Product updates

Reporting on your data is usually the most challenging part of tracking your performance,   especially if you have to create multiple reports for multiple people.

But, what if each of your report recipients want to see the data from different time periods without having to select the Date Ranges they want in each report?

Well, now you can choose which Date Ranges you’d like to display on your Databoard when you’re creating a Snapshot, allowing you to send out the same Databoard multiple times to different people while selecting a different Date Range for each Snapshot.

Check out the video to see how it works.

Or read more about it here.

Just a couple of weeks ago, we announced a bunch of customer-facing improvements to our visualization capabilities.

Today, we're excited to share a few more. Six, to be exact.

Among a few other things, these improvements give you more ways to compare your current performance to previous periods and let you change the order of your metrics in certain visualizations more easily.

Check out the video to see all of the updates.

For more on these improvements, read the full release here.

Over the last year, we've been quietly working to add significantly more analytical horsepower to Databox.

Today, we're excited to announce the first batch of customer-facing improvements to our visualization capabilities as a result of this work.

Toggle stacked line and bar charts on and off, add total values to your line, bar, and pie graphs, display comparisons for multiple metrics/dimensions in one graph, and much more.

Here's an overview of all the changes:

For more on these improvements, read the full release here.

To optimize performance in your Account, we recommend that you remove unused Custom and Calculated Metrics. Speed up the process and let our clean-up wizard do the removal for you.

We’ve added new Campaign Group metrics for LinkedIn Ads in Databox, allowing you to get even more granular into the performance of your LinkedIn Ad campaigns.

Want to see how specific campaign groups performed according to certain demographics?

Now, you can, by tracking and visualizing 11 popular LinkedIn Ads metrics by campaign group in Databox.

Explore the new metrics that were added and how they can be applied here.

If you have any questions or need help getting set up, you can visit our Knowledge Base, reply to this message or send us a message at help@databox.com and let us know which metrics you're looking to track.

Is Paid Search an initiating or a closing channel?
How much time has passed since a user's first and final interaction?
How many, and which channels, did users engage in before purchase?

With 110 new Google Analytics multi-channel funnel metrics that are now available in Query Builder, you can dig deeper into the conversion path your prospects take before becoming eventual subscribers, leads, or customers.

Check out which metrics were added and read more about them here.

Do you have improvement ideas or feature requests? Curious about what’s coming in Databox? Check out our interactive product roadmap that allows you to request, upvote, and stay updated on product updates.

Want an easy way to keep your performance data even more secure?

We recently added two-factor authentication to Databox, which adds an extra layer of security to protect your account and data.

Setting it up takes just a couple of minutes, and you only have to do it once.

Read more on how to set it up here.

Or watch this short video.👇

Do you have improvement ideas or feature requests? Curious about what’s coming in Databox? Check out our interactive product roadmap that allows you to request, upvote, and stay updated on product updates.

Why is traffic down this week?

What was that random spike in new revenue last Tuesday?

Questions like these are likely commonplace at your company.

Unfortunately, the answers aren’t always obvious. People have to go looking for them.

Thanks to Annotations, now you can add performance insights directly to your Databoards.

While it’s always been easy to add an Annotation to the Databoard you’re currently viewing, now you can add Annotations to any other Databoard using a specific metric visualization with just one click.

Read more about it here.

Or, watch this short video 👇

Do you have improvement ideas or feature requests? Curious about what’s coming in Databox? Check out our interactive product roadmap that allows you to request, upvote, and stay updated on product updates.

How many views did your video advertisement receive?

How many people added payment info after seeing your ad?

With the new Facebook Ads Action Type metrics that are now available in Databox’s Query Builder, you’ll have less questions and more answers.

'Actions' in Facebook Ads track every engagement your ad receives–every comment, like, video view, link clink, add to cart, and more.

Check out which metrics were added and read more about them here.

Do you have improvement ideas or feature requests? Curious about what’s coming in Databox? Check out our interactive product roadmap that allows you to request, upvote, and stay updated on product updates.

Help us prioritize what we build next by adding your ideas and voting for your favorites at our brand-new roadmap website.

At Databox, customer feedback has always impacted our product roadmap. For years, our support and product teams have worked closely together to meticulously track customer requests in our internal project management tool and prioritize the most highly requested features, integrations and metric additions.

With our new roadmap website, we’re taking the next step of being fully transparent about our plans and making it easier for more of our customers to more easily have their say about our priorities.

Based on previous feedback, it’s clear that our customers want to use Databox for analyzing performance at a more detailed level, not just for reporting and monitoring high-level performance.

