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