Work with Databox experts to quickly set up your dashboards, metrics, and reports. And, build a consistent reporting rhythm that keeps performance visible, teams aligned, and decisions moving forward every week.
Get free, guided onboarding with a Databox expert to set things up faster and build better reporting habits from day one. Explore what's included with your plan.
Get Databox up and running quickly with the right foundation. Designed for teams on the Pro plan that need speed and structure, Professional Onboarding helps you set up core dashboards, metrics, and alerts. And, establish a simple weekly reporting routine your team can follow consistently.
Dedicated Customer Success Manager
3 onboarding calls (60 minutes each)
Email support during setup
Run-the-meeting guide Learn how to run a short, weekly performance review using Databox, so teams spot wins and risks early, align on priorities, and turn metrics into clear next actions.
Access to the Predictable Scale Course
Decision-ready dashboards set up in days, not weeks
Notifications in place to spot key signals faster
A clear weekly reporting rhythm with defined ownership
Less manual reporting, and more time to analyze performance and take action
Cost: $0 — included with the Pro plan (a $300 value)
*Does not include creation of custom integrations or associated metrics.
Built for growing teams on the Growth plan that want to roll Databox out across the company and do more advanced analysis. Growth Onboarding helps you answer more complex questions about performance, using datasets and advanced analytics features.
Dedicated Customer Success Manager
4 onboarding calls (60 minutes each)
Email support during setup
Run-the-meeting guide Learn how to run a short, weekly performance review using Databox, so teams spot wins and risks early, align on priorities, and turn metrics into clear next actions.
Access to the Predictable Scale Course
Everything included in Professional Onboarding, plus:
Custom reports built using raw data for deeper analysis
Benchmarks to understand how your performance compares to similar companies
Smart alerts that surface anomalies and unusual changes faster
Cost: $0 — included with the Growth plan (a $600 value)
*Does not include creation of custom integrations or associated metrics.
Designed for multi-team or more complex organizations on the Premium plan, Premium Onboarding helps align strategic planning and performance tracking across departments. You'll work closely with a Databox expert to connect goals, OKRs, forecasts, and reporting—so teams stay aligned as the business scales.
Dedicated Customer Success Manager
5 onboarding calls (60–90 minutes each)
Email support during setup
Run-the-meeting guide Learn how to run a short, weekly performance review using Databox, so teams spot wins and risks early, align on priorities, and turn metrics into clear next actions.
Access to the Predictable Scale Course
Everything included in Growth Onboarding, plus:
Clear goals and OKRs set up directly in Databox
A repeatable OKR cycle your teams can run with confidence
Forecast models to help adjust plans and strategy proactively
Cost: $0 — included with the Premium plan (a $1,000 value)
*Does not include creation of custom integrations or associated metrics.
"Rather than learning through experimentation, we were able to get direction based on our unique objectives. Our previous process was compiling numbers into a single text report with very little emphasis on analysis and insights. Now, we're able to spend our time on analysis as it relates to hitting client goals. The cost of Guided Onboarding was well worth it and I'd recomend it to any agency looking to use Databox."
Doug Fowler, President & Executive Strategist at Waypost
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.
While onboarding helps you get set up with the right metrics and reporting habits, this service focuses on what comes next.
You'll work with a Databox expert who regularly reviews your most important dashboards, highlights key trends and risks, and summarizes what's changing, so you can stay ahead of performance, not just react to it. As your business evolves, we help refine your reporting, expand analysis, and make sure Databox continues to answer the questions that matter most.
Teams that are already using Databox and want ongoing, hands-on help to continuously improve their dashboards, reporting, and performance review process.
Monthly review call (up to 2 hours/month) with your Databox expert
Monthly dashboard review with key trends, risks, and insights highlighted
Help building and improving your Monthly Performance Report, so you can share clear updates, insights, and next steps with your team The Monthly Performance Report is a concise, data-driven summary of your key performance indicators (KPIs), prepared by your Databox expert to help you understand what's changing, why it matters, and what to focus on next.
Ongoing reporting optimization as your business changes, including refining Databoards, Goals, and Reports
Price: $200/month (recurring)
Get expert help setting up OKRs in Databox. During these sessions, you'll work 1:1 with a Product Expert to set up your first OKR cycle, from connecting metrics and goals to building dashboards and reports. Along the way, we'll share best practices and help you establish a repeatable process for reviewing results and keeping your team accountable.
Leaders who are planning for a new year or quarter and struggling to operationalize goal-setting across teams.
To get the most value from this service, you should have access to OKRs in Databox (available as an add-on or the Premium plan) and have already defined your company and team goals.
If you're still setting your goals, we recommend starting with our free, self-paced Predictable Scale Course. Then, we'll help you complete your setup of OKRs together.
Four structured calls over 90 days, covering:
OKR setup and configuration
Progress reviews and performance tuning
Adoption and scale planning
Hands-on support to:
Translate your existing goals into Databox OKRs
Connect metrics to outcomes using Goals and Databoards
Forecast Modeling (Available to Premium plan users only)
Build and reinforce reporting routines
Access to planning docs, templates, and follow-up resources.
Price: Free for the first 10 eligible customers. All others will be added to a waitlist and notified as new spots open.
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.
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.
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.
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.
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.
Customers who want a Databox expert to create custom metrics, dashboards and reports.
Creation of custom metrics
Creation of dashboards
Creation of reports
Creation of datasets
*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.
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:
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.
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:
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:
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Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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