Databox's Benchmark Groups product allows you to benchmark your company's performance against groups of similar companies and helps you set better strategies, business goals, and improve overall performance. A Benchmark Group is defined by cohort characteristics, such as company size, yearly revenue, type of business or industry, and the selected set of metrics from different sources.
In this document, we will review the guidelines and key features to help you join, create and set up a Benchmark Group, so you can effectively compare your performance data.
- The following actions made in your Benchmark Groups Account will be reflected in your Databox Analytics Account as well:
- Managing Data Sources (e.g. adding, reconnecting, or deleting a Data Source)
- Managing Users (e.g adding or deleting a User)
- Managing Clients (e.g adding or deleting a Client)
- Updating Company information

Pro Tip: Agencies are also able to use Benchmark Groups for comparing performance for their Client Accounts. Learn more about how to become a Databox Agency Partner here.
HOW TO
- Access Benchmark Groups
- Manage Benchmark Groups Account
- Use Metric Search
- View Benchmark Groups
- Use Benchmark Groups
- Join Benchmark Groups
- Share Bechmark Groups
- Create Benchmark Groups
- Use Benchmark Groups for your Clients
- View Benchmarks
- Manage your Data Sources
How to access Benchmark Groups
You can access the Benchmark Groups page at http://benchmarks.databox.com/.
How to manage your Benchmark Groups Account
IN THIS SECTION
- How to login to your Benchmark Groups Account (Databox Analytics Users)
- How to login to Benchmark Groups Account (non-Databox Analytics Users)
- How to edit your Benchmark Groups Account
- How to switch between Agency and Client Accounts
How to login to your Benchmark Groups Account (Databox Analytics Users)

If you already have a Databox Analytics Account, follow the steps below to login:
- Open https://benchmarks.databox.com/ and navigate to Login at the top right-hand side.
- Enter your login credentials and click the blue Sign in button.
How to login to Benchmark Groups Account (non-Databox Analytics Users)
If you don't have a Databox Analytics account, follow the steps below to set up your account:
- Open https://benchmarks.databox.com/ and navigate to Sign Up at the top right-hand side.
- Enter your Personal and Company Information.
- Once you've enter all the information, click the blue Create account button to create your Benchmark Account.
How to edit your Benchmark Groups Account
You can edit your Benchmark Groups Account by navigating to the Account and selecting a desired option from the drop-down, such as Profile, Data management, User management, Client Management or Company information.
How to switch between Agency and Client Accounts
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner here.
How to use Metric Search
Metric Search allows you to search for a Metric and, based on that Metric, select the group you want to join.You can filter the Metric by a Data Source or by the cohort filters of the group such as Company size, Business Type, Annual Revenue and Industry.

Pro Tip: The Benchmarks of the Metrics will only be visible if the Data Source you have searched the Metric for is connected in your Account. If that specfic Data Source has not been connected, you will have to connect the Data Source to view the Benchmark.
6. If you are interested in the group, click on the blue Join Group button.
How to view Benchmark Groups

How to use Benchmark Groups
IN THIS SECTION
How to use Joined Groups

How to use My Groups
- Creating your own Benchmark Groups gives you control over which data sources and metrics are included in your Benchmark and allows you to invite (and remove) members from your group.

