CLIENT REPORTING SOFTWARE
Spend more time improving your Client’s performance, and less reporting it
View every Client’s performance in one place. Then automate their reporting and share interactive dashboards so they always know how they’re doing.
Trusted by Agencies worldwide
Put client reporting on autopilot
- Free up your team’s time to invest in other areas of the business
- See which clients need your attention, and prioritize their needs
- Curate the data to only share what clients need, and filter out distractions
Every client reporting tool you need, and more
CLIENT MANAGEMENT
Track all your clients from one place
- Create, delete, or update client accounts
- Create dashboards once and reuse them for every client
- Track KPIs and Goals for every client on one screen
WHITE LABELING
Replace Databox’s branding with yours
- Add your branding to dashboards, reports, and the mobile app
- Share dashboards hosted on your company’s domain
- Send alerts and scorecards from your company’s email address
METRICS & KPI’s
Get a complete view of your client’s performance
- Drill down into campaign, ad-set, and ad-level data to track the exact KPIs you need
- Get auto-generated summaries of client performance to speed up account reviews
- Create custom and calculated metrics to show your ROI better
DASHBOARDS
Let clients see how they’re performing, on-demand
- Build beautiful dashboards to visualize any metrics you need side by side, from ads to sales
- Add insights or context to dashboards, so clients understand what’s behind any increase or decrease in performance
- Embed interactive dashboards or provide a shareable link so clients can always see how they’re performing
REPORTS
Put client reporting on autopilot and save hours every month
- No more copying and pasting screenshots into slides. Schedule reports to be sent via email or your Client’s Slack
- Add dashboards, images, and text that updates with the latest data automatically before sending
- Get reminded before a report sends, so you can make sure everything looks right before your Client sees it
GOALS
Set goals, then make sure your team hits them
- View every client’s goal progress from one screen, and which are not on-track so you know where to focus your energy
- Assign goals to specific account managers, and send regular updates to your company’s Slack or email
- Get alerted when goals are off track so your team can course correct earlier
BENCHMARKS
Show clients how they should be performing
- Let clients see how they compare to similar companies, and where there’s room to improve
- See what top performers are doing, and set those as client goals
- Track progress over time so you can show clients how they improved
FORECASTS
Help Clients see how they’re likely to perform in the future
- Forecast any metric, from Subscribers and Impressions, to Deals and Revenue
- View high and low forecasts, so you can help clients aim for the best but plan for the worst
- Manage client expectations using data-backed insights
Partner with us
Besides building dedicated features for agencies, here are a few other ways we help you grow…
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Partner Directory
Increase your reach to a broader audience of Databox users by joining our partner directory -
Get Certified
Stand out from the competition, and show that your agency is data-informed -
Discounted Pricing
Get a lower cost price per data source connection
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