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John Bonini on April 2, 2018 (last modified on April 20, 2018) • 6 minute read
We know that accessing your performance metrics from all the different tools your business is using has become increasingly more difficult.
Yet the expectations for answers in real timeâfrom your team, bosses, or clientsâhas only risen.
âHow many deals did each salesperson close?â
âAre we seeing a return on our Facebook Ad spend?â
âIs our support team keeping up with help requests?â
Any of these variations of, âwhat happened today?â, have become the hardest questions for any business to answer.Â
On average, companies track performance across 12 different channels. The need for tracking all of this data in one placeâin a way thatâs accessible to everyoneâhas never been more important.
(Perhaps no one struggles with this challenge as much as marketing agencies and other professional services organizationsâtrying to keep track of dozens of channels for dozens of clients.)
Unfortunately, the solutions range from the static and outdated (copy and paste, screenshots, spreadsheets, and slides) to tools that are far too technical for the average person who doesnât know how to pull data from APIs, write SQL code, or spend their day doing VLookups and pivot tables in spreadsheets.
So how are people expected to generate the insights needed to make adjustments, answer tough questions, and make the right decision in real time?
At Databox, weâre making it easier for anyone to access performance insights. (Weâre the highest rated, and âeasiest to useâ data visualization tool on G2 Crowd.)
Weâve made continuous improvement of our user interface a core focus area.
Now weâre making it even easier for you to get set up, so you can monitor, improve, and report performance as quickly and easily as possible.
You donât need an advanced mathematics degree to monitor your performance, nor do you need to hire us to help you set it up.
Weâve developed a tiered certification program that walks you through key features of our toolâconnecting your data, customizing your views, setting goals and performance alerts, and moreâand most importantly, serves tips and video tutorials for shifting to a real-time performance business.
Accessing performance insights shouldnât be hard.
Weâre making it easy. For everyone.
A big part of that hinges upon making set up as easy as possible. Let me walk you through what weâve built.
Whether youâre a new or existing user, tracking your progress is easy.
Click the badge icon in the top right navigation of Databox. Here youâll find the list of tasks needed to complete your current level, as well as the overall percentage youâve completed.
Want a full view of all levels? Click âMore detailsâ in the navigation dropdown, and youâll find the full details for each certification level.
There are two certification programsâone for businesses, and one for partners.
Hereâs how each program is structured.
We want anyone within a company, regardless of their technical capabilities, to have the ability to access the performance insights they need to do great work.
No spreadsheet functions.
No design or code.
Just simple, intuitive functionality.
Weâve taken the essentials for actually being data-driven, and productized it into a three-tiered program for transitioning to real-time performance insights.
The Data-Driven Tiers
Data-Aware
Professionals that are data-aware have covered the basics of setup.
Theyâve connected a few data sources, have built several dashboards tracking different performance insights, and are on the right track for making sense of all of their performance insights.
Data-Informed
Data-informed professionals are enabling others in their organization.
Theyâre tracking more data sources, building even more views of performance, and are tracking goals and setting performance alerts in order for their team to stay agile and make adjustments in real time.
Data-Driven
Data-driven pros have mastered the product. On top of everything else, theyâre also building their own custom metrics in order to manipulate data to pull even greater insights from performance.
Weâve made set up even easier by building a self-service program that helps agencies monitor, improve, and report on performance insights in real time.
The program features automated tiers that advance users once theyâve mastered certain tools in the product. (You donât need to sell things to become a premier partner. You just need to master the tool.)
As you advance through the tiers, youâll find youâre spending less time reacting to performance, and more time directing it.
Note: Potential prospects can filter agencies by tier, as well as view your certification badge on your partner page in Databox’s Partner Directory. Getting listed in the partner directory is part of achieving Registered Partner status.
The Partner Tiers
Registered Partners
Registered Partners have covered all the basics.
Theyâve connected data, built multiple views of performance, and are generally well-positioned to track the real-time performance insights necessary for understanding, and most importantly, improving client performance.
Getting registered can be done in less than an hour.
Certified Partners
Certified Partners have taken things a step further.
Theyâve created dashboards for a bunch of their clients. Theyâve set and are actively monitoring goals in Databox. Theyâre receiving performance alerts when things are on or off track.
These agencies are more typically proactive and agile when it comes to making adjustments based off of the performance insights theyâre monitoring.
Premier Partners
Premier Partners are doing all of the above, are using a few of our more advanced features, and theyâve also mastered the art of internal and external communication.
Theyâve learned better, and more efficient ways for sharing and presenting their reports to clients, and are even building custom metrics and views of performance that take their client reporting to the next level.
The expectations for performance insights have changed, yet the tools and processes many businesses use to report on them have not.
With our new certification program, you now have the ability to easily make sense of all of your performance data quicker than ever before.
Whether youâre on the Free Forever plan or a custom business plan, it doesnât matter. Weâre making performance insights more accessible to everyone.
If youâre already a user, view your progress here.
If not, create your free account and get started.
We look forward to following you along on your journey. Have fun, and good luck.
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