20,000+ growing businesses and agencies rely on Databox to improve performance
Reporting that proves ROI and retains clients
Centralize all your client’s data in one place
- Connect to 130+ popular tools across sales, marketing, finance, and ops
- Pull in custom data from spreadsheets like Google Sheets and Excel
- Visualize backend data from SQL databases without writing code
All client data and goals in one place
- Create dedicated client accounts to keep each client’s data organized and secure.
- Manage all client metrics and goals from one view
- Onboard new clients faster with custom templates for dashboards and reports.
Automate client-ready reports
- Build professional reports in minutes, not hours
- Use slide or pageless formats depending on client preference
- Add commentary with annotations and AI summaries to highlight ROI
- Share via live link, presentation mode, or set up automated delivery
Give clients access to their performance in real time
- Combine metrics from every channel to give clients a complete view of performance
- Share live dashboards your clients can access anytime
- Save custom dashboard templates to onboard new clients or launch new campaigns in minutes
Stay aligned with your team
- Get alerted when revenue drops, churn spikes, or goals are off track
- Receive scheduled summaries of your top metrics
- Choose email, Slack, or mobile push
Agree on what success looks like
- Create custom goals for any metric or KPI
- Track progress towards your target in real-time
- Get alerted when goals are on track, off track, or at risk.
Keep clients in the loop, automatically
- Automatically send live dashboards and reports on a recurring schedule
- Schedule scorecards that highlight key metrics to keep clients informed
- Choose delivery via email or Slack
Show clients how they stack up
- Compare KPIs against industry peers
- Use benchmarks to highlight strengths and uncover opportunities
- Build trust by giving clients context for their results
Help clients set more realistic goals
- Forecast any metric, from subscribers and impressions to revenue
- View high and low forecasts, so you can help clients aim for the best but plan for the worst
- Manage client expectations using data-backed insights
Client reporting templates you can customize in minutes
“[Databox] keeps our reports insightful and always up to date. There’s a great selection of built-in metrics, and creating custom ones is super easy. The visualizations are clean, professional, and really help bring the data to life. The AI summary feature is particularly impressive. Most importantly, the data reliability is rock-solid. Far better than what we experienced with other platforms.”
See how the rest of your company can use Databox
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Executives
Track high-level KPIs and drive alignment. -
Functional Leaders
Monitor team performance and guide priorities. -
Team Contributors
Track key metrics and execute day-to-day work within a team. -
Business Analysts
Help teams use data to make better decisions.