Databox is a dashboard and reporting platform that blends marketing, sales and finance data from 130+ tools, with an AI analyst for plain-English questions.

Databox is a dashboard and reporting platform that blends marketing, sales and finance data from more than 130 connected tools into one place, so a team stops pulling numbers into a spreadsheet by hand. A built-in semantic layer standardizes fields across sources, and Genie, the AI analyst, answers plain-English questions about the connected data. It is made by Databox, Inc., an independent Boston company founded in 2012. Prebuilt marketing data connectors bring the sources in, cross-source metric blending mixes them, so a dashboard can put ad spend beside CRM revenue, and data transformation rules and custom calculated metrics shape them. Dashboard templates give a quick start, scheduled report emails and Slack reports send the numbers out, and KPI alerts and anomaly detection flag a threshold crossed or a metric that moved. Goal and OKR tracking, cross-channel benchmarking and forecasting sit on top of the dashboards. Genie answers questions and drafts summary reports, client workspaces and sub-accounts separate one client's data from another's, white-label client reports are available as an add-on, hourly automatic data refresh is the standard cadence with a faster sync as an add-on, and a data API opens the platform to custom code. Google Sheets, Power BI, Tableau, BigQuery and Snowflake all connect as data sources. Databox suits marketing teams centralizing KPIs from many point tools, solo analysts and consultants on the single-user Analyst plan, agencies managing several clients on the Agency plan with client workspaces and cross-client reporting, and teams that want AI-drafted summaries instead of manual reporting. It is sold on a permanent Free plan for one user and on the Analyst, Team Core, Team Scale and Agency tiers, sized by users, data sources and AI credits and billed monthly or annually, with Custom quoted by sales. Extra data sources, faster sync and white-labeling are add-ons, every paid plan carries a trial with no card, and the plan cards list every tier. In daily use Databox centralizes the marketing, sales and finance KPIs on one dashboard, answers a question like which channel drove last month's revenue through Genie, produces an agency's client reports with sub-accounts and white-labeling, tracks goals and OKRs, and sends scheduled email and Slack reports with threshold alerts. It reads from the tools a team already uses rather than loading data into a warehouse, so it sits beside a CRM, an ad platform and an analytics stack rather than replacing them.

Features

Included: Prebuilt marketing data connectors
Not included: Spreadsheet destinations
Not included: Looker Studio connector
Not included: Power BI and Tableau destinations
Not included: Marketing data to BigQuery and Snowflake
Included: Hourly automatic refresh
Included: Cross-source metric blending
Included: Data transformation rules
Not included: Currency conversion
Included: Dashboard templates
Included: White-label client reports
Included: Scheduled report emails
Included: KPI alerts
Included: Custom calculated metrics
Not included: Historical data backfill
Included: Data API
Included: Natural-language queries
Included: Client workspaces
Included: Anomaly detection
Not included: Budget pacing

Additional Features

Prebuilt marketing data connectors
Cross-source metric blending
Data transformation rules
Dashboard templates
Scheduled report emails
KPI alerts
Custom calculated metrics
Data API access
Natural-language AI analyst
Client workspaces and sub-accounts
Anomaly detection
White-label client reports (paid add-on)
Hourly automatic data refresh

Best for

  • Marketing teams centralizing KPIs from many point tools
  • Solo analysts and consultants on the single-user Analyst plan
  • Agencies managing several clients on the Agency plan
  • Teams that want AI-drafted summaries instead of manual reporting

Use cases

  • Centralizing marketing, sales and finance KPIs in one dashboard
  • Asking plain-English questions of connected data with Genie
  • Agency client reporting with sub-accounts and white-labeling
  • Goal and OKR tracking
  • Scheduled email and Slack reports with threshold alerts
  • Cross-channel benchmarking and forecasting

Screenshots & Videos

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Ai Analyst Chat

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