated Sync

HubSpot Accelerated Sync

In settings (opens in a new tab) you can now activate 'accelerated sync', which will increase the sync frequency to every 5 minutes for 2 hours (default is hourly). You can also see the last time the HubSpot sync was completed.

Deal Pulse Mode (opens in a new tab) automatically activates accelerated sync.

Turn on Accelerated Sync↗ (opens in a new tab)

Deal Pulse Mode Chart

Deal Pulse Mode Chart

As you go through Deal Pulse Mode and update your deals, you see a live update for your Forecast. The light green bar is the original state, and the dark green bar is the updated state.

Note - if you make changes in HubSpot during Deal Pulse Mode, it will not currently be updated. The changes only display if you make them in Deal Pulse Mode and click the confirm button.

Go to Deal Pulse↗ (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