Key Updates

• Ask Polly - Meet Polly in Playground! First up is asking questions about engagements related to your Won/Lost/Open Deals such as "What deals did we lose because of integration?"
• Pipeline Time Machine - Massive update to how we show your pipeline history - it's now called Pipeline Time Machine and clearly shows you what grew and what shrank your pipeline. This was a very popular request!
• New Help Site - Our help site has expanded dramatically - clicking help on any page in app takes you to the relevant help page.

Other updates include filtering the Activity Dashboard by Team and support for empty Close Date values in Deal Pulse Mode.

Details

Ask Polly

Ask Polly - Query your HubSpot Deal Engagements for your Open, Won and Lost Deals

Meet Polly - the Data Parrot AI Chatbot. Today she is available for you to ask questions about engagements related to you Open, Won and Lost Deals. This is our first step in solving the CRM search problem.

Example Questions:

• What deals did we lose because we didn't have integration with ___?
• What deals did we lose that were RFPs?
• What open deals require SOC2 Compliance?

Playground is only available for Pro customers who have opted in.

Ask Polly a Question↗ (opens in a new tab)

Introducing Pipeline Time Machine

Pipeline Time Machine - Rewind your Pipeline for Full Pipeline Inspection

We have overhauled Pipeline Trends so much that it's now called Pipeline Time Machine.

• What grew your pipeline
• What shrank your pipeline
• Open Deal movement
• and much more

You can filter by any dates, pipelines/stages, deal owners, teams, and even compare previous years.

These improvements make it much easier to immediately understand the factors impacting your Pipeline.

The Week in Review email has been updated to match the new Pipeline Time Machine.

Check out Pipeline Time Machine↗ (opens in a new tab)

New Help Site Available

New Help Site Available

Check out our new Help Site! Highlights include:

• What is Data Parrot?
• Quick Start
• Release Notes

Each page in the app (opens in a new tab) now has a help button that takes you to the relevant help page.

Go to the Help Site↗ (opens in a new tab)

Other Updates

• You can now filter by Team in the Activity Dashboard (opens in a new tab).
• Support for empty Close Date values in Deal Pulse Mode (opens in a new tab).
• many other small fixes and quality of life improvements

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

• 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