Reporting & Segmentation
Building reports & segmenting accounts.
HubsIt all starts with Hubs! Hubs are dedicated workspaces tailored specifically to the work you care about.
Dashboards
Segmentation (Segments)Auto-organize your accounts into any number of segments, using any data points.
Table ViewsViews help you and your team to easily revisit specific data points about your objects (Accounts, Users, Conversations, Custom Objects, etc)
Board ViewsKanban-style boards used to visualize data in a workflow structure
Calendar ViewVisualize objects with calendar views in Vitally's Customer 360s and Hubs.
Product Event HistoryAnalyze the historical events sent by your users and accounts
Dashboard Troubleshooting Guides
A place to find guides to troubleshoot common Dashboard issues
Number in a Widget Does Not Match When Selecting it and Going Into a Table ViewWhen I select into a widget, the number(s) I see in the widget is not the same as what I'm seeing in the table view.