Sales Brief Overview

Sales Brief is a lightweight daily digest designed for sales reps who want to stay on top of their sales metrics without wasting time digging through reports and dashboards. Sales Brief connects directly to your Pipedrive account and delivers a clear, focused snapshot of your performance every morning.

Why Sales Brief?

✅ Effortless visibility – skip the dashboards. Your Pipedrive data arrives daily, clean and easy to read.

✅ Stay on quota – see how you’re tracking every day, so you can adjust in time – not at the end of the month.

✅ Momentum, daily – visibility fuels consistency. Track your progress and build motivation with every morning update.

✅ Data-backed confidence – walk into manager check-ins or prospect calls with fresh, accurate numbers — without scrambling.

✅ No clutter – just your sales numbers. No marketing, no support metrics. 100% built for reps.

Getting started in 5 minutes:

Just connect your Pipedrive CRM, choose the metrics you care about, and you’re set. You’ll get your first digest the next morning – no dashboards to learn and no extra tools to manage.

1. Get your invite link To join Sales Brief during early access, you need an invite. Ask your Pipedrive consultant for one. Don’t have a consultant? You can choose one from our partner list.

2. Create your Sales Brief account Use the invite link from your Pipedrive consultant to register.

3. Connect your Pipedrive account Select your Pipedrive account, after which you will be redirected back to the Sales Brief.

4. Pick the metrics you want to track Choose the KPIs you'd like to see in your daily brief.

5. Send a test email (optional) Make sure everything looks right and is working as expected.

6. Subscribe Unlock daily digests and make sure you never miss an important update.

7. Start receiving your daily sales digest Your key metrics, delivered straight to your inbox every day.