How to use All Groups

How to join Benchmark Groups

1. Navigate to All Groups.
Pro Tip: To join a group, you have to connect at least one Data Source in the group. You'll be able to see Benchmarks in the group only for Data Sources you've connected.
How to share Benchmark Groups
- Navigate to Joined Group.
- Next, navigate to the group you would like to share and click the green View group button.
- Click on the blue Share button.
- Click on the blue Copy URL button, you can paste this URL in an email, slack etc. to share this group with anyone who would like to join this specific Benchmark Group.
How to create Benchmark Groups
Creating your own Benchmark Groups gives you control over which data sources and metrics are included in your Benchmark and allows you to invite (and remove) members from your group.
IN THIS SECTION
- How to create a Group [Example]
- How to invite Members to your Invite-Only Group
- How to manage Members of your Invite-Only Group
How to create a Group [Example]
Pro Tip: The Benchmark Group you create as a group owner will be a invite-only group (accessible by invite only) and will not be visible to the public. You can invite members to join your group after you have created it, Learn more here.
Pro Tip: You can add up to 10 Metrics to your Benchmark Group
Pro Tip: You can click on your Group name and Group description to edit them.
Pro Tip: You have to select at least 1 limitation for your group. By selecting conditions you limit which members are included in the calculation of the benchmarks for this group. To include most of the members, choose Company size and select all.
Pro Tip: The benchmarks will be calculated only if your group has enough members to meet the group criteria and if their Data Sources have data for the last month.
How to invite Members to your Invite-Only Group
Pro Tip: Only the group owners will be able to invite members to their invite-only group (private group).
- Navigate to My Groups.
- Next, navigate to the group you want to manage and click on blue Manage Group button.
- Click on the Members tab.
- Click on the green Invite more members button.
- Enter the E- mail addresses of the members you want to add. You can send a personal note with your email by clicking on Add personal note to email.
- Click on the blue Send invites button.
How to manage Members of your Invite-Only Group
Pro Tip: The Group's owner and users in owner's Databox Account with sufficient permissions (i.e. Admins and Editors) will be able to see and manage the group members.
- Navigate to My Groups.
- Next, navigate to the group you want to manage and click on blue Manage Group button.
- Click on the Members tab.
- Hover over the Member you want to delete and click on the Settings icon in the right-hand side.
- Click Remove to remove the member from the group.
Pro Tip: When a member is removed from the group, it will appear below in the Member removed section. You can restore the member to the group by hovering over the Member > click on Settings icon > Restore Member.
How to use Benchmark Groups for your Clients
THIS SECTION
- How to quickly update Company Information for your Clients
- How to switch between your Agency and Client Accounts
- How to join your Invite-Only Group on your Clients behalf
- How to join a Benchmark Group on your Clients behalf
How to quickly update Company Information for your Clients
Company such as industry, business type, company size, and revenue is necessary for your to be able to join Benchmark Groups. By adding this information for your clients, you'll be able to add them to more relevant Benchmark Groups and benchmark their performance against similar companies. Learn more on how to update your Company Information and your Clients Company Information here.
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner here.
Follow the steps below to quickly update Company Information for your Clients:
- Open your Databox Analytics Account and navigate to the Clients page.
- Click Join Benchmarks for your preferred Client Account. This will open a window where you can fill in your Client's Company Information such as Industry, Business Type, Number of Employees and Annual Revenue.
- At the top of the window, you can click the arrow to navigate between Client Accounts and update Company Information for additional clients.
- Next, click on the green Save and Accept button to save your Clients Company Information.
How to switch between your Agency and Client Accounts
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner here.
Pro Tip: Client Accounts created in the Databox app will also be visible in the Benchmark Groups. Learn more here.
- From any page in Benchmark Groups, click on the Switch Accounts icon on the top right-hand side.
- Select the Client Account from the available Client Account drop-down list to switch to the preferred Client Account.
How to join your Invite-only Group on your Clients behalf
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner here.
Pro Tip: Client Accounts created in the Databox app will also be visible in the Benchmark Groups. Learn more here.
If the Data Source is not already connected in your Client's Account, click on the green Connect button to connect your client's Data Source(s). An Authorization window will open where you will be prompted to enter your client's login credentials for that specific Data Source.
5. After you have connected the Data Source(s), click the blue Continue button so your Client is added to your Invite-Only Group.
How to join a Benchmark Group on your Clients behalf
