Briefs
Your AI-generated daily and weekly sales brief. deal movement, win/loss analysis, team activity metrics, and what needs your attention.
Briefs is your daily command center. an AI-generated sales brief that summarizes deal movement, won and lost deals, key activity metrics, and what needs your attention.
Briefs is available on all Data Parrot plans including Starter.
Filters
At the top of the page, toggle between Daily and Weekly views. You can also filter by Pipeline and use More Filters to narrow down the brief to specific deal owners or teams.
Deal Ticker
Below the filters, a scrolling ticker tape shows your deals with their amount and AI health score. Hover over any deal in the ticker to see the deal health and AI summary. Click a deal to jump to the full deal details.
Activity Stats
A summary bar shows key activity metrics at a glance:
- Deals Created, Won, Lost
- Leads (if your team uses leads in HubSpot)
- Meetings
- Connected calls
- Emails Sent and Received
AI Summary
A natural language overview of the day's (or week's) deal activity. what moved, what's at risk, and what to focus on. This is generated automatically based on deal changes and engagement patterns.
Deal Movement
The main content area shows deals that changed. stage changes, amount changes, new engagements, or AI health shifts. Each deal card includes the deal name, company, pipeline, stage, owner, AI health score, recent engagement tags, AI analysis of the deal's current state, and a timeline of recent changes with dates.
Won and Lost Deals
The right sidebar highlights recently won and lost deals. Won deals show total amount won with individual deal cards including the company, deal owner, AI-generated win headline, and a "Surprising" insight tag. Lost deals show total amount lost with deal cards showing loss reasons and key details.
Daily vs Weekly
The Daily brief focuses on the last day's changes. deal movement, won/lost, and activity. The Weekly brief expands the view to a full week with pipeline movement trends, auto-generated research trends, and a broader activity summary.
Delivery via Email and Slack
Briefs content is also delivered via Email and Slack notifications. Configure your notification preferences in Settings.
Next Steps
- 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.
Features
Explore Data Parrot's features for deal health, pipeline inspection, sales forecasting, win-loss analysis, and more.
Activity Dashboard
Track sales team activity with real-time metrics. Monitor meetings, calls, emails, and activity patterns to optimize sales productivity and coaching decisions.