New tools to improve performance
It’s easy to feel overwhelmed when you’re jumping from platform to platform trying to make sense of your performance. By connecting any of our 80+ Native Integrations, you can bring all the data you need into Databox—in just a few clicks.
When you’re using multiple platforms within a business, it’s hard to keep your data organized. Copying and pasting results into a Google Sheet is not only a time-consuming task, but it also leaves you subject to error. Without a way to automatically connect your data to a single platform, you’ll…
Every team member is responsible for growing and improving a set of metrics within an organization. Having real-time access to these metrics helps track and monitor daily activities, improves productivity, and encourages ownership of results.
But, if you’re working in a large organization, it’s unlikely you have access to all of the platforms that host important data.
If you’re ready to take matters into your own hands, you can connect an integration to Databox using Ask a Teammate. Here is what you’ll need to do:
You can repeat these same steps for any other platform you would like to connect to Databox.
When planning quarterly initiatives, you’ll want to outline the steps that will help you achieve your goal. This could include things like outlining a set of deliverables, defining the team members involved, or identifying the metrics and platforms you will rely on to track your progress.
When connecting a Data Source, you’ll be able to explore all the plug-and-play metrics available for that integration through the connection pop-up. That way, you’ll be able to confirm that it’s pulling the data you need.
Connect a new Data Source by clicking + New Connection in the Data Manager. Then:
Let’s say your business has a few different locations and each of those locations has its own set of applications. This means in Databox you’ll end up connecting the same Data Source multiple times (i.e., for 5 locations you may have 5 different Google My Business connections, 5 for Facebook Ads, 5 for Instagram, and so on).
Establishing a naming convention for your Data Source connections is a great way to keep your account organized. That way, when you’re ready to build a dashboard or use a template, you’re not scrambling trying to find out if you’ve selected the right Data Source.
After connecting the Data Source, you’ll want to:
From the Data Manager, you can quickly view a list of the Basic, Custom, and Calculated metrics that have already been created for that integration. Remember, you can create additional Custom and Calculated Metrics on your own using the Metric Builder and Data Calculations, so this is just a starting point!
Not every person in your organization needs to have access to all of your data. If you want to limit the access for certain team members, you can set user permissions to grant Data Source access for specific users. This means, only the specified users will be able to create dashboards that include data from that Data Source.
No matter where your clients are in the world, their dashboards should always reflect up-to-date data. Using Time Zones, you can specify when your client data is synced with Databox [NOTE: Not available for all integrations. Check what Time Zone each Data Source syncs in here].
How to Connect a Data Source
How to Connect a Data Source You Don’t Have Direct Access To
How to Set Data Source Access Permissions
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