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. What you see depends on your plan.
Starter uses Briefs as a Deals to Check feed: up to 3 open deals Data Parrot found likely to 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 Check: up to 3 open deals Data Parrot found likely to need attention. | Daily and Weekly switch between prepared Deals to Check periods. 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 Check
Deals to Check highlights a small set of open deals that may need attention based on recent deal activity, CRM changes, close-date risk, and deal health signals. Data Parrot selects deals from detected risk signals, then AI-analyzes them before they appear in the brief.
Starter accounts see up to 3 open deals in this section. The upgrade prompt says Upgrade to unlock AI analysis across every deal.
Each deal 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.
If Data Parrot found more risk-detected deals than the 3 shown, the page can show a count such as +X more at-risk deals and a short breakdown such as 7 stuck · 3 close date risks · 2 stage changes.
Use Daily or Weekly to switch between the available Deals to Check periods:
| Period | What it means |
|---|---|
| Daily | Deals detected for the latest daily brief window. |
| Weekly | Deals detected across the weekly brief window. |
Starter Deals to Check are prepared for the daily and weekly periods. Changing the period switches between those prepared lists.
What Counts as a Deal to Check
Starter Deals to Check 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 Check selected for the daily or weekly period.
If no deals are flagged in the Daily or Weekly view, Starter shows a message indicating this instead of a deal list. That means Data Parrot did not find any open deals it considered at risk for that timeframe.
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 Check.
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 Check. Pro and Max Briefs use Yesterday and Last week for the full activity brief.
| Plan | Labels | What the labels mean |
|---|---|---|
| Starter | Daily, Weekly | Shows the prepared Deals to Check list for the selected daily or weekly brief window. |
| 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. For Starter, Email, Slack, and the Briefs page use the same Deals to Check source, so the deals shown in notifications should match the deals shown in the Starter brief for the same period. 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.