Databox pulls all your data into one place, so you can track performance and discover insights in real-time. In this document, we will review key features to help you automate your reporting and more effectively monitor your data.
HOW TO
Automate Reporting
IN THIS SECTION
Data Sources
70+ native integrations are available so you can directly connect your Data Sources in Databox. This allows for regular data syncs and near real-time dashboards. Native Data Sources include Google Analytics, HubSpot, Facebook Ads, Stripe, Teamwork, and more. Custom Data Sources like Google Sheets, MySQL, Zapier, Java, and more can also be connected to Databox.
Learn more about Data Sources here.
Databoards
The dashboards that you create in Databox are called Databoards. Each Databoard is made up of individual Datablocks, which is the pairing of a Metric and a visualization type on your Databoard. There are many different Datablock visualizations available, including Line Graphs, Pie Charts, Funnels, Progress Bars, and more.
Learn more about Databoards here.
Templates
Hundreds of pre-built Databoards are available as Templates in the public Template Directory. You can instantly pull any of these Templates into your Account and it will repopulate with your own unique data. From there, you can further customize the Databoard to meet your needs.
Lear more about Templates here.
Designer
The Designer is where you can customize your Databoards. From here, you can add, delete, edit or resize Datablocks in order to highlight the right Metrics in your reports. You can also update colors and logos to personalize the Databoard. All Databoards are optimized for desktop and mobile use.
Learn more about the Designer here.
If you're working in a Professional or higher Accounts, Metric Builder and Data Calculations are available to create Custom and Calculated Metric without any coding or backend work. Request a trial by following these steps.
Looped Databoards
Looped Databoards is a set of multiple Databoards looped together. This creates one centralized Shareable Link to host your full report. This Shareable Link will display the Databoards with the same Date Range options, visualizations, and data sync frequency as the Databox Account.
Learn more about Looped Databoards here.
Scheduled Snapshot
With Scheduled Snapshots, you can share PDFs or JPGs of your Databox reports at regular times. Scheduling Snapshots is a great way to make the data a more regular part of your teams routine. They are also valuable in that they allow you to easily export Databox reports.
Learn more about Scheduled Snapshots here.
Monitor Data
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Scorecards
Scorecards allow you to monitor up to 10 Metrics through Daily, Weekly, or Monthly updates via email, push notification, or Slack. This is a great way to highlight key Metrics and make data analysis a regular part of your teams routine.
Learn more about Scorecards here.
Goals
With Goals, you can stay up-to-date on your progress towards reaching business objectives. On your Databoards, you can set your Metrics to compare with the Goal value(s). This will constantly update to reflect your current performance vs the Goal you have set for the Metric. Depending on the Metric, daily, weekly, monthly, quarterly and yearly Goals can be set.
Learn more about Goals here.
Alerts
Alerts instruct the Databox system to start automatically and proactively monitoring your data and notify you to any significant behavior. Alerts can be set to notify you when a Goal has been hit, or to let you know where there are emerging trends in your data.
Learn more about Alerts here.
Annotations
Annotations are short text notices that can be linked to your graphs for a specific point in time. This is a great way to interpret KPIs and inform end users when something noticeable has impacted the data. Alerts can be an indication of when an Annotation should be added to a Datablock.
Learn more about Annotations here.
Insights
The Insights Stream is a newsfeed of activity happening in your Databox Account(s). You can set Insights to post updates when Alerts, Goals, Annotations, Scorecards, Activity Notifications, and Databox News are added, updated or achieved.
Learn more about Insights here.
Pro Tip: Ready to get started? Check out 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.