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.

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.

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.

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.

Now you can quickly update the comparison period for all Datablocks on your Databoard. Simply click the Master Date Range icon, select a Compare With period, and apply it to all Datablocks at once. 

For example, update your Sales Performance Databoard to compare Last Month with the same period 1 year ago, so you can easily see how sales trends have changed without having to update each Datablock manually.

Now, you can create beautiful Databoards with AI. Simply select a category like social media, sales performance, or support activities, and let AI automatically generate a Databoard using metrics from the top sources in that category. Then, customize it further to fit your needs by adding or removing metrics, updating background colors, adjusting the layout, and more.

We’ve added 5 new reports to the Microsoft Ads Metric Builder. Now, you can access even more metrics, dimensions, and filtering to help you better understand your ad performance and optimize your campaigns. 

• 5 new report types: Choose from reports like User Location Report, Professional Demographics Audience Report, Keyword Report, Geographic Report, and Conversion Report.
• New metrics: Track metrics like Return on Ad Spend (ROAS) Average CPM, Top Impression Rate, and more to better understand the effectiveness of your campaigns. 
• New dimensions: Group your data by keyword, country, city, or goal to analyze performance from different angles. 
• More filtering options: Apply expanded filters that mirror the capabilities of the Microsoft Ads native UI, so you can focus on the data that matters most to your business.

We’ve added new functionality to make presenting performance from Databox even easier. 

Now, you can present your slides in full-screen mode and easily switch between them using your keyboard. Need talking points? Open notes to see them alongside your slides during your presentation, keeping you focused and on track. 

Plus, enjoy new customization options, including a variety of font types, more flexible visualizations, and the ability to add branded backgrounds when exporting your presentations to PDF.

We’ve added new metrics to help you track your social media performance. 

• 38 new LinkedIn metrics: Easily monitor engagement, reactions, and page views with metrics like engagement rate, career page views, total reactions, and more. View the full list of LinkedIn metrics here.
• 22 new Instagram metrics: Report on the performance of your Reels and Stories with metrics like Total Story Reach by Story, Total Reel Replays Count by Reel, Total Reel Saves by Reel, and more. View the full list of Instagram metrics here.

Track the status of all email notifications sent from your account. See who the email was sent to, who sent it, and whether the recipients opened and engaged with it. 

For example, see if recipients viewed this month’s report so you can adjust your follow-up to address any gaps in their understanding. Or, find out which emails bounced or are still pending so you can make sure reports reach the intended recipients.

Add AI-generated summaries to your Databoards to help stakeholders quickly understand what performance is. Summarize up to 10 key metrics at once, and choose how you want the summary displayed by selecting the language, narrative style, summary length, and more!

Use it to

• Reduce the time you spend analyzing & summarizing data
• Automatically highlight key metrics and trends
• Help stakeholders understand their data by providing them with a written summary

View historical anomalies (unusual spikes or dips in performance) for your most important metrics and KPIs. Toggle Highlight Anomalies on the Metric Insights Screen to quickly spot spikes or dips that fall outside the expected range. Then, investigate these anomalies to understand what might have happened. 

For example, if you notice a decrease in Sessions last month, you can quickly find the anomalies and dates where they happened. From there, analyze the underlying data in GA4 to determine what might have caused the drop.

Now, when analyzing a metric or KPI on the Metric Insights screen, you can view 3 related metrics alongside it. This way, you can see what other metrics you should focus on improving in order to move the needle on this one.

For example, if you want to improve Sessions, you’ll also be able to see related metrics like Bounce Rate or Ad Clicks. This way, you can see which levers you can pull to improve Sessions and understand how changes in these metrics affect the main one.

View Related Metrics 

You can now view your Facebook Ads, LinkedIn Ads, and Pinterest Ads creatives in your Databoards and Reports. View your creatives, alongside your copy and metrics, to better analyze your campaigns. 

Use it to:

• See which ad creatives perform best by viewing metrics like impressions, clicks, and conversion rates side by side.
• Share visually engaging reports with your team or clients.
• Analyze how different visuals and copy combinations perform to improve your messaging and strategy.

More integrations will be supported soon.

Try it now

Now, you can save a Databoard Loop as a template and reuse it across all client accounts. Simply select the Loop template you need and customize it to fit each client’s needs.

Use it to:

• Onboard new clients faster
• Make your reporting more consistent
• Reduce repetitive work and minimize mistakes

Try It Now