Product Update: Advanced Deal Filtering and Enhanced Notifications

Filter Your Pipeline Your Way

Deal filtering is here. You can now slice your pipeline by any combination of metrics to find exactly the deals you need to focus on right now.

Powerful Filtering Options

Filter by Multiple Dimensions

Create custom views of your pipeline by combining filters:

• Deal Health: Focus on healthy deals or identify those needing attention
• Forecast Category: View only Committed deals or check on Upside opportunities
• Deal Status: See Active deals, find Stuck opportunities, or review Dormant accounts
• Purchase Intent: Filter by high, medium, or low buying signals
• Close Date: Zero in on deals closing this week, month, or quarter

Save Your Favorite Views

Create preset filters for views you use regularly. In the example above, we've saved "my best deals closing in the next 30 days" - combining high deal health with a 30-day close date window.

Save presets for:

• Monday morning pipeline reviews
• End-of-quarter commit calls
• At-risk deal inspection
• Team-specific views for different regions or segments

Works Everywhere That Matters

Apply these filters in both Deal Pulse and AI Forecast sections. Your saved presets carry across both views, so you maintain consistency whether you're reviewing individual deal health or analyzing your overall forecast.

Smarter Notifications

Your notification emails got a major upgrade with more context and better accuracy.

Calls and Meetings Added

Notifications now include calls and meetings, not just emails. Get alerted when:

• A key stakeholder joins a call for the first time
• Meeting frequency changes significantly
• Call notes indicate buying signals or concerns

Track Property Changes

See when critical deal properties change:

• Close date pushes that affect your forecast
• Amount changes that impact your pipeline value
• Stage movements that signal progress or regression

Each notification shows what changed, when, and by how much, so you can quickly assess impact.

More Accurate Stuck Deal Detection

We improved the AI logic for identifying stuck deals. The system now better understands the difference between a deal that's genuinely stuck versus one that's in a natural quiet period. Fewer false alarms mean the stuck deal alerts you do get require real attention.

Direct Links to Action

Every notification now includes direct links to the relevant section in Data Parrot. Click straight through to:

• The specific deal card needing review
• The Deal Pulse view filtered to show similar deals
• The engagement that triggered the alert

No more hunting through the interface to find what changed.

Setting Up Your Filters

1. Go to Deal Pulse or AI Forecast
2. Click the filter icon to open options
3. Select your criteria across multiple dimensions
4. Save successful filter combinations as presets
5. Apply saved presets with one click in future sessions

The filtering system remembers your last used filters when you return, so you can pick up exactly where you left off.

These updates are live in your account now. Start by creating a few preset filters for your most common pipeline reviews, then customize your notification preferences to match your workflow.