New in Databox: Get Personalized, Actionable Insights With AI-powered Performance Summaries

Product and Design Oct 2, 2023 4 minutes read

Table of contents

    “How are we doing?”

    You want to know how your company (or team) is performing. Are you trending up or down? What’s the improvement from last month? What’s going well, and what should we pay attention to? In short, “How are we doing?”

    The question is simple and straightforward. The answer isn’t.

    To find it, you need numbers. Numbers that are currently distributed across your CRM, ad platforms, and website analytics. You’ve got to go into each tool, find the most important ones, and put them together to form a summary of your company’s health.

    But what if you didn’t have to do all that? What if, every time someone asked “How are we doing?” you opened one screen, and saw the answer?

    Well, now you can. We call it Performance Summary. In one glance you’ll get a short, but comprehensive understanding of your most important metrics, goals, and dashboards in a nicely written summary.

    Plus, they’re personalized to each team member in your account. So your marketing, sales, CS, and financial team can now see how they’re doing too, and share that update with the rest of the team.

    Understand How You Are Doing In Seconds

    Performance Summaries offer personalized insights and recommendations for your metrics, goals, and dashboards, allowing you to…

    • Quickly understand how you’re performing and make smart decisions that help the business grow.
    • Gain valuable context and insights into your metrics, goals, and dashboards as you work.
    • Spend less time on analysis, and more on driving results – implement improvements, fine-tune strategies, and work towards achieving your goals.

    How To Access Performance Summaries

    There are a few different ways you can access Performance Summaries in Databox:

    Performance Screen

    Performance Summaries are located at the top of your Performance Screen. To create your first summary, add at least three metrics to the Performance Overview section.

    Here, Performance Summaries are based on the metrics and goals added to your Performance Screen. So, you’ll get a more comprehensive summary of your overall performance.

    Metrics, Goals, and Dashboard

    You can also access Performance Summaries for individual metrics, goals, and dashboards, by clicking on the icon in the top right corner.

    Understanding Performance Summaries

    Performance Summaries can be divided into four sections: Performance Indicators, Data Summary, Data Insights, and Recommendations.

    Performance Indicators

    You can use Performance Indicators as a way to quickly evaluate your results. These indicators will change colors depending on your performance, so you can quickly know if your efforts are paying off.

    A green indicator would mean that your strategies are working and you’re on the right track. An orange indicator would suggest there were minor fluctuations in your metrics or that your goals are at risk. And a red indicator will point you to the metrics and goals that require your immediate attention.

    Performance Indicators

    Data Summary

    Data Summary offers a concise, text-based performance overview. With this, you won’t have to spend valuable time contextualizing your data. Instead, you’ll get instant insights that make it even easier to understand how you’re doing and make more informed decisions.

    Data Summary

    Data Insights

    Data Insights are only available on the Performance Screen. You can use them to quickly spot daily or weekly changes in your most important metrics and KPIs. With Data Insights, you can…

    • Quickly identify the metric with the highest positive change, so you know where your efforts are working best.
    • Pinpoint the metric with the most significant negative change, so you can identify problems early on.
    • Determine which priority metric had the highest average value for the specific period, so you can focus your attention on what matters most.
    Data Insights

    Recommendations

    With Recommendations, you’ll get three general suggestions on how to improve your performance. So you’ll spend less time pouring over data and more time executing improvements – with confidence!

    Recommendations

    Try Performance Summaries Today

    Whether you’re a seasoned analyst or new to data; Performance Summaries place relevant, actionable insights at your fingertips. Displayed in an easy-to-understand format, anyone can use data to make more informed decisions.

    Ready to experience the power of Performance Summaries? Start a trial of the Growth Plan and get access to a suite of AI-powered features. Don’t stop at data visualizations; get the insights you need to easily compare, predict, and improve your performance.

    If you’re new to Databox, getting started is easy. Create a free account and effortlessly connect to 100+ integrations, build custom dashboards, schedule reports, and more – in just a few clicks.

    Article by
    Monise Branca

    Product Marketing Specialist at Databox

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