Product updates

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.

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.

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. 🎉

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

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

• Overall Page Rating

• 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. 🎉

• 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

• Plays by Video
• Actions
• Actions by Video

• 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

• Open Tasks by Owner

• Contacts by tag

• Income by Type

• Companies by Owner
• Open (unclosed) deals amount

• 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.

• 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