improvement

Update The Date Range Of Your Report With One Click

1 year ago
Update The Date Range Of Your Report With One Click

Now, you can use the master date range picker to update the date range of all metrics and Databoards in your Reports, without editing each block individually.

Preparing for a quarterly meeting? Just select “Last Quarter” as your reporting period, and your entire Report will instantly update to reflect that timeframe.


improvement

Build Custom Metrics from SQL Without Writing a Single Query

1 year ago
Build Custom Metrics from SQL Without Writing a Single Query

Now, you can create custom metrics from your SQL databases without needing to know or write SQL queries.  

Simply select the dataset data you need (like metric value, date, and dimensions) from a dropdown menu. This makes it easier for all team members, regardless of their skill level, to build metrics from your SQL databases! 

The no-code SQL metric builder is available only for SQL databases that are supported by Datasets Integrations.


new

Merge Data From 2+ Sources

1 year ago
Merge Data From 2+ Sources

Now, you can merge multiple datasets together using a common identifier like email, user ID, or lifecycle stage to analyze performance across multiple sources. Then: 

  • Filter your columns by specific conditions like values, dimensions, percentages, and more. 
  • Use formulas to create new calculated columns of data.
  • Customize your dataset by renaming columns or changing data types.
  • Build custom metrics from your dataset and easily track performance on Databoards or include them in your reports.
  • Export your dataset to CSV to keep a historical record or continue your analysis in Google Sheets or Excel. 

improvement

Build Custom Metrics With Multiple Dimensions

1 year ago
Build Custom Metrics With Multiple Dimensions

Now, you can select and save multiple dimensions in a single custom metric.

Instead of creating separate metrics like Sessions by Country, Sessions by Device Category, and Sessions by Landing Page to analyze different segments, you can now save all three dimensions in a single metric.

This means fewer metrics to manage and more flexibility when breaking down or filtering your data on Databoards.

Available for select integrations, with more coming soon.


new

Segment and Filter Databoards in 1-Click

1 year ago
Segment and Filter Databoards in 1-Click

Now you can quickly apply a dimension or filter to your entire Databoard, making it easier to analyze performance across different segments.

For example, break down a marketing Databoard by Country to see how different regions are performing. Then apply a filter to only view data from the United States.


new

See the Details Behind Your Metrics With 1-Click

1 year ago
See the Details Behind Your Metrics With 1-Click

Notice a sudden spike in Signups? Or a delay in Closed-Won Deals? Click a metric on your Databoard to see the row-level data behind it.

You’ll see the exact rows and columns from your dataset—like email address, deal stage, or transaction amount—so you can quickly spot what’s driving the change and act fast.

This feature is only available for metrics built from datasets.


new

Prepare Data for Better Analysis Later

1 year ago
Prepare Data for Better Analysis Later

Create a custom table of raw data, so your team can analyze with more depth, confidence, and clarity later. Connect data from a dataset-powered integration (HubSpot, Stripe, SQL databases, etc), create a dataset from it, then:

  • Filter your columns by specific conditions like values, dimensions, percentages, and more. 
  • Use formulas to create new calculated columns of data.
  • Customize your dataset by renaming columns or changing data types.
  • Build custom metrics from your dataset and easily track performance on Databoards or include them in your reports.
  • Export your dataset to CSV to keep a historical record or continue your analysis in Google Sheets or Excel.

improvement

Structure and Style Reports the Way You Want

1 year ago
Structure and Style Reports the Way You Want

We've added new layout and content options to Reports, making it easier to present data and communicate insights more clearly.

  • Choose a cover photo from a built-in image gallery to give your reports a polished, professional introduction.
  • Add page dividers to break up content, create sections, and guide your audience through the story.
  • Insert editable tables anywhere to add commentary, highlight supporting data, or outline next steps.
  • Style your tables with custom borders, background colors, and more—so everything looks exactly the way you want.

new

Get Alerted When Important Numbers Spike or Dip

1 year ago
Get Alerted When Important Numbers Spike or Dip

Now, you can enable Smart alerts for any metric to get notified when unusual patterns (like unexpected spikes or dips) are detected in your data. 

For example, get alerted when your website traffic suddenly drops, ad spend spikes unexpectedly, or revenue takes an unusual dip—so you can address these issues before they become bigger problems. 

Learn more about Smart alerts here.


new

Create a Comprehensive Written Report with the New Page Format

1 year ago
Create a Comprehensive Written Report with the New Page Format

Now you can format your reports into beautiful long-form writeups, to give stakeholders all the information they need to understand how you’re performing. Add metrics, Databoards, images, and commentary in a seamless layout to give more context to your data. Then, customize it with a cover photo and emojis to match your brand.

Need a slide presentation instead? Switch between Pageless and Slides formats with just 1-click.


data integrations

New: Reddit Ads Integration

2 years ago
New: Reddit Ads Integration

Now, you can track and analyze your Reddit Ads performance in Databox. 

  • Track 126 pre-built metrics:  Easily visualize metrics like Impressions, Spend, CPV, Engagement Clicks, and more to monitor campaign performance.
  • Create custom metrics: Use the Metric Builder to break down key metrics by Campaign, Ad Group, Ad, Community, or Keywords, and apply filters to focus on the most relevant insights.
  • Compare and visualize Reddit Ads performance alongside other paid channels: Create reports that combine data from platforms like Facebook Ads, Google Ads, LinkedIn Ads, and more, so you can easily see how your campaigns are performing across multiple channels.
  • Optimize campaigns: Set up alerts, spot trends, and adjust your budgets to improve results faster.

new

Give Each Team Their Own Space

2 years ago
Give Each Team Their Own Space

Create Teams to give them a space where they can add the Databoards, goals, reports, and key metrics they need to track. Assign users to each team, and add sections to organize your team by department or focus area.

For example, create a Marketing Team with sections for paid ads, content marketing, and SEO, each focused on their key metrics and goals. Or set up a Sales Team with sections like pipeline performance and revenue targets to keep everyone aligned.

Use it to:

  • Give each team their own “home base” to track the Databoards, metrics, goals, and reports that are important to them.
  • Improve your team’s speed-to-insights, by making it easy for leaders to find the metrics they need in seconds.
  • Make it easy for your teams to view other team’s data without the friction of learning new tools.

improvement

Customize Your Report Layout with Rows and Columns

2 years ago
Customize Your Report Layout with Rows and Columns

Now, you can easily add rows and columns to format your report exactly how you want.

Want to place a metric side by side with text? Create multiple columns and resize them to balance text and visuals. Need to add more context to your report? Add extra rows to include images, metrics, Databoards, or additional text.


new

Easily Recover Deleted Databoards and Loops

2 years ago
Easily Recover Deleted Databoards and Loops

You can now recover deleted Databoards or Databoard Loops within 30 days. Simply filter your Databoards or Loops by Recently Deleted to find your deleted items, then click Recover to add them back to your workflow.


data integrations

Harvest: Create Custom Metrics with the Metric Builder

2 years ago
Harvest: Create Custom Metrics with the Metric Builder

We’ve released a Metric Builder for Harvest. You can now create custom metrics to help you better understand your team’s productivity, project progress, and financial performance.

  • 5 report types: Choose from reports like Time Entries, Invoices, Estimates, Expenses, and Project Budget.
  • 23 metrics: Track a wider range of metrics, such as estimated tax, total cost, invoice amount, and more!
  • 24 dimensions: Group your data by Client, Project, or Team Member, or use report-specific dimensions to analyze your data from different angles.
  • Filters: Filter your results by Client, Role, Project, and more, to focus on the data that’s most important to your business.