Key Updates
- New Deal Pulse Mode: Spend less time digging through deal history and more time figuring out how to win. The new layout brings AI insights, suggestions, and timeline into a single, focused view.
- Filter Deals By Engagements: You can now filter deals based on activity. Try things like: “Deals with no emails in the last 7 days” or “Deals with a completed discovery call but low intent.”
- New Deal Table View: Add and re-order columns, sort by multiple fields, and expand rows to view full deal details - all in one streamlined layout.
- Notes now included in AI Scoring: Notes are now considered for Deal Health Analysis - no extra work required.
Details
New Deal Pulse Mode
New Data Parrot Deal Pulse Mode
We’ve redesigned Deal Pulse Mode to make pipeline reviews sharper, faster, and more actionable. What’s new:
- AI now frames each deal with “Why We Will Win” and “Why We Will Lose”
- New layout: deals on the left, core insight in the middle, actions and history on the right
- Timeline + Suggestions shown side-by-side for full context
- Built to run cleanly on a single screen — no tabs, no scrolling
This new view makes it easier to coach reps, spot risks early, and clean up pipeline — without the noise. Less time reviewing, more time winning.
Go to Deal Pulse↗ (opens in a new tab)
Filter Deals by Engagements
Filter Deals by Engagements
We’ve added a powerful new way to filter deals — based on real activity.
Now you can combine AI filters (like Customer Intent or Deal Health) with engagement filters (like email, meeting, or call history).
Which high-intent deals haven’t had an email in 2 weeks? Which deals closing soon haven’t had a discovery meeting? Which low-performing deals are getting ghosted?
You can also save your favorite filters as presets — and toggle between them fast.
Bonus: We’ve moved top-level filters (Pipeline, Stage, Team, Owners) to the top so they follow you across sessions.
This makes it easier to focus on what matters — the deals that need attention, right now.
Filter your Deals by Engagements↗ (opens in a new tab)
Read More about Filtering Deals in Deal Pulse
New Deal Table View
New Deal Table View
We’ve upgraded the Deal Table so you can control how your deals are displayed and work the way you want. Now you can:
- Choose and reorder columns
- Sort by multiple fields (like Close Date and Stage)
- Expand any row to see full deal details without leaving the table
It’s a faster, more flexible way to scan your Deals, spot what matters, and take action on the spot.
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