{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Overview: Client Performance Overviews","description":"Monitor all your clients' top KPIs and goals in one place — populate the Client Performance Overview table by data source, metric, and date range.","siteUrl":"https://help.databox.com","llmstxt":{"title":"Databox Knowledge Base","description":"Databox is a business analytics platform that consolidates data in one place, enabling real-time performance tracking and insights by mixing and matching data from various sources for a comprehensive view.","details":{"content":"This knowledge base covers everything from account setup and integrations to building Databoards, creating custom metrics, and using AI-powered features."},"sections":[{"title":"General","includeFiles":["docs/general/*.md","docs/general/visualization-types/*.md","docs/general/templates/*.md"],"excludeFiles":[]},{"title":"AI","includeFiles":["docs/ai/*.md"],"excludeFiles":[]},{"title":"Account Management","includeFiles":["docs/account-management/**/*.md"],"excludeFiles":[]},{"title":"Databoards","includeFiles":["docs/databoards/**/*.md"],"excludeFiles":[]},{"title":"Data Management","includeFiles":["docs/data-management/**/*.md"],"excludeFiles":[]},{"title":"Metrics","includeFiles":["docs/metrics/**/*.md"],"excludeFiles":[]},{"title":"Forecasts","includeFiles":["docs/forecasts/*.md"],"excludeFiles":[]},{"title":"Goals","includeFiles":["docs/goals/*.md"],"excludeFiles":[]},{"title":"Reports","includeFiles":["docs/reports/*.md"],"excludeFiles":[]},{"title":"Notifications","includeFiles":["docs/notifications/*.md"],"excludeFiles":[]},{"title":"Pricing and Billing","includeFiles":["docs/pricing-and-billing/*.md"],"excludeFiles":[]},{"title":"Mobile","includeFiles":["docs/mobile/*.md"],"excludeFiles":[]},{"title":"Support","includeFiles":["docs/support/*.md"],"excludeFiles":[]},{"title":"Integrations","includeFiles":["docs/integrations/**/*.md"],"excludeFiles":[]}],"hide":false,"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"overview-client-performance-overviews","__idx":0},"children":["Overview: Client Performance Overviews"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Using Client Performance Overviews, you can view all of your Client's top Metrics and Goals in one place. This helps eliminate the work required for internal review of client performance and goal achievement."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-access-client-performance-overviews","__idx":1},"children":["How to access Client Performance Overviews"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/overview-client-performance-overviews_1.a9b409f0d23d2d29ab0c25fe71f13b0d5307a7a7d58aca577fdd70d1fb62b1d6.969cd774.gif","alt":""},"children":[]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Navigate to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Clients > Metric Performance Overview"]}," or ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Clients > Goal Overview"]}," to access Client Performance Overviews. On these pages, you can use Tags and Account Managers to better organize your Client Accounts and create the optimal views for you."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-populate-a-column-in-the-client-metric-performance-overview-table","__idx":2},"children":["How to populate a column in the Client Metric Performance Overview Table"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/overview-client-performance-overviews_2.f057d660ed9610145f5f3f60451c0ecd728f0090e970e1a6dff40d0138029250.969cd774.gif","alt":""},"children":[]}]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click on the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Column Header"]}," to open the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Setup Client Metric"]}," window."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a Data Source from the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Data Source"]}," drop-down list. As a best practice, this Data Source should be connected in the majority of your Client Accounts"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a Metric from the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Metric"]}," drop-down list. This should be a Metric that is significant in the majority of your Client Accounts"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a Primary Date Range from the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Primary Date Range"]}," drop-down list. This should be the most significant Date Range for you to view your Clients data, but it can be switched in real time as well."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click the green ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]}," button. The individual cells in the column will populate with Client data as long as the Data Source is connected in the corresponding Client Account. If you have multiple Accounts of the same Data Source connected in a Client Account, you'll be prompted to select the specific Account that you want to populate the cell."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["To switch between Date Ranges, click on the selected Date Range in the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Column Header"]}," and select the new Date Range."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-populate-a-cell-in-the-client-metric-performance-overview-table","__idx":3},"children":["How to populate a cell in the Client Metric Performance Overview Table"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/overview-client-performance-overviews_3.8d83428d8e3b2b1baed89ac3bbe0ee09fbacf25d4f34e764aeb2cd54d02bac23.969cd774.gif","alt":""},"children":[]}]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click on the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["..."]}," icon in the top right of the cell to open the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Setup Client Metric"]}," window."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a Data Source from the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Data Source"]}," drop-down list. Only Data Sources that are connected in the corresponding Client Account will be available in this list."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a Metric from the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Metric"]}," drop-down list. You have the ability to choose Basic, Custom and Calculated Metrics that exist in the Client Account."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a Primary Date Range from the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Primary Date Range"]}," drop-down list. This should be the most significant Date Range for you to view the Client's data, but it can be switched in real time as well."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click the green ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]}," button. The individual cell will populate with the appropriate Client data. If you have multiple Accounts of the same Data Source connected in a Client Account, you'll be prompted to select the specific Account that you want to populate the cell."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"how-to-use-client-goal-overview","__idx":4},"children":["How to use Client Goal Overview"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/overview-client-performance-overviews_4.34c582549fb386163ebb8e86b00760a3262fd5be71fe040af8002129ddcbb1be.969cd774.png","alt":""},"children":[]},"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 ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/create-a-goal"},"children":["here"]},"."]}]},"headings":[{"value":"Overview: Client Performance Overviews","id":"overview-client-performance-overviews","depth":1},{"value":"How to access Client Performance Overviews","id":"how-to-access-client-performance-overviews","depth":2},{"value":"How to populate a column in the Client Metric Performance Overview Table","id":"how-to-populate-a-column-in-the-client-metric-performance-overview-table","depth":2},{"value":"How to populate a cell in the Client Metric Performance Overview Table","id":"how-to-populate-a-cell-in-the-client-metric-performance-overview-table","depth":2},{"value":"How to use Client Goal Overview","id":"how-to-use-client-goal-overview","depth":2}],"frontmatter":{"slug":"overview-client-performance-overviews","seo":{"title":"Overview: Client Performance Overviews","description":"Monitor all your clients' top KPIs and goals in one place — populate the Client Performance Overview table by data source, metric, and date range."},"keywords":{"includes":["client performance overview","client metric overview","monitor all clients","Client Performance Overview table","Clients > Metric Performance Overview","client goal overview","KPIs across clients","client performance table setup"]}},"lastModified":"2026-04-02T17:42:59.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/overview-client-performance-overviews","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}