Overview: Client Performance Overviews

Using Client Performance Overviews, you can view all of your Client’s top KPIs and Goals in one place. This helps eliminate the work required for internal review of client performance and goal achievement. 

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    Only Agency Accounts have access to Client Performance Overviews. Learn more about how to become a Databox Agency Partner here

How to access Client Performance Overviews

Navigate to Clients > KPI Performance Overview or Clients > Goal Overview to access Client Performance Overviews. On these pages, you can use Tags and Account Managers to better organize your Client Accounts and create the optimal views for you. 

How to use Client KPI Performance Overview

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How to populate a column in the Client KPI Performance Overview Table

1
 Click on the Column Header to open the Setup C lient KPI window
2
 Select a Data Source from the Data Source drop-down list. As a best practice, this Data Source should be connected in the majority of your Client Accounts
3
 Select a Metric from the Metric drop-down list. This should be a Metric that is significant in the majority of your Client Accounts
Pro Tip: Only Basic Metrics are accessible through this method. To add Custom and Calculated Metrics to the Client KPI Performance Overview, follow these steps.
4
 Select a Primary Date Range from the Primary Date Range drop-down list. This should be the most significant Date Range for you to view your Clients data, but it can be switched in real time as well
5
 Click the green Save button. The individual cells in the column will populate with Client data as long as the Data Source is connected in the corresponding Client Account. If you have multiple Accounts of the same Data Source connected in a Client Account, you'll be prompted to select the specific Account that you want to populate the cell.
6
 To switch between Date Ranges, click on the selected Date Range in the Column Header and select the new Date Range. 

How to populate a cell in the Client KPI Performance Overview Table

1
 Click on the ... icon in the top right of the cell to open the Setup Client KPI window
2
 Select a Data Source from the  Data Source drop-down list. Only Data Sources that are connected in the corresponding Client Account will be available in this list
3
 Select a Metric from the  Metric drop-down list. You have the ability to choose Basic, Custom and Calculated Metrics that exist in the Client Account
4

 Select a Primary Date Range from the  Primary Date Range drop-down list. This should be the most significant Date Range for you to view the Client's data, but it can be switched in real time as well

5
 Click the green  Save button. The individual cell will populate with the appropriate Client data. If you have multiple Accounts of the same Data Source connected in a Client Account, you'll be prompted to select the specific Account that you want to populate the cell.

How to use Client Goal Overview

The Client Goal Overview shows your progress towards reaching the Goals tracked in your Client Accounts. Goals must be setup directly within the Client Accounts to show up on the Goal Overview page. Learn more about Goals here

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