How to Build Your Own Databox

AI-powered chatbot available 24/7 to answer questions. Resolves more than half of all issues with high customer satisfaction.

User community available for tips, best practices, and peer support.

Professional service to create custom metrics and dashboards tailored to your specific needs.

Meet with a Databox expert twice a month (2h/mo) for dashboard reviews, insights, and continuous reporting improvements. Available as add-on for Professional and Growth, included in Premium.

Named success engineer for Premium plan accounts to provide ongoing guidance and optimization.

Create unlimited client accounts with dedicated spaces, apply reusable custom templates, and automate client dashboard delivery.

Get an at-a-glance overview of all client performance to spot accounts that need attention.

Push dashboard or report template changes to all client accounts automatically for consistency and efficiency.

Become a Solutions Partner to expand your service offerings and revenue opportunities.

Choose 5 data sources to sync every 15 minutes for real-time data updates. Premium plan feature.

Access historical data for analysis. Professional plan includes 24 months, Premium includes unlimited.

Refresh your data instantly with the click of a button. Available once per day.

Store data in Databox warehouse. Professional and Growth plans include 20GB, Premium includes unlimited.

Select a fiscal calendar as your date range to monitor performance based on your financial year instead of calendar year.

Forecast future performance of any metric for the next month, quarter, or year. Model changes to explore scenarios and turn projections into goals.

Set and track goals for teams or company. Break down goals into bite-sized steps and monitor progress in real time.

Track company-wide and nested goals. Align every team's efforts toward measurable outcomes all in one place.

Access and view all reports previously sent as PDFs for historical reference and compliance.

Add dynamic sentences to reports that update with metrics, time periods, and % of change automatically.

Present reports in full-screen mode for client meetings and team presentations.

Create automated reports in presentation or pageless formats. Automatically share data with team via email, Slack, or mobile. Includes pre-built templates and custom account templates.

Advanced security settings including Force SSO, Force 2FA, Activity Log, and Login Records.

Set different permission levels for team members (Administrator, Editor, User, or Viewer) to control what they can see and do.

Implement single sign-on for enhanced security and simplified user authentication.

Add an additional layer of security with two-factor authentication for user accounts.

Build beautiful, interactive dashboards with drag-and-drop designer. Includes 20+ visualization types, 200+ pre-built templates, TV and mobile views.

Display ad creatives alongside related ads data for comprehensive campaign analysis.

Stream dashboards to office TVs to keep your team aligned on key metrics and performance.

Create as many dashboards as needed to track different teams, tools, or clients.

Get automatic performance summaries of dashboards or key metrics sent to Slack or your inbox.

Get notified when unusual patterns like unexpected spikes or dips are detected in your data.