Briefs

Your AI-generated daily and weekly sales brief. A headline read of deal movement, watchlist, won/loss, and team activity, in either an Executive or Newspaper layout.

Briefs is your daily command center. An AI-generated sales brief that opens with a single headline, then surfaces the open deals that moved, the deals worth watching, what closed, and the team activity behind it.

Briefs is available on all Data Parrot plans including Starter.

Filters

The toolbar at the top of the page controls the period, layout, and which deals are in scope.

Period: Yesterday for the last day's movement, Last week for a full-week view.
Format: Executive for a tight summary, Newspaper for a multi-column layout. Deal Radar is coming soon.
Pipeline: limit the brief to one or more pipelines and stages.
Owners: limit to specific deal owners.
More Filters: additional filters built from your tenant's deal properties.

Your selections persist across visits. Format choice is remembered for next time.

Headline

The brief opens with the period (for example, Yesterday · May 7), a one-line headline that summarizes what happened, and a short paragraph of context. This is the 30-second read.

Deal Movement

A two-column section of open deals that moved during the period.

Trending Up: deals where health or engagement improved.
Trending Down: deals where health, status, or engagement weakened.

Each column shows up to 5 deals on Starter. On Pro, you can expand to see the full list. A short paragraph above the columns summarizes the movement across the period.

Deal Watchlist

A two-column section of currently-active open deals worth attention, regardless of whether they moved.

Best Deals: open deals where every Signal (Health, Status, Purchase Intent, Close Date Confidence, Stage) is reading strong.
At Risk: open deals where Purchase Intent is strong but Health is reading low or worse.

Use this section to see which active deals deserve focus today, separate from period movement.

Closed Deals

Won and lost deals from the period, with totals at the top of each column. Each card shows the deal name, amount, owner, stage, and close date. On Pro, the card includes the primary win or loss reason.

Sort each section by Amount, Close Date, or Name.

Activity

A grid of compact cards summarizing team activity for the period: Deals, Meetings, Calls, Emails, and Leads if your team uses leads in HubSpot. Empty cards are hidden, so the layout adapts to what your team actually tracks.

Deal Cards and Signals

Each deal card is expandable. Click a card to reveal the full Signals panel. Signals are Data Parrot's curated read on each deal, scored against your CRM, engagement, and history:

Status: whether the deal is moving (Active, Stuck, Dormant, Dead, Inactive).
Purchase intent: how likely the customer is to buy.
Close date confidence: confidence in the close date.
Stage: confidence the deal is in the right stage.

Each signal includes a short reasoning line. Below the signals, a Recent events timeline shows the last few CRM changes, with dates. Sort the deal sections by Recommended (weighted by Signal strength), Amount, Close Date, or Owner.

Executive vs Newspaper

Same brief, two reads. Switch any time.

Executive is the fast read. One headline up top, then the deals that moved, the deals worth watching, and the team's activity. Start your day with the picture and move on.

Newspaper is the wide view. A print-style front page that puts everything side by side so you can see it all at a glance.

Plans

Starter: top 5 deals per section. Closed-deal cards show name, amount, owner, and close date.
Pro: full deal lists with expand-to-see-more, win and loss reasoning on closed-deal cards, and full deal reasoning on every open-deal card.

Configure Notifications. Set up daily and weekly delivery via Email or Slack.
View Your Deals. Drill into individual deals for detailed AI analysis.
AI Forecast. See the forecast view of your pipeline.