The Top 10 Databox Features You Might Have Overlooked

我们明白了，你很忙。

Sometimes, that means you miss things.

Sometimes, the solution to our problems is right in front of us, but due to our fast-paced lives, everyday stress, and overall busy schedules, we miss it.

Luckily, we have some time and resources to help, specifically when it comes to mastering Databox.

这就是为什么我们决定弥补DataBox的10个“隐藏宝石”的列表，您可能会在旅途中错过beplay体育appios，以使数据连接并正确地可视化。

These are features that allow you to make your performance data more accessible and insightful so you and your team can focus on what matters most.

因此，让我们深入研究Databox的秘密beplay体育appios宝藏。

1.智能电视上的仪表板

Want to motivate your team and make sure they’re always up-to-date on their progress? Make performance more accessible to your team by making it more visible.

与DataBox的流到电视功能，与所有人共享您的性能数据从未如此简单。beplay体育appios

它使您能够确保团队中的每个人始终意识到性能的趋势。

And the best part? It’s done in seconds.

我该如何开始流式传输？

Start by opening the browser on your Smart TV and visittv.beplay体育appioswww.yu-nung.com。在那里，您将收到一个简短的4位代码。

Next, navigate to the Databoards page in your Databox account on your computer, click on the Share icon on your selected Databoard and type the 4-digit code in the Stream to TV folder.

And just like that, you’re sharing your dashboards with everyone in the office, or just keeping that data in sight in your home office, while you’re busy rocking your performance.

这是其工作原理的快速演练。

2. Create Reports Once & Use Them Anytime with Account Templates

您每个月需要准备多少个报告？其中有多少是重复的或彼此相似的？

Imagine you only had to create reports once and could easily replicate them anytime and even across multiple client accounts (as many as you needed).

Design your own templates, complete with the data sources, metrics and visualizations that you need, that are 100% customizable at the same time.

只要您需要它们，就可以使用它们，并根据您想要的数量创建尽可能多的东西 - 它们不计入您当前计划的数据库限制。

How Do I Create & Use My Account Templates?

开始，导航到数据库in your Account. You can either create a “New databoard” or “Edit” an existing one, in order to save it as a template. Save your databoard as a template by clicking “Save as Template” at the top of the dashboard.

创建模板的另一种方法是将悬停在数据库页面上的数据库上，单击“更多”并选择“另存为模板”选项。

You can also create a template by navigating to “Account Templates” and clicking on the “Create a Template” button. Just choose one of your pre-made databoards that your would like to save as a template.

将数据库标记/保存为模板后，它将在您的帐户和每个客户的帐户中的“帐户模板”中自动可用（如果您正在使用代理计划）。

You can make changes to the template without affecting the original databoard that you created.

这是其工作原理的快速演练。

3. Share Only Your Data, Not Editing Access

当涉及到数据时，重要的是清晰易于理解。尽管您团队中的某些人需要访问您的绩效数据，但并不是每个人都需要创建自己的报告，甚至需要编辑您构建的内容。

To avoid that extra noise in your account and make sure everything stays organized, you can add “view-only” users to your Databox account.

That way you can share your performance without allowing them to add or make any changes.

如何将观众添加到我的帐户中？

To add a view-only user to your Databox account,navigate to “User Management”在您的帐户中，单击“新用户”按钮。

Type in the person’s name, email, and select the “Viewer” role. They’ll receive an email notification that they’ve been added.

After that, you can select the specific Databoards a view-only user has access to.

要编辑对特定数据库的访问，请悬停在数据库上，请单击“更多”按钮和“用户访问”。在这里，您可以选择哪些用户可以访问数据库。

这是其工作原理的快速演练。

4.通过松弛消息分享重要的绩效更新

Imagine eliminating Slack messages asking for about performance updates on campaigns and projects altogether and never again having to worry about manually keeping your entire team in the loop and on top of the data.

使用Datbeplay体育appiosabox，这很容易实现。

Automate daily, weekly, monthly or quarterly Scorecards and Scheduled Snapshots to any public Slack channel.

