Databox Home Page Personalization

The Home screen allows each user to select and quickly access the Metrics, Goals and Databoards that matter to them most. Users can customize what's displayed and track their progress in getting Databox set up. 

HOW TO

How to use your Home page

Account Progress
Pro Tip: Follow this Onboarding Guide for step-by-step instructions on how to get set up with Databox. For our Agency Partners, we have this Agency-specific Onboarding Guide available. 
Insights Activity Favorites

How to use Account Progress

Begin Account Progress

How to use Insights Activity

Home preferences Insights Activity Apply Insights Activity is now customized to fit your personal needs. Monitor this to stay up-to-date on significant activities and new opportunities in real-time. 

How to use Favorites

IN THIS SECTION

How to Favorite Metrics

Learn how to Favorite Metrics here

How to Favorite Goals

Favorites are user-specific, so each user in the ability to select their own Favorite Metrics to add to their Home page. 

Goals Goal Search star Favorite Goals  Home

How to Favorite Databoards

Favorites are user-specific, so each user in the ability to select their own Favorite Metrics to add to their Home page. 

Databoards Databoard Search star Favorite Databoard  HomeDid this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.Yes No No results found