Product Update: Deal Pulse and Homepage News Feed

Your Pipeline Activity in Real Time

The new homepage news feed shows a timeline of everything happening in your deals. No more wondering what changed overnight or missing critical updates. Every significant event appears in chronological order.

The feed captures:

• New AI analysis on deals
• Engagement activities tied to opportunities
• Key property changes like amount, stage, or close date

Click any line item to expand the full deal card. Filter by category to focus on specific types of updates. It's your pipeline's activity log, always current and always accessible.

Deal Pulse Replaces Deal Progress

Deal Pulse goes deeper than Deal Progress ever could. Instead of just tracking movement, it evaluates deal quality across multiple dimensions, giving you a complete health check for every opportunity.

Deal Quality Metrics

Deal Health Score: An overall assessment that combines all signals into one clear metric. Know instantly which deals are strong and which need attention.

Forecast Category: The AI suggests where each deal belongs - Committed, Upside, Pipeline, or other categories based on actual buyer behavior, not just hope.

Deal Status: Clear labels like Active, Stuck, or Dormant tell you exactly what's happening with each opportunity.

Competitive Position: Answers the critical question - if the customer buys, will they buy from you? The AI evaluates competitive signals to assess your position.

Sales Performance: Evaluates how well the sales rep is executing throughout the deal lifecycle. Identifies coaching opportunities based on actual deal progression.

Deal Hygiene Ratings

Close Date Confidence: The AI rates confidence in the stated close date and suggests alternatives when the data shows a different timeline.

Deal Stage Accuracy: Analyzes whether deals are in the right stage based on actual progress and buyer engagement, recommending stage changes when appropriate.

All these metrics export easily for reporting and can be tracked over time to improve forecast accuracy.

Calls and Meetings Join Email Analysis

Engagement Insights (formerly Interaction Insights) now analyzes calls and meetings alongside emails. You get the complete picture of customer interaction, not just written communication.

The system pulls call and meeting data from HubSpot, analyzing notes and outcomes to understand deal momentum. Zoom integration is coming soon for even richer insights.

Smarter, More Direct AI Feedback

The AI now adapts to each deal's context:

• Pre-sales opportunities get different analysis than renewals
• New business deals are evaluated differently than expansions
• Lead qualification uses different criteria than late-stage negotiations

The feedback tone is more direct too. Instead of vague corporate speak like "The lack of engagement indicates difficulty in assessing purchase intent," you'll see clear assessments: "No activity. Unlikely it's even a deal."

Getting Started with Deal Pulse

Deal Pulse is already analyzing your pipeline. Log in to see:

1. Your homepage news feed with recent activity
2. Updated Deal Pulse scores for all opportunities
3. Enhanced engagement insights including calls and meetings

The AI improvements apply automatically to all your deals, providing more accurate and actionable feedback based on deal type and stage.

Export the new Deal Quality and Deal Hygiene metrics to build better forecasts and coach your team more effectively. These data points help you understand not just what's in your pipeline, but what's actually going to close.