当您使用时，您也可以添加以发送到此处发送的警报。

This Databox feature ensures your entire team is aware of all the key metrics that are driving your business, while also having more eyes on the data, increasing your chances of spotting any important trends.

如何在Slack中自动化我的通知？

Whether you would like to send a Scorecard, Snapshot, or Alert to Slack, the process is more or less the same.

导航到“通知”而且，一旦创建了所需的通知，请选择您希望将其发送到交货选项中的Slack频道。

在databox的Slack Landing页面上的通知下，也可以看到您在Slack中自动化的每条通知。beplay体育appios

Here, you’ll find all the Scheduled Snapshots, Scorecards, and Alerts scheduled in Slack, and can also edit them or create new ones from scratch, by clicking on “New Slack Notification” button on the upper right screen corner.

Here’s a walk-through of how it works with Scorecards and Alerts…

And here’s how it works with Scheduled Snapshots.

5. Present Live Views of ALL Your Data

很难想象只需在一个仪表板上运行业务所需的所有数据。

Well, with Databox, that’s easily achievable, too. By using looped databoards you can string together a series of databoards to visualize all the data you find important to present.

这些循环数据库可以替换会议上的演示幻灯片，并且为了设置时间间隔，您可以将整个团队保持在循环中，因为它们会自动浏览Office TV上的数据流。

如何循环数据库？

With just a couple of clicks, you’re able to show everyone your full performance.

简单地导航到“数据库”，然后将悬停在仪表板上，您想在循环中首先成为。

There you click on the “Share” button and under “Looped Databoards” click on “Add Databoards” and select which dashboards you’d like to include.

在底部，设置一个时间间隔，您希望将仪表板循环。

如果您想使用密码或设置限制来确保数据库（S）确保数据库，请单击其他设置。

然后只需复制链接并与您的同事，管理，客户等共享。

6.连接和跟踪更多数据与第三方自动化

While we already have 70+ native integrations that you can connect with Databox, we also wanted you to have the option to connect data from any other tool you might be using.

这是Zapier和Integromat发挥作用的地方。

尽管它们都是本机数据代表集成，但它们也为更多的数据连beplay体育appios接器弥合了Databox与数百个其他产品之间的差距。

We built out 250+ Zapier & Integromat automations这使您可以从我们还没有集成的一堆工具中获取数据。

How Can I Connect my Data Through Zapier or Integromat?

如果您喜欢使用Zapier，则可以导航到Zapier模板and search for the integration you’d like to use. You can also read more on how to useZapier with Databox here。

或者，如果您想使用Integrat，请导航到已建立的Integromat-beplay体育appiosDatabox自动化。阅读有关如何使用的更多信息Integromat with Databox here.

无论您打算使用Zapier还是Integrat，都可以使用已创建的模板并根据您的需求自定义它们。

7. Use Query Builder to Explore & Build More Metrics

3000+ basic metrics sounds a lot. But it’s still not enough.

即使我们在构建它们时并没有经历许多不同的情况，但我们仍然无法满足您的所有需求。但是有了查询构建器，我们已经接近了。

查询构建器是在DataBox应用中构建的高级功能，可帮助您提取自定义对象和唯一的指标。beplay体育appios

Need to report on specific blogs? Or access custom HubSpot properties? Or to create a dashboard containing custom conversions from Facebook ads?

查询构建器让您覆盖。

Hard to use? No. Maximum flexibility and minimum effort? Yes. And the best part? No coding required.

如何构建自定义指标？

Navigate to “Metrics”在您的数据库帐beplay体育appios户中，然后单击“查询构建器”。

在右上方屏幕上，单击“新自定义度量”按钮，然后开始构建您的自定义指标。

选择“数据源”，然后向其添加指标和尺寸。您可以在将指标添加到数据库之前预览数据以查看结果，以确保自定义指标中的所有内容正常工作。

单击“保存”后，您可以将标准添加到现有或全新的仪表板中。

You can also add and create the custom metric directly in the dashboard. Open the selected Databoard or create a new one.

