Overview: Agency Onboarding

In this article, we'll outline the recommended setup strategy for Agencies using Databox for their Client reporting.

This strategy coincides with the freePredictable Performance Training Course, which provides training on how to对齐您的团队围绕正确的指标跟踪，如何创建仪表板，使您能够高效，有效analyzeyour performance, and how to set yourself up toadjust您需要的策略。

Each recommended step is designed to help you get completely set up while ensuring you have a greater understanding of tools available to help bring your reporting process to the next level. By completing these steps, you will also work towards achieving Certified Partner status.

How to align your team around the right Metrics to track

Success can’t be achieved unless it’s well-defined. The first step to developing a strong reporting process is choosing the right Metrics to track and setting Goals that will measure the success of your efforts.

邀请用户进入您的代理商帐户

您的代理商帐户是您和您的团队成员为您的代理商创建可扩展报告过程的空间。邀请您的团队进入此帐户，使他们有机会连接数据源，指定哪些指标对其角色/部门很重要，以及（最终）访问客户端帐户。

Resource:Help Doc

Pro Tip:团队成员添加到你的公司账户given access to select Client Accounts or to all Client Accounts with 1 login.

连接您的代理商帐户中的数据源

In order to start identifying the Metrics that are significant for your Agency and your Clients to monitor and analyze, you will need to connect one of each Data Source you'll be using in your reports in your Agency Account.

建议您在可能的情况下将代理商的数据源连接到您的代理商帐户中。但是，如果您不使用与客户的所有相同平台，则可以在代理商帐户中连接客户数据源。您的代理商帐户中只需要连接每个数据源中的一个。

例如，如果客户的使用Facebook广告但您没有用于代理商的Facebook广告帐户，请在您的代理商帐户中连接客户的Facebook广告帐户之一。这将确保您能够选择适当的指标并为客户提供来自Facebook广告的数据的客户模板。

Resource:Help Doc

将指标添加到您的代理帐户中的指标屏幕

The Metrics screen allows everyone in your organization to create a personalized view of all the Metrics that matter to them, while also gaining visibility into Metrics that are significant to others in your organization.

这使得协作变得容易，并确保您围绕正确的指标对齐，以监视代理商和客户。

Resource:Help Doc

Use Tags to keep your Agency Metrics screen organized

First, you'll need to create a Tag for each area you're monitoring data for. We often see Tags used to differentiate between Client services, departments, initiatives, or focus areas.

You can Tag Metrics on your Metrics screen to differentiate between the Metrics that are significant for each area. Tags are Account-wide so any Agency user will be able to access these Tags.

您可以根据标签过滤指标屏幕，以为您创建最佳视图。标签还可以帮助您有效地组织指标，并在准备就绪后直接构建数据库。

Resource:Help Doc

Pro Tip：The same Tags are available for Metrics, Databoards, Goals, and Client Overviews. Use these Tags to stay organized as an Agency and create valuable views in Databox.

Add Client Accounts under your Agency Account

Client Accounts help create a secure, scalable reporting process for your Agency, while still allowing for customization based on specific Client needs or preferences.

觉得你的代理账户“母公司”your Client Accounts as the "children" in a family tree. Each child (Client) is linked to the parent (Agency), but the children (Clients) are not connected to one another.

Resource:Help Doc

Pro Tip：An Account Owner email address must be associated with every Client Account you add. This is typically the main point of contact for that Client Account. If you do not check the box that saysSend login information to Client Account, you as the Agency user will receive the login credentials and your Client will not be contacted.

If you still don't want to enter a Client's email address, you can enter avariation of your email addressfor the Client Account Owner. Your Agency is the overarching owner of the Client Account, so it will not negatively affect the capabilities of the Client Account.

Connect Client Data Sources in Client Accounts

Each Client Data Source is its own unique connection. You should connect your Client's Data Sources in the respective Client Accounts to begin syncing data with Databox.

View a full list of Data Sources that directly integrate with Databox这里。

Resource:Help Doc

Pro Tip：It's important that Client Data Sources are connected as soon as possible so data syncing can begin. Each Data Source has different limits in place for how much historical data can be accessed when the initial connection is made.了解更多有关每个数据源最初同步的历史数据的更多信息 这里 。

Once data syncs with Databox, it is stored in Databox's own database. This allows us to accumulate more historical data over time.

