Walk into Monday's pipeline review already knowing what slipped.
Monday Brief reads your HubSpot or Pipedrive deals and, every Monday at 6am, sends you one page: what slipped, stalled or shrank since last week, commit vs last week, coverage per rep, and a ready-made 1:1 agenda for each rep.
Get a free sample brief from a CSV of your pipeline. No signup needed.
- Read-only CRM access
- Not charged during the 14-day trial
- Cancel any time
Card required at checkout; cancel any time in the first 14 days and you are not charged.
- Bluepeak (sample)Maya Chen (sample)$36,000
- Tidewater Supply (sample)Derek Hall (sample)$44,000
Built for sales managers of small teams
5 to 25 reps
You run the forecast call and the 1:1s yourself, and you don't have a RevOps team to build dashboards.
HubSpot or Pipedrive
Works with HubSpot (any tier that allows private apps) and Pipedrive. Salesforce is not supported.
Sunday-night spreadsheet, gone
No more exporting deals and diffing them by hand to find out what moved.
Three steps, then it runs itself
- 1
Connect read-only
Paste a HubSpot private-app token (deal and owner read scopes only) or a Pipedrive API token. We never write to your CRM.
- 2
Week 1 is a baseline
We snapshot your open deals. Your first brief shows coverage and stalled deals; week-over-week changes start the following Monday.
- 3
Every Monday at 6am
You get the brief by email and on the web, with a 1:1 agenda per rep: 3 deals to inspect, one coaching focus, and last week's commitments marked done or not done.
What a brief looks like
Below is a sample brief for a fictional team. The data is made up. See the full sample.
SAMPLE DATA - fictional team, not a real customer
Acme Sales Team (sample) - week of 2026-11-02
Showing all 6 sample reps and 35 open sample deals.
Sample week of 2026-11-02 (fixed example date) · quota per rep $60,000 this quarter · quarter ends 2026-12-31
What changed
Close date slipped (2)
| Bluepeak (sample) | Maya Chen (sample) | $36,000 | 2026-11-25 → 2026-12-11 |
| Tidewater Supply (sample) | Derek Hall (sample) | $44,000 | 2026-11-13 → 2026-11-30 |
Amount shrank (1)
| Keystone Logistics (sample) | Luis Ortega (sample) | $45,000 → $31,500 |
Moved back a stage (1)
| Foxglove Media (sample) | Derek Hall (sample) | Proposal → Demo |
Stalled (no update in 14+ days) (5)
| Kestrel Air (sample) | Tom Becker (sample) | $42,000 | 15 days |
| Riverbend (sample) | Luis Ortega (sample) | $34,000 | 18 days |
| Juniper Health (sample) | Derek Hall (sample) | $29,000 | 26 days |
| Clearwater (sample) | Priya Nair (sample) | $26,000 | 21 days |
| Westgate Clinics (sample) | Ana Silva (sample) | $26,000 | 16 days |
New this week (1)
| Fairway Golf Club Group (sample) | Maya Chen (sample) | $40,000 | Discovery |
Closed or removed since last week (1)
| Ashford Group (sample) | Ana Silva (sample) | $33,000 |
Coverage by rep
| Rep | Open deals | Closing this quarter | Coverage | Commit |
|---|---|---|---|---|
| Derek Hall (sample) | 6 | $179,000 | 3.0x | $44,000 |
| Ana Silva (sample) | 6 | $183,000 | 3.0x | $39,000 |
| Luis Ortega (sample) | 6 | $183,500 | 3.1x | $52,000 |
| Priya Nair (sample) | 6 | $186,000 | 3.1x | $61,000 |
| Maya Chen (sample) | 6 | $188,000 | 3.1x | $48,000 |
| Tom Becker (sample) | 5 | $192,000 | 3.2x | $46,000 |
1:1 agendas
1. Inspect these 3 deals
- Tidewater Supply (sample) · $44,000 · Negotiation · close 2026-11-30
close date slipped from 2026-11-13 in commit
Ask: What changed on the buyer side, and what is the new date based on? - Foxglove Media (sample) · $35,000 · Demo · close 2026-12-22
moved back from Proposal
Ask: What did we learn that moved this back a stage? - Juniper Health (sample) · $29,000 · Demo · close 2026-12-09
no update in 26 days
Ask: When did we last speak to the buyer, and what is the next meeting?
2. Coaching focus: Stage mix is in line with the team. Focus: confirm next steps and dates on the deals above.
3. Last week's commitments:
- Not done Tidewater Supply (sample): close date moved
- Not done Juniper Health (sample): no progress recorded in CRM
- Done Elmstone (sample): updated, close date held
1. Inspect these 3 deals
- Silverlake (sample) · $39,000 · Negotiation · close 2026-11-26
in commit
Ask: What could stop this closing on time, and who signs? - Westgate Clinics (sample) · $26,000 · Demo · close 2026-12-21
no update in 16 days
Ask: When did we last speak to the buyer, and what is the next meeting? - Meridian (sample) · $47,000 · Proposal · close 2026-12-10
Ask: What is the confirmed next step and date?