Accordingly, these are our top priorities in the coming quarters:

1. Implementing Custom Date Ranges for all integrations. Vote here to tell us which ones to prioritize first.

2. Adding new visualization types and improving existing ones. Vote for your favorite improvements or add your own here.

3. Drill down by Dimensions on Databoards. Need to drill down by two or more dimensions to analyze performance deeper? Vote here for this feature.

4. Lastly, vote for new native integrations and metrics you’d like to see us build.

Have another idea? Submit it here.

Two months ago, we launched our new date range selector in Databox, giving you the ability to select any available date range when viewing your Databoards and eliminating the need to pre-select Date Ranges when designing your Databoards. This change was a necessary step before releasing our long-awaited ‘Custom Date Ranges’ (CDR) feature, which will give you the ability to select a ‘from’ and ‘to’ date to view your data within any time frame, as well as rolling date ranges for all Pus and Business customers. This will also allow us to introduce fiscal calendar capabilities to all Business customers. As of today, Custom Date Ranges are available for Google Search Console and Google My Business for all Plus and Business customers. Watch the video below to see how it works: To learn more about the CDR feature and follow along as we roll out each integration, check out this help document. Enabling you to pick a Date Range on the fly may seem like a small change on the surface. But, to enable our customers to immediately pull data for any possible date range, we had to drastically improve our data fetching and storage infrastructure and rewrite every Databox feature. We also must rewrite each integration, which is what the majority of our product team has been doing for the last several months. Once each integration is rewritten, validated and tested, we begin migrating each customer’s data and their connections to the new infrastructure and integration. This is a massive migration that involves moving thousands of customers, tens of thousands of Data Source Connections, and trillions of rows of data. In order to minimize disruption, we’ll be rolling out just a few integrations per week. Given the progress we’ve made over the last several weeks in rewriting integrations, we expect that our most popular integrations will be moved over for all customers in the next several weeks, which will account for more than 70% of our Data Source connections. To see which Data Sources are already live, in progress or planned next, visit our brand-new roadmap site. To receive a notification when an integration goes fully live, just vote for that integration. (You can vote for as many as you’d like.) As we roll out each new integration, we follow a rigorous testing and validation process. However. if you notice any performance issues or data discrepancies in your account, please report them to help@databox.com as soon as possible. We will continue to transparently report any system-wide issues at status.databox.com and resolve them with the highest priority.

Imagine sharing Databoards with your company’s branding included. Not only that, but imagine that the URL that your team, clients, partners, or other stakeholders use to view that Databoard was branded on your own custom domain.

Or, imagine automating performance Alerts and Scorecards (with your company’s branding) that come from your company’s email domain.

Now, with Databox’s new white-labeling add-on, your company can present its own fully-branded reporting tool. Create consistency, impress customers and stakeholders, and create differentiation for prospects and investors evaluating you against other companies.

Starting today, we’ve enabled new white-label options that are available as an add-on to any Databox paid plan.

For more on how it all works, we recorded this brief video. 👇

Today, we’re excited to announce two major improvements that make it easier and quicker to build Databoards with multiple metrics and data sources.

Now, you can:

1. Add multiple metrics to your metrics screen or Databoard in one click

2. Build Databoards with metrics from multiple data sources in just a few clicks with the improved setup wizard

Here’s how it works

Previously, you needed to add metrics to your Metrics screen and dashboards one-by-one. Now, it functions more like a shopping cart where you can add multiple items to your "cart" before "checking out."

How often does someone message you in Slack about a performance update for a specific campaign or project?

What if you could eliminate those types of messages altogether?

Now, in Databox, you can automate daily, weekly, monthly, or even quarterly Snapshots to any public Slack channel. This way, everyone on your team is aware of how the key metrics your business cares about are trending without having to dig around for them or distract other team members to find them.

Here’s how it works:

Tracking the volume of form submissions helps to validate and attribute ROI to your marketing efforts.

Now, with Databox’s Query Builder for CallRail, you can track and visualize Form Submissions along with the call tracking metrics you’re used to.

Which sources are driving submissions? Which pages are generating the most submissions?

You can track all Form Submissions in different time periods, create Drilldown reports showing where the submissions originate from, or use Filters to better analyze data that meets certain parameters. 

With Form Submissions added to our Query Builder, you get more flexibility to customize and extend the tracking of your CallRail data.

View all of the default metrics available with CallRail here. 

Do you have any questions about getting set up or even general questions about tracking CallRail performance?  Reach out via chat or send us a message at help@databox.com. We're happy to help.

