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The Daily Briefing is the fastest way to know where your business stands - without opening five dashboards. It’s the first thing most owners check.

What’s in it

  • What changed - revenue, orders, leads, ad spend, cash - versus what’s normal for you.
  • Why it changed - the likely drivers, explained in plain English.
  • What needs you - the handful of things worth acting on today, each with a suggested next step.

How to use it

1

Open your briefing

Find it on your home screen, or in the notification you get when it’s ready each morning.
2

Scan the highlights

Start at the top - the briefing is ordered by what matters most for your business right now.
3

Act or ask

Approve a suggested action, or tap through to Ask Vivacity to dig into any line.
Connecting more sources makes the briefing sharper. Revenue plus ads plus CRM lets Vivacity connect cause and effect - e.g. “leads dipped because Friday’s campaign spend dropped.” See connectors.

Make it yours

  • Adjust what the briefing leads with as your priorities change.
  • Set the delivery time that suits you.
  • Quiet topics you don’t care about so the signal stays high.

Ask a follow-up

Anything in the briefing can be explored with a question.