Save Time & Improve Performance with Databox Services

Hire us to automate your reporting with live dashboards, scorecards and alerts, so you can predictably improve your company’s performance.


Get started quickly with our onboarding or implementation services. Help your whole company improve performance over time with ongoing assistance from our team or a qualified partner.

Onboarding Services

With our free product, 100+ 1-click integrations, free email and chat support and free business analytics course, we’re obsessed with making the Databox setup process as simple and self-service as possible.

But, if you’d like to automate performance reporting now and ensure you are leveraging data to maximize your performance in the future, consider our onboarding services.

Build a Databoard For You

Not exactly sure which metrics you should be tracking? Or, maybe you know what you want to track, but you're still learning how to use Databox?

We will build one custom databoard for you at no charge, based on the metrics you need to track and analyze. Then, we’ll tell you how we did it, so you can do your next one.

To get your free databoard setup, start a chat.

500

Guided Onboarding

You can do it. We will help. We’ll guide you one-on-one as you pull your data into Databox, build out your dashboards, set goals, set up automated reports and scorecards and roll out Databox to your key stakeholders.

Who is it for?

Customers who want to learn how to use Databox and want to set up metrics, dashboards and reports themselves.

What’s included?

Included with Guided Onboarding service:

  • 6 training calls over Zoom
  • Documented Success Plan A documented Success Plan, co-created with our Customer Success Managers, and based on our Predictable Performance Methodology provides straightforward steps, goals, and metrics to help you get the most out of Databox and meet your unique business objectives.

  • Priority Support for 3 months Chat and email support cases are routed to the top of the queue and handled with highest priority by our Support Team.

*does not include creation of custom integrations, metrics, dashboards or reports

Price: $500 (one-time)

Custom Implementation Services

Let’s build something together. Outsource all or parts of your setup to our team. Whether you need us to build a custom integration to pull your data into Databox, build dashboards to analyze company-wide performance, schedule email scorecards or help you calculate goals, we’ve got you covered.

Browse our custom implementation services below or book a call to get a custom quote.

  • Custom Integrations

    With our Custom Integration services, a Databox Engineer will work with your team to get your data into Databox. Using our SDK we’ll build a custom connection along with metrics you need to get started building dashboards and reports. We can also provide other solutions using Google Sheets, SQL database or third-party tools like Make, Zapier and Parabola.

    Who is it for?

    Customers who need to report on metrics for a Data Source we don’t natively integrate with and either lack internal development resources or want a Databox Engineer to build the integration.

    What’s included?

    Included with the Custom Integration service:

    • Development of custom integration

    • Development of custom metrics

    • Creation of dashboards

    Price: Determined by the scope of work. A proposal will be created detailing work to be done, cost, and estimated delivery date.

  • Quickstart Onboarding

    Get your initial set of dashboards and reports setup along with training so you can improve your reporting process moving forward. We’ll review your goals and reporting requirements then build out your first set of dashboards along with corresponding reports for deeper insights. You’ll meet with your Customer Success Manager to discuss the work being done and get training on features most important for reaching your goals. We’ll also help with setting up automated sharing and notifications to help keep you and your team updated on performance.

    Who is it for?

    Customers who want to learn how to use Databox but have Databox set up their initial metrics, dashboards, and reports.

    What’s included?

    Included with the Quickstart Onboarding service:

    • 3 training calls over Zoom

    • Documented Success Plan A documented Success Plan, co-created with our Customer Success Managers, and based on our Predictable Performance Methodology provides straightforward steps, goals, and metrics to help you get the most out of Databox and meet your unique business objectives.

    • Creation of up to 20 custom metrics

    • Creation of up to 10 dashboards

    • Creation of up to 2 reports

    • Setup of automated dashboard and reporting sharing and other notifications

    *does not include creation of custom integrations and associated metrics

    Price: $1,000 (one-time)

  • Custom Metrics & Dashboard Creation

    Let us help you get setup fast by creating your initial set of dashboards and reports. We’ll dive deep into your reporting requirements and help to map out a plan for the metrics, dashboards and reports you’ll need to start. From there your Customer Success Manager will create what you need then schedule a call to review the work. Training will be provided on the features used in the setup. You’ll have the opportunity to request revisions to ensure your new dashboards and reports meet your needs.

