Overview: Home

The Home screen allows each user to select and quickly access the Metrics, Goals and Databoards that matter to them most. Users can customize what's displayed and track their progress in getting Databox set up. 

HOW TO

How to use your Home page

A
  Account Progress: Account Progress tasks are designed to help you set up with Databox in the most efficient way possible. Agencies can complete these steps to earn Premier Partner status, while direct business users can work through these steps to reach the Data-Driven status.  
Pro Tip: Follow this Onboarding Guide for step-by-step instructions on how to get set up with Databox. For our Agency Partners, we have this Agency-specific Onboarding Guide available. 
B
  Insights Activity: Insights Activity is a stream of data insights, Account activity, and recommended content. Each user in your Account can customize their Insights Activity so that you can all address issues and capitalize on opportunities in real-time
C
  Favorites: Favorites are user-specific, so each user in the Account has the ability to select their Favorite Metrics, Goals and Databoards to add to their Home page. This allows every member of your team to have easy access to the data that is the most important to them. 

How to use Account Progress

1
 On your Home page, click the Begin button after any step to be redirected to the area in Databox where the task can be completed
2
 Navigate to the  Account Progress page to view a full list of steps to complete before becoming Data-Driven users or Premier Databox Partners. 

How to use Insights Activity

1
 On your Home page, click on the preferences icon in the top left of the Insights Activity panel
2
 Use the checkmarks to select which data insights, Account activity, and recommended content you want to receive. 
3
 Click the green Apply hyperlink at the bottom of the Insights Activity panel to save your selections
Insights Activity is now customized to fit your personal needs. Monitor this to stay up-to-date on significant activities and new opportunities in real-time. 

How to use Favorites

IN THIS SECTION

How to Favorite Metrics

1
 Navigate to Data Manager >Metrics
2
 Select the appropriate Data Source from the Data Source drop-down list
3
 Find the Metric that you want to favorite, using the Search bar if necessary. Basic, Custom and Calculated Metrics can be favorited
4
 Click on the appropriate Metric to open the Metric description window
5
 In the top right, click on the star icon to Favorite the Metric. This will add the Metric to the Favorite Metrics section of your Home page
Pro Tip: You can also use the Filter on the Databoards page to view your Favorite Databoards.

How to Favorite Goals

Favorites are user-specific, so each user in the ability to select their own Favorite Metrics to add to their Home page. 

1
 Navigate to the Goals page
2
 Find the Goal that you want to favorite, using the  Search bar if necessary
3
 In the top right, click on the star icon to Favorite the Goal. This will add the Goal to the Favorite Goals section of your Home page

How to Favorite Databoards

Favorites are user-specific, so each user in the ability to select their own Favorite Metrics to add to their Home page. 

1
 Navigate to the Databoards page
2
 Find the Databoard that you want to favorite, using the  Search bar if necessary
3
 In the top right, click on the star icon to Favorite the Databoard. This will add the Databoard to the Favorite Databoard section of your Home page
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