Databox

About Databox

Databox and CallRail

Use cases

• What this app does

  Databox makes it easy for you and your team to track all of your data in one place so that everyone is in control over your company’s performance today, next month, and beyond. With Databox, you can: - View all of your performance data in one place so you can spend less time checking data and creating reports and more time acting on insights. - Build your own Databoards with thousands of default metrics already created, without any coding required. - Set goals for specific metrics and track them all on one screen or visualize your progress toward them on any Databoard. - Get automated performance alerts & recommendations when (and where) they matter most. - Easily build and calculate custom metrics to dive even deeper into your performance insights.

• Create a Databox account

  Navigate to the Databox Sign Up page and create your account. You can select to sign in with your Google account or put in your own credentials. Here, you’ll enter your Name, Email, select a Password, enter your Company and the URL of your Company’s page. Once that’s set, you click on Create Account and are then prompted to select the type of account you need––Company/Individual (track only your own performance) or Agency (track the performance of yourself and of multiple clients). You can change this (if needed) later on.

• Connect your first Data Source

  The easiest way to connect your data with Databox is through any of our 70+ one-click integrations, including Callrail. Once the account is created, you can Connect your first Data Source. Use the Search bar to find the tool you’d like to connect first. Once you’ve chosen a data source, you can then select some of the metrics with which you’d like to start tracking from that source, click on the green Connect Now button, enter your credentials, and in a matter of seconds your performance data will appear in a beautiful dashboard.

• Connect more Data Sources

  The true power of Databox lies in your ability to pull different metrics from different sources and track them all in one place. To connect additional sources, navigate to the Data Source screen and click on the New connection button. Here, you can once again search for the specific data source you’d like to connect and either connect the source yourself or request access to that data source from a colleague.

• Track your most important metrics from the Metrics Screen

  Use the Metrics screen to easily monitor the metrics that are most important to you all on one screen. Here, 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. To get started, navigate to the Metrics screen and click Add metric. Next, you’ll be redirected to the Metrics library where you simply choose the Metric(s) that you’d like to add to the Metrics screen with a click of a button.

• Create Databoards

  Now it’s time to create your first Databoard. You can go through our Best Practices when Building a Databoard first to get some ideas. Navigate to the Databoard page and click Create a Databoard. Then you get the option to go through the creation with the help of a “Wizard” or Start Blank. If you choose Wizard, the system guides you through the whole process. If you Start from Blank, you’re directed straight to the Databoard Designer where you can build Databoards from scratch by dragging and dropping pre-built metrics right into your Databoard. The visualizations update automatically. In the Databoard Designer you’ll also see options to customize it (add a name, choose the colors, choose the background image, choose a logo, etc.) On the left screen side, you’ll notice the Datablock library (Which includes all of the metrics with prebuilt visualizations), Visualization types (when you’d like to choose a different visualization than the one that’s already prebuilt for a certain metric), and My Metrics (all Metrics that you also have on your Metrics screen).

• Get important performance updates when they matter most

  Don’t wait until the end of the month or quarter to know how your performance is trending. With Alerts, get notified when performance is off. By scheduling Scorecards and Alerts, you and your team will always be aware of how your most important metrics are trending so that you can make adjustments when they matter most––right now. To set up a Scorecard, navigate to Notifications. Then, click on Create your first Scorecard and select the Metrics that you’d like to receive updated on via email or Slack. Lastly, you can select where you want the Scorecard to be delivered (email, mobile, or Slack) and specify the time and frequency you’d like it to be delivered. Add the necessary recipients to the Scorecard and you’re done––now you and your team won’t have to go looking for the performance data that matters most. With Alerts, you’ll get notified when specific metrics have increased or decreased by a certain percentage or when they’re greater or less than a specific threshold, so you can take action when it matters most.