October 2024 (Special Fall Drop Edition!)
Key Releases
[Beta] Flexible Customer 360s
The newly redesigned Account, Organization, and User 360s now include pinnable Table, Board, and Dashboard Views that are completely customizable based on the data you’d like to see across your book of business. Pin individual Properties to easily access the data points that are important to your business.
The new 360 experience is currently in Beta. If you’re interested in trying it out, please reach out to your CSM directly or success@vitally.io
Formula Traits
With Formula Traits, you can now take your reporting to the next level by creating custom calculations using a variety of operators. Dig into revenue, build custom health scores and forecasting models, track time to value, and beyond.
With this change, Calculated Traits have moved under Formula Traits as Aggregations. To access and build new calculated metrics, create a Custom Trait, select Formula as the Type, and choose Aggregations.
Meetings with Gong & Google Calendar
Sync Gong and Google Calendar events to Vitally so you can track customer calls with greater efficiency and leverage meeting data to drive your Customer Success strategies. View essential information such as the date, time, attendees, and description of each meeting, all in one place.
Doc & Custom Survey Branding
With new branding capabilities, you can make your Docs and Custom Surveys look and feel like your brand. Display your company logo, customize your brand color, and add a banner image to any Doc or Survey.
Additional Releases
Organization NPS
Start gathering insights from your Organizations with in-app NPS surveys, and report on insights by building NPS widgets.
Filter Organizations by Revenue Changes
You can now filter Organizations by percentage changes to MRR or ARR.
Integration Releases
Error Banners for Warehouse Sync Errors
Consistent sync errors from warehouse integrations will now show a banner with details about the error in addition to emailing all subscribed users to provide greater insight into why sync might be failing.