Key Updates

• Win Loss Review - Instantly know the core reasons for deal outcomes with 1-2 sentence summaries. This is included with the Pro plan.
• Win Loss Review Plus - Go deeper with detailed analysis of why deals were won or lost. This powerful add-on unlocks strategic, actionable insights through advanced AI.
• Engagement Insights - Now conveniently located within a dedicated tab in the Activity Dashboard.
• Improved Billing Section - We've refreshed the Billing section to be more informative and easier to navigate.

Details

Win Loss Review

Data Parrot Win Loss Review - Included with Pro Plan

We have added Win Loss Review (opens in a new tab) for Data Parrot Pro users which shows 1-2 sentences on why you won or lost a deal.

Filter by Date Range, Pipelines, Deal Owners, and Teams. Supports export to CSV as well.

Check out Win Loss Review↗ (opens in a new tab)

Read More about Win Loss Review↗

Win Loss Review Plus

Full Screen View of a Won or Lost Deal with Detailed Analysis

Introducing Win Loss Review Plus, our first add-on. Plus goes deep on the fundamental reasons why you win or lose deals, focusing on:

• Ranked Win/Loss Reasons
• Contact Roles & Influencers
• Improvement Opportunities
• Key Learnings
• Property Impact

For each won or lost deal, you can view a Sales Cycle Timeline showing the deal's health over time, stage changes, amount changes, and engagement timeline. This is very powerful and can help guide post-deal action plans, deal reviews, and improve sales process to ultimately win more deals faster.

The daily and weekly notification emails will be updated to include Won & Lost Deals.

Win Loss Review Plus is $50/month and requires an annual Data Parrot Pro subscription. There is no additional per user fee.

Upgrade to Win Loss Review Plus↗ (opens in a new tab)

Learn more about Win Loss Review Plus↗

Other Updates

• The Engagement Insights section has been moved to a tab in the Activity Dashboard (opens in a new tab).
• The Billing section (opens in a new tab) has been improved to be more informative and easier to use.

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