Allow cross Client Metrics reporting for an Agency

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Patrick Allmond

As an agency, there are times when it would be nice to consolidate several client metrics into a single agency metric.

Currently, client Data Sources can only be used at the client level.

It would be nice to be able to use ALL client Data Sources at the agency level, in order to combine the data into a single agency reports.

2021/11/30 -

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Mags Siddle

Agreed. It would be great to be able to have an Agency-related dashboard so I can understand on one page, how my clients are performing rather than having to track through different Client pages!

Carolina Zibert

A user has requested this feature.

Leigh

Agreed, We would love to be able to round up all leads from all of our clients so that we would gauge how many leads we generate at an Agency Level.

Daniele Rosario

Same here! This would be a great feature for Agencies, so we don't have to pay for each Data Source twice (for Client Accounts and for Agency Account). If each Client's Data Source was available to the Agency Account, it will allow us to track some particular Clients Metrics on our own Databoards.

Lola Pasquier

Same here. As an Agency we pay for each Data Source connected within our Client Accounts, so it would be great to have all the clients' Data Sources accessible at the Agency Account level, without having to pay twice for the Data Sources in order to build Account Management Databoards.

Milica Novak

Use case:
Instead of logging in and out between individual Client Accounts, the customer would like to combine data on Databoards for each client in a loop, without adding Data Sources they've already connected inside of Client Accounts within Agency Account as well.

Sandra

Currently available options for overall client performance reporting in Databox are:
- Client Performance Overview pages (learn more here: help.databox.com/article/182-overview-client-performance-overviews )
- Loop Databoards from multiple Client Accounts (learn more here: help.databox.com/article/92-overview-looped-databoards#client-accounts )

Next, we also have the following Roadmap post (that can be upvoted on):
- Use Data Sources connected to Agency Account in Client Accounts: roadmap.databox.com/b/product-features/use-datasources-connected-to-the-agency-account-from-clients/.

Sandra from Databox

Kasper Dam

This would be greatly appreciated.

Sandra

Hi Kasper,

Thanks for reaching out.

Currently, other available options for overall client performance reporting in Databox are:
- Client Performance Overview pages (learn more here: help.databox.com/article/182-overview-client-performance-overviews )
- Loop Databoards from multiple Client Accounts (learn more here:help.databox.com/article/182-overview-client-performance-overviews )

Next, we also have the following Roadmap post (in case you'd want to upvote on it) :
- Use Data Sources connected to Agency Account in Client Accounts: roadmap.databox.com/b/product-features/use-datasources-connected-to-the-agency-account-from-clients/.

Does this help?

Sandra from Databox

Sandra

Merged with: Scorecards: ability to pull in data from Client Accounts

Chuck McCarthy

I would like to be able to create a Scorecard in our parent Agency Account that can pull in metrics from each Client Account. With the ultimate goal of being able to have an overview of our client goals.

Sandra

Hi Chuck,

Thanks for submitting your request.

Currently, you have the following option available within your Agency Account:
- Metric Performance Overview, where you can set popular client metrics to monitor at one place: help.databox.com/article/182-overview-client-performance#client-kpi-performance-overview.
- Goal Overview, where you can monitor goal performance for Goals set in individual Client Accounts: help.databox.com/article/182-overview-client-performance#client-goal-overview.

Does this help?

Next, we have the following Roadmap posts:
- Use Data Sources connected to Agency Account in Client Accounts: roadmap.databox.com/b/product-features/use-datasources-connected-to-the-agency-account-from-clients/.
- Allow cross Client Metrics reporting for an Agency: roadmap.databox.com/b/product-features/allow-cross-client-metrics-for-an-agency/.

I think you request match the latter, therefore will be merged together.

Sandra from Databox

Sandra

Current available options for overall client performance reporting in Databox are:
- Client Performance Overview pages (learn more here: help.databox.com/article/182-overview-client-performance-overviews )
- Loop Databoards from multiple Client Accounts (learn more here: help.databox.com/article/92-overview-looped-databoards#client-accounts )
- Connect clients Data Sources under Agency Account as well in order to create a single Databoard with clients data (Note: These Data Sources counts toward the total number of connected Data Sources in your whole Databox Account)

Sandra from Databox

Anthony Emeka Nwankwo

The main value for our side is to see our clients business performance and development as a whole, instead of separately. It would also help with reporting, as that is the most common way to show an aggregated view of a month's performance.

Sandra

Merged with: Tables: ability to build a Databoard using multiple/different client Data Sources

Eric Mellen

This, or connect Data Sources in a central place and use them in Client Accounts.

Dini Mäntylä

It would be very helpful if Agency Account could have access to client's Data Sources. This would allow agency to create a compilation of Looped Databoards.
For example, agency could create a loop of Databoards to display key goals on one loop to follow clients progress, like on the office wall.

Sandra

Merged with: Agency access to Clients Data Sources

Sandra

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