将空白的数据库从公制库中拖到数据库，然后在Righthand Property Manager中选择适当的数据源。

确保此处选择的数据源与创建自定义度量的数据源相同。

在公制下拉列表的顶部选择“自定义”选项卡，然后选择自定义公制名称。然后，您要做的就是观察数据如何在几秒钟内填充块。

8. Calculate Important KPIs From Different Data Sources

您使用多个付款提供商吗？还是其他用于跟踪网站参与度的系统？需要计算转换率吗？

With数据计算您可以从多个数据源汇总指标，计算不同的比率，ROI和其他财务指标，然后随着时间的流逝以及更多内容跟踪。

您可以将电子表格放在一边，并使用DataBox的数据计算来添加，减去，分隔甚至将数据从所beplay体育appios需的任何数据源中增加。

数据计算有助于您在业务的各个方面之间建立相关性，并完整地了解您的销售，营销和整体业务绩效。

如何计算我的kpis？

导航到“指标”，然后进行“数据计算”。

命名您计算的度量标准，然后单击变量“ A”以打开第一个度量选择窗口。添加数据源和指标或设置固定值。

Click on the blue + to add, subtract, multiply or divide the “B” variable. Then click on the B variable to add data for it, again either select the Data Source and the metric or set a fixed value.

只需重复每个值的步骤，直到您的计算完成。单击“保存”，然后将指标添加到现有的或新的数据库中。

As with Custom Metrics, you can add Calculated metrics directly to the dashboard when you’re creating it.

将空白的数据库数据库拖放到公制库中的数据库中，然后选择相同的数据源或您在右属性属性管理器中数据计算中使用的数据源之一。

Select calculated tab at the top of the Metric drop-down list and then select the Custom Metric name. Watch as you data populates the block.

9.家，甜蜜的主屏幕

主屏幕是您登录Databox时首先看到的。beplay体育appios如果正确使用，它可以用作即时标志，您应该优先考虑并首先检查数据，而无需打开任何仪表板，研究目标或检查特定指标。

由于它是完全可自定义的，因此您的主屏幕将显示出什么。

Working in Sales? View your deals created, closed and closed amount upon logging in.

您是营销人员吗？打开Databox后，检查您的流量并引导。beplay体育appios

Alongside your favorite metrics and goals, your favorite databoards are just a click away – accessible on your Home Screen.

如何自定义主屏幕？

Under “Metrics and Goals” you’ll find a button where you can add a favorite item. By clicking on it, a pop-up window appears where you can either select any of the metrics available or goals created.

You can also navigate to the metric screen or metric library and add favorite a metric there. It will be automatically added to the Home Screen. The process is the same with navigating to the Goals and Dashboards and choosing them as favorites.

10. No More Searching For Performance Updates

通过常规通知具有完整的可见性，更快地确定您的趋势，并使性能数据成为日常趋势的一部分。

通过设置自动通知nt to you every day, week, month or quarter you make sure you and your team are always up to date and can identify all the wins and losses as they happen, prioritize your work and make adjustments when they matter most.

不要等到本月底才知道您的性能如何趋势。定期通知。

设置记分卡，以保持最新的KPI最新状态。

计划快照以显示仪表板上数据中的所有相关性。确保您的性能已随时提醒。

所有通知都可以通过电子邮件，移动推送通知，洞察流或Slack直接发送给您。随时随地保持更新。

我如何自动化我的通知

导航到“通知”and select which type of notifications you’d like to receive. Select the metrics you’d like to include in each one and to whom and when it should be sent.

您可以阅读有关如何设置每个通知的更多信息here。然后，您要做的就是保持数据的顶部。

因此，我们打开了宝藏并与您共享10个Databox隐藏宝石。beplay体育appios但是我们不打算在这里停留。您有任何改进的想法或功能要求吗？通过检查我们的interactive product roadmap您可以要求，投票或仅在我们所有的产品更新中及时介绍。

Ready to start using all of the features in your Databox account?Sign in and start exploring。

Databoxbeplay体育appios的新知识？创建您的免费帐户以开始。