Agenda for Today:

1. Product Features2. Connectors3. Metrics4. Templates

1. Product Features2. Product Improvements3. New Connectors

● No need to browse databoards to see what happened. Insights come to you as they happen. Address issues and capitalize on opportunities in real-time

learn more

Insights pushes updates to you when:

● You achieve goals you’ve set (ie. Goals)● Your performance changes drastically during a time period (ie.

Alerts)● Other team members annotate your data (Annotations)● We identify new ways to analyze your data (ie. templates)● We determine ways to improve areas where you’re

underperforming (ie. blog posts)

● Add a block of text to live databoards to provide instructions or explanation.

● Embed images like ad screenshots or sales rep pictures to put visuals next to numbers.

Drag the visualization type “Notes” to your databoard in the designer to create this datablock. Edit text in the properties panel.

Provide up-to-date notes on your reports

Example of template we created with benchmark data in a notes datablock. Use this template

Add an external URL to link imageDrag and drop datablock onto databoard

Upload image

Display Facebook Ads directly on databoard

Monitor activity for individual sales reps

● Annotations are short comments that are associated with a specific metric at a specific point in time

● Use annotations to indicate when you launched a new marketing campaign, when a newsletter has been sent out, or when seasonal events (like special sales) have occurred.

Annotations show up in the Insights stream. Do you still need powerpoint or keynote?

● Switch between clients on mobile.

● Control which agency employees can access which client accounts.

● Send databoards from client to agency account.

Ability to switch between client accounts on mobile app

1

2

Select client permissions for agency users

Send databoards from client to agency account

Agenda for Today:

1. Product Features2. Connectors3. Metrics4. Templates

1. Product Features2. Product Improvements3. New Connectors

BingAdsClicks˪ Clicks by Campaign ˪ Clicks by Ad Groups˪ Clicks by AdsImpressions˪ Impressions by Campaign˪ Impressions by Ad Groups˪ Impressions by AdsCTR˪ CTR by Campaign˪ CTR by Ad Groups˪ CTR by AdsAvg. CPC˪ Avg. CPC by Campaign˪ Avg. CPC by Ad Groups˪ Avg. CPC by AdsSpend˪ Spend by Campaign˪ Spend by Ad Groups˪ Spend by Ads

Lists˪ Lists by Active ContactsCampaigns˪ Campaigns by Bounces˪ Campaigns by Sent Emails˪ Campaigns by Clicks˪ Campaigns by Opens˪ Campaigns by Forwards˪ Campaigns by Unsubscribers˪ Campaigns by RepliesContacts˪ Contacts by ListsDeals˪ Deals by Titles

Active CampaignAvg. Position˪ Avg. Position by Campaign˪ Avg. Position by Ad Groups˪ Avg. Position by AdsCPA˪ CPA by Campaign˪ CPA by Ad Groups˪ CPA by AdsConversion Rate˪ Conversion Rate by Campaign˪ Conversion Rate by Ad Groups˪ Conversion Rate by AdsRevenue˪ Revenue by Campaign˪ Revenue by Ad Groups˪ Revenue by AdsImpression Share˪ Impression Share by Campaign˪ Impression Share by Ad Groups

Forms˪ Forms by EntriesTotal Open/ Read CampaignsTotal Unopen/ Unread CampaignsTotal ContactsNew ContactsContact GrowthTotal Bounced ContactsTotal Unsubscribed Contacts

TeamworkProjects˪ Projects by Status˪ Projects by Company Name˪ Projects by Person NameProjects Starred˪ Projects Starred by Company Name˪ Projects Starred by Person NameProjects Completed˪ Projects Completed by Company Name˪ Projects Completed by Person NameProjects Late˪ Projects Late by Company Name˪ Projects Late by Person NameProjects Archived˪ Projects Archived by Company Name˪ Projects Archived by Person NameProjects Current˪ Projects Current by Company Name˪ Projects Current by Person NameTasks˪ Tasks by Status˪ Tasks by Project Name˪ Tasks by Company Name˪ Tasks by Person NameTasks PrivateTagsPeople