Only Agency Accounts have access to Client Accounts. Learn more about how to become a Databox Agency Partner here.
Pro Tip: Client Accounts created in the Databox app will also be visible in the Benchmark Groups. Learn more here.
- Click on the Switch Accounts icon on the top right-hand side and select the preferred Client Account from the available Client Account list to switch to that Client Account.
- Navigate to All Group s and click on the green View Group button.
- Click on the blue + Join group button to add your Client to the Benchmark Group. This will open a new window where you will be prompted to select or connect your client's Data Source(s).
- If the Data Source is already connected in your Client Account, click on the drop-down arrow to select the Data Source.If the Data Source is not already connected in your Client's Account, click on the green Connect button to connect your client's Data Source(s). An Authorization window will open where you will be prompted to enter your client's login credentials for that specific Data Source.
- After you have connected the Data Sources, click the blue Continue button so your Client is added to the Benchmark Group.
How to view Benchmarks
Pro Tip: Learn how data is being calculated for Benchmarks here.
IN THIS SECTION
- How to view Benchmarks
- How to view Benchmarks on a Timeline
- How to view Benchmark Details
- How to view Benchmarks in Joined Groups
- How to view Benchmarks in My Groups
How to view Benchmarks
A Benchmark is a set of statistics calculated for a given metric in a benchmark group. You can view the Benchmarks of the group in the Metrics section.
How to view Benchmarks on a Timeline
A Benchmark Timeline will show you benchmark data for the last 3 months, last 6 months, and last year on a time series chart. You can view the Benchmark Timeline for a Metric in the Metrics section.
Pro Tip: Currently we only show data from October 2022 onwards.
How to view Benchmark Details
Benchmark Details give you more detailed information about the data displayed. They allow you to view the description of the metric, the median value of the group, the number of data source contributors, the date range and the time when the benchmark was last updated. You can view the Benchmark Details of the Metric by selecting Details in the Metrics section.
How to view Benchmarks in Joined Groups
Pro Tip: When you join an invite-only group (private group), groups owners won't be able to see the data of any specific group member. They can only see the group Benchmarks when they are calculated.
Group members can see the benchmark of a metric in the groups they have joined. These visualizations are in red or green.
- Median is the value lying at the midpoint of a frequency distribution of data.
- Red is displayed when your value is below the Median.
- Green is displayed when your value is above the Median.
How to view Benchmarks in My Groups
A group owner can see the benchmark for a metric if there is enough contributor data to calculate Benchmarks. These visualizations are displayed in blue and do not include the group owner's data. Instead, they show the distribution of the benchmark data in that specific group.
- Median is the value lying at the midpoint of a frequency distribution of data.
- The light blue color represents the data outside the 1st (bottom) and 3rd (top) quartile
- The dark blue color indicates the beginning of the 1st (bottom) quartile and the end of the 3rd (top) quartile.
A group owner can see the median performance of the group as well as the top and bottom quartiles of the groups performance on the Benchmark Timeline.
How to manage your Data Sources
All data management actions made in Benchmark Groups will be reflected in your Databox Analytics Account as well (e.g. adding, reconnecting and deleting a Data Source, etc.).
IN THIS SECTION
- How to access Data Management
- How to edit Data Source
- How to edit Data Source Metadata
- How to delete Data Source
How to access Data Management
Benchmark Groups users can connect up to 3 Data Sources under the free Databox Plan. To connect more Data Sources, upgrade your Databox plan here.
- Navigate to the Account > Data Management
- Hover over the Data Source you want to manage and click on the Settings icon
- You can choose between the options Edit data source, Edit data source metadata, or Delete data source.
How to edit Data Source
When you select Edit Data Source from the drop-down you'll be able to see the Data Source details.
Here you can view the Data Source that is connected, the status of the connection, the time zone and who has access to this Data Source (in the Databox app). You can also rename the Data Source connection by clicking on the Data Source name, or delete it.
If you delete a Data Source from your Benchmark Groups Account, your Data Source will be deleted from your Databox Analytics Account as well.
How to edit Data Source Metadata
We use this Metadata information to match the company to the characteristics of the benchmark group you are trying to join. If the company information and group conditions (company size, annual revenue, business type or industry) don’t match, your data from this respective Data Source won’t be included in the calculations
When you select Edit Data Source Metadata from the drop-down you'll be able to see the Data Source Metadata details.
How to delete Data Source
To delete your Data Source, select Delete data source from the drop-down and confirm it by clicking the red Yes, delete button.
If you delete a Data Source from your Benchmark Groups Account, your Data Source will be deleted from your Databox Analytics Account as well.