Feb 27, 2025

Key Updates

  • Introducing Research Trends - Remember 2024 Wrapped? We've rolled it out into a dedicated section where you can pick a time range, pipeline and and see top customer issues and product feedback, including download to PDF.
  • Custom Property Analysis - Support for custom properties is underway, starting with analyzing deal pattern usage and providing AI feedback
  • Deal Pulse Mode New Filters - You can now filter by close date range and amount.

Details

Research Trends

Research Trends to see top customer issues and product feedback powered by AI

Research Trends Reveals Top Customer Issues and Product Feedback

We've launched Research Trends, a powerful new way to analyze your sales data. Pick a date range and pipeline, and let AI uncover:

  • Positive Trends – What's working?
  • Negative Trends – Where are the blockers?
  • Customer Feedback – Key product and service requests

Originally introduced in 2024 Wrapped, you can now run it anytime, for any pipeline. Soon, you'll even be able to customize the research to focus on what matters most.

Go to Research Trends↗ (opens in a new tab)

Custom Property Analysis

Custom Property Analysis

Custom Property Analysis

Custom properties are here! Our AI now automatically classifies them, giving you instant insights into:

  • AI Description
  • AI Category
  • AI Feedback
  • Deal Pattern Analysis

Right now, you can review how your properties are classified. This is an early release, and your feedback will help us refine it further.

Next up: property usage analysis, formula detection, and customer journey stage insights.

View Your Custom Property Analysis↗ (opens in a new tab)

Deal Pulse Mode Filtering

Deal Pulse Mode Filtering

Deal Pulse Mode Filtering

You can now filter by Close Date and Amount Range in Deal Pulse Mode—one of our most requested updates.

Quick reminder: Deal Pulse Mode is a gamified tool designed to speed up Deal Review meetings, so you spend less time digging through data and more time strategizing to win deals.

Go to Deal Pulse Mode↗ (opens in a new tab)

Next Steps