Scheduled Snapshots give you automated insights into your performance. Schedule a snapshot of your dashboard(s) to be sent to anyone, at any time.
You know monitoring your data is important—but it can be easier said than done. Without automated updates, you may find yourself…
Let’s set up your first scheduled snapshot! Go to the Notifications tab in your Databox account, and click on Scheduled Snapshots at the top of the screen. Click on the green + Schedule New button in the top right corner.
From here, the setup screen for your snapshot will appear. You can customize your Scheduled Snapshot fully from this page. Here are some of the things you can customize:
Monitoring your data is critical for success. However, without systems in place, it’s easy to forget to check in on your dashboards. Scheduled Snapshots give you an easy way to check on your most important dashboards at a regular cadence. Have a few dashboards you want to keep a close eye on? You can create multiple Scheduled Snapshots for your different dashboards, and select different cadences
Some of the best ideas are sparked by looking at data. Ensure your team and stakeholders not only have access to data, but are also getting regular updates with Scheduled Snapshots. This will help your team stay aligned around a single source of truth, and encourage data-driven discussions.
Scheduled Snapshots give you a few easy ways to share updates with your team. You can send Scheduled Snapshots directly to stakeholders or your team via email. Simply input all the email addresses you want to receive this snapshot, even if they don’t have a Databox account! You can attach a personalized subject line and message to the snapshot email to add important business context.
You can also include a shareable link with your Scheduled Snapshots. Each snapshot will include a view-only link to the dashboard that you can share with anyone. This is a great way to share these insights without including people in regular scheduled sends.
Understanding your business’ historical data is important for evaluating past performance and setting strategy for the future. Scheduled snapshots provide you with data insights for a specific range in time. With all these saved in your email or Slack, it’s easy to find the data you need from previous weeks, months, quarters, or years.
You may also choose to download your snapshot, so you can keep them organized in a way that’s convenient for you and your team.
You can choose to receive your Scheduled Snapshot in PDF or JPEG format—so you can choose whichever format is easiest for you to share or save!
Have a recurring meeting you know you need specific insights for? Never show up unprepared again! Scheduled Snapshots are a great way to ensure you receive the updates you need before your meeting, automatically. Select the time and cadence of the Snapshot so it arrives in time for you to review it for your meeting.