2. Coaching focus: Stage mix is in line with the team. Focus: confirm next steps and dates on the deals above.
3. Last week's commitments:
- Done Silverlake (sample): updated, close date held
- Done Ashford Group (sample): no longer open (closed or removed)
- Done Meridian (sample): updated, close date held
1. Inspect these 3 deals
- Harbor Freight Lines (sample) · $52,000 · Negotiation · close 2026-11-24
in commit
Ask: What could stop this closing on time, and who signs? - Riverbend (sample) · $34,000 · Demo · close 2026-12-16
no update in 18 days
Ask: When did we last speak to the buyer, and what is the next meeting? - Keystone Logistics (sample) · $31,500 · Proposal · close 2026-12-08
amount down from $45,000
Ask: What was cut from scope and who asked for it?
2. Coaching focus: 51% of Luis's pipeline value sits in Demo vs 25% for the team. Focus: what it takes to move deals from Demo to Proposal.
3. Last week's commitments:
- Done Harbor Freight Lines (sample): updated, close date held
- Done Keystone Logistics (sample): updated, close date held
- Done Atlas Fab (sample): updated, close date held
1. Inspect these 3 deals
- Oakline (sample) · $61,000 · Negotiation · close 2026-11-18
in commit
Ask: What could stop this closing on time, and who signs? - Clearwater (sample) · $26,000 · Qualified · close 2026-12-23
no update in 21 days
Ask: When did we last speak to the buyer, and what is the next meeting? - Vista Realty (sample) · $44,000 · Proposal · close 2026-12-03
Ask: What is the confirmed next step and date?
2. Coaching focus: 24% of Priya's pipeline value sits in Qualified vs 14% for the team. Focus: what it takes to move deals from Qualified to Demo.
3. Last week's commitments:
- Done Oakline (sample): updated, close date held
- Not done Clearwater (sample): no progress recorded in CRM
- Done Vista Realty (sample): advanced to Proposal
1. Inspect these 3 deals
- Northwind (sample) · $48,000 · Negotiation · close 2026-11-20
in commit
Ask: What could stop this closing on time, and who signs? - Bluepeak (sample) · $36,000 · Proposal · close 2026-12-11
close date slipped from 2026-11-25
Ask: What changed on the buyer side, and what is the new date based on? - Cobalt Health (sample) · $42,000 · Demo · close 2026-12-18
Ask: What is the confirmed next step and date?
2. Coaching focus: Stage mix is in line with the team. Focus: confirm next steps and dates on the deals above.
3. Last week's commitments:
- Done Northwind (sample): updated, close date held
- Done Cobalt Health (sample): updated, close date held
- Not done Bluepeak (sample): close date moved
1. Inspect these 3 deals
- Kestrel Air (sample) · $42,000 · Discovery · close 2026-12-18
no update in 15 days
Ask: When did we last speak to the buyer, and what is the next meeting? - Stonebridge (sample) · $46,000 · Negotiation · close 2026-11-19
in commit
Ask: What could stop this closing on time, and who signs? - Cedar Mills (sample) · $38,000 · Discovery · close 2026-12-12
Ask: What is the confirmed next step and date?
2. Coaching focus: 59% of Tom's pipeline value sits in Discovery vs 17% for the team. Focus: what it takes to move deals from Discovery to Qualified.
3. Last week's commitments:
- Done Stonebridge (sample): updated, close date held
- Not done Kestrel Air (sample): no progress recorded in CRM
- Not done Cedar Mills (sample): no progress recorded in CRM
Simple monthly pricing
14-day free trial on both plans. Billed monthly through Stripe. Cancel any time from the billing portal.
Team
14-day free trialUp to 10 reps.
- Weekly pipeline brief
- 1:1 agendas for every rep
- Optional Friday rep nudge
Questions, answered plainly
Can Monday Brief change anything in my CRM?
No. For HubSpot you create a private app with only the crm.objects.deals.read and crm.objects.owners.read scopes, so the token cannot write. Pipedrive personal API tokens carry the user's permissions; we only ever call read endpoints, and you can use a read-only Pipedrive user if you prefer.
How is my data stored?
Your CRM token is encrypted at rest (AES-256-GCM). We store weekly snapshots of open deals (name, amount, stage, close date, owner, last-updated time) because that is how we detect changes. We do not store contacts, emails, notes or activities. See Security.
What happens when I cancel?
When your subscription ends, we delete your token, snapshots and briefs. You can also delete everything immediately from your account page.
Why is the first week different?
Changes are measured against last week's snapshot, and in week 1 there isn't one. We say so on the brief instead of guessing.
Does it use AI?
No. Every number and agenda item comes from fixed rules applied to your deal data, so you can check how each one was produced.
Who do I contact?
Your next Monday, already prepped.
Connect read-only, and a fresh brief lands in your inbox every Monday at 6am.