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.
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Briefs is your daily command center. What you see depends on your plan.
Starter uses Briefs as a Deals to Watch feed. Data Parrot shows saved analysis for selected open deals and CRM details for additional deals that may need attention. Pro and Max use Briefs as a full daily or weekly sales brief with filters, deal movement, watchlist, closed deals, activity, and AI Deal Signals across more deals.
| Plan | Briefs experience | Available controls |
|---|---|---|
| Starter | Deals to Watch: selected open deals with saved analysis, followed by CRM details for additional deals that may need attention. | Daily and Weekly show the Deals to Watch selected for each period. Pipeline and owner filters are not available on Starter. |
| Pro and Max | Full Briefs page with headline, deal movement, deal watchlist, closed deals, activity, and AI Deal Signals. | Yesterday and Last week show activity windows. Pipeline, owner, and additional deal filters are available. |
Starter: Deals to Watch
Deals to Watch highlights open deals that may need attention based on recent deal activity, CRM changes, close-date risk, and deal health signals. Data Parrot analyzes the featured deals. Additional flagged deals appear with their CRM details and reason to watch.
The featured deal cards can include:
- Deal name, pipeline, stage, owner, close date, and amount.
- Deal health and current status.
- A short summary.
- Signals such as purchase intent, chance of winning, and sales performance.
- Hygiene indicators such as close date confidence and stage confidence.
Open a featured deal to review its saved analysis and Why We'll Win/Lose. Refreshing deal insights and editing HubSpot fields remain available in Pro.
If Data Parrot flags additional deals, Briefs shows a compact card for each one. The card includes CRM details and the reason Data Parrot flagged it. The lock on the analysis preview opens the Pro upgrade page.
The reason to watch describes what the selected scan detected. When the scan has completed, featured and additional deal cards show Scan completed with the actual completion date. CRM details show the current deal fields, and featured cards show the latest saved analysis. These can change after the scan. Close-date risk messages show the current CRM close date as a calendar date instead of a countdown. Historical date changes still describe the event that triggered the scan.
Choose Daily or Weekly to see Deals to Watch from the latest scheduled scan for that period. Links from daily and weekly emails open the matching period. The weekly list is selected across the week; it is not a combined list of every daily selection.
What Counts as a Deal to Watch
Starter Deals to Watch are selected from open deals where Data Parrot detects a risk signal. The list focuses on deals Data Parrot flagged for review in that period, rather than every open deal or every CRM activity update.
| Category | What it means |
|---|---|
| Stuck or dormant | The deal appears stalled, has gone quiet, or previous AI analysis identified it as stuck or concerning. |
| Close date risk | The close date is past due, moved meaningfully, or is coming up without enough supporting deal progress. |
| Meaningful negative deal change | A CRM property such as amount or stage changed in a way that may increase risk. |
| Engagement risk | Recent customer activity exists, but the engagement or surrounding CRM context suggests the deal may still need attention. |
Starter is a limited preview of high-risk open deals. Data Parrot analyzes only the Deals to Watch selected for the current list.
If no deals are flagged in the current view, Starter shows a message instead of a deal list. That means Data Parrot did not find any open deals it considered at risk in the latest eligible scan for the selected period.
Pipeline and owner filters are disabled for Starter accounts. Those filters are available in Pro.
Pro and Max: Full Briefs
Pro and Max include the full Briefs page. The sections below describe the Pro and Max Briefs experience beyond Starter's Deals to Watch.
Filters
The toolbar at the top of the page controls the period, layout, and deal-scope filters.
- 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 the brief to specific deal owners.
- More Filters: apply additional filters built from your account's deal properties.
Your selections persist across visits. Format choice is remembered for next time.
Share with Team
If you're an admin, use Share with Team in the Briefs header to send the current brief to teammates.
You can share with people who already use Data Parrot or choose HubSpot users your team wants to add. The link opens the same brief view, including the selected period, format, and any Pro or Max filters applied.
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.
You can expand the lists to see more matching deals. 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. You can review the broader watchlist and open the full signal reasoning.
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 and Max, 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. You can 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.
Period Labels
Starter Briefs use Daily and Weekly for Deals to Watch. Pro and Max Briefs use Yesterday and Last week for the full activity brief.
| Plan | Labels | What the labels mean |
|---|---|---|
| Starter | Daily, Weekly | Shows Deals to Watch from the latest eligible scan for the selected period. |
| Pro and Max | Yesterday, Last week | Shows the activity/reporting window for the full Briefs page. |
Delivery via Email and Slack
Briefs content is also delivered via Email and Slack notifications. Starter notifications and the Briefs page use the same Deals to Watch source. Choose Daily or Weekly on the page to see the matching scheduled period. Email links preserve that choice. Daily and Weekly emails include the watch signal, a short analysis preview, and a direct link to the deal. 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.