Add Metrics to the Metrics screen in your Client Accounts

在客户端帐户中，可以设置“指标”屏幕，以使每个唯一客户端的顶级指标可见性。这使您可以快速识别顶级指标并开始在Databox中监视它们。beplay体育appios

Resource:Help Doc

Add Client Goals in Client Accounts

目标是使客户报告易于理解和可操作的关键。DataBox中的目标设定功能旨在使设定智能目标易于设置，这意味着它beplay体育appios们是特定的，可衡量的，可分配的，现实的和时间表。

Resource:Help Doc

Pro Tip：为了设置客户的长期成功，请单击Advanced Setuplink in the目标设置window so you can add Goal values for future Date Ranges.

Add Client Scorecards in Client Accounts

使用记分卡保持客户的关键指标的最新状态。这些记分卡可以每天，每周或每月通过电子邮件，推送通知或松弛发送。

Some Agencies set up Scorecards to go directly to Clients, while others only send Scorecards Agency members.

Resource:Help Doc

Pro Tip：默认情况下，您的记分卡中选择的指标将显示上一个阶段与上一个时期的数百分比。单击gear iconto the right of the Metric to have the Metric compare to a Goal value instead.

Configure Client Performance Overviews in your Agency Account

Using Client Performance Overviews, you can view all of your Client’s top KPIs and Goals in one place and perform a quick, up-to-date healthcheck. This helps eliminate the work required for an internal review of Client performance and goal achievement

标签可用于组织您的客户，并将最佳视图变成性能。

Resource:Help Doc

Pro Tip：The column headers allow you to select a Metric to view for all of your Clients. To customize a cell on a Client-by-Client basis, click on the...icon in the top right of one cell to choose a Data Source and Metric to view for that Client.

此策略还使您可以将自定义或计算的指标添加到特定客户帐户中存在的客户端性能页面。

How to analyze your performance using Databoards

为了创建可扩展的报告过程，建议您在代理商帐户中构建主模板。主模板是为满足客户需求而构建的数据库。准备好后，您可以将主模板的副本发送到适当的客户端帐户。

Once copied to your Client Accounts, these Databoards will repopulate with each Clients unique data and can be further customized as you see fit.

This strategy makes your Agency Account act as a "Library" for Master Templates and eliminates the need to recreate identical dashboards or search through Client Accounts to find the Databoards that a new Client needs.

If possible, try to create Master Templates for groups of Clients based on the Data Sources they use, the services you provide, the Metrics you'll need to track, etc..

Use a Public Template

Public Templates are prebuilt Databoards that aim to satisfy some more common use cases. Templates give you the ability to have some of the setup work done for you.

一旦将模板拉到您的帐户中，就可以自定义合适。这使得您选择的模板可以充当您计划构建的主模板的起点。

Resource:Help Doc

Pro Tip：模板可以让您了解其他机构正在报告的内容，并可以为您提供改进或调整自己的报告样式的方法的想法。

Add a Datablock from the Datablock Library

The Datablock Library consists of over 3,000 pre-built Datablocks, which are combinations of Metrics and Visualizations Types based on the most popular use cases.

Datablocks are similar to Templates, but on a smaller scale. Once you add a Datablock from the Datablock Library to your Databoard, it will automatically populate with data from your selected Data Source.

与模板一样，您可以在设计师的右侧使用DataBlock编辑器来进一步自定义数据库。

Resource:Help Doc

Add a visualization from the Visualization Types list

如果要从空白数据库开始，则可以将可视化类型列表列出的空白可视化列表拖放到数据库中。然后，您可以使用设计人员右侧的Datablock编辑器将此数据映射到特定的数据源和度量标准，选择主要日期范围，更改比较期限等等。

The Datablock Editor differs depending on the visualization selected, so it's worthwhile to test out the functionality of different visualizations before building your Databoards.

Resource:Help Doc

Add a Datablock from My Metrics

When you add Metrics to your Metrics screen, you'll see them listed in My Metrics. This helps align your team around the right Metrics and makes it easier than ever to use these Metrics on Databoards.

