Multi-Source Dashboards
Pull data from Google Analytics, HubSpot, Facebook Ads, and 100+ sources into unified views.
Databox / INTEGRATION GUIDE
Databox + Angelwood Integration
Combine metrics from all your tools in one client-facing dashboard. No more juggling multiple reporting platforms.
QUICK ANSWER
Connect Databox with Angelwood to pull metrics from 100+ data sources into client portals. Unified reporting for firms managing multiple tools.
WHO THIS IS FOR
Best for teams already relying on Databox and needing their client-facing updates, approvals, or reporting to stay in sync.
THE WORKFLOW
What you get with Databox
Seamlessly connect your workflow with Angelwood
Custom Databoards
Create custom databoards in Databox and embed them directly in client portals.
Goal Tracking
Display goal progress, benchmarks, and KPI scorecards to keep clients aligned on targets.
FROM SETUP TO SHARED CONTEXT
How it works
Get started with Databox in minutes
- 01
Connect your Databox account
One-click authentication. Works with all Databox plans.
- 02
Select databoards to share
Choose which Databox dashboards to display for each client.
- 03
Configure data filtering
Set up filters to show only relevant metrics per client.
- 04
Clients see unified reports
Your clients access their portal and see consolidated performance data.
IN PRACTICE
How firms use Databox with Angelwood
Ways to apply this workflow to client work
Full-Service Professional Firms
Show clients unified metrics across all service lines in one dashboard.
OutcomeReduce reporting time by 10 hours per month per client
Data-Driven Consulting Firms
Display KPI scorecards, goal tracking, and benchmark comparisons to demonstrate value.
OutcomeIncrease client confidence with clear goal tracking
Multi-Practice Firms
Combine data from multiple platforms and practice areas into unified views.
OutcomeEliminate platform-hopping for clients
GOOD QUESTIONS
Databox Integration FAQs
Which data sources does Databox support?
Databox connects to 100+ data sources including Google Analytics, HubSpot, Facebook Ads, Salesforce, and more.
Can I create custom metrics?
Yes. Create calculated metrics, custom formulas, and combined KPIs in Databox before displaying in Angelwood.
How often does data refresh?
Data refreshes according to your Databox plan (hourly or more frequent). Angelwood syncs with each refresh.
Can clients see my Databox account?
No. Clients only see the specific databoards you choose to share through Angelwood.
Do clients need Databox licenses?
No. Clients access data through their Angelwood portal without needing Databox access.
YOUR NEXT STEP
Ready to connect Databox?
Start your 14-day free trial. No credit card required.