While you may need people on your team to be able to access performance data, not everyone needs to actually build reports or edit existing ones.

When too many people are doing this it creates added noise in your account which makes it harder to know which reports and metrics matter most.

That's why we've added the ability for you to add "view-only" users to your Databox account. This allows you to share performance with everyone without having to worry about that additional noise.

By adding a view-only user, you can ensure anyone on your team has access to performance data without allowing them to actually make changes to the reports or anything else you have set up in your account. They can only access Databoards.

Here’s how it works

Imagine that you only had to create reports ONCE and could easily replicate them across as many client accounts as you need.

Now, you can design your own templates, complete with the data sources, metrics, and visualizations that you need, and save them to your account so that they can be used for any client in just one click.

If you’ve used client templates before, you might be wondering, “What’s new?” Now, you can access these templates from within any client account. As before, the selected metrics and visualizations will populate automatically once the necessary data sources are connected.

Creating Account Templates is similar to creating new Databoards.

Here's how it works:

Starting today, we’re giving you more control over who can view the Databoards you create.

Want to quickly share a Databoard without giving someone full access to your Databox account? Use shareable links to easily share any Databoard with external stakeholders, i.e. clients, contractors, advisors, etc.

You can do this in just a couple of clicks. (You can see how in the video below.)

You can also use shareable links to quickly share Databoards with anyone on your team, too.

Also, speaking of sharing data internally, we’ve also updated your privacy options so you have better control over who has access to the Databoards you create.

Now when creating new Databoards, you can update the privacy settings from being visible only to you, to select users in your account, or to all users in your account.

Here’s how it works

We’re excited to share a few smaller improvements to the app that give you more flexibility over the way you can visualize your performance data in Databox.

Basically, these improvements allow you to pull more insights with less work.

Check out the video, where we're going to walk you through the following 4 improvements...

- Updates for how your data can be presented in pie charts

- Smart y-axis scaling for even more performance detail on all of your charts

- More flexibility in how your data is presented in Table visualizations, and...

- The ability to quickly change dimensions for certain metrics on your Home and Metrics screens

While everyone else is digging around different tools or combing through slides and spreadsheets, your clients' performance updates can be sent right to them... ...in Slack.

Yup. We just improved our Slack integration, which now allows you to automate daily, weekly, or monthly Scorecards and performance Alerts to any public Slack channel you want.

Just choose the most important metrics for any client, pick the time you want the update to be sent, and choose the Slack channel they want it delivered to.

You can even set this up for your agency so everyone has the most important KPIs top of mind.

Here’s how it works

Ready to track client performance in Databox, but not necessarily ready to invite clients to your account?

We've received feedback from agency customers that simply want to get started in tracking client performance right away.

Now, you no longer need to enter a client name and email address in order to add client accounts in Databox.

Instead, you can add new clients in bulk by simply typing the name of the client account and assigning an Account manager from your team to each client account.

Here’s how you do it.

The average company may track data from dozens of different tools. And when it comes to bringing all of that data into one place, you might not have access to all of the tools in order to do so.

Now, we’ve made it simple to get access to the tools you need in order to track performance.

You can request access to a certain Data Source directly from Databox.

This way, you avoid writing emails or Slack messages back and forth trying to get the admin permissions to a Data Source that you need to integrate within Databox to create your reports.

Here’s how you do it:

Do you ever feel like you spend more time trying to find data than you do analyzing it?

When multiple people and teams are building Databoards in order to track the metrics that are most important to them, it can get a little noisy and harder to find the things you need. Now, you can filter Databoards in your account by the person who created it.

This way, you spend less time trying to track down data from specific teams or individuals, and more time actually analyzing it and determining next steps...

Here’s everything you need to know about all of our Databoard filtering options.

P.S. We’re available to help you get anything set up, just respond here and let us know what you’re looking to track.

Sometimes, you might not have login access to the data sources you need to integrate with Databox. Well, we’ve now made it easier for you to request access right inside Databox so you don’t have to waste time on Slack, email, or elsewhere trying to get access from teammates.

Do you have multiple people building Databoards inside Databox? Now, it’s much easier to find specific Databoards built by each person by filtering Databoards by user. Find and dig into performance by department, by individual, and more.

Now, it only takes a few clicks for anyone in your organization to create a personalized view of all the metrics that matter to them, then collaborate with colleagues to select all the metrics that matter to your entire organization.

Once aligned around the right metrics, you can set goals, create alerts, build share-able dashboards, all directly from the Metrics screen in just a few clicks.

With the metrics Screen, your organization can eliminate the manual work of tracking performance and reporting and shift that time towards taking the actions that improve performance.

We've made it easier for teams to stay up-to-date on their most important performance metrics. Now, account admins can add multiple recipients to Scorecards so everyone is aware of how key metrics are trending.

Over the last year, Google Sheets has been the most requested Databox integration–by far. Today, that integration is now live.

Turn your Google Spreadsheets into interactive dashboards that are available on desktop, office TVs, and your mobile devices.

The Google Sheets integration is available with all plans that include our Query Builder functionality. If your plan has access to Query Builder, you can login and start using the Google Sheets integration, as of today.

The "Databoard Loop" feature gives you the ability to create comprehensive reports out of individual Databoards. Now you can schedule snapshots of such loops with just one click!

The new PDF option will combine all looped Databoards in a multi-page PDF that will be attached to the scheduled email.

Schedule now

Big updates to the app and dashboard designer (as well as 1,712 new pre-configured Datablocks) make it easier than ever to find and track the most important KPIs.

With Databox, we’ve pre-configured 3,000+ of the most common metrics from every integration we’ve built. Just connect any one of these 65 tools, then choose the metrics you want to instantly visualize. But, with these latest updates in Databox, we didn’t just add a significant number of new pre-built Datablocks for every one of our integrations. We also made improvements to help you quickly find and visualize the KPIs that are important to you.

Need an easier way to share live dashboards on your website, wiki, or web application?

Now, with the Databoard Embed feature, you can share and publish live dashboards on any web page, blog post, wiki page, web application, or intranet portal.

The coolest part? Embedded Databoards are fully interactive and live, meaning they’ll update live, wherever they’re published, as the data changes.

Now you can visualize your performance data with fewer clicks and in less time than ever before.

The new Databox Designer eliminates both limitations – fewer clicks are needed to reorder blocks, resize blocks or add new blocks to an already full Databoard. We’ve re-developed much of the code behind the Designer too, so it’s also much faster now.

Data Calculations allows you to combine (add, subtract, multiply, divide) your business performance metrics from any source without a spreadsheet. With Databox’s new Data Calculations feature, one of the most challenging aspects of performance tracking has just been made infinitely easier.

Part of our ongoing strategy is to add more predefined Datablocks to the Datablock Library, making it easier than ever for you to pull the right metrics and visualizations right into your dashboards, no code or design necessary. Data blocks are accessible on the left side panel of the Databox designer. Simply drag-and-drop the desired metrics into your dashboard and the data, and visualization, with populate automatically.

In this update, we have added new predefined Datablocks for Intercom, Drift, Mixpanel, Seventh Sense, ProsperWorks, Marketo, Google AdSense, Intrix CRM, BitBucket, and GitHub.

Any metrics you'd like to see in the Datablock Library? We'd love your feedback. Feel free to reach out via help@databox.com and request your metrics.

Our Active Campaign, Stripe, Facebook and Pipedrive CRM integrations were recently updated with new metrics. In total there are more than 30+ metrics available for you to build awesome data boards.

You have requested, we have added. 🎉

ActiveCampaign (4)

• Automations
• Automations by Status
• Automations by Total Contacts Entered
• Automations by Total Completions

Stripe (4)

• Invoices sent
• Invoices paid
• Invoices open
• Invoices overdue

Facebook (1)

• Overall Page Rating

Pipedrive CRM (18)

• Deals Started Amount by Deal Owner
• Deals Started Amount by Pipeline
• Deals Started Amount by Status
• Deals Started by Deal Owner
• Deals Started by Pipeline
• Deals Started by Status
• Deals Won Amount by Deal Owner
• Deals Won Amount by Deal Creator
• Deals Won Amount by Pipeline
• Deals Won by Pipeline
• Activities Added by Owner
• Activities Completed by Owner
• Calls Added by Owner
• Meetings Added by Owner
• Tasks Added by Owner
• Emails Added by Owner
• Lunches Added by Owner
• Deadlines Added by Owner

List of metrics which we have renamed in order to be more self-explanatory:

• Deals Started Amount (prior New Deals $)
• Deals Started (prior New Deals)
• Deals Won Amount (prior Deals won $)
• Emails Sent (prior Emails)
• Emails Received
• Calls Added (prior Calls)
• Meetings Added (prior Meetings)
• Tasks Added (prior Tasks)

We love your feedback. Feel free to reach out via help@databox.com and request your metrics.

Our continuous strategy is to add more and more predefined data blocks to our data block library. Predefined data blocks are accessible in the left side panel of the Databox designer and will help you to build even more powerful data boards for you or for your clients.

In this update, we have added new data blocks for HelpScout, Adobe Analytics, Active Campaign, Vimeo, Localytics, Xero and Moz.

With the Teamwork Query Builder you can now connect the entire Teamwork account rather than just connecting to a specific company. All companies and project can be filtered by dimensions available within the Teamwork account and make it possible to create reports across company/projects.

If you’re a Query Builder beginner, here is a help doc to guide you through the tool.

The Query Builder is available on our more advanced plans. If not available in your current plan, feel free to reach out to help@databox.com to enable the Query Builder for a test period.

Our CallRail integration enables you to access 47 standard metrics and variety of date ranges.

To access even more metrics from CallRail we have built the CallRail Query Builder. The Query Builder allows you to access standard and custom metrics from your CallRail account, filter by specific parameters and choose from a variety of date ranges.

If you’re a Query Builder beginner, here is a help doc to guide you through the tool.

The Query Builder is available on our more advanced plans. If not available in your current plan, feel free to reach out to help@databox.com to enable the Query Builder for a test period.

Our continuous strategy is to update our existing Databox integrations to the Default list of date ranges. Default date ranges enable Databox users to dive into historical data and build more powerful data boards.

Default date ranges are already supported for the majority of our existing data sources, starting with HubSpot Marketing, Google AdWords, Facebook Ads and more.

In this set of improvement, we've added default date ranges to Adobe Analytics and Youtube integration metrics, for Facebook Ads and Salesforce we've updated the Query Builder date ranges. For the Salesforce Query Builder also All time date range is supported.

Default date ranges: Today, Yesterday, This week, This month, This quarter, This year, Week to date, Month to date, Quarter to date, Year to date, Last 7 days, Last 14 days, Last 28 days, Last 30 days, Last 12 months (Year), Last week, Last month, Last Quarter, Last Year.

In May we have added 20+ new metrics to our existing integrations, staring from Shopify, HubSpot Marketing to Youtube.

You have requested, we have added. 🎉

Shopify (9)

• Gross Sales by Billing City
• Net sales by Billing City
• Total sales by Billing City
• Orders by Billing City
• Taxes by Billing City
• Shipping by Billing City
• Discounts by Billing City
• Returns by Billing City
• Quantity by Product Variant

Wistia (3)

• Plays by Video
• Actions
• Actions by Video

HubSpot Marketing (6)

• Emails Sent by Email Title (by Created)
• Emails Delivered by Email Title (by Created)
• Emails Sent by Email Title (by Created)
• Emails Opens by Email Title (by Created)
• Emails Clicks by Email Title (by Created)
• Blog post views by blog

ProsperWorks (1)

• Open Tasks by Owner

ActiveCampaign (1)

• Contacts by tag

Xero (1)

• Income by Type

HubSpot CRM

• Companies by Owner
• Open (unclosed) deals amount

Youtube (1)

• Videos by Watch Time

We love your feedback. Feel free to reach out via help@databox.com and request your metric.

With our new AccuRanker integration, you can analyze your tracked keyword performance and compare them against your competitor's domains added to your AccuRanker account.

Key metrics:

• Share of Voice
• Average Rank
• Keyword Ranking Distribution
• and +20 more

The easiest way to get started with analyzing your keyword performance is by using our free plug-and-play templates. We have prepared 3 templates just click on the images below to get started.

Template 1: Domain Overview

Template 2: Keyword Overview

Template 3: Competitors Overview

Scorecard sends you updates on your most important KPIs through email, mobile push notification, and/or Slack every day, week, or month.

We’ve made some pretty big updates that allow you and your team to take a more proactive approach to improving the business KPIs that matter most.

The waiting is finally over... A multi-column table has been one of the most requested features from our users. Today, we present you the Advanced table, which allows you to add up to 10 metrics. You can find the new table under "Visualization types" tab in the Databoard Designer. Check it out. Let us know what you think.

With our new certification programs, the “easiest to use” data visualization tool has made monitoring, improving, and reporting on performance even easier. Click the badge icon in the top right navigation of Databox. Here you’ll find the list of tasks needed to complete your current level, as well as the overall percentage you’ve completed.

In Januar we released many improvements and bugfixes:

• Carousel (loop) icon shown on looped Databoards and
• "Looped" Databoards filter added
• Empty Table datablock now 'dynamic' by default
• Databoard footer (sync information, master date range switcher) added to the preview popup
• Home Databoard options (on hover) rearranged
• Many 🐛 smashed