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