Tool review & tips

Databox

Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.

Databox

What it does in 1 sentence

Databox pulls metrics from tools like HubSpot, GA, and Facebook Ads into shareable dashboards.

Databox
Overview

Overview of

Databox

You will love this tool when

You want to monitor marketing or sales metrics without building spreadsheets.

Ideal for

Marketers and execs who need live dashboards that track key growth metrics

Pricing

Who is it for icon

Annual pricing

564

Who is it for icon

Monthly starting at

59

Use cases

Who is it for icon

Track daily performance across multiple channels.

Who is it for icon

Build custom scorecards for your team or clients.

Who is it for icon

Monitor KPIs with mobile alerts and visuals.

Tools

Alternatives for

Databox

Looking for other options? These are tools I've personally used with clients or tested extensively. Some might better suit your budget, tech stack, or team size. Consider this a shortlist if you need alternatives.

Dashboard setup
Google Analytics
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Google Analytics

Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.

ActiveCampaign
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ActiveCampaign

Email and automation platform with strong segmentation and conditional logic, good for B2B nurture when you need power without a full CRM migration.

Looker Studio
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Looker Studio

Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.

Automation tools

How to automate with

Databox

Tools like Zapier, n8n and Make.com are incredibly powerful, but they can feel overwhelming when you’re just getting started. Since you can connect almost anything, it’s hard to know where to begin.

Read my guide on automation
Zapier
Tool

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

n8n
Tool

n8n

Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.

Make
Tool

Make

Visual automation platform that connects tools and moves data with control and scheduling.

What to consider

Considerations before you buy

Databox

If you've decided to integrate Databox into your marketing strategy, here’s how you can get started and make the most of its features.

Setting up Databox

  1. Sign up for an account: Visit the Databox website and create an account. You can sign up using your email or with a Google account. The free version allows you to explore basic features, but for more advanced reporting, you will need to opt for a paid plan.
  2. Connect your data sources: Databox integrates with over 70 different tools, including Google Analytics, HubSpot, and Facebook Ads. To get started, you'll need to connect these tools to Databox so that data can flow into the platform. The integration process is fairly straightforward, but you may need to authenticate your accounts for each tool.
  3. Set up your first dashboard: Once your tools are connected, it’s time to set up your first dashboard. Databox offers pre-built templates for common marketing KPIs like website traffic, social media engagement, and lead conversion. You can use these templates or create your own custom dashboard by selecting the metrics most relevant to your business.

Customising your dashboard

  1. Choose your metrics: Databox allows you to select the specific metrics you want to track. Whether it's traffic sources, conversion rates, or customer acquisition costs, you can choose from a variety of available metrics across your integrated tools.
  2. Create visualisations: Once you've selected your metrics, you can add them to your dashboard as visual graphs, charts, or tables. The visualisation options are highly customisable, so you can create a dashboard that fits your reporting style.
  3. Set up alerts: Databox allows you to set up custom alerts for specific KPIs. For example, you can set an alert to notify you when your lead conversion rate drops below a certain threshold or when website traffic exceeds a set limit. These alerts ensure you're always aware of important changes in your data.

Automating reports with Databox

  1. Set up automated reporting: Databox makes it easy to schedule automated reports to be sent to your team or stakeholders. You can set reports to be sent daily, weekly, or monthly, with a summary of key metrics and insights.
  2. Integrate with Slack: Databox integrates with Slack, so you can send your reports directly to a Slack channel or team member. This keeps everyone on the same page without having to manually share data or pull reports.

Using Databox for team collaboration

  1. Share dashboards with your team: Databox allows you to share your dashboards with team members. This feature is especially useful for marketing teams that need to collaborate on campaign performance and strategy.
  2. Collaborate on insights: Databox's built-in collaboration tools enable team members to leave comments on data points, discuss strategies, and share insights within the platform.

Monitoring performance and optimisation

  1. Track progress over time: With Databox, you can monitor how your key metrics are evolving over time. This helps you identify trends and make adjustments to your marketing campaigns as needed.
  2. Identify areas for improvement: Databox also allows you to dig deeper into your data and identify areas where performance could be improved. For instance, if your conversion rates are lower than expected, you can look into specific traffic sources or user segments to find out where the issues lie.

Conclusion

Databox is a powerful tool for B2B marketers who need to centralise data from multiple sources, track KPIs in real-time, and visualise performance across campaigns. It’s especially useful for larger teams managing complex marketing operations. By following this guide, you can make the most of Databox’s customisation, reporting, and collaboration features, enabling your team to stay on top of important metrics and optimise your marketing strategy.

