Answers
The daily brief: what it says and how to switch it off
Every morning each owner and admin who switched it on gets one email, Your morning numbers. It is one page on purpose: a brief that scrolls is a brief nobody finishes. It is built from the same numbers your dashboard shows, so nothing in it is an estimate.
What is in it
What happened. Yesterday's revenue and leads, and calls if you track them, then the periods you picked: the last seven days against the seven before and the month so far, unless you choose otherwise, or the last thirty days against the thirty before. Ad spend rides along when Google or Meta is connected. If your lead rules exclude anyone, the count says so beside the number, the same way the dashboard does.
Said once, not every morning. What your lead figures are based on is said on your first brief and again whenever the rules change. How many contacts match them today is news every morning, so it is said every morning. Last month's site outage tally is said once after each outage rather than daily for thirty days, and when ad spend is not connected the brief says so once a week.
Your deal board. How many deals are open and what they are worth, and what closed won in the shortest period you picked. A clause with nothing to say is left out rather than printed as a zero, because a brief that says “0 won” every morning teaches people to stop reading it. If your board carries no values we say so instead of claiming it is worth nothing, since an unpriced board and an empty one are different problems and only one of them is yours to fix. Deals sitting in a Won or Lost stage while still marked active get named here too, so the tidy-up finds you rather than the other way round.
On your plate. Anything the dashboard flagged, deals that have sat still for two weeks, a site that is down or a page that lost its tracking snippet (said every morning it is true, since each is something to fix today), and, when Calendly is connected with meeting recaps, what yesterday's meetings left you to do. That last part quotes one real action item from the notetaker so the line is a prompt rather than a summary; the rest live on the contact card, which is where you act on them.
Data as of. The moment the numbers were rebuilt, in your own time zone. The brief rides the first refresh of the day, so it lands around 4:30 AM Eastern, before your earliest riser.
Once a week instead of every day
Under Settings, Profile, Daily brief, How often lets you take it weekly: the same email, arriving on Monday morning only. Like the switch, it is yours alone, so an admin choosing weekly changes nobody else’s mornings.
Switching it off, and on
Settings → Profile → Daily brief. Each owner and admin chooses for themselves, and nobody's switch changes anybody else's morning. Untick it and tomorrow's brief does not go out to you; tick it again whenever you like. Nothing else changes: the Daily brief section on your dashboard is separate, and you show or hide that one from the Library on the dashboard.
Periods, under the switch, picks what your own brief reports beside yesterday: the last seven days, the last thirty days and the month so far, any of them. Pick the one your goals are set in. It is yours alone, like the switch, and the best channel and the deals won follow the shortest one you tick.
Two ways to tune what it says for everyone. On the dashboard, the ✕ on a tip asks whether to Dismiss it or Hide it for a while. When an owner or admin dismisses one, it leaves everyone’s dashboard and the brief, until one of them brings it back from Dismissed and hidden at the foot of the Tips card; a line about a client whose billing moved to another record, say. Anyone else who dismisses a tip takes it off their own dashboard. Hiding is yours alone, on every device you sign in on, and ends by itself after the time you pick. And on Board settings, Which boards the daily brief covers lets you untick a board you run for something other than this business: its records stay on the board and leave the brief. A board marked operational on the same page is never in the brief.
If it looks wrong
Reply to the email. A real person reads it. The most common surprise is a quiet brief in your first weeks, which is the tracking still filling in, covered in Your first month.