    Who is it for?

    Customers who want a Databox expert to create custom metrics, dashboards and reports.

    What’s included?

    Included with the Custom Metric and Dashboard service:

    • Creation of custom metrics

    • Creation of dashboards

    • Creation of reports

    *does not include creation of custom integrations and associated metrics

    Price: Determined by the scope of work. A proposal will be created detailing work to be done, cost, and estimated delivery date.

  • Data Source-Specific Custom Services

    As a result of our deep integrations with several leading software products, we can quickly identify your needs and design an optimal implementation of Databox for the following data sources:

    Sales Management with HubSpot CRM

    Are you looking to make sense of all of your sales inputs and grow sales in a more predictable manner? During your Sales Activity engagement, your Databox expert will help you transition to a world where you can:

    • Track your sales team’s activity on a daily basis.

    • Forecast future sales results.

    • Monitor and compare the performance of your salespeople.

    • Track multiple pipelines by deal stages.

    • Understand conversion rates through your entire sales funnel.

    Search Engine Optimization (SEO) with Google Analytics and Google Search Console

    Is your team investing time, resources, and money into content creation? Our team of Databox experts will help you understand how content is influencing performance, the channels that perform best, which content is converting best, and more.

    Your Databox expert will help you:

    • Customize your Google Analytics account with the appropriate goal actions in order to accurately track content attribution.
    • Understand the specific channels and content that are driving traffic and conversions, so you can further promote the content that is working and make adjustments to the content that isn’t.
    Content & Conversion Analysis with Google Analytics

    Want to get more sophisticated in your ability to see which keywords are driving traffic to your website and the pages that rank for those keywords?

    Your Databox expert will help you:

    • Understand which keywords are driving traffic to your website.
    • Identify the pages that rank for valuable keywords.
    • Identify pages that need improvement in order to get more search traffic.

Ongoing Assistance to Maximize Your Performance

Getting your first dashboards setup is just the beginning. Purchase priority support to ensure our team prioritizes your requests, our outsourced analyst package to have a dedicated person proactively helping you improve your company’s performance, or let us find you a Databox-certified partner who can provide you consulting and services to take your business to the next level.

  • Review a Databoard for You

    Have you built a databoard and you’re just not sure if you’ve set it up in the best way possible? Have a nagging feeling that there’s a better way to visualize certain metrics or that you missing an opportunity to analyze your data more effectively?

    Submit your Databoard to us and we'll run it through our 15-point checklist to make sure your Databoard is the best it can be.

  • Priority Support

    Ensure that our team answers your questions and resolves your issues as quickly as possible. Priority support gets your questions and cases to the top of our chat and email support queues.

    Who is it for?

    Customers who need more assistance and want their questions and issues addressed with highest priority.

    What’s included?

    Included with the Priority Support service:

    • Chats routed to top of the queue

    • Emails routed to the top of the queue

    • Estimated 1-3 min response time on new chats

    • Bugs and other issues addressed with high priority by Technical Support

    Price: $100/month (recurring)

  • Dedicated Analyst

    We’ll help you analyze data to uncover key insights to better understand and improve performance. Each month your Customer Success Manager will review your most important dashboards and summarize their findings in a monthly report. During your engagements you’ll discuss current challenges and objectives so that our analysts can better assist with improving your reporting process. We’ll also help with the creation of new metrics and dashboards needed for deeper analysis.

    Who is it for?

    Customers who need ongoing assistance with analyzing their data to uncover key insights, trends, and opportunities for improvement.

    What’s included?

    Included with the Dedicated Analyst service:

    • Monthly performance report The Monthly Performance Report is a concise, data-driven summary of key performance indicators (KPIs) delivered by your dedicated analyst to assess and analyze the progress and achievement of goals.

    • Monthly review call over Zoom (2h/month)

    • Quarterly Success Plans

    Price: $200/month (recurring)

  • Hire a Partner

    Work with us to identify the right Databox-certified partner to help you take your performance to the next level. With 1,000s of service providers trained to use Databox, we’re in a unique position to connect you with a provider who can help you improve your performance.

    Book a call to get matched.