Learn the tool

Ultimate guide to using

Databox

My personal notes on how to use this tool.

If you've decided to integrate Databox into your marketing strategy, here’s how you can get started and make the most of its features.

Setting up Databox

  1. Sign up for an account: Visit the Databox website and create an account. You can sign up using your email or with a Google account. The free version allows you to explore basic features, but for more advanced reporting, you will need to opt for a paid plan.
  2. Connect your data sources: Databox integrates with over 70 different tools, including Google Analytics, HubSpot, and Facebook Ads. To get started, you'll need to connect these tools to Databox so that data can flow into the platform. The integration process is fairly straightforward, but you may need to authenticate your accounts for each tool.
  3. Set up your first dashboard: Once your tools are connected, it’s time to set up your first dashboard. Databox offers pre-built templates for common marketing KPIs like website traffic, social media engagement, and lead conversion. You can use these templates or create your own custom dashboard by selecting the metrics most relevant to your business.

Customising your dashboard

  1. Choose your metrics: Databox allows you to select the specific metrics you want to track. Whether it's traffic sources, conversion rates, or customer acquisition costs, you can choose from a variety of available metrics across your integrated tools.
  2. Create visualisations: Once you've selected your metrics, you can add them to your dashboard as visual graphs, charts, or tables. The visualisation options are highly customisable, so you can create a dashboard that fits your reporting style.
  3. Set up alerts: Databox allows you to set up custom alerts for specific KPIs. For example, you can set an alert to notify you when your lead conversion rate drops below a certain threshold or when website traffic exceeds a set limit. These alerts ensure you're always aware of important changes in your data.

Automating reports with Databox

  1. Set up automated reporting: Databox makes it easy to schedule automated reports to be sent to your team or stakeholders. You can set reports to be sent daily, weekly, or monthly, with a summary of key metrics and insights.
  2. Integrate with Slack: Databox integrates with Slack, so you can send your reports directly to a Slack channel or team member. This keeps everyone on the same page without having to manually share data or pull reports.

Using Databox for team collaboration

  1. Share dashboards with your team: Databox allows you to share your dashboards with team members. This feature is especially useful for marketing teams that need to collaborate on campaign performance and strategy.
  2. Collaborate on insights: Databox's built-in collaboration tools enable team members to leave comments on data points, discuss strategies, and share insights within the platform.

Monitoring performance and optimisation

  1. Track progress over time: With Databox, you can monitor how your key metrics are evolving over time. This helps you identify trends and make adjustments to your marketing campaigns as needed.
  2. Identify areas for improvement: Databox also allows you to dig deeper into your data and identify areas where performance could be improved. For instance, if your conversion rates are lower than expected, you can look into specific traffic sources or user segments to find out where the issues lie.

Conclusion

Databox is a powerful tool for B2B marketers who need to centralise data from multiple sources, track KPIs in real-time, and visualise performance across campaigns. It’s especially useful for larger teams managing complex marketing operations. By following this guide, you can make the most of Databox’s customisation, reporting, and collaboration features, enabling your team to stay on top of important metrics and optimise your marketing strategy.

My personal review

My review of

Databox

If you've decided to integrate Databox into your marketing strategy, here’s how you can get started and make the most of its features.

Setting up Databox

  1. Sign up for an account: Visit the Databox website and create an account. You can sign up using your email or with a Google account. The free version allows you to explore basic features, but for more advanced reporting, you will need to opt for a paid plan.
  2. Connect your data sources: Databox integrates with over 70 different tools, including Google Analytics, HubSpot, and Facebook Ads. To get started, you'll need to connect these tools to Databox so that data can flow into the platform. The integration process is fairly straightforward, but you may need to authenticate your accounts for each tool.
  3. Set up your first dashboard: Once your tools are connected, it’s time to set up your first dashboard. Databox offers pre-built templates for common marketing KPIs like website traffic, social media engagement, and lead conversion. You can use these templates or create your own custom dashboard by selecting the metrics most relevant to your business.

Customising your dashboard

  1. Choose your metrics: Databox allows you to select the specific metrics you want to track. Whether it's traffic sources, conversion rates, or customer acquisition costs, you can choose from a variety of available metrics across your integrated tools.
  2. Create visualisations: Once you've selected your metrics, you can add them to your dashboard as visual graphs, charts, or tables. The visualisation options are highly customisable, so you can create a dashboard that fits your reporting style.
  3. Set up alerts: Databox allows you to set up custom alerts for specific KPIs. For example, you can set an alert to notify you when your lead conversion rate drops below a certain threshold or when website traffic exceeds a set limit. These alerts ensure you're always aware of important changes in your data.