Total Calls˪ Total Calls by Company ˪ Total Calls by Source˪ Total Calls by Keyword˪ Total Calls by Campaign˪ Total Calls by Referrer˪ Total Calls by Landing PageMissed Calls˪ Missed Calls by Company˪ Missed Calls by Source˪ Missed Calls by Keyword˪ Missed Calls by Campaign˪ Missed Calls by Referrer˪ Missed Calls by Landing PageAnswered Calls˪ Answered Calls by Company˪ Answered Calls by Source˪ Answered Calls by Keyword˪ Answered Calls by Campaign˪ Answered Calls by Referrer˪ Answered Calls by Landing Page

CallRailTasks Completed˪ Tasks Completed by Project Name˪ Tasks Completed by Company Name˪ Tasks Completed by Person NameTasks Reopened˪ Tasks Reopened by Project Name˪ Tasks Reopened by Company Name˪ Tasks Reopened by Person NameTasks New˪ Tasks New by Project Name˪ Tasks New by Company Name˪ Tasks New by Person NameTasks Deleted˪ Tasks Deleted by Project Name˪ Tasks Deleted by Company Name˪ Tasks Deleted by Person NameCompaniesEstimated Time˪ Estimated Time by Project Name˪ Estimated Time by Person NameTime˪ Time by Project Name˪ Time by Person Name˪ Time by Tasklist Name˪ Time by Company Name

First Time Callers˪ First Time Callers by Company˪ First Time Callers by Source˪ First Time Callers by Keyword˪ First Time Callers by Campaign˪ First Time Callers by Referrer˪ First Time Callers by Landing PageLeads˪ Leads by Company ˪ Leads by Source˪ Leads by Keyword˪ Leads by Campaign˪ Leads by Referrer˪ Leads by Landing PageAverage Duration˪ Average Duration by Company ˪ Average Duration by Source˪ Average Duration by Keyword˪ Average Duration by Campaign˪ Average Duration by Referrer˪ Average Duration by Landing Page

PinterestFollowersFollowingFollowing/ Follower RatioNew FollowersBoards˪ Boards by Number of Pins˪ Boards by Followers˪ Boards by Saves˪ Boards by CommentsPins˪ Pins by Saves˪ Pins by CommentsSavesCommentsEngagementEngagement Rate

Open Leads Amount˪ Open Leads Amount by StageOpen Leads˪ Open Leads by StageNew Leads Amount˪ New Leads Amount by Type˪ New Leads Amount by SourceNew Leads˪ New Leads by Type˪ New Leads by SourceNew Sell ActivitiesNew Appointments

Closed LeadsClosed Leads AmountAppointments˪ Appointments by UserTasks˪ Tasks by UserErrands˪ Errands by UserCalls˪ Calls by UserNotes˪ Notes by User

Intrix CRM

● Access all default and custom properties added to deals.

● Get information about deal amounts split by given dimensions and dates

● Access metrics such as Sent, Clicks, Bounced, and more

● Filter email names by specific key phrases (i.e., email name contains “LN”)

● Supports daily data aggregation.

● Upgraded the Query Builder to the V4 API, which resulted in 2x quicker data sync.

● Added a “Name” dimension. This allows you to get opportunities by owner’s name (not only ID).

