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Account health scores & metrics
Custom Dashboards
Prioritize the right KPIs for you and your team with custom dashboards

About Custom Dashboards

Custom dashboards allow you to create and arrange advanced reports based on all of your customer data and activity objects in Vitally. Dashboards consist of widgets, built using a simple widget builder.

Custom Dashboard: How to Create

How to create a new Custom Dashboard
How to Video
  1. 1.
    On the left hand panel at the top you'll see "Dashboards", click +Add Dashboard
  2. 2.
    You'll see a pop up where you'll click Create New Dashboard on the top right
  3. 3.
    You'll then name your dashboard and set permissions. You'll have two choices:
    • Private: Only users with a link will be able to find and view this Dashboard.
    • Public: This Dashboard will be available to all users when browsing Dashboards.
  4. 4.
    That's it! Now you can start creating your widgets, read more below.
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Custom Dashboards: Create a Widget

Once you create your dashboard, the next step is to create your first widget. The widget wizard is broken up into a sequence of 3 steps where you will be able to select the type of data you want to visualize, how it's visualized, how the data is calculated, and how the results are filtered.
How to create
How to Video
  1. 1.
    Once you've created your dashboard, you can now create widgets by clicking the blue +Add button on the top right
  2. 2.
    Select your Data Visualization. Depending on which type of visualization data object you have selected, you'll be presented with a list of options to configure your new widget. Read tabs below for each data visualization.
  3. 3.
    Name your widget
  4. 4.
    Select your Visualization Data Object. For example, if you're looking to visualize how many Accounts are owned by your CSMs, you'd select 'Accounts'. Alternatively, if you're looking to visualize open tasks by assignee, you'd select 'Task'.
  5. 5.
    Finally define Filters to limit the data that your widget is applied to. By default, all tracked Accounts (including churned ones) will be included in your widget. To limit the data further, add filters to exclude such accounts.
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About Custom Dashboards
Custom Dashboard: How to Create
Custom Dashboards: Create a Widget