Guide: Using Profitwell with Databox

HOW TO

How to connect ProfitWell to Databox

IN THIS SECTION

How to connect ProfitWell to Databox

To connect a ProfitWell Account in Databox, go to Data Manager > + New connection. Type ProfitWell in the search bar and click on the green Connect button. 

This will open the Authorization window, which is where you will be prompted to enter a name for the ProfitWell connection and the API Token for your ProfitWell Account. The API Token can be found in ProfitWell by navigating to Account Settings > Integration > ProfitWell API > Connect to the ProfitWell API.

How much historical data is synced when you first connect ProfitWell to Databox?

When you connect a new ProfitWell Data Source in Databox, 36 months worth of historical data is initially synced. 

ProfitWell integrates with apps like Stripe, Chargebee, etc. The amount of historical data available from these integrations is limited by the service.

Pro Tip: Once your ProfitWell Data Source is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical ProfitWell data in your Databox reports. Learn more here. 

What time zone does ProfitWell data sync in? 

ProfitWell data is synced in the time zone set in the ProfitWell Account. For example, if your ProfitWell Account time zone is set as EST, your ProfitWell data will sync with Databox in EST. 

Which ProfitWell integrations are supported in Databox?

Data from these integrations are accessible from ProfitWell's API: 

  • Stripe
  • Braintree
  • Chargebee
  • Zuora
  • Recurly

The amount of historical data available from these integrations is limited by the service.

How to access pre-built ProfitWell Templates

1
 Navigate to the  Templates page
2
 In the Data Source drop-down list, select ProfitWell
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own ProfitWell data, click Use Template
5
 Select the appropriate ProfitWell Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected ProfitWell Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular ProfitWell Templates

ProfitWell (Revenue Trends)

ProfitWell (Churn Overview)

This dashboard allows you to track key SaaS Metrics for your company in real-time.
This Template helps you to track the top sources of churn for your SaaS business.

How to build a ProfitWell Databoard

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Datablock Library icon on the lefthand side of the Designer
3
 Select ProfitWell  from the Data Source drop-down list in the Datablock Library
4
 View the list of pre-built ProfitWell Datablocks. Drag and drop your selected Datablock onto your Databoard
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization types icon under the Datablock Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
8
 Select the appropriate ProfitWell Data Source and Metric in the righthand Datablock Settings. This will update the Datablock settings and will populate the Datablock with the appropriate data
 
9
 Complete steps 4-8 until your Databoard is complete

Popular ProfitWell Metrics

Recurring Revenue New Customers Upgraded Recurring Revenue
     
Downgraded Recurring Revenue  Active Customers Churned Recurring Revenue

View a full list of ProfitWell Metrics available in Databox here.

Additional Information

  • We can only pull in keywords that rank in Top 500. Keywords that are not ranked in this range won't be displayed in Databox. 
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