Product Update: Deal Progress Cards and AI Pipeline Mappings

Deal Progress Gets Smarter

We redesigned Deal Progress to help you spot problems faster and take action immediately. The new card-based layout puts AI feedback front and center, so you can scan through deals quickly without endless clicking.

What's New in Deal Progress

Filter by Deal Category

Click the boxes at the top to filter deals by category. Want to see only stuck deals? One click. Need to focus on dormant opportunities? Another click. The filters work instantly, helping you focus on what matters right now.

Scannable AI Feedback Cards

No more scrolling to understand what's happening with each deal. The new cards show AI feedback immediately, with the most important insights visible at a glance. Each card displays the critical information you need to make decisions.

Expandable Details When You Need Them

See something that needs deeper investigation? Expand any card to view additional AI feedback and recommendations. The extra details are there when you need them but hidden when you don't.

Create HubSpot Tasks Instantly

Found a deal that needs attention? Click the orange + button on any card to create a task directly in HubSpot. The task automatically includes context from the AI analysis, so your team knows exactly what to do.

Improved Settings Interface

The Settings page got a complete overhaul to make managing your team easier:

Clear User Management Table

The new table layout shows at a glance which users have which filters and notifications enabled. No more guessing who's seeing what or wondering why someone isn't getting alerts.

Simplified HubSpot Integration

The "Push to HubSpot" feature now clearly explains what it does and how it works. Set it up once, and Data Parrot automatically keeps your CRM updated with the latest insights.

Dedicated Integrations Section

All integrations now live in their own section, making it easier to connect new tools and manage existing connections.

Smart Filter Sync

When you save Deal Owner or Pipeline filters to your profile in the main app, they automatically update your email notifications too. Set your preferences once, and they apply everywhere.

AI-Generated Pipeline Mappings

You can now see how our AI maps and understands your pipeline stages. This transparency helps you:

• Understand how Data Parrot categorizes your deals
• Verify the AI's interpretation matches your sales process
• Identify any adjustments needed for better accuracy

The pipeline mapping view shows exactly how our AI interprets your unique sales stages and deal progression patterns. We're continuing to enhance this feature based on customer feedback.

Using These Updates

All these features are live in your account now. The interface updates apply automatically, and your existing settings and preferences carry over seamlessly.

The Deal Progress improvements are particularly powerful when combined with the new filtering options. Start by filtering to see only stuck or dormant deals, then use the expandable cards to understand why they're not progressing. Create tasks for your team right from the insights, ensuring nothing falls through the cracks.

Questions about the new features? Our support team is ready to help you get the most from these updates.