Jun 26, 2025: Team Activity Dashboard

Key Updates

Team Activity Dashboard: filter duplicate meetings, filter engagements by associations (lead/deal/all) and an improved table view
AI Forecast Improvements: displays both count and amount, improved visuals, filter on no close date and more
New Help Pages: How to Improve the AI, HubSpot Custom Properties Guide

Data Parrot Team Activity Dashboard - Filter Duplicate Meetings

If you use integrations, you know the issue: one tool books a meeting, another creates a second meeting from the transcript.

That’s now fixed. The Team Activity Dashboard supports smart de-duplication — duplicate meetings are detected and displayed clearly.

Also new: filter the Team Activity Dashboard by association — view activity by lead, deal, or all.

Data Parrot AI Forecast Improvements

We’ve made big upgrades to the AI Forecast chart:

You can now see both deal count and amount at the same time
Filter your Forecast by Deals with no Close Date - while no bars in the chart will show, this will help you find those deals that need to be tidied up

The visual layout is cleaner, with improved legends, more readable chart ranges and other improvements.

We have added a few new pages to our Help Site to help your team understand how Data Parrot works:

Keep an eye on the Help site as we are continually adding/updating content!

View All Release Notes: See complete release history and updates
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