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Sales Reporting, Automated

Your weekly sales brief, built and sent automatically

Connect your CRM, set your cadence, and PaceBrief delivers a polished team report every week — no manual work required.

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What PaceBrief does

One clean brief. Every Monday. For every person on your team.

Sales managers at growing teams spend hours each week assembling the same report in spreadsheets. PaceBrief connects to your CRM, selects the metrics that matter, and delivers a consistent, polished brief — without you touching a cell.

01

Connect your CRM

PaceBrief pulls deal data, stage changes, and rep activity directly from your CRM on your schedule.

02

Configure your brief

Choose which metrics to highlight, which team members to include, and when to send — takes five minutes to set up.

03

Your team gets the brief

Each recipient gets their personalized digest — individual numbers, team rank, and the week's headline story — formatted to be read, not skimmed.

Built for sales managers

Reporting that respects your team's time

Report quality

Polished enough that reps actually read it

Most automated reports look like raw exports. PaceBrief formats your data like a professionally typeset brief: consistent hierarchy, clear labeling, and a narrative structure that puts the most important numbers front and center.

  • Consistent format every week — no manual cleanup
  • Narrative summary generated from your data
  • Clean typography optimized for email and web viewing

PaceBrief Weekly

West Region — Week of 07/07/2025

Delivered

The West Region closed $186K this week, up from $172K last Monday. Pipeline health is strong at $2.4M with 47 active opportunities. M. Okafor led the team with $64K across 12 deals.

Win Rate

34%

+4pts

Avg Deal

$18K

+$2K

Activities

142

+22

Your brief this week

Marcus Okafor

#1
Your closed revenue
$64,000 Team average: $41K
Your open pipeline
$312,000 12 active deals
New deals added
4 +2 vs last week
Activities logged
38 Team high

You ranked #1 on the team this week. Your Meridian Corp deal moved to Proposal — consider following up before Friday.

Personalization

Every rep gets their own numbers, in context

The brief you send to the team and the one each rep receives are different. PaceBrief generates a personalized version for every recipient: their pipeline, their rank, their deals to watch — alongside the team view.

  • Individual rep digest auto-generated from the same data
  • Team rank visible to every recipient
  • Deal-level commentary on notable stage changes
Scheduling

Set it once, receive it every week

Configure your send schedule once and forget about it. Monday morning briefs, Friday afternoon recaps, mid-week check-ins — PaceBrief sends at the time that works for your team's rhythm.

  • Flexible cadence: weekly, bi-weekly, or custom
  • Timezone-aware delivery for distributed teams
  • Preview any brief before it goes out

Send Schedule

West Region team brief

Frequency

Weekly

Send day

Monday

Send time

8:00 AM — Eastern Time

Next send

Mon, 07/14/2025 · 8:00 AM ET

Preview this brief

How it works

From CRM data to team inboxes in four steps

1

Connect your CRM

Setup

Link PaceBrief to your existing CRM. PaceBrief reads deals, stages, rep assignments, and activity history — read-only, nothing is modified. Takes about two minutes.

Read-only access — your CRM data is never modified
2

Choose your metrics

Configure

Select the metrics that matter to your team: pipeline total, closed revenue, win rate, activity counts, stage changes. Check the boxes. PaceBrief builds the template around what you pick.

3

Add your recipients

Configure

Add your team members and set send times. The manager gets the full team view. Each rep gets their own personalized version alongside it. Set the cadence and you're done.

4

Briefs go out on schedule

Live

Every Monday (or whenever you set it), PaceBrief pulls fresh data, assembles the brief, and delivers it to every inbox. You never have to touch it again unless you want to change something.

Pricing

Simple pricing for the manager who just needs it done

One plan. All the features. No data-team required. PaceBrief is priced for frontline managers, not enterprise procurement.

Full CRM integration
Unlimited weekly briefs
Personalized rep digests
Custom metric selection
Flexible send schedule
Team management

PaceBrief

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Stop building the report. Start sending it.

PaceBrief does one thing exceptionally well: your team's weekly sales story, assembled and delivered without manual work.

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