Agenda for Today:

1. Product Features2. Connectors3. Metrics4. Templates

1. Product Features2. Product Improvements3. New Connectors

HubSpot Marketing˪ New Contacts by Source (All Time)˪ New Leads by Source (All Time)˪ New Opportunities by Source (All Time)˪ Visits by Source (All Time)˪ New Customers by Source (All Time)˪ Recent Blog Posts by Pageviews˪ Recent Blog Posts by Click-through Rate˪ Recent Blog Posts by CTA Clicks˪ Top Blog Posts by Pageviews

HubSpot CRMNumber of Queries on PositionNumber of Queries on Position Group

˪ Recent Tweets by Retweet Count˪ Recent Tweets by Likes Count

Google Search Console

Twitter

˪ Top Blog Posts by Click-through Rate˪ Top Blog Posts by CTA Clicks˪ New Contacts by Keywords˪ New Leads by Keywords˪ New MQLs by Source˪ New SQLs by Source˪ Subscribers by Blog˪ Visits by Keywords˪ New Email (Blog) Subscribers by Blog

˪ Emails Delivered by Campaign (by Last Updated) ˪ Emails Sent by Campaign (by Last Updated)˪ Email Opens by Campaign (by Last Updated)˪ Email Clicks by Campaign (by Last Updated) Email Campaigns Created

All Deals Amount˪ Closed Deals Amount by Stage by Pipeline

Agenda for Today:

1. Product Features2. Connectors3. Metrics4. Templates

1. Product Features2. Product Improvements3. New Connectors

Use this template

This dashboard shows both internal Wistia and Google Analytics metrics to reveal the impact of video on site behavior.

Wistia + Google Analytics

Use this template

● How many people are seeing your ads?

● How many clicks are you getting to your site?

● Which campaigns have the most clicks?

● Which ads have the most clicks?

Bing Ads Overview

Use this template

Display the most relevant metrics for a sales manager to track in order to ensure their team is hitting their goals.

Sales Manager KPIs

Use this template

This dashboard shows the responsiveness of your sales team to incoming calls. It also shows where new calls originate.

CallRail Overview

Use this template

Generate a month-to-date view of their content marketing performance using data from HubSpot Marketing and Google Analytics.

HubSpot Blog Report Card

Use this template

This dashboard helps you analyze your landing page down to every detail: traffic, sources, leads, bounce rate and more.

Google Analytics Landing Page & Lead Tracking

The following is all subject to change.Here’s our current plan moving forward...

Agenda for Today:

1. Product Features2. Connectors3. Metrics4. Templates

1. Product Features2. Product Improvements3. New Connectors

● Monitor all of your clients’ data with no extra clicks. See whether your team is achieving all of the goals you and your clients have set.

● Create databoards inside your agency account that include data from any or all of your client accounts.

● Compare marketing performance to similar companies.

● We will first focus on HubSpot Mktg KPIs● Help us build demand for this by sharing

this free benchmark tool or using these benchmark templates.

Agenda for Today:

1. Product Features2. Connectors3. Metrics4. Templates

1. Product Features2. Product Improvements3. New Connectors

● Internally link goals and alerts so you can automatically and proactively monitor your progress towards reaching goals.

● You’ll receive an alert warning you when you’re unlikely to hit a client’s goal.

Multi-column tables

Improved visual settings

More advanced visualization types

Agenda for Today:

1. Product Features2. Connectors3. Metrics4. Templates

1. Product Features2. Product Improvements3. New Connectors

● Data sources requested most frequently as of now: ○ LinkedIn Ads, Twitter Ads, Google Big

Query, Jira

● Go and put in a request for a data source to raise their priority level.

How to Submit Feature Requests:

http://help.databox.com/article/114-how-do-i-submit-a-feature-request

How to Request New Integrations:

http://help.databox.com/article/100-how-can-i-request-a-data-source

How to Stay Up-to-Date on Product Updates

Suggested Activities for You1. Set goals & alerts to start generating a useful insights stream.

2. Start leaving annotations on databoards so clients can see

your analysis and recommendations.

3. Download our new benchmark databoards and give us feedback.

4. Continue the conversation and learn from other partners in our slack group (join here).

Want to help us out?

Submit a review of Databox on G2 Crowd to help us achieve “High Performer” Vendor status in the Data

Visualization Category.