就像从数据库库中添加的数据库和可视化类型列表一样，一旦将我的指标的数据库添加到您的数据库中，您可以使用DataBlock设置将其进一步自定义。

Resource:Help Doc

构建数据库以用作帐户模板

Building your Account Templates takes time and effort, but it's a critical part of the process. These Account Templates can be used in Client Accounts moving forward, so don't rush through this step.

Your Metrics screen should already provide an outline of the Metrics you want to include in your Databoards. Once your Databoards are built, you can save them as Account Templates. The main purpose of Account Templates is to make it easier for Agency Partners to automate Client reporting.

Create Templates to prove the value of your services on your Client's business. Be sure to create dashboards that answer key questions, such as what are you delivering to your client? What is the result of those deliverables on your Client's business?

当您构建主模板时，还有其他考虑要牢记。使用适当的可视化为每个数据库，您可以传达预期的消息或突出显示关键信息。设定目标和显示比较期限会增加上下文，并使您的仪表板更容易分析。

Resource:Help Doc

Use Tags to keep your Databoards organized

您可以标记数据代表以区分每个焦点区域或客户端组重要的仪表板。标签在整个帐户中，因此任何代理商用户都可以访问这些标签。

You can Filter the Databoards page based on Tags to create the optimal view for you.

Resource:Help Doc

Pro Tip：The same Tags are available for Databoards, Goals, Custom Metrics, Calculated Metrics, and Client Performance. Use these Tags to stay organized as an Agency and create optimal views for your team.

旋转旋转模式的循环数据库一起

Once your Databoards are built in your Agency Account, you can create a separate reporting deck for each set of dashboards by looping Databoards together in Carousel Mode.

This allows you to use the Streaming URL to view the full report and tell a comprehensive story of the work you're doing and the results of those efforts.

Resource:Help Doc

Copy Databoards to Client Accounts

是时候开始将这些数据库推出到您的客户端帐户了。将数据库复制到客户帐户后，您需要导航到客户帐户以接受数据库。

Once the Databoard is accepted in the Client Account, it will repopulate with this Client's unique data. At this point, the Databoard is completely disassociated from the Master Template in the Agency Account, so you can further customize the Databoard to meet the needs of individual Clients.

在接受数据库后，对客户端数据库没有任何更改会影响主模板，并且对主模板没有任何更改将在客户端数据库上反映。

Resource:Help Doc

Pro Tip：If your Databoards are looped in Carousel Mode, you'll have the option to send the full Carousel of Databoards to a Client Account, rather than having to send them individually.

用徽标，颜色等自定义数据库。

Customization options are available from within the Designer. Customizing Databoards for each Client is quick and easy, but it can make a big difference when introducing this new reporting style to Clients.

Resource:Help Doc

如何根据数据状态调整策略

Schedule Snapshots of Databoards

计划的快照使您可以将数据库导出为JPGS或PDF。这使您可以根据自己的频率进行归档数据库。

预定的快照还可以通过自动导出报告并在指定的日期和时间通过电子邮件传递，以帮助您的数据代表成为例行程序的常规部分。您可以使数据适用于您，而不是等待时间来寻找数据。

Resource:Help Doc

Pro Tip： If your Databoards are looped in Carousel Mode, you'll have the option to Schedule a Snapshot of the full Carousel of Databoards.

在客户端帐户中添加客户端警报

Alerts enlist the Databox system to automatically and proactively monitor your top Metrics and notify you of emerging trends.

警报可以通过电子邮件，推送通知或松弛发送。默认情况下，这些警报将用于配置它们的用户，但是您也可以选择其他收件人。一些代理商设置了警报，直接向客户介绍，而另一些机构仅向代理商使用。

Resource:Help Doc

Pro Tip： 条件％增加或减少了非常适合监视关键指标的新兴趋势。至少建议您设置每个客户端的前3-5个指标的警报。

Add Annotations

预定的快照和警报都可以触发您的数据库添加注释。注释是可以添加到图表中的简短文本通知，以便更好地解释KPI并在明显影响数据的某些事物时通知最终用户。

通过将注释添加到图表中，您可以在所做的工作与数据中看到的结果之间达到直接相关性。

Resource:Help Doc