Know what matters before your first meeting.

Every morning at 8:30am, ClickBoss delivers your top 3 priorities: what's at risk, what's working, and whether you're on track.

Teams we've worked with

How it works

  • Scans overnight

    While you sleep, ClickBoss tracks your KPIs across your ad platforms, analytics, store and CRM, and checks each one against your baselines and targets.

  • Ranks what matters

    It picks three things: the biggest risk, the best opportunity, and where the month will land. Each one comes with the cause and the next step.

  • Delivers at 8:30am

    Your briefing lands in email, the dashboard or Slack. Marketing, product and analytics all start the day from the same numbers.

What's in your briefing

Three cards. Each with the cause and what to do next.

Risk

What's at risk

Something broke or slipped below your threshold. ClickBoss shows what happened, why, and what to do about it.

Example · Analytics team

“AI referral traffic disappeared. Visits from ChatGPT, Gemini and Perplexity dropped to zero overnight. Recommend: check referral tracking and UTM tagging.”

Growth

What's working

Something is outperforming. ClickBoss flags it so you can put more behind it while it lasts.

Example · Product team

“Checkout completion up 18% since Tuesday, almost all of it on mobile. Recommend: find what changed on mobile checkout that day and bring it to desktop.”

Forecast

Where you'll land

Your month-end projection at the current pace, with the gap or the surplus, while there's still time to act.

Example · Marketing team

“Revenue tracking 12% behind target. Projected AED 30,800 against AED 35,000. Recommend: shift budget to the two campaigns returning above target.”

Set the target. We'll track the pace.

Click any KPI and enter your monthly target. ClickBoss handles the KPI monitoring and tells you every morning whether you're on track to hit it.

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Your briefing, wherever your team works.

The same three cards at 8:30am, in the inbox, the dashboard or Slack. On every plan.

Frequently asked questions

Can't find your answer?

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What data does the morning briefing use?

Everything you connect: Google Ads, Meta Ads, Google Analytics, Shopify (coming soon), HubSpot and more.

What if nothing important happened overnight?

Your forecast card always shows, so you always know your pace against target. Risk and growth cards only appear when ClickBoss finds something worth your attention. If an issue isn't fixed or snoozed, it stays in your briefing every day until it's resolved or something more important comes up. Investigate & fix finds the cause, so you can clear it.

How is this different from My Alerts?

With My Alerts, you choose the KPI to watch. With the morning briefing, ClickBoss decides what matters. It works like a digital analyst: it finds the signals in your data, grades them, ranks them, and gives you the top three.

Can I change the 8:30am delivery time?

Not yet. Your briefing arrives at 8:30am in your project's time zone.

Is my data secure?

Yes. ClickBoss runs on AWS infrastructure and reads your data through secure connectors. Your briefing is built from totals, not people: we save daily metric totals, your targets and your insights. The only personal data we keep is what you pull into a chat yourself, such as a list of HubSpot contacts, and it stays in your chat history. Read our privacy policy →

How do I get the most out of my briefing?

Read it first thing, act on the top card, and set a monthly target for every KPI you care about so the forecast has something to measure against. For more, read The morning briefing playbook and How to read your morning briefing in under 2 minutes.

Get your first morning briefing tomorrow.

Connect your platforms in minutes. No engineers needed.

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