Now, when building your forecasts, you can factor in the metrics that influence your main KPI, so you can identify what’s driving results and plan with more confidence.

• Understand what drives performance: Add the metrics that impact your main KPI to uncover which factors have the greatest influence on your results.
• Validate your assumptions before committing: Model increases or decreases in key metrics to see how different plans could play out and choose the most realistic path forward.
• Choose the right method for your data: From trend-based to regression or smoothing models, select the forecasting approach that best fits your business.

For example, if your team is forecasting Monthly Recurring Revenue (MRR), you can add metrics like New MRR, Churn Rate, and Expansion MRR to see how each one affects your forecast. Then, model a 2% drop in churn to understand how that change could impact MRR and set targets your team can confidently deliver on.

Now, you can build and track OKRs in Databox to keep every team aligned, accountable, and focused on the work that drives results.

• Clarify your strategy: Capture your company’s mission, vision, and long-term ambitions to guide what matters most.
• Align every team: Define high-level objectives, then break them down into measurable goals and sub-goals with clear ownership.
• Measure progress automatically: Link goals to the metrics you already track in Databox to keep performance visible and up to date.
• Add context to updates: Include notes and status updates to explain results, celebrate wins, and highlight what needs attention.

Want to learn more about OKRs and how to use them in Databox? Read the blog. 

Now, when visualizing metrics created from a dataset, you can apply multiple filter conditions to your Databoards to quickly explore performance across different views. 

• Focus in on the right view: Add multiple filters to individual Datablocks or entire Databoards to focus on what matters. 
• Refine your analysis: Use operators like Is, Is Not, Contains, and more to filter your data exactly how you need.
• Get answers quickly: Once you’ve applied your filters, click into the metric to see the raw, row-level data behind it – already filtered based on your selection.
• Work faster, without extra setup: Apply or adjust filters on the fly without creating new metrics, new Databoards, or changing your original configuration.

Performance Summaries will now automatically include additional data points like goals, forecasts, benchmarks, average values, and more, to give you richer context and more relevant recommendations. 

For example, you’ll get a clear, written explanation of your progress toward goals, along with insights into key trends and changes, making it easier for stakeholders to understand your results.

Bring your Zendesk data into Databox, build the exact metrics your support team needs, and do deeper analysis. 

• Build datasets: Select the specific object, like tickets, users, or posts, you want to analyze. Prepare the data for more reliable reporting.
• Merge datasets: Combine Zendesk data with data from other tools to analyze performance in context. 
• Create custom metrics: Apply dimensions and filters to save the exact version of the metric you need.
• Visualize and analyze performance: Create Databoards that combine Zendesk data with metrics from other tools. Then, break down and filter by dimensions, compare trends over time, and drill into the row-level details. 
• Set and track goals: Choose the metrics you want to improve, like faster replies or fewer tickets, and track your progress in real-time.

Now, you can use Google Sheets and Excel with datasets, giving you the ability to prepare your spreadsheet data for deeper analysis. 

• Build a dataset directly from your Sheet or Excel file 
• Prepare and standardize your data by applying filters, changing data types, hiding, reordering, or renaming columns
• Merge datasets to analyze row-level data across multiple sources
• Calculate new columns to reflect your custom business logic
• Click on metrics created from your datasets to view the row-level data behind them

Now, you can use Intercom and Snowflake with datasets, giving you access to more properties and segments, and the ability to do deeper analysis. 

With these dataset-supported integrations, you can: 

• Create custom tables of raw data from Intercom or your Snowflake database
• Prepare your data by applying filters and customizing columns (change data types, hide, reorder, or rename them)
• Merge datasets to analyze the same row-level data across multiple sources
• Calculate new columns to create derived metrics that reflect your business logic
• Export your data to CSV to keep a historical record or continue your analysis elsewhere
• Click on the metrics created from your datasets to view the row-level data behind them

Connect MongoDB to Databox to make your backend data more accessible and actionable for your team.

• Build datasets: Select the specific collections you want to analyze, then clean and standardize your data for reporting.
• Create custom metrics: Apply dimensions and filters to save the exact version of the metric you need.
• Visualize and analyze performance: Use a variety of chart types to explore your data, break it down by dimension, compare performance across time periods, and drill down into the row-level details.
• Empower your team: Make your database data more accessible and actionable for your team.

Now, you can edit the text of AI-generated Performance Summaries on your Databoards and Reports. 

Use the AI-generated summary as a starting point, then edit the text to add the context only you can provide, like what actions were taken, what you’ve been testing, or any open questions you’re still exploring.

Then, format the summary to make key points stand out. Use bold, italics, or highlights to emphasize important takeaways or add emojis to make your text more engaging and easier to scan.

Watch a quick tutorial to learn about this new improvement.

Now, you can view and manage all data sources and users across your agency and every client account—from one place. This makes it easier to save time and stay organized as your agency grows.

In the Account Management Application (AMA), head to the User Permissions or Data Manager pages to:

• See everything in one view – all users and data sources across every account
• Filter your view – by client account, connection status, role, and more
• Quickly take action – troubleshoot connection issues or review user access without switching accounts

Now, you can save your visual settings as the default for new Databoards and Reports. 

This means that every Databoard or Report you create will automatically use your preferred colors and logo, so everything stays consistent and polished, right from the start. 

• Create a consistent visual style across all your Databoards and Reports
• Save time by overriding existing Databoard and account templates across your account and client accounts
• Quickly apply your default settings to all client Databoards and Reports to match your brand– or theirs!

Now, when previewing your Databoards, you can click on a Datablock to expand the metric and explore it in more detail. 

For example, if your sales drop week-over-week, you can expand the metric to compare trends, filter by rep or region, and switch visualizations to spot what’s driving the change. Then, save your changes to update the Datablock with your preferred view, making it easier to communicate insights with the rest of your team.

You can now enable color-coded indicators on your gauge and progress bars to quickly see if you’re on track, at risk, or falling behind on your goals. 

For example, if you’re displaying your Databoards on an office TV, your charts will automatically turn green, amber, or red based on performance, making it easy for everyone to understand progress and stay aligned.

Now, you can create manual goals to track success on projects, campaigns, or internal initiatives that aren’t tied to a specific metric. Just enter your targets manually—using numbers, percentages, or currency—and update progress over time.

• Add notes to give more context when updating progress
• Get automatic reminders to update your goal progress
• Share updates with key stakeholders, even if they don’t have a Databox account
• Monitor goal progress alongside notes and status updates on the Goal Insights page

It’s now easier than ever to set goals, track progress, and give your team the visibility they need to stay aligned and hit their targets.

With the latest improvements to automatic goals, you can:

• Set multiple goals per metric, like realistic and stretch goals
• Add end dates and receive automatic status updates
• Get goal recommendations based on benchmarks, forecasts, and historical data
• Control who can view and follow each goal’s progress
• See how you’re pacing toward your goal and get additional context on the Goal Insights page.

Learn more about what’s new in Goals here.