Track the top KPIs and Goals for all of your clients in one place, so you know where to focus your efforts without all the effort of logging in and out of multiple tools and client portals.
Don’t wait until reporting time to make sure you’re on track to deliver the results you promised. Identify when you’re below target before it’s too late and make adjustments as you go. Modify a client’s strategy or reallocate internal resources to ensure all clients are improving month over month and on target to goals you’ve set.
Make internal account review meetings a breeze. Quickly review how every client is performing vs previous time periods and against goals with your entire team -- no prep work required. During your meeting, stop scrounging for data and spend time helping your account managers devise the marketing strategies that will ensure client results are solid and client meetings go well.
Not every client cares about the same metrics, hires you for the same services, or uses the same software to track their performance. Now, you can track each client’s unique needs on one screen to monitor whether their KPIs are moving in the right direction and you’re hitting the performance targets you’ve committed to.
Create the optimal view for everyone in the agency. Filter by account manager to review their work. Tag clients by service offering (or anything else) to quickly see how each delivery team is performing.
Positively impact accounts across the board and spread knowledge across the team by pulling insights from their individual account silos into Client Performance.
View current performance for all of your client accounts, as well as current progress toward the client goals your team is working toward, with just a quick toggle. Now you have everything you need to quickly track client goals, as well as current progress toward those goals, in one place.
“Client Performance allows us to join technologies that wouldn’t normally go together. For example, traffic from Google Analytics, leads and opportunities in HubSpot, all in one spot. No more logging into different accounts and client portals.”
“Client Performance in Databox has proven to be invaluable in understanding which clients are excelling and which need attention. From a management perspective in overseeing multiple account managers, this lets me see who I need to spend more time with on training and for overall support.”
“We have a number of customers on retainer and it’s great to compare their stats in a single place without having to jot down a note. As we grow our retainers, having this data at our fingertips will help us make decisions based on data instead of emotion.”
“We use the Client Performance screen as a quick overview of the most important metrics during meetings instead of going through each client’s data separately, which speeds up meeting times.”
Choose a data source, connect your data, and start visualizing your data in seconds.
Latest from our blog
Popular Blog Posts
POPULAR DASHBOARD EXAMPLES & TEMPLATES