• Free

Databox 101

  • Course
  • 21 Lessons

In this short course, you’ll learn how to use Databox to centralize your data, visualize your company’s performance, automate your reporting, and make better decisions. You’ll learn how to use the core features of Databox in just over an hour, so you can get the most out of your account.

Contents

Introduction

Welcome to the Databox 101 certification course!

    Chapter 1: Centralize Data

    In this chapter, we’ll guide you through the different ways you can connect your software tools to Databox. You’ll learn how to sync data to your account using native integrations, custom integrations, and spreadsheets.

    1.1: Centralize performance metrics from 100+ software tools
      1.2: Centralize custom or product metrics from an API or database (SQL)
        1.3: Centralize spreadsheet data

          Chapter 2: Visualize Performance

          In this chapter, you’ll learn how to visualize both native and custom metrics on a dashboard. Then, we’ll show you the different ways you can customize your dashboards and data to make it easier for you to communicate your insights.

          2.1: Visualize native metrics & KPIs
            2.2: Visualize custom metrics & KPIs
              2.3: Build custom dashboards (without code!)
                2.4: Customize how your data is presented
                  2.5: Group multiple dashboards together
                    2.6: Read a summary of your performance

                      Chapter 3: Automate Your Reporting

                      In this chapter, we’ll show you how to streamline your reporting process with Databox. You’ll learn how to share your dashboards with your team or clients, how to automate your reporting tasks, and how to set up alerts to receive notifications when your numbers spike or dip. 

                      3.1: Share dashboards
                        3.2: Report performance automatically
                          3.3: Send presentations automatically
                            3.4: Present and share performance with your company and clients
                              3.5: Get alerted when numbers spike or dip

                                Chapter 4: Make Better Decisions

                                In this chapter, we’ll guide you through the process of using Databox to make more informed decisions for your business. You’ll learn how to set and track goals, how to leverage forecasts to predict future trends for your KPIs, and how to use benchmarks to compare your performance to companies like yours.

                                4.1: Set and track goals
                                  4.2: Forecast performance so you can make better plans, now
                                    4.3: Benchmark your performance and compare yourself to companies like yours

                                      Chapter 5: Databox For Agencies

                                      In this chapter, we’ll explore how Agencies can use Databox to efficiently manage and analyze data for multiple clients from a single platform.

                                      5.1: View every Client’s performance in one place
                                        5.2: Create templates and use them on client accounts

                                          L1 Certification Badge

                                          Congratulations on completing Databox 101!
                                          • 31.9 KB