Connect Data
Data Sources included
A Data Source is any property, account, or other source of data you want to integrate. (e.g., Syncing 3 GA4 properties would count as 3 data sources).
Data Source limit
Add additional Data Sources to sync all of your data with Databox.
Sync frequency
Update the sync frequency of your Data Sources.
120+ native integrations
Connect HubSpot, Google Analytics, Facebook Ads, and more using a pre-built, one-click integration.
3rd party integrations (Zapier, Make)
Visualize performance from 2,000+ third-party integrations using Zapier and Make.
Push custom data to API
Push pre-processed data to Databox using scripting languages via the Rest API.
Spreadsheet integrations (Excel, Google Sheets)
Use Databox to visualize your Google Sheets and Excel data.
Dataset integrations
SQL integrations
Visualize your data from PostgreSQL, MySQL, AWS Redshift, Microsoft SQL Azure, Microsoft SQL Service, Google BigQuery and Snowflake in Databox.
Store Data
Historical data
The maximum amount of historical data that’s available in your Databox Account.
Warehouse data storage
The maximum amount of data that will be stored by Databox.
Prepare Your Data For Analysis*
Available for select integrations. Visit the Available Integrations page in-app for details.
Create datasets
Select the view and columns of data you need to create your custom dataset.
Filter dataset data
Easily filter specific rows of data when preparing your dataset.
Merge datasets
soon
Combine data from different Data Sources (i.e., HubSpot and Stripe) using a unique identifier (like an email address or customer ID) to calculate new metrics and perform more advanced analysis.
Calculate dataset data
soon
Perform calculations on raw data, whether from one table or combined datasets.
Export dataset to CSV
Export your dataset tables as CSV files for further analysis and sharing.
Build Custom Dashboards
Databoards
Databoards are Databox dashboards.
300+ Public Databoard Templates
Instantly visualize your performance using one of over 300 pre-built dashboard Templates created by our community of experts.
Dashboard Designer
Visualize KPIs in a variety of ways, and build meaningful dashboards–no code or design skills necessary.
Databoard Account Templates
Create and use custom dashboard templates in your Account to streamline your reporting process.
Databoard Loops
Loop multiple dashboards together to create a comprehensive presentation of performance data.
Metric Builder
Use Metric Builder to create Custom Metrics and get a more granular view of your performance.
Custom Metrics
Build Custom Metrics to monitor custom data, events, goals and more with just a few clicks.
Data Calculations
Easily calculate (add, subtract, multiply, divide) new metrics from any Data Source using Data Calculations.
Custom date ranges
Define your own Date Ranges and Comparison Periods by selecting the start and end dates, custom rolling periods, and more.
Removable branding on Databoards
Remove “Powered by Databox” and the Databox logo from dashboards in your Account.
Media creatives
Display your ad creatives alongside related ads data.
Instant refresh
A button to instantly refresh your data on demand 1x per day.
Fiscal Calendars
Monitor, visualize, and report on all of your business data based on your fiscal calendar.
Monitor Performance Everywhere
Personalized Performance screen
Keep an eye on what matters most, from critical KPIs to emerging trends.
Metrics screen
Monitor all of your key metrics from one screen to see how performance is trending at a glance.
Slack integration
Get dashboards, alerts, scorecards, and more delivered directly to Slack.
Stream to TV
Easily stream your Databoards to any Smart TV using your own unique streaming code.
Mobile app access
Monitor your performance data anytime, anywhere using the Databox Mobile app (available for iOS and Android).
Set and Track Goals
Create manual goals
Set and track goals by manually entering a specific value (number, percentage, or currency). Then, update progress as needed by entering new values.
Add goals to dashboards
Monitor your goal progress using gauge charts, progress bars, tables, and more.
Create metric-based goals
Set goals based on your key metrics and track progress automatically as your data updates.
Advanced goal setup
Set and adjust goals for all periods automatically. Or, update any period individually and instantly recalculate the rest with a single click.
