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Databox is a custom client dashboard software that allows you to visualize, analyze, and report on performance in one place.
Databox integrates with 75+ of the most popular software tools that companies use to track performance. We call these data sources. Connecting your first data source is easy––just choose the tool you’d like to pull data from, select the metrics you’d like to include in your dashboard, and you’re ready to visualize your data and customize as needed.
Drag & Drop metrics right into your dashboard and watch as they automatically populate with your data and chosen visualization type. Resize and rearrange your datablocks, add metrics from other data sources, and track all of your marketing metrics from any source in one place.
No more manual reporting. Once you build a dashboard, you can schedule automated snapshots of your dashboard to be emailed to members of your team on the day and time of your choosing, automate notifications in Slack, or simply grab a shareable link to share with your team.
Build high-level client databoards so your clients are aware of how things are trending. Track and visualize metrics like Sessions, Sessions by Source, and Sessions by Social Channel to see how people are finding you. Track new leads or signups and also leads by channel so you can optimize for the right activities, and more. See which websites refer the most traffic, which pages on your website convert the most leads, and other important high-level trends that help inform strategy.
Databox is an ultra-customizable client dashboard software, so every databoard created can go as macro or micro as you’d like. Get a glimpse of your clients’ ad campaigns across every paid traffic channel to see which are converting the most customers, or drill down into an individual ad to measure the cost-per-click, total amount spent, and revenue generated. Build a board for your homepage optimization experiments, or keep track of your email open rates. Keep your clients assured that you aren’t just keeping an eye on the big things—after all, sometimes small hinges swing big doors.
Onboarding new clients is a breeze with templated boards that your accounts team can use again and again. Get every new client set up in less time, and get your strategy team the data they need immediately—no coding, manual input, or giant spreadsheets required.
Never send a static, outdated report again. Databox allows you to create beautiful client reports in record time. Choose from our design templates, use your own or your clients’ brand colors, or add-on our white label option to your account. With a mobile app, Snapshots you can schedule, and high quality data visualizations, your VIPs can get the information they need at a glance.
“Most clients say, ‘Wow, this is amazing.’ Being able to give those kinds of reports to clients really helps you stand out.”
“We’ve gotten a lot of positive feedback. It has given us higher-quality reporting and improved credibility with our client base.”
“Databox saves us at least 2 hours a month per client. It’s saved us that block of time and also the headspace as well.”
The easiest way to connect your data with Databox is through any of our 75+ one-click integrations.
Databox integrations come loaded with a library of thousands of pre-built metrics––this means all you have to do is drag-and-drop them into your dashboard and your data and chosen visualization type will populate automatically… Take it step further by creating custom calculations that give you even more information about the data you’re tracking.
Number of times your ads were viewed during the specified date range.
Estimated amount of money you’ve spent on your campaigns, ad set or ad during the specified date range split up by campaigns. Daily totals are not available for this metric. Instead, the total current value of this metric will be visualized cumulatively.
Percentage of Single-Page Sessions in which there was no Interaction with the Page during specified Date Range. A bounced Session has a duration of 0 seconds.
Number of Sessions during specified Date Range. A session is the period time a user is actively engaged with your website, app, etc.
Total number of Opens split up by Campaigns. No historical data is available from before the initial connection.
New Contacts Created during the specified Date Range split up by Sources.
With 200+ pre-built dashboard templates that can be setup in minutes, we’ve got you covered. Track your clients’ business performance from tools like Google Analytics, Google Search Console, SEMrush, Ahrefs, and HubSpot Marketing. Download the free template, connect your data sources, and get instant visualizations of key marketing and business metrics in minutes.
Make your performance more predictable with Databox’s array of top-tier features that help agencies, consultants, and business advisors build dashboards, track performance, and report results to clients with ease.
No more fumbling around trying to visualize data in spreadsheets or slides. With our DIY Dashboard Designer, anyone can pull the metrics they need, visualize KPIs in a variety of ways, and build meaningful dashboards–no code or design skills necessary.
With Data Calculations, you can combine data from multiple sources and easily calculate new metrics, KPIs, conversion rates, ROI, and much more — all without coding or spreadsheets.
Goals aren’t hit in a spreadsheet. With Databox, you can visualize your goals against current performance so you can make adjustments when they matter most.
With amazing reporting features like Looped Dashboards, you can connect multiple dashboard reports together in one centralized report and easily share it with others.
Sometimes the preconfigured metrics from the tools you use aren’t enough. Use dimensions and filters to build custom metrics that allow you to pull more granular performance insights. With Query Builder, anyone can build the specific metrics they need without any engineering work.
Whether you’re viewing performance from your desktop, phone, TV, or even your wrist – Databox makes your data accessible no matter where you’re viewing it.
No more logging into dozens of different tools to understand performance — now you and your team can easily connect your data, build and share reports, monitor trends, and discover insights.
What is a client dashboard?
A client dashboard helps you track performance metrics, KPIs, and report on progress towards set goals. You can track just about anything using a great client dashboard software like Databox, including:
Want a head start? Databox has 100+ free client dashboard examples and templates that come pre-built with some of the most commonly tracked metrics from the most popular tools. Customize your templates at any time. Check them out and create your free Databox account to get started.
Which marketing and business data source integrations do you support?
We have 75+ one-click integrations, including: Google Analytics, ActiveCampaign, Hubspot Marketing, and Shopify. Find out more about our native and third party integrations.
How do I create a client dashboard?
To connect your first integration in Databox, find it in Data Sources, then just log in to connect. Drag & Drop metrics right into your dashboard and watch as they automatically populate with your data and chosen visualization type. Resize and rearrange your datablocks, add metrics from other data sources, and track all of your marketing metrics from any source in one place.
Which software is best for dashboards?
While many sales, marketing, and business tools include analytics features, Databox allows you to connect all of your favorite tools in one place, like Hubspot CRM, Salesforce, Stripe, and Google Analytics. Find out more about our native and third-party integrations.
How do I build a client scorecard or report?
Databox Scorecards send you updates on your key performance indicators (KPIs) through email, mobile push notification, and/or Slack every day, week, or month. We also support scheduled Snapshots, embedding your databoards, Looped databoards, and offer white-labeling.
Do you offer special Agency features?
We do! Features for agencies include: client management, client performance monitoring, templated reports, annotation capabilities, and alerts & notifications. Find out more about agency features here.
Thinking beyond Client Dashboards? We also support:
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