Automating reports with Databox

  1. Set up automated reporting: Databox makes it easy to schedule automated reports to be sent to your team or stakeholders. You can set reports to be sent daily, weekly, or monthly, with a summary of key metrics and insights.
  2. Integrate with Slack: Databox integrates with Slack, so you can send your reports directly to a Slack channel or team member. This keeps everyone on the same page without having to manually share data or pull reports.

Using Databox for team collaboration

  1. Share dashboards with your team: Databox allows you to share your dashboards with team members. This feature is especially useful for marketing teams that need to collaborate on campaign performance and strategy.
  2. Collaborate on insights: Databox's built-in collaboration tools enable team members to leave comments on data points, discuss strategies, and share insights within the platform.

Monitoring performance and optimisation

  1. Track progress over time: With Databox, you can monitor how your key metrics are evolving over time. This helps you identify trends and make adjustments to your marketing campaigns as needed.
  2. Identify areas for improvement: Databox also allows you to dig deeper into your data and identify areas where performance could be improved. For instance, if your conversion rates are lower than expected, you can look into specific traffic sources or user segments to find out where the issues lie.

Conclusion

Databox is a powerful tool for B2B marketers who need to centralise data from multiple sources, track KPIs in real-time, and visualise performance across campaigns. It’s especially useful for larger teams managing complex marketing operations. By following this guide, you can make the most of Databox’s customisation, reporting, and collaboration features, enabling your team to stay on top of important metrics and optimise your marketing strategy.

Playbooks

Databox

is part of

Dashboard setup

This tool is part of tactical playbooks that walk you through every stage of this engine. Read the full guides to learn how to implement the framework, set up your infrastructure, and execute the tactics that drive results.

See all playbooks
Playbook

Dashboard setup

Build dashboards that show what matters. Give your team clarity without noise or vanity metrics. Agree definitions and review insights on a simple schedule.

See playbook
Dashboard setup
Growth wiki

Growth concepts explained in simple language

Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.

See entire growth wiki
Eyebrow title

Deep Work

use case icon

Topic

Who is it for icon

Playbook

Block extended time for cognitively demanding tasks requiring sustained focus, maximising valuable output whilst minimising shallow distractions.

Eyebrow title

Stakeholder Management

use case icon

Topic

Who is it for icon

Playbook

Navigate competing priorities and secure buy-in by systematically understanding, influencing, and aligning internal decision-makers toward shared goals.

Eyebrow title

Eisenhower Matrix

use case icon

Topic

Who is it for icon

Playbook

Prioritise tasks systematically by sorting them into urgent-important quadrants, focusing effort on high-impact activities.

Eyebrow title

Braindump

use case icon

Topic

Who is it for icon

Playbook

Clear mental clutter by transferring all thoughts, tasks, and ideas onto paper or screen, creating space for focused work.

Eyebrow title

Pareto Principle

use case icon

Topic

Who is it for icon

Playbook

Focus effort on the 20% of activities that drive 80% of results, systematically eliminating low-yield work to maximise output per hour invested.

Eyebrow title

Prioritisation

use case icon

Topic

Who is it for icon

Playbook

Systematically rank projects and opportunities using objective frameworks, ensuring scarce resources flow to highest-impact work.

Course

Why most B2B marketers don't get the results they want

Most B2B marketers are either Random Ricks (trying everything) or Specialist Steves (obsessed with one channel). Generalists run tactics without strategy. Specialists hit channel ceilings. But there's a better way.

See entire course
Random Rick
Always-busy marketer

Tries everything at once. Posts on LinkedIn, runs ads, tweaks the website, chases referrals. Nothing compounds because nothing's consistent. Growth feels chaotic.

Specialist Steve
Single channel specialist

Obsessed with one tactic. 'We just need better ads' or 'SEO will fix everything.' Ignores the rest of the system. One strong engine can't carry a broken machine.

Solid Sarah
Full-funnel marketer

Finds the bottleneck. Fixes that first. Then moves to the next weakest link. Builds a system that's predictable, measurable and doesn't need 80-hour weeks.

Start for free

Sarah grows faster than Rick and Steve. Want to know how Solid Sarah does it?

Learn how she diagnoses bottlenecks, orchestrates the four engines, and drives predictable growth. Choose if you want to read or watch:

See full course
7-day mini-course in your inbox

Learn the system by email

Get practical frameworks delivered daily. Seven short emails explain how Sarah diagnoses bottlenecks, orchestrates the four engines, and builds systems that compound.

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Watch module 1 for free

See the course in action

Free 45-minute video module from the full course. Watch how to diagnose your growth bottleneck and see exactly what the course platform looks like.

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