Product Update: Homepage Dashboard

If you run sales, you probably have five tabs open just to figure out whether today's numbers are holding up. The new Data Parrot Homepage puts pipeline movement, team activity, research trends, and deal updates in a single dashboard.

What's Included

The homepage shows four sections that update based on your selected filters:

Pipeline Movement tracks what changed your pipeline size. You'll see new deals, amount increases, and re-opened deals that grew your pipeline. You'll also see closed deals and amount decreases that reduced it.

Team Activity displays meetings (booked, held, rescheduled, scrapped), calls (connected, voicemails, failed attempts), emails (sent and received), and deal outcomes (created, won, lost). If you're tracking leads, that activity appears here as well.

Research Trends calls out the deals that look promising, warns you about the ones sliding sideways, and surfaces the customer asks that keep popping up.

Deal Movement shows how each open deal is trending and whether the AI thinks it's slipping or improving. Won deals include AI summaries explaining why they closed successfully. Lost deals show AI analysis of why opportunities didn't convert.

Filtering Your View

Pick the pipeline you care about, narrow it to the right rep, then stretch the timeline when you want a longer look. The filters apply to all four sections simultaneously.

Why This Helps

This dashboard brings everything together - pipeline changes, team engagement, emerging patterns, and deal outcomes - so you can stop switching between reports. The filtering lets you drill into specific pipelines, team members, or time periods without losing the complete picture.