In Databox, you can easily build year-over-year reports that report on Sales performance, or any other data. You can either use any of our free sales databoard templates, or build a sales databoard from scratch. You can then choose between a number of date ranges to report on like This Year, Year to Date, Last Year, or even longer periods like Last X Years.
To get started, you first need to connect your sales data to Databox. We offer a number of integrations like HubSpot, Salesforce, Pipedrive, Zoho and many more. Check out all supported integrations here: Integrations in Databox.
Use our free Sales Templates
We offer hundreds of free databoard templates that you can set up in your Databox account - with just one click! Navigate to the Databoard Templates page to get started.
Build a Sales Databoard from scratch
There are a few options you can go about building a sales databoard.
#1 Browse metrics and select them to build a databoard
Navigate to the Databoards page and click on +New Databoard.
Create a new Databoard using the wizard.
The wizard will guide you to select your desired metrics and populate them on a new Databoard.
On the Databoard, you can edit the Date Range to specify what period you want the data to display (daily, weekly, monthly, quarterly, yearly date ranges).
#2 Create a blank databoard and populate it with metrics
Navigate to the Databoards page and click on +New Databoard.
Create a blank Databoard.
Hover over the Databoard and click the "+" sign to start browsing metrics.
In the dropdown, select what metrics you want to track and they will automatically be added onto the Databoard.
On the Databoard, you can edit the Date Range to specify what period you want the data to display (daily, weekly, monthly, quarterly, yearly date ranges).
PRO TIP: You can change the visualization of each metric by clicking on the visualizations icon in the top right corner:
