Harvest Client

How to track Client in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Client using Databox, follow these steps:

1. 1

   Connect Harvest that contains the metric you want to track
2. 2

   Select the metric you want to track from the list of available metrics
3. 3

   Drag and drop the selected metric onto your dashboard
4. 4

   Watch your dashboard populate in seconds
5. 5

   Put Client on the Performance screen
6. 6

   Get Client performance daily with Scorecards or as a weekly digest
7. 7

   Set Goals to track and improve performance of Client