View forecast and benchmark data
See forecasted values and benchmark data while setting goals.
Teams & Collaboration
Create team spaces
new
Create dedicated spaces for each team in your organization and add the metrics, goals, dashboards, and reports they need to track.
Team permissions & sharing
soon
Easily Share With Your Team
Shareable Databoard Links
A unique URL used for sharing and viewing your dashboards outside of the Databox app.
Scheduled Databoard Snapshots
Schedule regular exports of dashboards to be delivered via email as JPGs or a PDF.
Scorecards
Receive regular Scorecard updates on your most important KPIs through email, mobile push notification, and/or Slack.
Weekly Digest
Receive detailed metric performance updates directly in your inbox each week.
Embed Databoards
Use the simple embed code to share and publish live dashboards on any web page.
Annotations
Add additional context and insights as a comment directly on a data point in a visualization.
Alerts
Automatically and proactively monitor your most important KPIs and stay up-to-date on performance trends using Alerts.
Reporting
Create flexible reports
new
Create flexible, beautiful reports in presentation or page formats.
Schedule Reports
Schedule Reports to be sent on a daily, weekly, monthly, or quarterly basis. Add an automated reminder to be delivered to your inbox ahead of the scheduled send.
Use pre-built templates
Instantly create Reports using pre-built Report Templates created by our community of experts.
Save custom templates
Create and use custom Report Templates in your Account to streamline your reporting process.
Share and download PDFs
Download Report PDFs directly in Databox or send via email.
Archive Reports
Access, view, and retrieve all of your Account’s Report PDFs.
Remove branding
Remove “Powered by Databox” and the Databox logo from Reports in your Account.
Add data stories
Add dynamic elements like metrics, time periods, and percentage of change to the text of your reports.
Add AI Performance Summaries
new
Summarize your performance with AI.
Data and AI features
Metric Forecasts
new
Predict future performace for your KPIs, optimize your strategy, and stay ahead of your competition.
Performance summaries
new
Artificial intelligence will assist you in discovering connections, patterns, and emerging trends in your data.
Anomaly Detection
new
Identify unusual patterns or outliers in data, which may indicate potential anomalies or areas of opportunity.
Smart alerts
new
Get notified when unusual behavior (like an unexpected spike or dip) is automatically detected in your data.
Advanced Benchmarks
new
Instantly compare your performance against other similar companies to recognize areas of opportunity and sell/ upsell/ retain clients.
Metric Correlations
soon
Quickly identify relationships between metrics to understand how they impact one another and how you can influence your overall performance.
Partner only features
Client Accounts
Use Client Accounts to create a secure, repeatable, organized, and valuable reporting process for both your Agency and Clients.
Client Performance & Goals Overview
View every client’s top KPIs and goals in one screen. Eliminate the work required for internal review of client performance and goal achievement.
White-labeling
Create an on-brand experience in your Databox Account. Allow users to login, view dashboards, and receive emails with your company’s branding. Perfect if you plan to resell Databox to your clients.
Support and consulting
Chat & Email Support
Priority Support
Move your cases to the top of our chat and email support queues.
Guided Onboarding (6h)
Personalized guidance as you set up and roll out Databox to your company. Includes 6 calls of one-on-one or team support, as well as priority support for 3 months.
Dedicated Analyst (2h/mo)
Meet with a Databox expert and business analyst twice a month to discuss your goals, develop a plan for success, and assist with the creation of dashboards and reports.
Account management & security
Users
Users can log in to your Databox Account and view or edit different features according to their user role and permissions.
User management
Add and manage permissions for your team and clients in Databox.
Two-factor authentication (2FA)
Add an additional layer of security to your account by requiring more than just a password to log in.
Single sign-on (SSO)
We support Single Sign-on (SSO) over SAML 2.0 open authentication standard.
Advanced Security Management
Make your account more secure and protect sensitive data, meet internal company policies, build trust and confidence and enhance control over your data by using Force 2FA, Force SSO, Activity Log, Login Records and Active User Sessions.
