Reporting & Segmentation
Building reports & segmenting accounts.
By Laura and 1 other2 authors8 articles
- 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
- Customer 360Allows users to customize all information about their customers while surfacing the most critical and important information for each viewer.