DATABOX FOR AGENCIES

Streamline client reporting & save days each month

Databox helps agencies and consultants save days of work each month. Build beautiful, branded reports to clearly show ROI, and automate busywork to spend more time improving client performance.

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20,000+ growing businesses and agencies rely on Databox  to improve performance  

Make client reporting a growth engine, not a time sink

Before Databox

  • Hours lost building custom reports for each client
  • Hard to show ROI clearly and consistently
  • No scalable way to compare performance across clients

After Databox

  • Automate client reporting with customizable templates
  • Show ROI with clear, real-time dashboards
  • Benchmark clients against peers to uncover growth opportunities

Reporting that proves ROI and retains clients

Integrations

Centralize all your client’s data in one place

  • Connect to 130+ popular tools across sales, marketing, finance, and ops
  • Pull in custom data from spreadsheets like Google Sheets and Excel
  • Visualize backend data from SQL databases without writing code
Centralize all your client’s data in one place
Client management

All client data and goals in one place

  • Create dedicated client accounts to keep each client’s data organized and secure.
  • Manage all client metrics and goals from one view
  • Onboard new clients faster with custom templates for dashboards and reports.
All client data and goals in one place
Reports

Automate client-ready reports

  • Build professional reports in minutes, not hours
  • Use slide or pageless formats depending on client preference
  • Add commentary with annotations and AI summaries to highlight ROI
  • Share via live link, presentation mode, or set up automated delivery
Automate client-ready reports
Dashboards

Give clients access to their performance in real time

  • Combine metrics from every channel to give clients a complete view of performance
  • Share live dashboards your clients can access anytime
  • Save custom dashboard templates to onboard new clients or launch new campaigns in minutes
Give clients access to their performance in real time
TEAMS

Stay aligned with your team

  • Get alerted when revenue drops, churn spikes, or goals are off track
  • Receive scheduled summaries of your top metrics
  • Choose email, Slack, or mobile push
Stay aligned with your team
GOALS

Agree on what success looks like

  • Create custom goals for any metric or KPI
  • Track progress towards your target in real-time
  • Get alerted when goals are on track, off track, or at risk.
Agree on what success looks like
Notifications

Keep clients in the loop, automatically

  • Automatically send live dashboards and reports on a recurring schedule
  • Schedule scorecards that highlight key metrics to keep clients informed
  • Choose delivery via email or Slack
Keep clients in the loop, automatically
Benchmarks

Show clients how they stack up

  • Compare KPIs against industry peers
  • Use benchmarks to highlight strengths and uncover opportunities
  • Build trust by giving clients context for their results
Show clients how they stack up
Forecasts

Help clients set more realistic goals

  • Forecast any metric, from subscribers and impressions to revenue
  • View high and low forecasts, so you can help clients aim for the best but plan for the worst
  • Manage client expectations using data-backed insights
Help clients set more realistic goals

Client reporting templates you can customize in minutes

Dashboard example

Google Ads Performance Overview

Dashboard example

Facebook Ads Campaign Drill-down

Dashboard example

LinkedIn Ads Campaign Performance

Dashboard example

HubSpot + Google Ads Top of Funnel

Explore All Templates

Why agencies choose Databox

Your clients expect insights, not just reports. But manual reporting drains your time and makes it hard to scale.

Databox helps agencies:

  • Automate reporting: save hours per client each month by eliminating manual work.

  • Deliver insights: show clients not just results, but the context behind them.

  • Prove ROI: build trust and strengthen client relationships with transparent performance data.

  • Scale your agency: standardize processes while serving more clients efficiently.

“[Databox] keeps our reports insightful and always up to date. There’s a great selection of built-in metrics, and creating custom ones is super easy. The visualizations are clean, professional, and really help bring the data to life. The AI summary feature is particularly impressive. Most importantly, the data reliability is rock-solid. Far better than what we experienced with other platforms.”

Marc Woodland

Managing Director, Winbox

Turn reporting into a revenue-generating service

Join our Solutions Partner Program and learn how to deliver a bigger impact for your clients by making data accessible, actionable, and impactful.

As a partner, you’ll gain the tools, resources, and support to build new revenue streams, elevate your advisory services, and help clients achieve better performance, faster.

Learn more

See how the rest of your company can use Databox

From company-wide strategy to campaign execution, Databox helps every team use data to do their job better.

  • Executives

    Track high-level KPIs and drive alignment.

  • Functional Leaders

    ​​Monitor team performance and guide priorities.

  • Team Contributors

    Track key metrics and execute day-to-day work within a team.

  • Business Analysts

    Help teams use data to make better decisions.