How Winbox Increased Client Engagement by Making Reporting Dynamic and Visual

The Challenge: Rigid Reporting and Wasted Time

Before switching to Databox, Winbox relied on another reporting tool that made data analysis feel like a chore. “We were stuck in very stiff dimensions,” Hugh shared. “I’d often open native platforms like Google Ads or Campaign Manager mid-call just to keep client presentations dynamic.”

The team spent hours compiling data, exporting metrics, and building reports manually—sometimes even resorting to Excel and Canva to visualize insights. This approach consumed time that could have been spent analyzing performance and strategizing improvements. It also left clients disengaged.

“You’d be showing the same report each fortnight. Clients would look at it and say, ‘This again?’ It wasn’t exciting or insightful anymore,” Hugh recalled. “The team was doing admin when they should have been delivering insights,” added Marc.

Implementing Databox

Winbox’s implementation followed a thoughtful rollout strategy. Hugh and senior leaders built initial templates and set goals, then involved account managers and executives in the buildout to ensure usability across levels. Training sessions helped onboard the broader team.

Support from Databox’s onboarding team, especially Bella, was instrumental. “She showed me how to do everything I’d already done, only much faster,” said Hugh. “There was never a question she couldn’t answer.”

Marc added, “Kenneth, who supported our onboarding, was equally great. Always responsive, always helpful.”

The Results: From Repetitive Reporting to Engaging Insights

Databox transformed reporting for Winbox:

• 3–4 hours per week saved per account manager, freeing time for performance analysis and client strategy.
  
• More engaging client meetings, thanks to interactive dashboards and visual storytelling.
  
• Consistent, shareable dashboards that don’t break links when updated, solving a frequent pain point.
  
• Cross-team collaboration, with even creative teams using dashboards to review top-performing ads.

Marc now monitors all client campaigns from a single dashboard and can quickly jump in to scale what’s working or troubleshoot what’s not. Hugh shared how the platform elevated client calls: “We used to show spreadsheets. Now, we present visual insights that spark discussion. The difference is night and day.”

Winbox’s Advice for Others

“Play with it,” Hugh advised. “Rebuild your old reports in Databox and compare. You’ll see it’s a game changer. And ask questions, the support team always has answers.”

Marc echoed the sentiment: “I’d highly recommend Databox. It’s intuitive, flexible, and packed with features that actually save time. Our team’s happier, and our reports are better.”