Daily Briefing
Your daily command center — every action completable without leaving the page.
Overview
The Daily Briefing is your home page. It replaces the traditional dashboard with an actionable command center that tells you exactly what needs attention and lets you handle it inline — no navigation, no context switching.
Signal Detectors
The briefing engine runs 8 signal detectors against your accounts and deals:
- Health Drop — Account health score decreased 10+ points in 7 days
- Renewal Approaching — Contract renewal within 90 days
- Quiet Account — No touchpoint past the preferred cadence
- Stalled Prospect — Same sales stage for 14+ days
- Playbook Step Due — Current step due today or overdue
- Single-Threaded — Account has only 1 active contact relationship
- Champion Risk — Champion contact hasn't been reached in 30+ days
- Deal at Risk — Deal health score below 40
Inline Actions
Every briefing item has a primary action that opens an inline form — right inside the card. No page navigation needed.
- Log Touch — Contact picker, call type, subject, notes, duration
- Advance Stage — Stage selector with available next stages
- Complete Step — Time + expense + notes for playbook step
- Create Deal — Quick deal creation for upsell opportunities
- Schedule Meeting — Date shortcuts + contact picker
On successful completion, the card marks "Done" and fades. Items can also be dismissed ("Not relevant") to hide them for the session.
Priority Levels
- Critical (red) — Immediate action: health RED + renewal, champion going cold 45d+
- High (amber) — Today: overdue QBR, stalled high-ICP prospect, deal at risk
- Medium (blue) — This week: touch due, playbook step, upsell opportunity
- Low (gray) — Upcoming: contract anniversary, budget cycle
Caching
Briefing results are cached for 5 minutes. Completing an inline action refreshes the briefing automatically. The footer shows whether the current view is cached and when it was generated.